Display its actions as a workflow

Display its actions as a workflow

Why change the display of its action plans? When you carry out a project or have many tasks to accomplish, in order to be sure not to forget anything, it is essential to create a plan of action. Whatever the situation, this action plan will always start with the...
Linking a Teams channel and a Perfony action plan

Linking a Teams channel and a Perfony action plan

Why link a Teams channel and a Perfony action plan? While Teams is certainly the most widely used instant messaging and videoconferencing tool in a business environment, it also offers the major advantage of being able to embed many other features. Thanks to its...
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...