Add your action plans in Teams

Add your action plans in Teams

It is up to the solution to adapt to the user’s environment, not to the user to change his habits! Why add your action plans in Teams? Microsoft Teams has become for many the essential tool for instant communication and video conferencing. And to make the...
Create a custom dashboard for a folder

Create a custom dashboard for a folder

“Give visibility on their activity to all our users” This is one of Perfony’s missions. For this purpose, many pages offer native graphics and visual indicators, such as the home page or the page that lists your folders. It is also possible, in the...
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...