Actions

• About actions

  • Duplicate an action in multiple folders
  • Create an action in a folder
  • About actions and action plans
  • Create an action from the "Actions" menu
  • Create an action from a meeting
  • Locking actions
  • Action plan views

• How to build an action plan

  • Use the action filters
  • Sort actions
  • Create and share action views

• Update actions

  • Adding notes on an already closed action
  • Process my actions as a group (multiple selection, multiple action)
  • Create a recurring action
  • Change the priority of an action
  • End and close, then reopen an action
  • Add, modify or delete the contributors of an action
  • Add, edit and delete an attachment to an action
  • Modify the detailed information of an action
  • Change the person responsible for an action
  • Modify the wording of an action
  • Modify the attachment file of an action
  • Change the due date of an action
  • Modify the progress of an action
  • Read and/or post a comment on an action
  • View the history of an action
  • Cancel an action
  • Custom fields in an action
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• Focus on the Gantt view

  • Update the progress of an action
  • Accessing the Gantt view
  • Modify the duration of an action
  • Create an action or a folder in the Gantt
  • Export my Gantt view
  • Linking and unlinking actions
  • Using the zoom/zoom
  • Modify the details of an action (including deletion)

• Focus on the KANBAN view

  • Update the progress of an action
  • Customize my Kanban view
  • Changing an Action in Kanban
  • Modify the duration of an action
  • Go to the Kanban view
  • Export my Kanban view

• Focus on the Table view

  • How the Actions table view works

• Audit of actions

  • Audit function settings
  • Getting to grips with the audit function

Folders

• About folders

  • Using the different views of actions from a folder (List, Gantt, Kanban)
  • Understanding the indicators of a case
  • The different roles in a file
  • Customise the display of folders
  • Who can create a file?
  • What is a folder in Perfony?

• Create a folder

  • Create a folder
  • Create a folder from another folder (sub-folder)
  • Create a folder from a meeting (eponymous folder)

• Find a folder

  • Filter folders
  • Save filters and sorts
  • Sort files
  • Search for a file
  • Search for a folder in the search bar

• Updates folders

  • Archive / Unarchive a folder
  • Add, modify or delete members of a folder
  • Modify the parent folder
  • Change the name of a folder
  • Delete a folder
  • Add, edit and delete attachments
  • Read and/or post a comment on a file
  • Add, modify and delete themes in a folder
  • Understanding the parameters of a folder
  • Modify the memo of a folder
  • Export the action plan of a file to Excel
  • Access to the steering meetings of the file
  • The "Burn up chart
  • Add a graphical dashboard to a folder
  • Duplicating a folder
  • Managing your favourite folders
  • Import an .xls action plan
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Meetings

• About meetings

  • Classic view and customizable view
  • The different statuses of the meeting
  • Bodies and events: knowing the difference
  • Meeting calendar view
  • The importance of meetings

• Meeting creation

  • Create a periodic meeting
  • Create a new meeting

• After the meeting

  • Share meeting minutes
  • Assessing the performance of a meeting

• Before the meeting

  • Sharing the agenda
  • Suggesting an agenda item
  • Customize an agenda
  • Create an agenda

• During the meeting

  • Using the timer in a meeting

• Writing a meeting report

  • Using speech recognition to dictate a report
  • Insert the agenda to structure my report
  • Using Artificial Intelligence for meeting minutes
  • Duplicate the minutes of my previous meeting
  • Create your own minutes template and use it in your meetings
  • General information on the Record of Decision
  • Interactions between reports and actions

• Confidential meetings and list of all meetings

Dashboards

• Widget dashboard

  • My upcoming meetings" module on the home page
  • New comments" module of the home page
  • My teams" module of the home page
  • My favorite folders" module of the home page
  • My tracked actions" module on the home page
  • Actions to close" module of the home page
  • Meeting hours per month" module on the home page
  • "Upcoming Action Weather" module

• Discover the dashboard
• Home page customization

Common features

• Comments

  • Read and add comments to a meeting
  • Read and add comments to an action
  • Read and add comments to a file
  • About the "Comments"...
  • Extract comments from an action plan
  • Creating a widget with targeted comments

• Bookmarks

  • Favorite folders
  • Folder lists in favourites
  • Favorite personalized action plans
  • Favorite meetings
  • Favorite meeting lists
  • About the favorites...
  • Actions taken

• Attachments

  • Information on attachments in Perfony
  • Extracting documents from an action plan

• Additional information

  • Article coming soon...

• Exporting a PDF

  • PDF export of a report
  • PDF export of a file
  • PDF export of an action plan
  • PDF export of an action
  • About PDF Exports

Perfony Quick Tour

• Login

  • Login to my Perfony space
  • Your iPerfony domain
  • Your Perfony ID
  • Your password

• User interface

  • The ribbon
  • The main menu
  • The user preferences menu
  • The search bar
  • Interface Overview

• User preferences

  • Synchronize Perfony and your calendar on Androïd
  • Synchronizing Perfony and your iCal calendar on iOS
  • Your personal information
  • Modify your avatar
  • Change your password
  • Manage your Perfony user preferences
  • Choice of language on Perfony

• Roles, Rights and Licenses

  • The roles of the different users of Perfony
  • User rights in Perfony

• Quick start Perfony
• Perfony Training

Reports

• Tips and tricks for dashboards
• "OKR" dashboard
• Analytical dashboard
• Graphical dashboard
• Advanced graphical dashboard
• General information on dashboards

Artificial Intelligence

• The AI assistant
• Using Artificial Intelligence for meeting minutes
• Using speech recognition to dictate a report

Notifications

• Late folder

Groups

• Create and manage folder themes
• Configuring rights on actions
• Creating and managing a sub-group
• Create and manage group members
• Objective and creation of a group
• Create and manage folder templates
• Create and manage custom fields for actions

Managing a Perfony account

• General information about the administrator role on a Perfony account
• Manage users from the ‘Users’ menu
• Configuring security settings for a Perfony account
• Super Administrator rights in Perfony
• Control user access and authorisations
• Activate two-factor authentication (2FA)

Cause analysis

• Set up cause analysis
• General information on cause analysis
• Definitions related to cause analysis
• Use the cause analysis function
• Evaluate the performance of a corrective action