Paymo Logo
PricingLogin

Paymo's complete feature list

Task ManagementTime TrackingPlanning & SchedulingResource ManagementFile ManagementFinancial ManagementTeam CollaborationCustomizationMobile SolutionsAnalytics & ReportingInvoicing & Online Payments

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.

Team’s tasks

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

Multi-user assigning

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

Comments on tasks

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

Dependencies

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

Task duration

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

Task hours budget

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

Task templates

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

Task priorities

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

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 views

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

Kanban boards

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

Meta kanban board

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

Recurring tasks

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

Time tracking

Time clock

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

Add time entry

Track and log time for a given project and task.

Add bulk time

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

Timesheets

See all time entries displayed in a calendar format.

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.

Active timers

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

Pomodoro timer

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

Planning & scheduling

Milestones

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

Project templates

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

Duplicate project

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

Gantt charts

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

Portfolio Gantt chart

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

Critical path

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

Lead & lag time

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

Auto-scheduling

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

Export Gantt

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

Resource management

Holidays management

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

Leave types

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

Resource calendar views

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

Resource exceptions

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

Automatic bookings

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

Resource load chart

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

Resource capacity

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

User permissions

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

Unscheduled work

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

File management

File attachments

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

File proofing & versioning

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

File organization

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

50 & 100 GB storage space

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

Financial management

Budgeting

Set a project budget and measure an outcome against it.

Expense tracking

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

Financial indicators

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

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.

Time-based rates

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

Billing priorities

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

Team collaboration

Activity stream

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

Real-time discussions

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

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.

Customization

Multi-language interface

Paymo is available in 23 languages.

Customizable dashboard

Customize the display and layout of your dashboard.

Customizable menu

Customize the display and layout of your work areas.

Global search

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

Quick add button

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

Shortcuts

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

Integrations

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

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.

Live time reports

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

User reports

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

Report exporting

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

Pie & bar chart reports

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

Report sharing

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

Client overview

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

Project overview

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

User overview

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

Invoicing & Online Payments

Create estimates

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

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.

Create invoices

Issue and send invoices to your clients.

Multi-language invoices

Create invoices from templates in 15 languages.

Recurring invoices

Generate and send invoices automatically based on your settings.

Export invoices

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

Accept online payments

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

Multi currencies

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

Email templates

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

Paymo
HomeComplete Feature ListPricingFree AccountAbout Us

‾‾‾‾‾

Book a DemoOnboarding

‾‾‾‾‾

CustomersTestimonialsSpread the WordAffiliates

Paymo Logo

Copyright © 2022 Paymo LLC

By signing up, you're agreeing with the Paymo Terms of Service and Privacy Policy

Cookies help us deliver our services. By continuing to use the website, you consent to the use of cookies.

Learn more about the cookies in Our Privacy Policy.