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Paymo's complete feature list

Task management
Time tracking
Planning & scheduling
Resource management
File management
Financial management
Client & team collaboration
Customization
Mobile solutions
Analytics & reporting
Invoicing & online payments
Profitability tracking

Task management

Task management

My tasks

A personal workspace where you can see exactly what tasks you should be working on, when, and in what order.

My tasks

Team’s tasks

One place to view all team’s tasks across all projects grouped by Task Priority/Due Date/Project.

Team’s tasks

Multi-user assigning

Assign multiple users to the same task. Draw their attention as soon as a new task is up.

Multi-user assigning

Comments on tasks

Comment on individual tasks and keep all the task details in context.

Comments on tasks

Dependencies

Set dependencies to indicate that a task relies on a separate task to be performed.

Dependencies

Task duration

Set a start and end date for a task to accurately nail deadlines.

Task duration

Task hours budget

Set the number of hours it will take to complete a task and compare work hours against it.

Task hours budget

Task templates

Save time by creating templates for common tasks for later use.

Task templates

Task priorities

Set task priorities (critical, high, normal, low) and filter tasks based on them.

Task priorities

Task alerts

Set a due date alert when a task is due or a Time Budget alert when a certain % of the task budget has been reached.

Task alerts

Task views

Switch between 5 different task views to accommodate work: list, table, board, calendar, and Gantt.

Task views

Kanban boards

Create a custom workflow and drag & drop tasks between columns in a board format.

Kanban boards

Meta kanban board

View all tasks across all projects as a board, grouped by their relevant workflow.

Meta kanban board

Recurring tasks

Create repeatable tasks on a daily, weekly, or monthly basis.

Recurring tasks

Time tracking

Time clock

Start and stop a built-in clock to accurately track work time on a task.

Time clock

Add time entry

Track and log time for a given project and task.

Add time entry

Add bulk time

Add multiple time entries for a week and a single user at once.

Add bulk time

Timesheets

See all time entries displayed in a calendar format.

Timesheets

Desktop apps

Track work time using the desktop widget for Windows, Mac OS X, or Linux.

Mobile time tracking

Track work time on the go with iOS and Android mobile apps.

Automatic time tracking

Automatically track activities on your computer and link time entries to ongoing tasks.

Automatic time tracking

Active timers

Track all running timers in parallel for each of your team members.

Active timers

Pomodoro timer

Customize your own work sessions and breaks through the Pomodoro timer.

Pomodoro timer

Planning & scheduling

Milestones

Set up alerts for major events that require special attention during the lifetime of a project.

Milestones

Project templates

Create and reuse project templates based on a current project for future use.

Project templates

Duplicate project

Clone projects with similar task structures. Choose which items to keep and discard.

Duplicate project

Gantt charts

Set a project’s start and finish dates, add task dependencies, and monitor progress.

Gantt charts

Portfolio Gantt chart

Offers the "big picture" of all projects on one screen, in a Gantt view.

Portfolio Gantt chart

Critical path

Determine the most critical tasks with the earliest and latest dates they can start and finish without delaying the project.

Critical path

Lead & lag time

Add the number of overlapping or buffer days between two dependent tasks.

Lead & lag time

Auto-scheduling

Automatically adjust task dates for dependent tasks keeping into account or ignoring lead & lag time.

Auto-scheduling

Export Gantt

Print or export the Gantt chart as a PDF/PNG file. Use it as a project baseline or progress proof for clients

Export Gantt

Resource management

Holidays management

Adjust the resource calendar to account for company time off, special events, or holidays.

Holidays management

Leave types

Account for paid and unpaid leave time at company and user level.

Leave types

Resource calendar views

View your resource allocation on a calendar to get an overview of resource usage.

Resource calendar views

Resource exceptions

Adjust the resource calendar to account for a team member's time off.

Resource exceptions

Automatic bookings

Convert tentative “ghost” bookings into real ones at a click of a button.

Automatic bookings

Resource load chart

Get a real-time view of the workload and availability of each resource.

Resource load chart

Resource capacity

View the remaining bookable hours for each team member for a given time span.

Resource capacity

User permissions

The admin can determine the level of user access within the project management software.

User permissions

Unscheduled work

View all the tasks that don’t have a start and end date at a user and project level.

Unscheduled work

File management

File attachments

Attach files from your computer or Google Drive directly to a task, comment, or project.

File attachments

File proofing & versioning

Pinpoint design changes and leave actionable feedback. View how each design asset has evolved from version #1.

