Features2021-06-08T09:18:22+00:00

Complete feature list

Empower your business with all the right tools to get work done.

Explore our comprehensive feature list broken down by sections.

Organization

With our incredibly user-friendly features, you can organize your team’s workflow and easily know where work stands.

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Service management

Manage your calls, projects, cases, tasks, and time easily. Empower your business with all the right tools to get work done quicker and smarter.

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Comercial management

Manage your deals, contracts, subscriptions, and billing in one place. Monitor more of your work in Airdesk, and eliminate disorganized processes that jeopardize your goals.

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Deals managing

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.

Accounts managing

Organize and categorize all types of accounts with which the company works on a single platform.

Classification managing

Check whether the hours entered, whether by project, contract or assistance, are correct or if there are any irregularities.

Accounts billing

Know exactly the value you need to charge each client, according to detailed time records and reports.

Contacts managing

Centralize all your contacts in one place and access them whenever you want. Organize them according to your needs and interests.

Contracts managing

Know exactly how many hours are included in the contracts, what their value is, how many tasks are pending, and more.

Invoice managing

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.

Subscriptions managing

With this module, you can easily control subscriptions such as registrations and renewals of brands, domains, hosting, programs/software, licenses, and warranties.

Marketing

Marketing management tools that can streamline your workflows, help you save some time and even ensure your content reaches the right audience at the right time.

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Views and reporting

See and track work from different angles. Get real-time insight into the state of work and access everything you need to streamline your team’s workflow, all at your fingertips.

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Communication

This feature ensures that your team is in sync. Share team-wide announcements, celebrate important accomplishments, and talk about multiple tasks and projects at a time.

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Admin controls

These features will empower all Airdesk admins with the administrative capabilities they need to champion Airdesk within their Organizations. Manage everything in real-time.

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Mobile

Ensure that you stay up to date while you’re on the go with our Android and iOS mobile apps.

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FAQ

Frequently Asked Questions

  • Can I import an Excel document into Airdesk?

    Yes, to help with this task you can download the template here.

  • How can I create a Task?

    For a more detailed guide, read this article from our blog.

  • How can I create a Project?

    For a more detailed guide, read this article from our blog.

  • Can I customize Airdesk Pipelines?

    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.

  • Who can view my Workspace?

    Each workspace is private.

  • Can I import my client contacts into Airdesk?

    Yes. To find out how, read this section of the documentation here.

  • How can I customize my dashboard?

    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.

  • Who can see my scheduled tasks?

    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.

  • How can I add team members to a task/subject/project?

    To add team members to a service, you must add either the user’s department or set the user as a follower.

  • How do I identify tasks by category?

    Airdesk does not have tags, but through advanced filters and omni search it’s possible to find anything in Airdesk using associated words.

  • How do I edit a task that I have already created?

    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.

  • Complete a task, what do I do?

    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.

  • Can I see my tasks in other formats?

    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.

  • Can I have a personal account?

    Yes, after creating the workspace, the administrator can send invitations to other team members and each one will have a personal and private account.

  • How do the timers work?

    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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