Features

Built for how teams actually work

Every feature is designed to reduce friction, increase visibility, and help your team deliver faster.

Views

Five views, one source of truth

Switch between views instantly — your data stays consistent across all of them. Choose the view that matches how you think about your work.

Kanban Board

Drag-and-drop cards across columns. Perfect for visualizing workflows and tracking task status at a glance.

Table View

Spreadsheet-like rows and columns with inline editing, sorting, filtering, and grouping. Power users love this.

Timeline / Gantt

Visualize task durations and dependencies on a horizontal timeline. Drag to reschedule, resize to adjust.

Calendar View

See tasks and milestones on a monthly, weekly, or daily calendar. Drag to reschedule with a single gesture.

Visual Board

Free-form canvas for sticky notes, diagrams, and spatial thinking. Inspired by the physical obeya room.

Custom Fields

25+ field types to model anything

Text, numbers, dates, selects, relations, formulas, and more. Every project is different — your fields should be too.

Text & Rich Text

Single-line text, multi-line text, and rich text with formatting. Add context to every task.

Numbers & Currency

Integers, decimals, percentages, and formatted currency values. Built-in aggregation for totals and averages.

Dates & Date Ranges

Single dates, date ranges, and durations. Automatic deadline tracking and overdue highlighting.

Selects & Multi-Selects

Single-select dropdowns and multi-select tags with customizable colors. Perfect for status, priority, and labels.

Relations & Lookups

Link tasks across projects. Lookup fields pull data from related records — like a lightweight relational database.

Formulas & Rollups

Computed fields using formulas. Rollup fields aggregate data from related records (sum, count, average).

Collaboration

Work together in real time

See changes as they happen. Mentions, comments, and activity feeds keep everyone aligned without the noise of endless meetings.

Real-Time Presence

See who's viewing and editing right now. Cursors, selections, and changes sync in milliseconds.

Threaded Comments

Discuss tasks in context with threaded comments. Attach files, add reactions, and resolve threads.

@ Mentions

Mention teammates in comments and descriptions. They'll get an instant notification to jump in.

Activity Feed

Every change is logged — who did what, when. Full audit trail at the task, project, and workspace level.

Smart Notifications

Get notified about what matters. Customizable preferences per project — email, in-app, or both.

Guest Access

Invite external collaborators with limited permissions. Perfect for clients, contractors, and stakeholders.

Forms

Collect data without leaving ProBeya

Build custom forms that feed directly into your projects. No third-party integrations needed — everything stays in one place.

Custom Form Builder

Drag-and-drop form builder with conditional logic. Map form fields directly to your project's custom fields.

Branded Forms

Customize colors, logos, and messages. Your forms look like they're part of your brand, not a generic tool.

Submission Analytics

Track submission volume, completion rates, and response times. Identify bottlenecks in your intake process.

Automations

Put repetitive work on autopilot

Create if-this-then-that rules to automate status changes, assignments, notifications, and more. Focus on the work that matters.

Trigger-Action Rules

When a status changes, assign a reviewer. When a due date passes, send a notification. Simple, powerful rules.

Conditional Logic

Add conditions to your automations. Only fire when specific criteria are met — like priority being 'High'.

Email Automations

Automatically send emails when tasks move, are created, or hit a deadline. Keep stakeholders informed.

Webhooks & API

Trigger external systems via webhooks or use the REST API to build custom integrations and workflows.

Security

Enterprise-grade security

SSO, role-based access control, audit logs, and the option to self-host on your own infrastructure. Your data, your rules.

SSO / SAML

Integrate with your identity provider. Support for SAML 2.0, OpenID Connect, Google, and Microsoft Entra ID.

Role-Based Access

Fine-grained permissions at the workspace, project, and field level. Control who sees and edits what.

Audit Logs

Complete audit trail of every action. Who changed what, when, and from where. Export for compliance.

Self-Hosted Option

Deploy on your own infrastructure — AWS, GCP, Azure, or bare metal. Full data sovereignty guaranteed.

Encryption

Data encrypted at rest and in transit. TLS 1.3, AES-256 encryption, and regular security audits.

SOC 2 Compliance

Our cloud platform meets SOC 2 Type II requirements. Annual third-party audits ensure ongoing compliance.

KPI Boards

Visual KPI tracking with SQCDP boards

Monitor Safety, Quality, Cost, Delivery, and People metrics at a glance. Traffic-light indicators and trend charts give your team instant visibility into operational performance.

Traffic-Light KPIs

Red / amber / green indicators for every metric. Instantly spot which KPIs are on target, at risk, or critical — no spreadsheet needed.

SQCDP Categories

Organize KPIs into Safety, Quality, Cost, Delivery, and People categories. The gold standard for shopfloor visual management.

Trend Charts

Visualize KPI performance over time with built-in trend lines and run charts. Spot patterns and drive continuous improvement.

HSE Safety Cross

Daily safety tracking with the classic Safety Cross calendar. Color-code each day for incidents, near misses, or safe days.

Action Log

Structured actions with auto-escalation

Every action follows the PDCA lifecycle — Plan, Do, Check, Act. Overdue items auto-escalate through TIER 1, 2, and 3 so nothing falls through the cracks.

PDCA Action Lifecycle

Each action moves through Plan, Do, Check, Act stages with clear ownership, due dates, and evidence attachments at every step.

TIER 1/2/3 Auto-Escalation

Actions that stay unresolved automatically escalate from the team level (TIER 1) to department (TIER 2) to site management (TIER 3).

Overdue Tracking

Visual indicators flag overdue actions in real time. Managers see aging reports and can filter by days overdue, owner, or category.

Effectiveness Verification

After an action is closed, a verification step confirms the root cause was truly addressed. Prevent recurrence with structured follow-up.

TIER Meetings

Purpose-built for shopfloor stand-ups

Run your daily TIER 1, weekly TIER 2, and monthly TIER 3 meetings with a full-screen display designed for the shopfloor. Auto-rotating agenda keeps the meeting focused and on time.

Full-Screen Shopfloor Display

Optimized for wall-mounted screens and TVs. Large fonts, high-contrast colors, and touch-friendly controls for the factory floor.

Auto-Rotate Agenda

The display cycles through SQCDP categories, action items, and KPI boards automatically — no manual clicking during the meeting.

Meeting Timer

Built-in countdown timer keeps TIER meetings short and focused. Configurable per section so you spend time where it matters most.

Live Data Sync

KPIs, actions, and escalations update in real time on the display. What you see on the shopfloor screen is always current.

Templates & Import

Get started in minutes, not weeks

Choose from pre-built pharma and manufacturing templates or import your existing data via CSV. Your team is productive from day one.

SQCDP Board Template

Pre-configured SQCDP board with standard KPIs, action log, and meeting agenda. Tailored for pharmaceutical and manufacturing teams.

QC Lab Template

Quality Control lab template with OOS/OOT tracking, deviation management, and CAPA workflows built in. GxP-ready out of the box.

HSE Template

Health, Safety & Environment template with Safety Cross, incident tracking, near-miss reporting, and BBS observation logs.

CSV Data Import

Import existing KPIs, actions, and historical data from spreadsheets. Column mapping wizard ensures a clean migration every time.

Ready to see it in action?

Explore the live demo — no credit card required. Upgrade when you're ready.

Features — Lean Tools & Visual Management