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Improvements
Improvements
At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.
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CRM (77)
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Customer portal (11)
Being able to add payroll to project billing
To be able to add part or all of the payroll to projects just as other documents can be added to be able to charge labor costs in a way other than the attribution of time records
71
·
Proyectos
372
Be able to create recurring tasks
Being able to create recurring tasks and assign them to different projects, so you don't have to duplicate the task and transfer it to another project.
52
·
Proyectos
494
Be able to assign projects to documents in bulk
Being able to assign projects to documents in bulk instead of going document by document.
3
·
Proyectos
22
Be able to export the time entered in project tasks
To be able to get a report of tasks and the time spent or entered in each task. Since this information is currently only shown on the project board and on many occasions the project client requests it.
11
·
Proyectos
129
Convert a budget or invoice to a project
Be able to create a project based on a sales or estimate document.
1
·
Proyectos
16
Allow to open a project in a new tab
Allow to open a new project with cmd+click. This way, we avoid losing the filters when we return to the list of projects.
1
·
Proyectos
12
Being able to create a project based on an opportunity
Relate an opportunity in the funnel to a project when it is won and be able to transfer information about the opportunity (opportunity value, uploaded files and related documents, and assigned users) to the project.
10
·
Proyectos
66
Be able to customize, create and edit project states
Within the project, you can indicate more states than the current default ones. Functionality that should be able to be performed from the general configuration of projects.
1
·
Proyectos
63
Link team schedule control to the project time log
In this way, when we “enter” from “my zone” we can indicate what project and task we are working on without having to perform the action in both sections.
8
·
Proyectos
57
Improve project reporting
Currently the reports are tables, so you can export this information in other formats
0
·
Proyectos
25
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