Perfony Academy
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Discover Perfony
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Mobile app
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Perfony and Office365
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Perfony and Google Suite
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About actions
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How to build an action plan
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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
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Focus on the Gantt view
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Focus on the KANBAN view
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About folders
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Create a folder
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Find a folder
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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
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About meetings
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Meeting creation
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After the meeting
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Before the meeting
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During the meeting
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Writing a meeting report
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Widget dashboard
- Future meetings" module of 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
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Comments
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Bookmarks
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Attachments
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Additional information
- Article coming soon...
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Exporting a PDF
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Login
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User interface
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User preferences
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Roles, Rights and Licenses
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Teams Desktop version
- Use the "Perfony for Teams" tab.
- Add Perfony in Teams, to join an existing account
- Adding Perfony in Teams WITHOUT using the specific add-on
- Add Perfony in Teams and create a new account
- Add your Perfony folders to your Teams main menu
- Add your action plans to a Teams channel
- Add actions directly from your Teams conversations: in your discussions, meetings or channels
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Teams Mobile version