Tasks

Track tasks for everyone on your team to keep work on track.

@mentions

Tag a team member in a note or message directly within the context of any record. This triggers a notification to the team member that they have been pinged and with one click, directs them to your @mention.

Task Customization

Like any App in FreeAgent, your Tasks App is completely customizable to fit your business. The Tasks App consolidates every task across your entire organization in on place.

Attachments

Upload attachments to activity timelines.

Task Scheduling

Create and assign tasks to yourself or other users efficiently based on resource availability.

Activity Timeline

Centralized, filterable chronicle of all digital interactions, internal notes, attachments, images, completed tasks and @mentions across all users, within the context of any record.

Task Prioritization

Prioritize tasks based on due date, priority selection or automate prioritization with custom conditions.

Activity Timeline Search

Keyword search within the activity timeline to quickly pull up an activity or group of activities containing the keyword.

Task Types

Categorize your tasks based on a task type (phone call, email, todo, meeting) and custom task types.

Activity Timeline Filter

Filter activities within the activity timeline to pull up activity types within the record such as starred items, emails, notes, calls, meetings, reminders, notes and attachments.

Recurring Tasks

Automate recurring task creation and task reminders.

Activity Starring

Star or pin important activities within an activity timeline to quickly locate the most important activities within a record.

Task Referencing

Create tasks within or related to specific parent records across all your apps.

Activity Sharing

Simply share any activity from one record to any other record across the platform with a couple clicks.

Sub-Tasks

Create and track sub-task steps within a parent task record.

Activity Roll-Up

Automatically roll-up activities from a contact record to the account level and opportunities they are associated with.

Task Reminders

Receive notifications when a task has an upcoming due date.

Color Coding and Icons

Use color coding and icons to make task statuses pop.

Task Automation

Automate task creation and assignment with custom condition-based triggers and actions.

Task Escalations

Set escalation rules to alert managers when important tasks are overdue by a certain period of time or meet custom parameters.

Task Cycle Times

Track task cycle time from creation to completion with ability to breakdown across task stages when applicable.

Activities

See every digital interaction your team makes all in one easy to understand, searchable timeline.

Task Outcomes

Log and measure task outcomes for any task type.

Notes

Log basic notes or rich format notes in activity timelines.

Rich Text Editor

Format, add hyperlinks, attachments and images to notes, emails and templates.

Team Calendar

Visualize team members availability and agendas for scheduling and resource availability.

Custom Apps

Create custom apps to manage any type of work, across your entire business.

Date Time Field Type

For assigning a specific date and time value to a record (e.g., meeting date & time, due date & time, activity time stamping).

Custom Forms

Configure form sections, fields, rules and layouts to provide the simplest user interface for all user types.

Duration Field Type

For calculating the amount of time between events (e.g., phone call duration, time between creation and first activity, automate due dates from a Date or Date Time field value). Commonly used in calculated fields and automations.

Custom Form Fields

Take advantage of over 25 field types to capture important details and boost reporting capabilities.

Email Field Type

For housing email addresses in records and provides single-click-to email functionality.

Icons

Choose from 100s of icons and colors for your apps and field values for sensible and aesthetically pleasing visual cues to navigate the platform extra efficiently.

Email List Field Type

For housing lists of email addresses in records and creating meetings with multiple guests. Commonly used in automated email list functions (e.g., meeting invitations, automated report distribution, automated templated email to list of recipients).

Colors

Set custom colors for apps and fields for visual cues that extend to your charts.

Image Field Type

For uploading images to a record (e.g., contact photos, account logos, product images). Commonly used in card configurations.

Form Sections

Headers in forms grouping appropriate fields making up each form section.

Location Field Type

For housing location information (e.g., contact addresses, business addresses, shipping and billing addresses). Linked with google maps.

Form Layout

Select single or double column forms to arrange field layout as needed.

Note Field Type

For housing record specific notes with longer strings of texts. Utilizes FreeAgent's Rich Text Editor for formatted notes.

Lines

Customizable line items within a parent record allow you to reference records across the platform, leverage custom fields and manage many to one record relationships between line items and the parent record.

Number Field Type

For capturing general purpose, numerical values that are not Applicable to Currency, Percentage or Date fields (e.g., number of interactions, distances, inventories). Commonly used with format masks and in calculated fields.

Menu Items

Assign and list work-efficiency and reporting views with direct click-to functionality in the navigation menu under the parent app.

Number Format Masking

Specify a number format for any number field.

App Actions

Customizable, action buttons that can update key values, trigger automations, exchange data between integrated solutions and trigger applet pop-outs to support your processes.

Percent Field Type

For assigning and calculating percentages (e.g., discounts, margins, commissions). Commonly used in calculated fields.

Custom Cards

Highly configurable record cards that bring to display pertinent field values and app actions from a record for extensive visibility and functionality in Index, Kanban Board and List (hover-over) views as well as Related Lists.

Phone Field Type

For housing phone numbers in records and provides single click-to-call functionality.

Primary Card Action

Set a primary app action to be executable from a record card.

Record Reference Field Type

For setting up dynamic record references between any App records. Commonly used for relating Tasks across any App records in the platform (e.g., tasks specific to contacts, accounts, opportunities, quotes and more).

