Task

    Tasks

It shows the list of all the tasks which you created for your employees. You can filter the results by date range and for a particular project.

  

• To create a new task, click New Task in the top right corner

• Enter details of the task
  • Title
  • Project
  • Task Category
  • Description
  • Start Date
  • Due Date
  • Assigned to - choose the responsible employee
  • Priority
  • Upload any important documents

• Create a label for each task, click Task Label in the top right corner.
• Task Labels can be used to section types of tasks.

• Create task label

• Enter details for the task label
  • Label name
  • Description
  • Colour

• Task Calendar
  It shows all the tasks which you have assigned to your employees on a calendar according to their due dates.
  
  
• Estimates
  You can generate estimates/quotations for your clients. The estimate will be visible to the client in their panel.
  
  
• Invoices
  It shows the list of all invoices which you have generated for your clients.
  
  
• Payments
  It shows the list of all payments made by your clients.
  
  
• Expenses
  You can manage the expenses made by you and your employees.
  
  
• Events
  It shows the list of events.
  
  
• Time Logs
  It shows the time logged by your employees on which they are working. you can filter the results by date range and for a particular project.
  
  
• Tasks
  It shows the list of all the tasks which you created for your employees. You can filter the results by date range and for a particular project.
  
  
• Tickets
  You can create or update the tickets submitted by the users.

• Notice Board
  These are the notices which you can publish for your employees.   
  
• Sticky Notes
  These are the personal notes which will not be seen by any other user.
  

  Reports

  Reports show a number of quantitative details to enable analysis.

  • Task Report
    You can view the report for your completed and incomplete tasks.
    
    
  • Time Log Report
    It shows the report for no of hours logged according to the dates.
    
    
  • Finance Report
    It shows the date-wise earning you have earned. It gets the amount from paid invoices and shows the amount in your base currency (can be changed in settings).
    
    

  Income vs Expense Report
  It shows the report for the income vs expenses you have made for the duration you choose.
  

  Settings

  Settings cover all system configurations.

   

  • Account Settings
    You can manage the basic settings of your organization here.
    
    
  • Email Settings
    You can set your email preferences for your clients and employees.
    
    
  • Currency Settings
    You can add/delete the currencies in which you can receive the payments from the client.
    
    
  • Theme Settings
    You can change the look of all the panels as per your choice from the theme settings section.
    
    
  • Ticket Settings
    Set the settings related to support tickets.
    
    
  • Attendance Settings
    Set the settings related to employee attendance.
    
    

  Roles & Permissions Settings
  Create roles and assign permissions for users.