Business Tools · Operations
Every project’s tasks, hours and documents, and the client’s sign-off
Project management for Indian businesses: tasks on a board or a list, hours logged, documents kept with the work, and deliverables your client signs off.
An add-on to the Operations set
What it does
Projects, tasks, hours, documents and deliverables
A project holds its team, its tasks and the hours spent on them, the documents that go with it, and what it hands over for approval.
The project
- What it holds
- A code, title and description, a status from draft to completed, a priority, start and due dates, and a budget.
- For a customer
- Pick one of your customers. Leave it empty and the project is marked internal.
- The team
- A project manager, and people added as managers, members or observers.
- Branch by branch
- Each branch keeps its own projects.
Tasks
- Tasks and subtasks
- Each with a person assigned, a priority, start and due dates and the hours it should take. A task can sit under another.
- A board or a list
- On the board every status has a column — pending, in progress, review, done, blocked — and a task is dragged across. Or read them as a list.
- Your own tasks
- The projects dashboard lists what is assigned to you across projects, with anything past its due date marked.
Hours and documents
- Hours logged
- Each person logs their hours with a date and a note, against the project or one of its tasks.
- Documents with the work
- PDFs, images, Word and Excel files and ZIPs, up to 10 MB each, on the project, a task or a deliverable.
- Comments
- A running thread on the project, for the people working on it.
Deliverables and sign-off
- Deliverables
- What the project hands over, each with a due date and, if you like, the task it comes from. Submitted for review when it is ready.
- Approved in the office
- Ask someone on your staff. It waits in their list of pending approvals.
- Approved by the client
- A link the client opens without signing in, to approve or reject with a note.
- The deliverable follows
- Approved once every approval asked for is in; rejected if any one is rejected.
- The link, sent by you
- An answer given
- The deliverable’s status
How a deliverable is signed off
The client’s sign-off, through a link
The client needs no login. They open the link you send, answer, and the deliverable’s status follows.
- The deliverable
- Marked submitted when it is ready. Asking anyone to approve it puts it in review.
- The link
- Enter the client’s name and email and a link is made for them. You send it yourself — nothing is emailed from the office.
- What they see
- The project, the deliverable’s title, a box for a note, and Approve or Reject. No sign-in, and no files.
- Their answer
- Given once, with their note. Open the link again and it shows the answer already given.
- The status
- The deliverable turns approved when every approval is in, or rejected on any one rejection. Each request and answer is recorded.
Next to it
What a project takes from the rest of the office
A project reads your customers and your people. The work, the hours and the sign-offs stay on the project.
Takes from
The customer a project is for, picked from your customer records. Leave it empty and the project is internal.
Takes from
The people in your office
The manager, the team, the office approver and everyone who logs hours are people who sign in to your office.
What it costs
The Projects add-on, on top of the Operations set
Both are priced a person a month, for the same people.
- Operations set
₹99.00₹89.10a person, a month
₹267.30 a person for the 3 months, paid at the start.
- Projects add-on
₹50.00₹45.00a person, a month
₹135.00 a person for the 3 months, paid at the start.
The struck figure is the list rate; the shortest term is 3 months, and longer terms cost less a month. Prices are before GST. The Operations set brings Catalogue, Stock, Orders and Demand notes; Projects cannot be bought without it.
Before you buy
Projects questions, answered
The things a business asks before moving its jobs over, answered directly — including the ones where the answer is no.
No. A project keeps no prices and makes no invoice, and its hours are not carried onto one. Invoices are made separately, as they are for any other sale.
No. Hours are logged — who, which day, how long, a note and the task if there is one — and read on the project. There are no rates, no billable flag and no approval of hours.
No. Tasks are read on a board, a column for each status, or as a list, each with its own start and due dates. Tasks do not depend on one another.
No. You enter the client’s name and email, the link is made and shown to you, and you send it yourself — by email, WhatsApp or however you already reach them. Nothing is sent from the office.
No. The link opens one page: the project’s name, the deliverable’s title, a box for a note, and Approve or Reject. Tasks, hours, documents and comments stay in the office, and the deliverable’s files are not shown on it — send those the way you do today.
No. Projects is an add-on to the Operations set, priced a person a month on top of it, for the same people.
See one of your projects through to the client’s sign-off
Tell us how a job runs in your office today — who does the work, what the client approves — and we will walk one through with you.