Korgi

Core Functionalities

• Issue Management
  Users can track problems using dedicated cards and columns on a visual board.
• Pipeline Management
  Visual board structure allows tracking of leads or projects through various stages.
• Workflow Management
  Centralizes tasks, files, and links in a unified interface to streamline processes.
• Task Management
  Core feature allowing users to create, move, and complete actionable project cards.
• Backlog Management
  Boards can be configured with columns to manage and prioritize project backlogs.
• Sprint Management
  Supports agile workflows by organizing tasks into time-bound columns or boards.
• Resource Management
  Allocate and manage team members effectively.
• Risk Management
  Proactively identify and address potential project risks.
• Workforce Management
  Involves managing and optimizing team member workloads, schedules, and productivity?
• Incident Management
  Manages unforeseen incidents or disruptions within a project, often found in industries requiring high reliability, such as IT or

Task & Workflow Management

• Workflow Automation
  AI builds entire project boards and automates file creation across connected drives.
• Task Creation & Assignment
  Allows users to share boards and assign specific cards to team collaborators.
• Task Prioritization
  Tasks can be prioritized using color-coding, sorting, and manual reordering.
• Sub-Task Creation
  Supports breaking down larger cards into actionable sub-steps and checklists.
• Notifications/Reminders
  Integrates with Google/Outlook calendars to provide event and task alerts.
• Task Dependencies
  Define and monitor task dependencies to manage the sequence and impact of task completion.
• Recurring Tasks
  Schedule tasks to repeat at regular intervals to streamline ongoing project activities.
• Automated Task Assignment
  Automatically assigns tasks to team members based on workload, availability, and skill sets, helping to distribute work evenly as

Task Views

• Kanban Boards
  The primary interface uses drag-and-drop cards and columns for visual organization.
• Task List
  Includes a dedicated quick-save bank for adding and managing to-do items.
• Calendar View
  Accessible via the Korgi Console to view and manage connected calendar events.
• Gantt Chart
  Provides a visual timeline of the project with their durations and dependencies.
• Timeline View
  Provides an overview of tasks and milestones over time.
• Spreadsheet View
  Tasks are displayed in a table format similar to a spreadsheet.
• Mind Map
  Visual representation of tasks and ideas branching out from a central concept.

Progress & Performance Tracking

• Milestone Tracking
  Users can designate specific cards or columns to track major project goals.
• Time Tracking
  Record the time spent on tasks for better project budgeting.
• Team Capacity Tracking
  Shows the distribution of tasks among team members for balancing workload and avoiding overburdening

Resource & Budget Management

• Auto Scaling
  Built on Google Cloud Run to handle varying user loads and data capacity.
• Automated Resource Allocation
  Automatically adjusts resource allocation, such as server capacity, storage, or bandwidth, based on current project needs during
• Budget Planning
  Set a spending plan for your project based on data insights.
• Dynamic Budgeting
  Tracks project expenses and scales budget management features dynamically based on the project's financial requirements.
• Risk Scoring System
  Quantify and score potential project risks based on severity.
• Workload Distribution
  Distributes tasks and processes across team members or systems to prevent overloading any resource, ensuring balanced workloads

Collaboration & Communication

• Version Control
  Assets are stored in Google/OneDrive, utilizing those platforms' native versioning.
• Real-Time Collaboration
  Enables multiple users to co-edit boards and communicate via integrated chat.
• Integrated Chat & Messaging
  Features an in-board chat for team messaging and turning messages into tasks.
• File Sharing & Document Collaboration
  Connects directly to cloud drives for seamless document attachment and sharing.

Access Control & Security

• Multi-Factor Authentication (MFA)
  Inherits security protocols (like MFA) from connected Google/Microsoft accounts.
• User Access Management
  Supports domain restrictions and reassignable team licenses for workspace control.
• Activity Logs
  Tracks changes to boards and cards to maintain a history of team actions.
• Data Backup and Disaster Recovery
  Ensure data security with regular backups and recovery plans.
• Compliance Tracking
  Ensure adherence to relevant data and security compliance (e.g., GDPR, CCPA).

Customization

• Templates
  Offers pre-built and user-generated project templates for various workflows.
• Custom Fields
  Allows users to add specific details and metadata to individual task cards.
• Task Customization
  Modify tasks to include custom fields, tags, and properties to fit specific project needs.
• Custom Layouts
  Design the software interface to fit your workflow.
• Custom Views
  Create personalized views of project data.

Integrations

• CRM Integration
  Connects with Google/Outlook contacts to manage records directly on project boards.
• API Integration
  Utilizes robust APIs from Google and Microsoft to sync files and calendar events.
• AI-Based Integrations
  Uses AI to generate boards, outlines, and provide a context-aware assistant.
• Communication and Collaboration Tools
  Integrate with various collaboration tools to streamline real-time communication and collaboration within project workflows.
• File Storage and Sharing
  Connect cloud storage solutions to enable seamless file sharing and document management within projects.
• Time Tracking Tools
  Integrate time tracking tools to monitor work hours and resource allocation directly in your project management system.
• Issue Tracking Tools
  Link issue tracking software to manage and resolve bugs and issues alongside your project management processes.
• Automation Tools
  Use automation platforms to create workflows that automatically handle repetitive tasks across multiple apps.
• ERP Integration
  Connect ERP systems to unify project management with broader business operations, including finance, HR, and procurement.
• Third Party Integrations
  Connect your system to external applications such as CRMs, payment gateways, and analytics tools for seamless data exchange.

Reporting & Analytics

• Dashboards
  The Korgi Console provides a unified view of search results, tasks, and chats.
• Automated Reports
  One-click export converts board data into formatted Docs, Sheets, or Slides.
• Project Progress Reports
  Exports boards to formatted spreadsheets or documents to show project status.
• Benchmarking
  Compare project performance against industry standards or internal benchmarks.
• Resource Reports
  Allocation and utilization of resources (people, equipment, materials).
• Risk Reports
  Identify, assess, and propose mitigation strategies for potential project risks.
• Workload Reports
  Analyze workload distribution among team members, identify potential imbalances.
• Timesheet Reports
  Track time spent on tasks by team members, assess project efficiency and billing accuracy.
• Sprint Reports
  Track progress within development sprints.
• Burndown & Burnup Charts
  Track progress towards sprint goals to manage progress and respond accordingly.
• Bottleneck Reports
  Identification of task dependencies and potential bottlenecks.
• Predictive Analytics
  Forecasting tools to predict future project outcomes based on historical data.
• Real-Time Reporting
  Live dashboards that update as data changes.
• Report Customization
  Ability to create and customize reports based on specific project needs.