Case Tractor is a project management and collaboration tool that you can set up on your own website. Have an area where you can collaborate with your team, clients and contractors and keep projects on track while retaining full control over access permissions and your data.
Keep Projects on Track
Plan your projects and track their progress... Case Tractor lets you assign tasks to people, define what is urgent. See what your team is doing and what they need to do, discuss stuff that you are working on and more.
Collaborate
Communicate with your team, clients, suppliers and everyone else you are working with in a friendly and an easy to use environment. Discuss and comment, receive email notifications, stay in touch. Everything is saved and available for future reference.
Extend and Integrate
If you have special needs you will love Case Tractor. Use plugins to extend the system and make it work exactly how you want it to. Feel free to integrate Case Tractor with other tools and services through an API.
Main Features of Case Tractor
Projects
Unlimited Projects
No artificial limitations - manage an unlimited number of projects at any time.
Copy Projects and Save Time
Projects can be copied so you can have "project templates" for common things you work on. This can save you a lot of time that you would waste if you had to define all milestones and tasks from scratch.
See Project Progress
Project progress shows you have many tasks are completed and how many are still left to go with a nice little graphic indicator.
Organize Projects Into Groups
Projects can be sorted into project groups. Your clients will see only the groups where they have projects in; other groups will be invisible to them.
Set a Client for a Project
Project can optionally be associated with a client company. It will inherit client's logo if no specific project icon is set.
Quickly Move Between Projects
Use Jump to Project widget to quickly jump to any project at any time. You can pin projects to the top of the list for easier access.
Files
Upload Files, File Revisions and Collaborate
Use Files section to upload files, discuss them, upload and compare versions. You can upload and track versions of any file.
See Attachments from Other Project Sections
Files attached in other project sections are also listed in Files section. They are marked with a little paperclip icon so you can easily spot them.
Preview Images
System generates thumbnails and preview images for JPG, GIF and PNG files.
Categories and Milestones
Files can be sorted in categories and associated with milestones. Both relations are optional.
Tickets
Bigger Tasks, Issues, Subprojects and More
Tickets are essentially tasks, but their rich features let you use them for many different things, depending on your needs. They are great for tasks that take longer time to get completed, that evolve through time, or in situations when you need the ability to discuss a task with your team or a client.
Categories and Milestones
Tickets can be sorted in categories and associated with milestones. Both relations are optional. When ticket is completed, it's moved to Archive for future reference.
Break Ticket Into Smaller Tasks
Use subtasks to break a ticket into smaller steps and to execute them one by one. Each subtask can have due date, priority and a list of assignees.
History
Changes made to a ticket are tracked so you can always know what, when and who made a change.
Comments
Tickets support an unlimited number of comments. Use them to discuss a ticket with your colleagues and clients.
Unlimited Number of Attachments
People can attach any number of files to a ticket. System will recognize images and create thumbnails. For other types it will use appropriate filetype icons.
Email Notifications
Users subscribed to a ticket will receive email notification when it is commented, completed or reopened.
Time Tracking
Track Time
Each project has its own time page where time can be directly tracked on a project. Optionally, the time record can be attached to a ticket or a subtask.
Billable? Billed?
Each time record can be marked as billable or not billable. Additionally, billable hours can be marked as billed. When billed, time record will be crossed over in the list and you can easily filter it out in reports.
Filter and Export Data
Filter time records by date, user and billable / billed status. The filter which you create is reusable and you can run it globally or per project. Filter results can be exported to CSV format and used in your favorite spreadsheet application (like Excel, Numbers etc), or sent to your accountant for further processing.
Permissions
System Roles
System roles let you specify which areas and functions of system users can have access to. Some of the role permissions are access to administration, ability to manage or create project, manage company user accounts and more.
Project Roles
Project roles are reusable sets of project permissions. Users can have different roles on different projects. If none of already defined project roles work for a specific user on a specific project, then you can use a custom set of permissions instead of defining a new role.
Full Control
Granular permissions let you precisely set up which sections of a project user have access to and what he or she can do there. Clients see only people they previously worked with and are not aware of anything outside of the projects they are working on.
