Operations

All your new operations in the new module

Your new operations are created in the new module, open to every plan. A tracking board also brings your operations together.

One module for all your new operations. Since 1 April, the former deed module no longer takes new operations. They are created in the new Operations module, open to every plan.

Starting a new operation: document generation, then who decides and how, with a close-up of the choice between generating deeds and adding documents.
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A board to track your operations

Track all your operations on a single board. A kanban tracking board, in beta, brings them together from your organisations and your groups. Assign operations, set their priority and add notes, then switch to a table view you can export to Excel.

An organization's operations tracking board, as a kanban, with operations from several companies, with a close-up of the Kanban view and its cards.