Boards

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.

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

Be able to assign projects to documents in bulk

Being able to assign projects to documents in bulk instead of going document by document.

Assign a project by API

To be able to import tasks from my projects with an excel template

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.

Be able to see the start and end times of a time log

This way, you can keep greater control of time records in projects.

Be able to have a history of changes in task states within projects (who changed the status and when)

To be able to analyze tasks, identify bottlenecks, productivity in teams, etc.

In analytics reports add more filters

In the entered hours report, you can filter by hours entered by project and card, category.

Be able to download the list of billing documents from the project

Be able to download the list of billing documents from the project. Right now it is possible to do this by downloading the excel of documents and filtering by the project column. Or by adding a tag with the name of the projects to the documents and then to the list of documents filtering by the tag and downloading there

Be able to view emails sent on opportunity cards

Be able to view the messages that are sent by e-mail on the Holded CRM opportunity cards. This way, all the actions that are taken on a possible opportunity could be tracked.

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