Paymo is a comprehensive online work and project management platform designed to streamline the workflow of small businesses, teams, and freelancers. Here’s a detailed overview of what Paymo does and its key features:
What Paymo Does
Paymo is an all-in-one solution that integrates task management, time tracking, team collaboration, and client billing into a single platform. It aims to help users manage their work efficiently, ensuring projects are completed on time and within budget.Key Features and Functionality
Task Management & Collaboration
- Users can create tasks, group them into task lists, set due dates, priorities, and milestones, and assign them to team members.
- The platform supports recurring tasks and project templates, which are particularly useful for repetitive projects.
- Real-time commenting, personalized emails, and in-app notifications keep the team in sync. There is also a live activity stream to monitor ongoing activities.
Time Tracking
- Paymo offers multiple time tracking methods, including a web timer, desktop apps, and mobile apps. This flexibility allows users to track time accurately, whether they are working from the office or remotely.
- Time can be tracked manually or via the stopwatch, and users can view their tracked time through the Timesheets view.
Project Planning & Visualization
- Users can plan projects using various views such as list, calendar, Kanban, timeline, or Gantt Charts, depending on their preferred working style.
- The platform provides a visual overview of project progress and team performance through these different views.
Team Scheduling
- Paymo offers a resource scheduling and leave planner feature, giving a visual representation of the team’s bookings and time off. This helps in managing employee availability and identifying overbooked or underbooked team members.
Expense Tracking
- Users can log expenses on the mobile app and attach receipts to authenticate each business expense. Expense tags help monitor the team’s spending patterns.
Invoicing
- Paymo allows users to turn timesheets into professional-looking invoices quickly. It offers ten customizable invoice templates and the ability to preview invoices before sending them. Users can also accept online payments, add partial payments upfront, and include taxes in the invoices.
Mobile App
- The Paymo mobile app is designed for on-the-go management. It includes features such as task management, project tracking, team collaboration, time tracking, and invoicing. The app is divided into sections like Home, Work, Time, and Search, making it easy to navigate and use.
Additional Features
- Budgeting & Planning: Users can set budgets and plan projects using Gantt charts and other visualization tools.
- Client Management: The platform allows users to keep track of clients and their contacts, projects, and invoices.
- Notifications: Users can receive push notifications for project updates, new tasks, and other important events.