What the Instant Team can do
Do you dream of a perfect organization of work? That everyone will know what to do, no one will miss the deadline, and all follow-up activities will be updated when one of the workers needs more time or gets sick? It doesn't all have to be a dream. We have just summarized some of the features of the Instant Team. And it can do even more!
Schedule your entire work in a tree structure. You can assign a resource, start and end dates to tasks, and estimate effort. Build relationships so everyone knows what to do. Currently and in the future, up to a year in advance.
In addition, the leader can monitor how the people on the team are doing. He approves completed tasks, sees if any resources are overloaded, or if any of the staff does not jeopardize the deadline by not catching up. This will save you time, there will be no misunderstandings and the work will be clearer to everyone immediately.
Employees have tasks clearly arranged according to how important they are. They have to take over new tasks and, when completed, can send them back to project managers or owners for approval.
You no longer have to remember and manually record changes. You will find a function in the system called Log. A simple table shows you what an employee has changed in the record. History is also accessible. The system will highlight in bolt new and changed tasks, projects and records that you have not seen before. And if you want, it will send you an e-mail about any changes, which also contains a log file.
Lovers of statistics and analysis will be thrilled. In Instant Team, you can create reports that create the estimated utilization of departments and employees, progress, reported project work, and other necessary data. You can sort the reports by parameters. View details and summaries, change periods, and view records.
No one will be late for the meeting and will not chase you for materials. Project teams can schedule meetings together, share documents, minutes or outputs with each other. Instant Team will also help you arrange a meeting and categorize documents.
Protection of personal data is a big issue. Instant Team complies with all requirements and recommendations according to GDPR. At the same time, it will offer you all the tools for repairing, supplementing and disposing of personal data. And your data is safe.
It will no longer happen that you will count on a colleague who has just approved vacation or is in training. The system counts with tasks, holidays or appointments and shows you a collision. In addition, it automatically recalculates when one of your colleagues is ill. This feature is the next step to your clear head. Employees create vacation or training requests and you can only approve them.
A popular feature of all teams is a matter of course for Instant Team. A clear Gantt chart shows the current project plan. Its beginning and end, even with the relationships between tasks and to whom they are assigned. You can create a relationship between tasks and change scheduled dates directly in the chart.
You no longer have to look after the employees yourself. The system itself will inform you that someone has not met the deadline. In addition, it notifies you of task rejections and completions, takeovers, completed tasks, and schedule conflicts. And if someone invites you to a meeting, it can send you an email.
It is clear that you want to complete the key parts of the project on time. Instant Team notifies you of free reserves and graphically displays its critical path. You will not miss the opportunity to shorten the project and you can also focus on the tasks that are most important for the project.
Each project you work on can have its own project template. You can customize it and share knowledge and project methodology between projects. It will save you a lot of work!
Instant Team will check for you if you have not exceeded the capacity of the resources. Even those to whom you did not assign work directly. This means that when you assign a task to a department that needs a task from another department to do its job, you know when employees have time. Instant Team also controls the overall capacity of the department group and staff utilization across all projects.
Technicians can manage requirements in Instant Team and use products and contracts in a clear database. Task scheduling will be a great tool for efficiency. You can also create templates and requirements here.
An unlimited number of calendars with working days and daily working hours will not only be clear, but also effective for planning working hours. You assign calendars to your employees, who will assign tasks to them so that they do not intersect and so that employees have time for them.
You can export reports in various formats. These include HTML exports, Atom, LDIF/LDAP, CSV, SQL or iCalendar. You can create these imports and exports manually or on a scheduled basis and send them by e-mail or share them on the web.
Set the project type to production and use the standards for the number of pieces or the standards for a given time. This will give you a better overview of labor and standards. You can also use the piece plan of the project and modify the standards continuously, or compare them with the work actually performed.
Enter the hourly staff rate or material costs into the Instant Team. The system automatically calculates your estimated and actual costs so you can track revenue and profit. You will create invoices for projects, you can track received invoices, receivables and payables.
In addition to planning and monitoring the time process of costs and revenues, Instant Team also allows to plan and monitor the process of payments, ie project expenses and revenues. Use the Cash-flow tab on the project window. Actual expenses and revenues can be linked to the records of issued and received invoices.
Employees certainly know how much time they can spend on tasks. Using the system, however, they can report this time with the help of built-in stopwatches. They can also report time of meetings and absences. Managers thus have an overview of the costs and status of tasks.
Instant Team gives you an overview of effort, cost, revenue and profit estimates. In addition, it compares them with the current plan or with each other. You will miss nothing thanks to the diagram and graphic alarm clocks, which will also show you when some plans do not fit reality.
Sales persons can turn on a feature that records their companies, contacts, leads, business opportunities and invoices. The function includes forecasting trades and unifying business activities for a better overview. The integration of e-mail communication, in turn, reminds sales persons what they have negotiated with customers.