January 2021 Discover our new filters which include: A new "Search" filter in the PROJECTS tab to quickly find your...
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…
New Features: Subtasks
Subtasks are now available! They put on comments to invite you manage and monitor your actions in a very precise, intuitive and dynamic way. This new feature 'Subtasks' allows you to define your and/or your team's actions more finely. Doing thus, you will achieve...
New features: Your actions with attachments directly from your mails and Dashboard views optimization
Need to turn emails into actions without losing information? Mail To Task is the new solution to gather all your tasks in Beesy: it turns your emails into tasks directly into the relevant Beesy project. You will save time by creating actions automatically in your...
New Features 17/05/2017
1) New design for notes and projects sharing: A yellow sharing icon is displayed to tell you that you have been shared a note/project A black icon is displayed if you shared a note/project with someone You can also click this new icon to access the list of persons in...