Automate & tailor

The platform to build your business apps

Fields, views, forms, automations, dashboards and AI combine into the apps your teams need: your data, your vocabulary and your processes, configured by the business itself, without a line of code.

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Your business apps Kantree's features Business apps platform Recruitment Built with Purchase requests Built with Maintenance Built with 24 96% Fields Views Forms Automations Dashboards AI

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Why

An application that speaks the language of your business

Especially relevant when more than five people share a workspace, or when you collaborate on it with other teams and external partners.

Secured processes

Business administrators secure the processes and bring the teams into a clear, guided path.

Autonomy for the business

Processes are digitized by those who know them best: the configuration is done by the business.

A clear path

Teams find the processes and the vocabulary of their activity. Nothing superfluous, only what they need.

More productivity

Everyone saves time thanks to the automation of the processes.

Easier collaboration

Collaboration and internal communication get simpler, inside the team and beyond.

A solution that evolves

The app adapts as your processes and the organization of your teams change.

How it works

Five building blocks to create your app

Each of them is configured from the workspace, by its administrators.

  1. Data model

    Fields and card types

  2. Views

    The essential data for each job

  3. Automations

    Buttons in the right place

  4. Interface

    Toolbars, views and guided flows

  5. Indicators

    Dashboards and KQL

1. Data model

Set up your data model

Use card types to represent different data in the same workspace: a project, a task, a meeting… Each type gets the fields that make sense for it, named your way and placed in one of the three areas of the card.

  • A "meeting date" on meetings, an "expected end date" on projects: each card type has its own fields
  • Member fields that only offer the members with a given role
  • Relationship fields limited to a single card type
  • Fields and card types added or removed as your needs evolve
Explore custom fields
Engineering / Data model Project Card type Client Manager Add a field Expected end date Task Card type Status Assigned to Technicians Project Meeting Card type Meeting date Participants Project
2. Views

Target the data each job needs

Offer the members of the workspace views that are filtered, grouped and displayed in the mode of your choice. Everyone sees the essentials, and can still create a private view based on a shared one, with their own display preferences.

  • Filters to select the cards to display: a card type, a warning, upcoming dates...
  • Grouping on labels, members or related cards, on two dimensions in a Kanban
  • Views organized in categories when several teams share the workspace
  • Visibility options to show each profile (internal, supplier, client...) only the views it needs
Explore customizable views
Commissioning Team views Client views Private views Workflow Meetings Deliveries My week Workflow Technicians Meetings Managers Deliveries Clients Visible by Filter Group
3. Automations

Put automation in the right place

Rules with a manual trigger become buttons, right where users need them. They see the next step of the process at the right time, and you decide who can run it and when.

  • Action buttons in the toolbar of a view
  • Action buttons in the toolbar of a card
  • Conditions on a filter and on roles: until they are met, the button is visible but cannot be triggered
  • Required variables: questions asked in a form when the rule is triggered, then used by the rule
Explore automations
Production / Commissioning Pump P-204 Start the tests Deliver Deliver Tasks Check the delivery Run the tests Status Verification In progress Technician Tom Received on June 12 Rule executed 2 actions · just now
4. Interface

Customize the interface of your app

Replace the standard interface with the one your teams need. They find the right views, the right buttons and guided steps, instead of a generic tool they have to figure out.

  • Custom toolbars: your own buttons on views and cards, each one triggering an action or a chain of actions
  • Custom views: the display mode, filters, grouping and appearance that suit each job, named the way your teams speak
  • Custom user flows: a button asks its questions in a form, then runs the next steps of the process
Purchasing / Purchase requests To approve By supplier Budget New request Approve Order New laptop €1,400 Ordered Office chairs €860 To approve Approved Design licenses €2,300 To approve Trade show stand €5,200 To approve Request approved Tom has been notified Approve the request Office chairs · €860 Budget line Office equipment Confirm
5. Indicators

Generate your indicators

The Dashboard view gathers visual indicators and lists of cards in one place. Start from the widgets with ready-made queries, or write your own with the custom query widget and the KQL language.

  • Progress, statuses and workloads at a glance
  • Lists of cards to follow what is on hold
  • Custom queries written in KQL
Explore dashboards
Acme / Projects overview Last 30 days Completed cards 128 On time 86% Overdue 4 Cards by project Website Mobile Sales HR Support 42 By status Done In progress To do Completed per week Due this week Launch email Website Quarterly review Sales Help center update Support
Use case

An industrial commissioning process, from reception to delivery

A commissioning manager wants to automate the processes of a team of 2 managers and 10 technicians. At each step of the process, specific tasks are assigned to the managers or to the technicians.

The process
  1. Reception
  2. Verification
  3. In progress
  4. Back to assembly
  5. Sale
  6. Commissioning completed
A Kantree workspace turned into a commissioning app: a Kanban grouped by status and views organized by audience
The result: a workspace turned into a commissioning app, with one column for each step of the process and views organized by audience.
How the app is built

  • The data model

    Three card types: “Commissioning”, from reception to the end of the tests, “Task” for the associated actions and “Team meeting”. A label field carries the status of the process, and a relationship field keeps the cards in sync.

  • The views

    A Kanban grouped by status to follow the commissionings, another one grouped by status and technician for the tasks, a table focused on the return requests, and a private view for the weekly actions of each collaborator.

  • The automations

    The production team creates a card through a form link available on the organization page. The return to production is a button on the card, and the last step can send a confirmation email to the client.

  • The structure

    The structure of the workspace and the shared views are locked once validated. Specific roles are created, such as an observer role for the production team or the client, and each view is only visible to the roles it is meant for.

There's definitely a template for you

Start in a few clicks with our templates

Go further

Explore related features

Customizable views

Kanban, table, calendar, Gantt... the same data, from every angle.

 Workflow automations

No-code rules, buttons and scheduled actions to automate your processes.

 Custom fields

Labels, states, dates, formulas and more to make cards fit your work.

All features

Ready to build your business app?

Start from a template or from scratch in a few minutes, or let us help you model your process.

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