File proofing & versioning

File organization

Organize files within a central file storage location for each project.

File organization

50 & 100 GB storage space

The Small Office and Business plans offer 50GB, respectively 100GB storage space at no extra cost.

50 & 100 GB storage space

Financial management

Budgeting

Set a project budget and measure an outcome against it.

Budgeting

Expense tracking

Track expenses for a project or work item. Tag them for ease of filtering.

Expense tracking

Financial indicators

View the financial health of a project in terms of estimate vs. actual budget.

Financial indicators

Fixed price rates

Set a fixed price rate on a work item, such as a task, to indicate the price of fixed-cost items on a project.

Fixed price rates

Time-based rates

Set an hourly price rate on a work item or a resource.

Time-based rates

Billing priorities

When creating projects, choose the rate that has priority during billing.

Billing priorities

Client & team collaboration

Activity stream

Oversee the stream of recent activities performed by all users on a project level.

Activity stream

Real-time discussions

Collaborate in real-time with other team members using the dedicated discussions and comments area.

Real-time discussions

Notifications

In-app and email notifications for important updates are automatically sent to resources, like being assigned to a new task or when priorities change.

Notifications

Guest access

Invite external users in your account and keep them updated on the progress of their projects.

Guest access

Sharing and permissions

Decide what’s been shared with the guests and what they can do in your account.

Sharing and permissions

Customization

Multi-language interface

Paymo is available in 23 languages.

Multi-language interface

Customizable dashboard

Customize the display and layout of your dashboard.

Customizable dashboard

Customizable menu

Customize the display and layout of your work areas.

Customizable menu

Global search

Find anything in Paymo after a keyword or a combination of filters.

Global search

Quick add button

Add tasks, projects, time entries, or users with a tap, depending on your user role.

Quick add button

Shortcuts

Add shortcuts for the most often accessed areas in Paymo or bookmarks for external resources.

Shortcuts

Integrations

Paymo offers an API and integrates with complementary applications to help optimize your workflow. Check the full list.

Integrations

Mobile

Native android app

Download a native Android app for smartphones and tablets to manage your projects, track work time on the go, invoice clients, and add expenses.

Native iOS app

Download a native iOS app for iPhone and iPad to manage your projects, track time on the go, invoice clients, and add expenses.

Analytics & Reporting

Static time reports

Create static reports to show the time allocated and/or spent on certain tasks or projects.

Static time reports

Live time reports

Create live reports that automatically update with the latest information when someone opens them.

Live time reports

User reports

Create and view reports on each user's logged hours within your projects.

User reports

Report exporting

Export reports into various file formats for monthly or quarterly reviews.

Report exporting

Pie & bar chart reports

Display text-based reports in a pie chart or bar chart for better visualization.

Pie & bar chart reports

Report sharing

Share reports with your clients to keep them informed about the project progress or with your team when necessary.

Report sharing

Client overview

Get details about a client’s overall health in terms of unbilled AR, billed/received invoices, and pending invoices.

Client overview

Project overview

Get details about a project’s overall health in terms of time worked, completed tasks, unbilled AR, timesheet, and milestones.

Project overview

User overview

Get details about a user’s overall health in terms of workday length, hourly rate, legal leave days, and monthly performance.

User overview

Invoicing & Online Payments

Create estimates

Issue estimates that can be converted into invoices with a single click.

Create estimates

Convert project into estimate

Convert a project together with its tasks, time estimates, and costs into an estimate, which can be further edited if needed.

Convert project into estimate

Create invoices

Issue and send invoices to your clients.

Create invoices

Multi-language invoices

Create invoices from templates in 15 languages.

Multi-language invoices

Recurring invoices

Generate and send invoices automatically based on your settings.

Recurring invoices

Export invoices

Individually, in bulk, or to a third party accounting software like QuickBooks Online or Xero.

Export invoices

Accept online payments

Allow your clients to pay you directly from the invoice through a payment gateway from PayPal, Stripe, Authorize.net.

Accept online payments

Multi currencies

Choose between 85+ currencies to bill clients in their local currency.

Multi currencies

Email templates

Create email templates that are used for sending estimates, invoices, and payment reminders.

Email templates

Profitability tracking

Track profit margin

Get a full breakdown of projects’ costs, income, and profit.

Track profit margin

Measure employees’ performance

Evaluate employees’ activity and identify possible business waste.

Measure employees’ performance

Client profitability

See at a glance which of your clients are the most profitable.

Client profitability
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