PM App Feature Groups - detailed (Task Mgmt (Task layout / methodology…
PM App Feature Groups - detailed
Discussions / Comments
When: Updates to tasks; status, completions, etc.
When: New conversations, task assignments, etc.
When: Updates to conversations
How: Email, app, SMS
Frequency: Adjustable, stopable
Show if people are
online in the app
Main benefit: Replace majority of email traffic
File upload & org
File sharing: directly from app
File storage limits
File sharing: Attach from Google Drive & Dropbox
Reminders/notifications (of new comments, impending due dates)
- this can sometimes be confusing and take more time to manage. Check that this feature includes
Sub tasks / Checklists
Assignment (owner or member)
Priority (3 state)
Progress updating (3 state or %)
Comments/discussions (within each task)
Re-assigning (large tasks need multiple people)
Task layout / methodology
Tags (custom colors and labels, searchable)
Start dates (not always common)
Templates or ability to copy
Sign up / log in, lost password, etc.
Viewing the project status
Client task mgmt
We assign tasks to the client
Client can create/assign tasks to us
Client collaborates with task-level converations
Experience of client learning our PM app?
Have only 1 person from client be the app user?
Associate client users with a company
End of project: What happens when the project is completed?
"Hide from client" feature for sensitive things:" If they log in, this reduces things they see.
Client Permissions: Control what your clients can do.
Reply to email: reply to email notifications so they don't have to log in
Train client how to use app
Tell client to set up email filters to route app notifications to some new folder to avoid notification clutter.
Produced Asset Review
(Perry w/ FileStage)
Capture comments & feedback
Present deliverables for review
Handle updated versions
Tier costs & features
Our limits: < $150/mth
Based on head count?
X-day free trial
App Support & Other
Shares version info
3rd party API integration
Task mgmt: Adding and assigning tasks, etc.
Adding users & choosing their roles
Creating a project
Project & task templates for repeat/recurring things
Seeing peoples' availability
Seeing schedule conflicts
Resolving schedule conflicts
White label features
Showing a logo image