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.

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.

Improve project reporting

Currently the reports are tables, so you can export this information in other formats

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.

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 add proforms and delivery notes to projects

To be able to view in the billing documents also the proforma and packing slip documents associated with the project.

Convert a budget or invoice to a project

Be able to create a project based on a sales or estimate document.

Being able to perform mass actions on projects

Actions such as assigning tasks to a user, tagging them, changing the status or type of task

Allow assigning seats to projects

Certain entries, such as those on a loan or grant, are undocumented. It would be useful to be able to add these seats to the billing control of a project for full visibility.

Be able to attribute budgets and orders to projects

Currently, when ascribing this type of document with a rejected status, they add up in the project billing section. To be able to see the status from this section and that it does not add up to the evaluation of the project to have a more exhaustive control of the project.

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.

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