Related Lists

In-record drop-downs of other records related to therein, displaying record cards.

Reference Field Type

For referencing a singular record in the same or other Apps across the platform to set up custom data relationships and information joining.

Template Based Document Generation

Publish detailed records from our Apps into custom, templated PDF documents.

Reference Join Field Type

For joining field values from a related record by the way of the Reference field data relationship establishment (e.g., auto-join billing address from account account to quote, auto-join signor title from contact to quote).

Boolean Field Type

For when there are only 2 possible values (e.g., yes/no, true/false, incomplete/complete). Customizable labels, colors and icons. Supports calculated fields.

Reference Multi-Select Field Type

For referencing one or more records in the same App or other Apps across the platform to set up custom data relationships (e.g., contacts at an account, subdivisions at a parent organization).

Calculated Field Type

Perform operations using a variety of field types to calculate values or automate field updates using conditional logic.

Schedule Field Type

For invoking a scheduling view of a user or team calendar (e.g., scheduling meetings, tasks, project and other types of work based on user availabilities).

Choice List Field Type

For selecting one option from a predefined set of choices. Customizable labels, colors and icons.

Stage Field Type

For creating custom stage-based workflows within FreeAgent Apps (e.g., Leads, Opportunities, Quotes, Project stage-based workflows). Customizable labels, colors and icons + Dependent fields functionality.

Choice List Multi-Select Field Type

For selecting one or more options from a predefined set of choices. Customizable labels, colors and icons. Commonly used for tagging.

Text Field Type

For housing short-strings of text with no character type limitations (e.g., names, titles, IDs, short notes).

Color Field Type

For assigning a color to a specific record.

URL Field Type

For housing clickable URL hyperlinks (e.g., external websites, in-FreeAgent records and views). Commonly used to sync 3rd party web-based solutions to a record in FreeAgent.

Currency Field Type

For assigning a currency value to a record (e.g., deal amount, discount amount, cost amount). Commonly used in calculated fields.

Date Ago Field Type

For calculating the amount of time that has lapsed since a selected date field (e.g., age of contact, age of deal). Commonly used in cycle time analytics.

Date Field Type

For assigning a specific date value to a record (e.g., close date, due date, renewal date).

Branding

Brand FreeAgent with your organization's logo.

Customizable All Views

Admins can now customize each App's 'All' View, showing just the right columns in just the right order. Yay!

Corporate Themes

Match FreeAgent's color scheme to your brand and logo.

Embedded Email Signatures

Create or apply your email signature to display when sending an email from FreeAgent.

Personal Themes

Individual user options to choose their own color schemes.

Embedded Email Signatures

Create or apply your email signature to display when sending an email from FreeAgent.

User Profiles

Add your name, your profile picture, and select your preferred language.

Working Calendar

Set your organization's work week.

Homepages

Custom user-level homepages.

Date Time Preferences

Customize how you want to view date and time values in the platform.

Pin Columns

You can also pin columns by dragging them to the upper left area of the table.

Notification Preferences

Determine which events you want FreeAgent to notify you about in the web-app and as push notifications on your mobile device.

Favorites

Now all your favorites are kept in one handy place on the menu. You can even favorite Dashboards!

Languages

Users can select between Spanish and English.

Custom Stages

Customize workflow stages within all your apps.

Lock After Create

Lock any field from being editable after the creation of a record.

Custom Workflows

Manage, track, and set rules around how work flows through your organization to ensure work progresses efficiently and follows best practices.

Approval Workflows

Automate and manage approval workflows in one place.

Form Rules

Set role and condition-based form rules to determine which components are visible, editable or mandatory as well as change field values when specific conditions are met to manage processes.

Related Record Quick Create

Create a record from within a related record, automatically relating the new record and rolls up custom values to avoid duplicated data entry.

Dependent Fields

Assign Set Values for any field, dependent on a stage value selection.

Kanban Boards

View records cards across board columns to track work progression across stages and other progress fields.

Set Field Values

Assign Set Values for any field, dependent on any custom Form Rule.

Drag & Drop

Drag & drop record cards across Boards to progress work.

Required Fields

Select fields to be or become mandatory upon record creation or dependent upon form rules.

App Action Trigger

Trigger automation based at the click of a button powered by record update or custom code.

Custom Code Automations

Create and manage operations within the FreeAgent platform. Custom webhooks and developer tool referencing allows you to extend workflows with infinite possibilities. Custom Code can be used in both automation triggers and/or actions.

Automated Assignments

Assign work to specific teams or users based on custom conditions.

Future Date and Time-based Automation Trigger

Set a future date-time to run jobs such as create/update records and/or batch datasets to and from FreeAgent.

Automated Emails

Automate an email or email cadence to send pertinent content to the applicable contacts at the right time.

Schedule Cron-based Automation Trigger

Set regular intervals to run jobs such as create/update records and/or batch datasets to and from FreeAgent.

Condition-Based Automations

Set a prerequisite condition or conditions based on any field value or values to trigger an action.

Update Trigger

Customize workflow automation triggers based on record updation.

