Reduce delays and “back-and-forths” by collecting all the information you need when the project is being initiated with a customizable project request form.
With unlimited fields, you can capture every detail of your client’s project with a customizable request form.
Built-in logic displays only the fields needed for each entry, so you gather only the information you need.
Simplify and speed-up project approvals through customized routing by project type or client.
Plan your projects quickly so you can focus on getting work done, not just getting work started.
Start from Stratch
For one-off or fast-turn projects, start quickly by only entering a few fields of essential data. Or copy an existing project.
Creating templates allows you to build out unlimited projects in advance and use them as you need them.
Stay connected with your team and clients every step of the way using Notes. And you can quickly respond via email notifications.
Optimize schedules and workload within RoboHead by aligning the right team members with the right tasks.
View and update your project tasks and timelines with a drag-and-drop interface in a calendar, Gantt chart, or Kanban view.
Create, manage and prioritize everything from your to-do list to your logged project hours.
Your To-Do List
The My Work view is your go-to for everything on your plate. See all your tasks and your “to-dos” in one place.
Prioritize Your Day
Colored icons quickly highlight the status of each task. Prioritize your tasks by dragging and dropping them on your list.
Track Your Time
With a timer or just a few clicks, you can track time in the background while focusing on producing great work.
Manage and speed up the creative process with collaborative and automated online reviews and approvals.
Built-in annotation and approval tools allow your team and clients to provide feedback on your creative deliverables at the appropriate stage.
Before offering a review, view versions side-by-side to see all feedback and a history of all changes that were made within each version of the deliverable.
All approvals and comments are time and date-stamped so there’s no confusion around who has signed off on what and are stored within each stage.
Use the customizable dashboard for a high level view into the overall status of your department and its projects.
The metrics section provides quick updates on Campaigns, Requests, Projects, and Tasks. Click on any metric for greater detail.
Understand important company metrics, KPIs, and overall status with custom reports using the RoboHead feature report builder.
Reports include: Activity, Campaign, Request, Project, Task, Review, Approval, Expense, and Time.
Schedule your reports to run at convenient times. Select daily, weekly, or monthly intervals.
Reports can be run and distributed to both users and non-users of RoboHead via email.
Is RoboHead right for your organization?
We would be happy to create a customized demonstration based on your existing processes and workflows to show you how RoboHead features can improve efficiencies, communications, and delivery of work.