Aktenplatz organises your work in projects. Each project offers several views of your files (cases) – from the Kanban board to full-text search.
Projects
- Create a project – blank or from a template (e.g. project management, tax help, office service).
- Duplicate & import a project – copy an existing project or import from a ZIP file.
- Search & sort the project list – filter, mark favourites and reorder by drag & drop.
- Switch & leave projects – open the active project, leave a group, collapse the sidebar.
Views
- Board / trays (Kanban) – organise files in coloured columns (trays).
- Table view – files as a sortable table with configurable columns incl. custom fields.
- Calendar view – appointments and events generated from file fields.
- Global files – project-wide file browser as tree or list.
- Search space – rule-based full-text search across all files and documents.
- Mails & portal users – manage assigned mails and portal users (where enabled).
- Archive – dedicated area for archived files.
Board / Kanban
- Move files by drag & drop – between and within trays, optionally with confirmation.
- Manage trays – create, rename, reorder, colour, minimise and restrict columns to admins.
- Create a file directly in a column – with a pre-filled status.
- Card information – priority, assignees, labels, custom fields and category colour at a glance.
- Task and mail cards – tasks and Outlook mails as cards on the board (optional).
Filters & sorting
- File search with suggestions – autocomplete by file title.
- Quick filters & label filters – filter by yes/neutral/no and by labels.
- "Only my files" & "recently edited" – personal views of the file list.
- User filter – filter by assigned people; sorting saved per project.