Duplicate an action in multiple folders Date: 2 March 2021 By: Caroline SUCHARD Categories: About actions Read more
Create an action in a folder Date: 29 March 2021 By: Caroline SUCHARD Categories: About actions Read more
About actions and action plans Date: 15 June 2020 By: Caroline SUCHARD Categories: About actions Read more
Create an action from the “Actions” menu Date: 15 June 2020 By: Caroline SUCHARD Categories: About actions Read more
Create an action from a meeting Date: 15 June 2020 By: Caroline SUCHARD Categories: About actions Read more
Use the action filters Date: 16 June 2020 By: Caroline SUCHARD Categories: How to build an action plan Read more
Create and share action views Date: 16 June 2020 By: Caroline SUCHARD Categories: How to build an action plan Read more
Adding notes on an already closed action Date: 15 January 2021 By: Caroline SUCHARD Categories: Update actions Read more
Process my actions as a group (multiple selection, multiple action) Date: 15 January 2021 By: Caroline SUCHARD Categories: Update actions Read more
Create a recurring action Date: 4 March 2021 By: Caroline SUCHARD Categories: Update actions Read more
Change the priority of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
End and close, then reopen an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Add, modify or delete the contributors of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Add, edit and delete an attachment to an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Modify the detailed information of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Change the person responsible for an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Modify the wording of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Modify the attachment file of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Change the due date of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Modify the progress of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Read and/or post a comment on an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
View the history of an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Custom fields in an action Date: 16 June 2020 By: Caroline SUCHARD Categories: Update actions Read more
Update the progress of an action Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Accessing the Gantt view Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Modify the duration of an action Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Create an action or a folder in the Gantt Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Export my Gantt view Date: 26 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Linking and unlinking actions Date: 26 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Using the zoom/zoom Date: 26 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Modify the details of an action (including deletion) Date: 16 April 2021 By: Caroline SUCHARD Categories: Focus on the Gantt view Read more
Update the progress of an action Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the KANBAN view Read more
Customize my Kanban view Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the KANBAN view Read more
Changing an Action in Kanban Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the KANBAN view Read more
Modify the duration of an action Date: 28 April 2021 By: Caroline SUCHARD Categories: Focus on the KANBAN view Read more
Go to the Kanban view Date: 26 April 2021 By: Caroline SUCHARD Categories: Focus on the KANBAN view Read more
Export my Kanban view Date: 26 April 2021 By: Caroline SUCHARD Categories: Focus on the KANBAN view Read more
Create Your Own Kanbans Date: 19 October 2026 By: Caroline SUCHARD Categories: Focus on the KANBAN view Read more
How the Actions table view works Date: 12 February 2025 By: Caroline SUCHARD Categories: Focus on the Table view Read more
Audit function settings Date: 19 October 2021 By: Caroline SUCHARD Categories: Audit of actions Read more
Getting to grips with the audit function Date: 21 October 2021 By: Caroline SUCHARD Categories: Audit of actions Read more
Using the different views of actions from a folder (List, Gantt, Kanban) Date: 15 January 2021 By: Caroline SUCHARD Categories: About folders Read more
Understanding the indicators of a case Date: 11 June 2020 By: Caroline SUCHARD Categories: About folders Read more
The different roles in a file Date: 11 June 2020 By: Caroline SUCHARD Categories: About folders Read more
Customise the display of folders Date: 11 June 2020 By: Caroline SUCHARD Categories: About folders Read more
What is a folder in Perfony? Date: 7 March 2024 By: Caroline SUCHARD Categories: About folders Read more
Create a folder from another folder (sub-folder) Date: 11 June 2020 By: Caroline SUCHARD Categories: Create a folder Read more
Create a folder from a meeting (eponymous folder) Date: 29 March 2021 By: Caroline SUCHARD Categories: Create a folder Read more
Search for a folder in the search bar Date: 9 June 2020 By: Caroline SUCHARD Categories: Find a folder Read more
Archive / Unarchive a folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Add, modify or delete members of a folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Modify the parent folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Change the name of a folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Add, edit and delete attachments Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Read and/or post a comment on a file Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Add, modify and delete themes in a folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Understanding the parameters of a folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Modify the memo of a folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Export the action plan of a file to Excel Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
Access your meetings from the “Meetings” tab in a folder Date: 15 June 2020 By: Caroline SUCHARD Categories: Updates folders Read more
The “Burn up chart Date: 21 September 2022 By: Caroline SUCHARD Categories: Updates folders Read more
Add a graphical dashboard to a folder Date: 21 September 2022 By: Caroline SUCHARD Categories: Updates folders Read more
Duplicating a folder Date: 19 February 2024 By: Caroline SUCHARD Categories: Updates folders Read more
Managing your favourite folders Date: 21 May 2024 By: Caroline SUCHARD Categories: Updates folders Read more
Import an .xls action plan Date: 2 June 2024 By: Caroline SUCHARD Categories: Updates folders Read more
Manage Multiple Folders at Once Date: 19 October 2026 By: Caroline SUCHARD Categories: Updates folders Read more
Confidential meetings and list of all meetings Date: 2 December 2024 By: Caroline SUCHARD Categories: Meetings Read more
Automatic meeting transcription Date: 22 December 2025 By: Jonathan BLOYS Categories: Artificial Intelligence, Meetings Read more
Preparing for Meetings with Claude Date: 19 October 2026 By: Caroline SUCHARD Categories: Meetings Read more
Classic view and customizable view Date: 11 January 2021 By: Caroline SUCHARD Categories: About meetings Read more
The different statuses of the meeting Date: 4 March 2021 By: Caroline SUCHARD Categories: About meetings Read more
Bodies and events: knowing the difference Date: 30 March 2021 By: Caroline SUCHARD Categories: About meetings Read more
The importance of meetings Date: 2 December 2024 By: Caroline SUCHARD Categories: About meetings Read more
Animating a meeting with AI in Perfony Date: 24 December 2025 By: Jonathan BLOYS Categories: About meetings, Artificial Intelligence Read more
Create a periodic meeting Date: 2 March 2021 By: Caroline SUCHARD Categories: Meeting creation Read more
Share meeting minutes Date: 18 February 2021 By: Caroline SUCHARD Categories: After the meeting Read more
Assessing the performance of a meeting Date: 3 October 2024 By: Caroline SUCHARD Categories: After the meeting Read more
Sharing the agenda Date: 18 February 2021 By: Caroline SUCHARD Categories: Before the meeting Read more
Suggesting an agenda item Date: 17 February 2021 By: Caroline SUCHARD Categories: Before the meeting Read more
Customize an agenda Date: 17 February 2021 By: Caroline SUCHARD Categories: Before the meeting Read more
Create an agenda Date: 17 February 2021 By: Caroline SUCHARD Categories: Before the meeting Read more
Using the timer in a meeting Date: 17 February 2021 By: Caroline SUCHARD Categories: During the meeting Read more
Using speech recognition to dictate a report Date: 10 February 2021 By: Caroline SUCHARD Categories: Artificial Intelligence, Writing a meeting report Read more
Insert the agenda to structure my report Date: 2 March 2021 By: Caroline SUCHARD Categories: Writing a meeting report Read more
Using Artificial Intelligence for meeting minutes Date: 2 February 2021 By: LionelPASCO Categories: Artificial Intelligence, Writing a meeting report Read more
Duplicate the minutes of my previous meeting Date: 2 March 2021 By: Caroline SUCHARD Categories: Writing a meeting report Read more
Create your own minutes template and use it in your meetings Date: 2 March 2021 By: Caroline SUCHARD Categories: Writing a meeting report Read more
