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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AI connectors
Actions
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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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Focus on the Table view
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Audit of actions
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Style and format of sub-actions
- Article coming soon...
Folders
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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
Meetings
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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
- 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
- Use the automatic summary window
Dashboards
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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
Common features
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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
Perfony Quick Tour
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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
Reports
Artificial Intelligence
Notifications
- 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)
- Manage Multiple Users at Once
Cause analysis
About the mobile app
Perfony on iOS
Perfony on Androïd
Actions in mobile app
Folders in mobile app
Mobile app preferences
Perfony and Teams
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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
Perfony and Outlook
Perfony and SharePoint
Perfony and OneDrive
SSO Office365
Perfony and Google Drive
Perfony and Google Agenda
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