Simplify Project Management with Effortless Document Control

From planning to execution to closeout, Dragonfly keeps project data and documents organized, accessible, and secure for your project teams every step of the way.  

Why Dragonfly for Project Teams?

Online Database
Manage the company project list, associated clients, vendors, and tasks with all the fields you need to track in the customizable Dragonfly database.  Fast search by PM, Client, location, or whatever data field you need.
Seamless Document Sharing
Collaborate quote, SOW, requirements and other project documents with internal and external team members in real time, with controlled access levels to maintain document security.
Lighting Fast Searches
Replace clunky server and Onedrive searches with lighting fast document searches by project name, PM, customer, or document name.
Efficient Version Control
When documents get updated, Dragonfly keeps the last several versions.  Always access the latest document version, track changes, and retrieve past versions when needed.
Enhanced Security
Dragonfly protects our data with enterprise-grade security, encryption, and permissions settings.
Customizable
Add customizable fields to track information your company needs.

Features That Power Up Your Projects

Project management features in Dragonfly for centralizing project documents and team collaboration
Dragonfly project management tools for document access, fast search, version control, and customization

Document Centralization

  • Save time by keeping all project-related documents in one secure place, with easy search and filtering tools to quickly locate files.
  • Let Dragonfly automatically upload email attachments to projects and clients using document meta-data.

Real-Time Collaboration

  • Edit and review documents with your team in real time, ensuring everyone stays on the same page.
  • Even share data with your clients and vendors to access specific documents and tasks for collaboration. Automatic email reminders keep everyone informed.

Project-Specific Document Access

  • Organize documents by project, assign user access by role, and streamline approvals.  

Task and Deadline Integration

  • Create and delegate project tasks, set deadlines, and automate notifications to keep projects on track.
  • Delegate tasks to clients, vendors, and consultants with automatic reminders.

Mobile Access

  • Access documents from anywhere, on any device to keep the team productive in the office, at home, and in the field.

Workflow Automation

  • Automate project setup with templates, saving time and standardization by auto-creating tasks, templates and folders needed to start and complete projects.
  • Automate assigning Projects to customers, project managers, quotes and work items.
  • Date based reminders help your project teams stay focused on tasks that matter so deliverables are made on time.

Gantt View

  • Visualize your Projects and Task lists using the Gantt View to help visualize when projects and tasks need to be worked on and delivered.

How It Works

01
Create or Upload

Start by uploading your project list from a spreadsheet file.  Then  upload documents from your current file storage to the projects.  Keep the folder structure you are used to for each project.

02
Organize

Easily organize data by project.  Dragonfly will automatically use document metadata for faster searches.

03
Share & Collaborate

Share securely with selected team members, vendors, or clients and set permissions as needed.

04
Track Progress

View document updates, project milestones, and team contributions at a glance.

Integrations with Your Favorite Tools*

  • Link with Outlook, Gmail to organize email attachments to Dragonfly projects
  • If desired, optionally integrate with popular CRM and project management tools like Trello, Asana, Microsoft Teams, and Google Workspace (Professional version required with custom integration services using Dragonfly’s Open API).

*Custom integration will be necessary

Get Started Today!