Printing and Exporting
Print Stylesheets
All Case Tractor pages are optimized to print well. Print out assignments or specific task details and bring them to the team meeting with no worries - they look beautiful on paper as well.
Export Project
Project Exporter lets you export project data as static website that can be uploaded to the server, archived for future reference or for any other purpose that may be suitable for you
Interface for Mobile Devices
While you're on the Go
Mobile interface offers low bandwidth interface optimized for smaller screen resolutions. This way you can check the progress of your projects while you are out of the office or on a trip.
Works with Modern Phones
Mobile interface works with modern phones without any additional software required. All you need is a phone with a browser that supports XHTML. We recommend iPhone, BlackBerry, Symbian S60 or any phone that can run mobile Opera.
Touch Case Tractor!
Case Tractor mobile interface will detect if you are using iPhone or iPod Touch and will make proper adjustments to be more usable with Touch interfaces.
Milestones
Mark Key Points in a Project
Have a bird-eye view over things that need to be done, when and who is responsible. Milestone can be a single day event or a time period determined by start and due date.
“Zoom In”
When you need more details, click on a milestone's name to "zoom in" to see all related discussions, files and tasks.
iCalendar Support
Subscribe to iCalendar feed to have milestones and tasks from Case Tractor synchronized with your favorite calendar application (iCal, Outlook etc).
Email Notifications
Notifications are sent to everyone subscribed to a milestone when it is completed or reopened.
Discussions
Just Like Online Forum
Discussions let you create a number of topics and discuss them with your team and clients. It's like online forums - discussions with most recent comments are listed on top and system will tell you when there are new messages in a topic.
Categories and Milestones
Discussions can be sorted in categories and associated with milestones. Both relations are optional.
Attach Files to Discussion Messages
Each discussion message supports an unlimited number of files attached. System will recognize images and create thumbnails. For other types it will use appropriate filetype icons.
Checklists
Lists of Tasks
Checklist is a list of tasks that need to be done in order to get a checklist completed. When all tasks in the checklist are completed, the checklist is completed automatically.
Priority, Due Date and Multiple Assignees
Each task in a list can have priority, due date and multiple assignees.
Email Notifications
People subscribed to a checklist will receive email notification when checklist is completed or reopened.
Pages
Collaborative Writing
Pages are great for content production. They can be organized in chapters and subchapters. Pages support version tracking so you can see how the document evolves over time.
Comments
Pages support an unlimited number of comments. Use them to discuss a page with your colleagues and clients.
Subtasks
Unlimited number of subtasks can be attached to a page. This is great for complex documents with many authors involved or for jotting down ideas you want to explore.
Calendar
Show Tasks in Calendar View
Calendar shows milestones and tasks in month view. User can "zoom in" and see more information about tasks by clicking on a particular day. Tasks can be completed directly from calendar.
Multiple Calendar
Three calendar filters are available - global calendar, project calendar and user calendar.
iCalendar Support
Subscribe to iCalendar feed to have milestones and tasks from Case Tractor synchronized with your favorite calendar application (iCal, Outlook etc).
Assignments
Multiple Assignees
Tasks can have multiple assignees. One user is always set as responsible in front of the group of assignees.
Assignment Filters
Filter assignments by date, priority, assignees and project. Each filter can be re-used and shared with other users. Users can also define private filters available only to them.
Email Features
Outgoing Email
Case Tractor can use PHPs mail() function or your SMTP server to send out emails. SSL and TLS encryption are supported for SMTP connections.
Mass Mailer
Use Mass Mailer to send messages to users from your Case Tractor system. This tool can send messages to all users or only to a group of selected people.
Email Templates
All emails sent by the system are based on a set of customizable templates. Use them include information specific to your business, change the tone or make them more personalized.
Reminders
Remind People Regarding an Issue in 3 Clicks
Remind someone about a ticket, a discussion or a page in 3 clicks. You can notify assignees, subscribers, people who commented or a specific person.
Things that Require your Attention
Reminders are sent as email notification. They are also listed at the dashboard at Things that Require your Attention section.
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