[Automate & tailor](https://kantree.io/features#all-features) # 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. [Try for free](https://kantree.io/signup) [Get a demo](https://kantree.io/live-demo) [Watch the video](https://kantree.io/kit/videos/business-apps.mp4) - No credit card required - ISO 27001 certified - Made & hosted in the EU Trusted by Orange Orano Thales Alenia Space Worldchefs Apave Inrae Calvados Servier 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. 1 Data model Fields and card types 2. 2 Views The essential data for each job 3. 3 Automations Buttons in the right place 4. 4 Interface Toolbars, views and guided flows 5. 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](https://kantree.io/features/customizable-fields) 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](https://kantree.io/features/customizable-views) 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](https://kantree.io/features/workflow-automations) 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 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](https://kantree.io/features/dashboards) 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. 1Reception 2. 2Verification 3. 3In progress 4. 4Back to assembly 5. 5Sale 6. 6Commissioning 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.](https://kantree.io/features/customizable-views) [Workflow automations No-code rules, buttons and scheduled actions to automate your processes.](https://kantree.io/features/workflow-automations) [Custom fields Labels, states, dates, formulas and more to make cards fit your work.](https://kantree.io/features/customizable-fields) [All features](https://kantree.io/features#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. [Try for free](https://kantree.io/signup) [Get a demo](https://kantree.io/live-demo) [Read the business app guide](https://kantree.io/blog/features/business-app) - 15-day free trial - No credit card required Source: https://kantree.io/features/business-apps