Create Record Action

Generate a new record in any App based on condition-based triggers that automatically roll-up important details to increase work management efficiency.

Create Trigger

Customize workflow automation triggers based on record creation.

Dashboards

Group reports onto completely configurable & customizable dashboards for instant insight.

Time Based Reporting

Generate reports using time parameters from Date, Date Ago, or Date Time fields.

Dashlets

Create a mini-Dashboard (called a Dashlet!) on top of any View. Show or hide the Dashlet from the View, and include as many Widgets as you want.

Email Analytics

Track and report email open and click rates across users and templates as well as receive notifications upon a recipient opening or clicking a link or attachment.

Widgets

Dashboard components to analyze trends, track key performance indicators and other various key company metrics.

In-App Reporting

Instantly convert any data set in any app into a chart visualization.

Column Chart

Vertical bars with bar heights proportionate to the value they represent along the x-axis.

Calculated Columns

Calculate count/average/max/min/sum for currency and number fields in column headers in list and board views.

Bar Chart

Horizontal bars with bar lengths proportionate to the value they represent along the y-axis.

Dot.Walking

Dot.walking allows you to add fields from any reference App to your List view. You can also Filter using dot.walked fields.

Stacked Bars

Add second pivots to Bar and Horizontal Bar charts to stack and analyze a second data set, grouped in the value they represent.

Group By

Group By' replaces 'Pivot By' in Views. Group (up to 2 fields deep) for better organization and more calculation visibility on one page. Add subtotals too! Bar charts and other widgets use 'Group By' fields automatically.

Donut Chart

Circular chart with a hole in the center, divided into sectors proportionate to the value they represent.

Pareto

Order your chart and board view layouts from most to least.

Funnel Chart

Vertical funnel sectioned into slices proportionate to the value they represent.

Pivot Table

Display data in a simple table calculating values attributed to pivotable data groups.

Pie Chart

Circular chart divided into slices proportionate to the value they represent.

Scheduled Report Delivery

Automate report distribution to internal recipients or customers.

Gauge Widget

Track KPIs against targets or ranges with custom color coding.

PDF Dashboard Export

Generate PDFs of dashboards.

Number Widget

Monitor KPIs in a simple number widget or track progress against targets.

Export Widgets as Image

Export widgets as JPG, PDF, PNG, SVG files.

Targets

Customize targets on Bar, Column, Gauge and Number Widgets.

PDF Chart Export

Export charts and widgets in PDF format.

Widget Click Through

From any widget, click to view underlying data view.

CSV Import

Import data in CSV format to combine datasets from multiple databases with a few clicks.

Widget Drill Down

From any widget, click a chart proportion of a widget to drill into to a pre-filtered list of records.

CSV Export

Export data in CSV format to combine datasets from multiple databases with a few clicks.

Pipeline Analytics

Snapshot any material changes to your pipeline and drill into changes across any period of time.

List Layout

View records in a list view with in-list charting functionality and hover over card pop ups.

Multiple Pipelines

Report on and progress work across multiple pipelines for your different lines of business.

Composite Sort

Sort by up to 3 fields to organize views with tiered sorting.

Forecasting

View sales forecasts on a gross or weighted basis with custom, calculated weighting formulas.

Field Filtering

Filter by any field or multiple fields and single or multiple field values using various operators.

Sales Targets

Set company wide sales targets for monthly, quarterly and annual goals.

Filter Operators for choice and reference fields

Filter by "Is" or "Is Not" values.

Cycle Time Analytics

Breakdown total cycle times to stage-based cycle times across any stage-based workflow and pivot groupings by any stage, choice list, date or reference field.

Filter Operators for Currency and Percent Fields

Filter for values "Between" minimum and max values.

Activity Reporting

Track number of calls, emails, notes, @mentions, attachments and more by team, user, and record.

Filter Operators for Date Fields

Filter by "After" specific date, "Before" specific date, "Between" specific dates, dynamic date "Period" and dynamic "Rolling" date periods.

Task Reporting

Track important, task-based metrics across your team such as cycle times analytics, tasks by owner, by project and more. Customize a task dashboard with various KPIs and metrics using FreeAgent's widgets to keep a pulse on your team's work.

Filter Operators for Number Fields

Filter for values by "Less or Equal to", "Greater or Equal to", "Between", "Is", and "Is Not".

Lines Reporting

Generate reports using line items and parent records to analyze product-based metrics or anything else.

Filter Operators for Text Fields

Filter for values by "Contains", "Does Not Contain", "Is", "Is Not", and "Starts With".

Age Reporting

Identify problem areas through analyzing age in stage and overall age of CRM data.

XLSX Chart Export

Export charts and widgets in XLSX format.

Teams

Organize your people into Teams to control data access and track team performance.

Email Privacy

Lock individual emails from being visible to others in activity timelines.

Roles

Define roles and assign them to your people to make it easier to implement and maintain your data security rules.

Email Blacklisting

Option to turn off email capture and routing for specific email addresses and domains.

Access Controls

Establish fine-grained control over who can see which pieces of data and perform different actions for each of your Apps.

SSO

Single Sign-On support for Google and Office 365.