At Allfred, we’re constantly evolving to make your workflows smoother and your project management more effective. Our latest updates focus on delivering tools that enhance collaboration, streamline task management, and provide better financial clarity. From Client Access to Subtasks and Task Group Templates, here’s everything you need to know about the latest features that will empower your agency.
Table of Contents
#1 🔑 Client Access
With the new Client and Partner Access feature, agencies can now securely invite clients or external collaborators (like influencers or freelancers) into Allfred. Clients can view specific tasks, details about project invoicing, and even create new tasks for the agency to manage. It’s collaboration made simple and transparent.
#2 📋 Subtasks
Simplify complex workflows by breaking large tasks into smaller, actionable pieces. Subtasks enable better planning, time tracking, and overall clarity for everyone involved. By separating subtasks, teams can better track progress and deliverables, ensuring no detail slips through the cracks.
#3 📂 Task group templates
Recurring projects like monthly retainers just got easier to manage. With Task group templates, you can create pre-defined task groups complete with assignees, priorities, or deadlines. Save time by applying these templates to multiple budget items at once ensuring consistency and efficiency.
#4 ⚙️ Optimized Planning and New Delete Feature
Planning just got faster! We’ve optimized the experience to save you time, and added a new feature: Delete this day for all users, which lets you clear allocations for a specific day in one go—ideal for quick changes in resource planning.
#5 📊 Enhanced Invoice Summary
Managing your finances just got simpler with our new summary row in outgoing invoices. This feature breaks down invoice data into three essential figures:
- Total amount without VAT
- VAT amount
- Total with VAT
The summary is also categorized by due dates—Current, Overdue by 0–30 days, Overdue by 31–90 days, and Overdue by 91+ days—giving you a clearer understanding of overdue payments and what needs immediate attention.
#6 📄 Improved Budget Listing & Export Options
We’ve updated the Budget Listing in project details to include the option to download budgets directly as PDFs. Now, there’s no need to navigate to the Budgets section, saving you time and simplifying the process. Additionally, a revamped back button ensures seamless navigation back to the budget list.
#7 👤 Simplified User Invitation
No more manual password sharing! When inviting new users, they’ll now receive an email link to set up their own password. It’s faster, more secure, and saves your team time.
#8 ✨ Project Duplication
Duplicating projects is now smarter and more flexible. You can include task duplication, attachments, and even automatically adjust deadlines and end-dates based on the original task’s duration. It’s the perfect solution for recurring or similar project setups.
