Features

Find all features Montera software has to offer and how it can help you on daily basis.

General

Manage multiple teams

See all teams, all its workspaces and the workspaces where you're invited from one login.

Personalizations

Set your preferred date and time format, time-zone and week start day.

Weekly summary

Receive a weekly summary of all your past activities.

Unlimited workspaces

Manage your work, your departments, your teams, your clients with workspaces.

Archive workspaces

You can archive an unlimited number of workspaces so you'll never lose what you've created.

Manage 5,000+ workspaces

A very simple interface to manage thousands of teams, clients, projects.

Fully responsive

Each page is designed to be fully usable on any device.

Invite users to your team

Easily add your employees to your team so they can create, join and manage workspaces.

Enhanced Security

All transferred data is hashed and encrypted for a more secure and private workflow. Additionally, a fast and reliable real-time engine is implemented across the whole platform.

Inbox

Email sync

Connect and sync third party email accounts such as Google, Office 365 or Microsoft Exchange.

Convert to tasks

Assign a support ticket or a meeting email to anyone in your team as task.

Schedule emails

Set an email to be sent at a specific day and hour.

Workspace

Create & reuse templates

Standardize your common processes and workflows in customizable templates.

Add your team

Easily add anyone from your team to a workspace and get started right away.

Invite guests

Invite your clients, or your contractos to any workspace by an email or by sharing a unique link.

Enable up to 4 add-ons

Choose from up to 4 powerful add-ons (Chat, Tasks, Docs & Files and Invoice)

Instant notifications

You will receive a notification when an action related to the workspace or directly to you has been made.

Tree-View notifications

Any change to the workspace that's not necessarily related to you will be visible with a red dot in a tree view mode (e.g. from the workspace to a specific document within a folder).

Star Workspaces

See the starred workspaces on top so you can easier access them.

Chat

Real-Time Chat

Communicate with anyone that is part of the workspace in a friendly yet professional way.

Send direct messages

Chat privately with any member from your team or guests.

Send with email

Choose to send an additional email if your message is important and urgent.

Create groups

Create groups within a workspace for specific collaborations like Development Team, Ideas, Releases and more.

Unlimited history

Find all the messages and files you have been part of in a workspace.

Highly Secure

All the messages are authorised and encrypted in the database using the AES block cipher algorithm.

Tasks

Create multiple lists

Use task lists for multiple purposes. e.g. Bug Tracking, Sprints, Marketing Plan

Public or private lists

Create lists only visible to you, a specific group of users or everyone.

Create & reuse templates

Use templates if you have a standard system you use. e.g. Sprints, Client Onboarding

Manage statuses and colors

Personalise your task lists by statuses and colors.

Add custom fields

Create advanced task lists by addin your own fields onto your list.

Customise your view

Select what columns you want to see and edit straight away.

List & board view

Choose between a list view and a board view.

Watchers

Choose the users who can see the changes regarding to a task.

High-end user experience

A highly usable interface for you to manage all the tasks and lists.

Tree-view notifications

Easily see what changes have been made onto all lists visible to you.

Task comments

Add comments and start conversations in a task by adding comments.

My tasks

See all the tasks from all workspaces assigned to you.

Docs & Files

Preview files

See previews of the most popular formats like .doc, .pdf, .xls

Comments

Discuss with everyone on any file that has been uploaded.

Collaborative documents

Create documents and collaborate on the fly with everyone within a workspace.

Watchers

Set who can see the changes related to a document.

Users on page

See an alert anytime someone is editing the same document.

New changes

See an alert anytime a new version of the document is available.

Invoices

Multiple payment methods

Connect your Stripe or bank account and accept payments securely.

Multi currencies

Connect your Stripe or bank account and accept payments securely.

Recurring auto-payments

Connect your Stripe or bank account and accept payments securely.

Mark as paid

Connect your Stripe or bank account and accept payments securely.

Download

Connect your Stripe or bank account and accept payments securely.

Tax

Connect your Stripe or bank account and accept payments securely.

Discount

Connect your Stripe or bank account and accept payments securely.

Set watchers

Connect your Stripe or bank account and accept payments securely.

Smart referencing

Connect your Stripe or bank account and accept payments securely.

Instant notifications

Connect your Stripe or bank account and accept payments securely.

Smart due date reminders

Connect your Stripe or bank account and accept payments securely.

Tree-View Notifications

Workspace

If any change has been made in a workspace you will see a red dot in the list of workspaces.

Task lists

If any change has been made in a workspace you will see a red dot in the list of workspaces.

Documents

If any change has been made in a workspace you will see a red dot in the list of workspaces.

Files

If any change has been made in a workspace you will see a red dot in the list of workspaces.

Folders

If any change has been made in a workspace you will see a red dot in the list of workspaces.

Instant Notifications

Task watchers

If you are set as watcher to a task, you will receive a notification anytime a change happens or a comment is added.

New files

You will receive a notification when someone uploads a file.

Document changes

If a you're set as a watcher to a document, you will receive a notification anytime the document is updated.

New invoices

If a you're set as a watcher to an invoice, you will receive a notification anytime a new invoice is issued or an invoice is due.

New team members

You will receive a notification anytime a new member joins a team you're a part of.

New workspace members

You will receive a notification anytime a new member joins a workspace you're a part of.

White-label

Connect your domain

Setup the CNAME records of your subdomain and easily connect your domain to your Montera team.

Custom branding

Add your favicon, logo, primary color and secondary color to fully customise your team.

Connect your email

Make all the emails to be sent from your email. You will receive an email to validate your email.

Privacy and Terms

Add your privacy policy and terms of use documents.

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