Unifying Workflows: The Power of FloQast Projects

FloQast users: Your day(!), month(!!), year (!!!???) just got a little easier.

Today, we’re excited to introduce FloQast Projects, an extension to the FloQast platform designed to elevate your project management capabilities. For accountants, controllers, and all FloQast users, this new feature is tailored to streamline and centralize the management of ad-hoc, day-to-day projects.

From recurring Close and Compliance tasks to one-off projects, FloQast offers a unified platform that simplifies your workload while driving accountability and efficiency.

Let’s take a closer look.

Overview

FloQast Projects was designed to extend the functionality of the FloQast platform, allowing teams to efficiently organize and track all workflows, projects, and tasks in one intuitive location, eliminating the need for scattered spreadsheets and disjointed project trackers.

Manage Your Workload in a Single Solution

Balancing recurring Close and Compliance workflows with one-off projects can be challenging, especially when your data and tasks are spread across various platforms. FloQast Projects addresses this by unifying all your needs into one platform. This integration provides comprehensive visibility into your team's overall responsibilities, making it easier to manage both recurring and ad-hoc workloads in FloQast.

Benefits

• Efficiency: No more toggling between multiple tools. Everything you need is right here.
• Visibility: See all your tasks and deadlines at a glance, ensuring nothing slips through the cracks.
• Centralization: Keep all your project-related data in one place for easy access and management.

Drive Clear Accountability Across All Projects

One of the standout features of FloQast Projects is its ability to drive accountability within your team. Each project can have a dedicated owner, ensuring clear communication and responsibility. You can also update task progress statuses, providing real-time insights into workflow advancements and potential roadblocks.

Key Features:

• Projects Dashboard: Centralized overview of all projects, allowing users to assign project owners for clear accountability, monitor progress, set status for visibility, track timelines, and easily create new projects.
• Tasks List: Comprehensive list of all tasks that need completion for your projects. You can add tasks individually or upload them in bulk, filter by due date, assignee, status, and late tasks, assign tasks to multiple users, and create custom labels. Monitor the status of each task and quickly identify those past due, attach files, and leave comments.

Track Any Project Effortlessly with FloQast

FloQast Projects is versatile and can be tailored to manage a wide range of projects. Here are some examples of what you can track effortlessly:

• IPO Preparation
• Mergers & Acquisitions
• Equity Raises
• Audit & PBC Lists
• Investments
• Client/Employee Onboarding Activities
• Operational Changes
• Process Improvements
• System Implementations
• To-Do Lists

Conclusion

FloQast Projects is here to make your workflow management more efficient, accountable, and streamlined. By integrating project management within the FloQast platform, we've provided a tool that addresses the unique challenges faced by accountants and controllers.

Are you ready to elevate your project management game? Discover how FloQast Projects can transform your workflow today!

Feel free to contact our team if you have any questions or need assistance in getting started. Here's to more organized and efficient project management!