Task and Project Management integrations on Metorial

Simplekpi

Track and manage key performance indicators (KPIs) for business performance management. Create, update, and delete KPIs with configurable frequencies, units, icons, and aggregation methods. Record actual and target values over time, organize KPIs into categories, and assign KPIs to users. Manage users, groups, and organizational structures. Query aggregated KPI data for reporting, filtered by date range, users, KPIs, and group items. Supports KPI data entry with options to set or increment values, and configure measurement units and tracking frequencies.

Vectorshift

Build, run, and manage AI workflows (pipelines), knowledge bases, chatbots, and transformations on VectorShift's automation platform. Run pipelines individually or in bulk with custom inputs, and control execution by pausing, resuming, or terminating runs. Create and query knowledge bases with semantic search, add documents/files/URLs, and manage stored content. Deploy and run chatbot conversations programmatically, upload session files, and manage chatbot lifecycles. Execute arbitrary code via transformations in an isolated environment. Create, list, fetch, and delete pipelines, knowledge bases, chatbots, and transformations.

Aws Sns

Create and manage SNS topics (standard and FIFO) for pub/sub messaging. Publish messages or message batches to topics, directly to SMS phone numbers, or to existing mobile platform endpoints. Subscribe and unsubscribe endpoints using various protocols. Configure message filtering policies so subscribers receive only relevant notifications. Send SMS text messages, inspect SMS account status, manage SMS defaults, check opt-out status, and list origination numbers. Configure topic attributes including delivery policies, server-side encryption with KMS, FIFO throughput scope, access policies, archive policies, replay policies, and tags.

Poweroffice

Connect to PowerOffice Go accounting data for Norway-focused ERP workflows. Read integration privileges, accounting settings, dimensions, customers, suppliers, products, sales orders, invoices, customer and supplier ledgers, account transactions, trial balance, and voucher documentation, with guarded write tools for master data, sales order drafts, invoice sending, and journal-entry approval workflows.

Everhour

Track time against tasks and projects, manage budgets, and generate reports. Create and manage clients, projects, tasks, and custom fields. Log time records manually or use real-time timers. Track clock-in/out timecards and manage timesheet approval workflows. Record project expenses with file attachments and categorization. Create and manage invoices with tax, discount, and line item configuration, and export to Xero, QuickBooks, or FreshBooks. Plan resources with team scheduling and assignments. Manage time-off requests, allocations, and accrual balances. Generate aggregated reports by project, client, or user covering billable time, costs, profit, and expenses. Configure webhooks to receive notifications for changes to projects, tasks, time records, timers, sections, clients, and estimates.

Adobe Sign

Send, sign, track, and manage electronic signature agreements. Upload documents as transient files, create agreements with sequential or parallel signing workflows, and configure recipient roles (signer, approver, acceptor, form filler, delegator). Create reusable library templates with pre-configured form fields. Build embeddable web forms that generate unique signing URLs. Send agreements in bulk (MegaSign) for mass signing scenarios. Manage form fields including signatures, initials, text, dates, checkboxes, and dropdowns. Send reminders to pending participants, download audit trails, and export completed form field data. Generate embedded signing URLs for in-app signing experiences. Manage users, group memberships, and perform actions on behalf of other users. Receive real-time webhook notifications for agreement lifecycle events, web form activity, bulk send operations, and library template changes.