Managing a budget

Managing a budget

Follow us: In this use case, we will take the example of marketing expenses, but keep in mind that the custom field settings in your files will allow you to track and add up any numerical values! We can imagine piloting the number of man-days necessary to complete a...
Monitor the progress and dependence of actions

Monitor the progress and dependence of actions

Follow us: Today’s tip provides answers to two concerns simultaneously: Give a view on the action plan and the dependency of the actions between them (ie: I can’t start painting an element until it has been made) Give a view on several action plans (ie: I...
Create a meeting without an action plan

Create a meeting without an action plan

Follow us: Perfony now allows you to create meetings without an action plan. Why create meetings without an action plan? On a one-off or periodic meeting, you now have the option of not adding one or more action plans. The purpose is to address more informal items...
Filter actions to create your own action plans

Filter actions to create your own action plans

Follow us: Display the right information at the right time. This is our obsession at Perfony. Today’s tip will help you display the actions you want, all the actions you want, only the actions you want. In short, you will create YOUR action plan. Why create...
Search efficiently in your Perfony space

Search efficiently in your Perfony space

Follow us: Among the new features delivered with version 3.6, Perfony enhances its search engine to make it more relevant and convenient to use. Why use the search engine? The diversity of channels and the normal increase in the number of actions, folders and meetings...
Highlighting the most important actions

Highlighting the most important actions

Follow us: Why monitor your actions? Some actions are critical to the smooth running of projects and the progress of organizations, which is why they require particular vigilance. It is therefore necessary to be able to identify them easily and to access them quickly,...