Welcome, today we’ll be looking at activeCollab, project management software that offers scalabale
solutions to fit your exact business needs.
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ActiveCollab’s goal is to make the lives of its users easier.
It is designed to put your team on the same page in the hopes of instantly boosting productivity.
The online application is focused mainly on updates tasks, pages, and files.
It has a clean and intuititve interface that gives users access to various helpful tabs
on the left hand side.
We’ll start with the Home screen which has two options to display, what’s new and my
tasks.
Since the majority of the application is centered around tasks, they’re a prominent feature
of the software.
Users are able to see all of the tasks currently in progress and can sort at the bottom based
on recently completed and unassigned tasks.
The second tab below the home page is People.
Users can add a variety of colleagues and companies that they can assign tasks, projects,
and invoice to.
Administrators of the software can add a variety of different users to the software, ranging
from clients to managers.
Within a company or person’s profile a quick display of their details are visible.
The next tab is projects.
By clicking on the side tab, users can get a quick glance of which projects are currently
in progress, as well as the option of viewing, a timeline, templates, or quotes.
The Timeline is a tool that gives a wide perspective of all of your Projects, helping you to see
the Project time frame and progress.
To help users save time when starting a new Project, Project Templates can be a useful
resource.
You can create as many templates as needed and have reusable Projects readily available.
Specific projects also have a series of information that can help users stay organized and on
time.
Everything from a project outline to discussions, files, and time/expenses can help you dive
deeper into a project.
Within a task the software is broken up into two panes: the left side for an overview of
all your projects and the right side with more information detailing the specific task.
Within the left overview area, you have the ability to sort based on task status, folder,
and more.
Users can assign coworkers, add a due date, see related tasks, or even set a time limit.
It’s possible to also add photos, subtasks, and a category to specific tasks.
Once a task is complete, users simply have to hit the complete button so the task list
can be updated.
Next up, we’ll take a look at a few of the features that help users better run their
projects and tasks.
First up is the activeCollab Invoices section.
Users can draft purchase orders or detail a company’s purchase.
The interface is relatively basic and gives you the ability to issue and preview as a
PDF.
activeCollab also allows users to use data from invoices, projects, and more to run reports.
With the calendar feature, custom calendars can be made for each team member as well as
for each team as a whole, so the team can always know what one another is working on.
Lastly, the quick add features is a helpful resource that allows users to easily input
data into activeCollab in a variety of different tasks or categories.
Made for medium-sized businesses to enterprises, ActiveCollab is available for a medium price
point.
According to reviews on our product page, a limitations was The upfront cost and initial
expense seemed a tad overwhelming.
Also, Learning a new platform seemed daunting for some users; however turned out to be relatively
straightforward.
In summary, ActiveCollab helps businesses: Effectively reach prospects with personalized,
targeted emails.
Generate high-quality leads right from the beginning
Send the right leads to the right reps at the right time.
To find out more about ActiveCollab or other project management software, check out our
website where we can help you find technology that will fit the needs of your work.
Thanks for watching!