On Beesy, if a note is associated to an Outlook meeting via a Microsoft Teams link, you can attend the meeting...
Visual Management : take notes directly in your visual reports
Create or update your meeting notes, directly from your activity tracking Reports
At the same time as you track your KPIs on a project, you can update the action plan of your meetings, and follow the progress directly on your reports.
You can also create a new meeting note to define the actions to be taken to be up to date on your projects.
This feature can also be useful during your individual points with your collaborators. You can both use the visual management of your dashboards and create an individual point note to define your objectives and your action plan.
Customized and collaborative Reports
For your collaborative projects or your individual points, create activity monitoring reports and share it with the team.
First, create a custom report by adding the important widgets for your business, then share this dashboard with your team.
You can see all shared reports through the share icon in your report list
To view all the reports that will be shared, you can access them directly in the “manage my reports” menu.
2 possibilities:
- Deploy a shared report to view the same report as the whole team
- Or use a shared report as a template, and customize it to your needs
And still other evolutions, like
- The possibility of selecting several templates in the creation of your meeting notes
- The improvement of some features, such as scrolling on the project or note page…
You May Also Like…
Prepare your meetings with Outlook and Beesy.
On Beesy, if a note is associated to an Outlook meeting via a Microsoft Teams link, you can attend the meeting directly by clicking the Rejoin Meeting button on the note's properties.At BeesApps, our goal is to provide companies with complete and fully...
New widgets to facilitate the management of your activity
At BeesApps, our goal is to provide companies with complete and fully customizable management tools to facilitate activity monitoring and increase team efficiency. This month, we are pleased to present a series of new features in the dashboard to facilitate the...
Manage team and project workloads
One of the manager's missions is to distribute the workload efficiently and fairly among his collaborators and to ensure that the activity is carried out on time. The workload plan is an interesting tool to efficiently manage your activity. It could be done by team...