Features

Overview
CRM
Projects
Billing
Help desk
Integrations and Apps
More Features
Features list
  • Real Project Management
  • One project, many views
  • Nested projects and dependencies
  • Custom Fields
  • Budgeting and billing
  • Reminders and recurring tasks
  • Project templates and management tools

What is it?

  • Record timesheets, upload documents, create support cases, add expenses, and more from within your WORKetc project.

Why use it?

Most project management tools are glorified folders; a place to just dump everything. But by allowing any sort of activity to be actioned inside a project, WORKetc actively helps you manage your project.

It also means no diving in and out of a confusing array of server folders and e-mails to find or update information.

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Scenario:

A company planning the annual New Year’s Eve celebrations for a small city has plans for a concert, a fireworks display and even a parade. The team of planners has to liaise with the emergency services, hire contractors and performers, and keep track of an endless trail of documents and information. Each staff member has been assigned to one of three teams within WORKetc, keeping everyone on the same page. After a meeting with the police liaison, for example, a team member can update the project within minutes from inside the meeting, add a timesheet entry and quickly adjust the parade route.

The senior project manager notices that the new parade route goes where the concession stands for the concert were going to be placed, and schedules a new meeting with the concert team to discuss a new location for the stands. The expense and timesheet information is automatically added to the project billing information, and the support team receives an e-mail alert notifying them of the support ticket.

What is it?

  • View your project your way with Gantt Chart, Project Tree, Activity Stream, and People views
  • Keep tasks, timesheets, documents, and notes updated in real time

Why use it?

On every project there are people performing any number of different roles. Different roles require different work styles.

For example the project manager needs a Gantt Chart to help them visualize progress, a contractor makes best use of a simple project tree to access a task list and for daily updates the activity view lets you quickly identify what is happening right now.

WORKetc lets everyone involved in your project access the information most relevant to them.

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Scenario:

On a large building project, the senior project manager views the information as a Gantt Chart to keep track of key milestones, dates and dependencies, and the CEO uses a project tree to plan and monitor development.

Meanwhile, the site foreman uses the activity view to stay on top of everything as it happens across the site.

Because information is updated in real time from one centralized system, they all see the same information in a way that makes sense to them, with no double entry or lost data.

What is it?

  • Create complex nested project structures
  • Set dependencies, or triggers, to ensure the correct flow of tasks

Why use it?

Any experienced project manager will tell you that even the simplest project can become complicated very quickly.

By giving you the tools to automatically manage and monitor tasks, WORKetc makes even the most complex project a breeze to manage.

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Scenario:

A mining company is conducting an Environmental Impact Assessment ahead of a new project.

The scientists can’t assess the area until the surveyors have defined it, and no work can begin until the scientists have delivered their report.

The project manager is able to set dependencies in WORKetc so nobody begins too early.

The project manager is able to set dependencies in WORKetc so nobody begins too early.

Once the surveyors have completed their work they upload the report to WORKetc. Then the project manager receives an automatic e-mail alert and is able to trigger the next phase.

What is it?

  • Attach custom, bite-size pieces of information to contacts, projects, tasks, and more
  • Assign any Custom Field to any WORKetc feature

Why use it?

Custom Fields allow for greater transparency of information across your business. With every business and every project being different, Custom Fields allow you to capture the unique details you need.

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Scenario:

An IT contractor storing custom information next to each client in WORKetc adds fields like Hardware, Priority, and Delivery notes. These Custom Fields are displayed on the Support Case screen so that when a customer calls, the support team knows what they’re dealing with.

Then when the contractor is rolling out an IT upgrade all the information is available on the Project screen.

What is it?

  • Create detailed budgets against people, activities, and tasks within your main project
  • Create billable items such as milestones, timesheets, and expenses within your project
  • Keep track of project spending
  • Automate billing tasks and generate reports on budgets, billing and more

Why use it?

Make sure your project remains profitable by keeping a close eye on each cost associated with it.

Any billable item is automatically sent from the Project Management tool to the Billing tool.

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Scenario:

A mechanic fitting after-market fuel systems to a fleet of corporate cars uses the Budgeting tool to list every part and estimate the labor costs for each vehicle. As the fit-out goes on, the manager notices that labor charges for each vehicle are higher than expected.

Using the Billing tool he re-enters the adjusted labor costs and discovers the final cost is going to be 20% over budget. Before contacting the customer, he checks the cost breakdown and sees that a new employee is applying more time than the other mechanics to each car.

Meanwhile, a long-time employee is well ahead of time, so the manager re-assigns the remaining cars to him and removes the slower worker from the project.

The entire project comes in under budget and on time — leading to more work from the fleet client.

What is it?

  • Receive automatic e-mail notifications when you are assigned to a project, when a project is updated, or when a milestone is achieved
  • Create custom alerts and recurring reminders

Why use it?

Stay on top of the progress of projects by tracking every activity within your organization. Automatic e-mail alerts let you move quickly to the next step in a project as soon as the previous one is completed.

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Scenario:

Stefan in California is waiting for Josh in New York to finish a back-up so he can power down the server for upgrading. When Josh is finished he marks the task as complete.

Stefan receives an instant e-mail alert, and can proceed with the upgrade straight away.

Stefan sets a recurring reminder to repeat the upgrade in three months’ time.

What is it?

  • Easily duplicate projects
  • Archive projects and create project templates

Why use it?

Many businesses find themselves doing the same projects over and over again. With WORKetc's management tools we make it easy, not only to duplicate a project, but also to create templates that can be inserted into existing projects or used to create entirely new ones.

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Scenario:

An IT department regularly rotates computer equipment for a large corporation. They perform the same steps with each new computer added to the company’s inventory and manages the process through a project template. The same procedure is always followed without having to re-invent the wheel.

WORK[etc]. The [easiest] way to automate your business.

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