Actions

• About actions
  • Duplicate an action in multiple folders
  • Create an action in a folder
  • About the shares...
  • Create an action from the "Action plan" menu
  • Create an action from a meeting
• How to build an action plan
  • Use the action filters
  • Customize the display of your action plans
• Update actions
  • Adding notes on an already closed action
  • Process my actions as a group (multiple selection, multiple action)
  • Create a recurring action
  • Create one or more sub-actions
  • 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
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Folders

• About folders
  • Use different views (folder, Gantt, Kanban)
  • Understanding the indicators of a case
  • The different roles in a file
  • Hierarchy and list view
• 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
  • Modify the detailed information of a file
  • Modify the memo of a folder
  • Export the action plan of a file to Excel
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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 creation
  • Create a periodic meeting
  • Create a new meeting
• After the meeting
  • Share meeting minutes
• 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 the Artificial Intelligence feature in a report
  • 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

Dashboards

• Dashboards overview
  • Using the "flaps" on my personal dashboard
  • Dashboard customization
  • Discover the dashboard
• Widgets details
  • Schedule a meeting" module of the dashboard
  • New comments" module of the dashboard
  • My teams" module of the dashboard
  • My folders" module of the dashboard
  • My actions" module of the dashboard
  • Actions to close" module of the dashboard

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"...
• Bookmarks
  • Favorite folders
  • Folder lists in favourites
  • Favorite personalized action plans
  • Favorite meetings
  • Favorite meeting lists
  • About the favorites...
• Attachments
  • About "Attachments"...
• 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
  • Manage email alerts
  • 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
  • Perfony licenses

• Quick start Perfony

The reports

• View statistical reports of meetings, actions and files