Complete feature list
Empower your business with all the right tools to get work done.
Explore our comprehensive feature list broken down by sections.
Interoperability between systems to enable you to easily import or export data in a spreadsheet file format.
You can quickly view, sort and filter your tasks, projects, time, and more, by using custom filters.
You can add file attachments to your tasks, cases, and projects which your team members can preview or download.
It’s an easy-to-use screen recording software that enables you to record your screen or a specific tab.
View historical information in Airdesk. This feature is incredibly helpful in tracking individual contributions.
Receive notifications every time a team member assigns you a task and keep up with updates regarding tasks, cases, and projects.
Organize your tasks and projects easily. Break down larger tasks, create daily to-do’s, or keep track of lists.
Add a start date to your tasks and projects, to know when to start your work and a due date to know how long it should take.
Assign how much time a task, case or project should take and compare it with the actual time record. Know exactly where more hours are being spent.
Customize the state of your tasks, projects and cases to better track their status. Give more flexibility to your work.
Know exactly the origin of tasks, deals, and projects. Easily access information and keep everything organized.
Schedule your tasks, cases and projects and bring your team’s goals and plans together in one shared space.
Easily start a timer or log time manually, and track the hours associated with each individual task, case, or project your team is working on.
Track the performance of tickets, tasks, projects, etc. Know the percentage of hours spent and receive alerts if you exceed the estimated time.
Manage any kind of deal and track its progress. Know exactly what the state of the deal is and how many deals were closed each month.
Organize and categorize all types of accounts with which the company works on a single platform.
Check whether the hours entered, whether by project, contract or assistance, are correct or if there are any irregularities.
Know exactly the value you need to charge each client, according to detailed time records and reports.
Centralize all your contacts in one place and access them whenever you want. Organize them according to your needs and interests.
Know exactly how many hours are included in the contracts, what their value is, how many tasks are pending, and more.
You can quickly find the invoice you are looking for by adding filters. You can also create advanced custom filters to make your search easier.
This feature is one of the best ways to manage a constant stream of tasks. It allows you to easily filter and categorize information easily.
With this module, you can easily control subscriptions such as registrations and renewals of brands, domains, hosting, programs/software, licenses, and warranties.
Display data in a simple, smart, and customizable way. Keep track of all your tasks, projects, deals, and much more.
With a kanban board, teams can visualize their work, limit work-in-progress, and maximize efficiency.
With this feature, teams can better visualize the progress of tasks, cases, projects over time and assess how time can be spent wisely.
With this feature, teams can better visualize the progress of tasks, cases, projects on card format.
Craft project plans with realistic deadlines to avoid any timing conflicts and make adjustments as work progresses.
Visualize your work with Airdesk’s powerful features and see the big picture. With access to valuable insights, you’ll be able to get work done faster and smarter.
This tool provides a centralized, interactive means of monitoring, measuring, analyzing, and extracting relevant business insights.
This communication feature is valuable within the broader context of planning, managing, and working on your tasks, cases and projects.
Comment on a task, case or project to acknowledge it when assigned, and whenever you need to discuss ideas, ask and answer questions.
With this feature, you can send and receive emails from customers, originating from forms, widgets, and contacts, without leaving Airdesk.
Airdesk helps you centralize operations and measure the productivity levels of the companies you run. Have all the information you need at hand.
Define your own agent roles and assign those roles to any user. This allows you to define agent roles that suit your own organizational structure and workflow.
To meet all needs, Airdesk works with a hierarchical level of permissions. This way, information is accessed only by those with permission.
Airdesk includes multiple currencies that users can set manually, depending on their chosen currency.
Frequently Asked Questions
Yes, to help with this task you can download the template here.
For a more detailed guide, read this article from our blog.
For a more detailed guide, read this article from our blog.
Yes, to do so, you must be an administrator of the workspace or have the correct permissions. You should access the administration area and configure the pipelines according to your needs. Each Airdesk module can have a different pipeline.
Each workspace is private.
Yes. To find out how, read this section of the documentation here.
To customize your dashboard, simply drag and drop the frames as you prefer. You can also choose which frames are displayed or which frames are hidden. If you are not happy with the way it looks after the changes, you can also revert it.
Scheduled tasks can be viewed by the user, the department manager, the task followers (defined by the user or the user who scheduled the task) and the workspace administrators.
To add team members to a service, you must add either the user’s department or set the user as a follower.
Airdesk does not have tags, but through advanced filters and omni search it’s possible to find anything in Airdesk using associated words.
To edit a task in Airdesk, simply go to the task dashboard and click on the pencil next to the task you want to edit.
Note: you can only edit tasks assigned to yourself.
When a task is completed, you should move it to the closed or completed state, depending on the pipeline configuration. Airdesk
Tip: For a better task organization, you should create a closed, completed or canceled state in the pipeline.
Yes, you can choose from 6 types of views: List, Calendar, Gant, Kanban and Cards. Just select one of them in the upper right corner of your dashboard.
Yes, after creating the workspace, the administrator can send invitations to other team members and each one will have a personal and private account.
The timer is a tool to improve time management. You can access this tool in any Airdesk module via the main bar on the clock icon. You can use as many timers as you need and operate more than one timer at once. (To do this, you must turn on the “multiple timers” option)
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