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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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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.
13
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Proyectos
149
In analytics reports add more filters
In the entered hours report, you can filter by hours entered by project and card, category.
7
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Proyectos
50
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.
1
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Proyectos
7
Automatic email task alerts
In each task, in addition to putting a start date and an end date. Add the ability to configure alerts on the date you want and that they are sent by email. In this way, the task supervisor or any selected user can receive a notice to proceed to see where the project is at or to notify the customer.
6
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Proyectos
32
Be able to view projects on a Gantt chart
To understand the workflow of work teams throughout the year and possible interferences between some projects and others.
27
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Proyectos
277
Add column to the list of estimated time tasks
When opening a task we have the option of entering the estimated time, it would be interesting to have this field as a column in the list of project tasks.
0
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Proyectos
11
Add 'project' column in document import Excels
Add 'project' column in Excels to import document templates, so that documents could be massively related to projects.
1
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Proyectos
20
Be able to view the times recorded for a task
This way we can see the total hours recorded for a task.
4
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Proyectos
103
As an administrator view all projects
As an account owner or administrator, I must be able to see all projects. I currently have to be an administrator of each project, making it tedious to invite myself to each project.
3
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Proyectos
24
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
74
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Proyectos
397
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