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From this page, you can create and manage alert templates that define when and how notifications are sent when project task estimations are crossed by a certain percentage. These templates help keep the relevant team members informed when task progress deviate...

From this page, you can create and manage all projects within your organization. Each project brings together team members, task configurations, budgets, alerts, and location details into a single structured setup. The project created here serves as the centr...

From this page, you can define and manage access rights for user roles or individual employees specifically for the Project module. This allows you to control who can view, add, update, delete, or perform other actions on each page within the project module. ...

Projects can be created in bulk by downloading and uploading an import sheet. To navigate here, go to Project->Project Setup->Projects. Download Sample Template: On the Projects page: Download the Sample Template. Import Sheet Fields: Fill ...

Project Modules: From this page, you can create and manage modules within your projects. Modules help break down a project into smaller, trackable components — each with its own estimation, billing type, budget, and test case groups. The modules created here...

From this page, you can create and manage all tasks within a project. The Tasks page is the primary workspace for tracking work across different stages of the project lifecycle. It supports multiple views and provides powerful filtering, bulk action, and task ...

From this page, you can review and manage timelog change requests submitted by employees for their Todo tasks. When an employee manually adds or edits a timelog entry for a Todo, it generates a request that must be reviewed and actioned here. To navigate here...

From this page, you can create and manage issues raised against tasks within a project. Issues are used to report bugs, defects, or problems identified during the review or QA stage of a task. To navigate here, go to Project->Issue. Note: Issues can only b...

To better understand how task management works in the system, let's walk through a real-world example. The Scenario: Consider a company called ShopSwift — an ecommerce business that manages the entire order lifecycle in-house, from receiving customer order...

From this page, you can visualize the time distribution of tasks, issues, and todos across team members on a date-based timeline. The Gantt Chart provides a clear overview of who is working on what and when, helping managers track workload and identify schedul...

From this page, you can create and manage meetings associated with your projects. Meetings can be tracked with their agenda, attendees, timing, location, and meeting links, giving teams full visibility into scheduled and past meetings. To navigate here, go to...

From this page, you can create and manage sprints for your projects. Sprints are used to plan and track a defined set of tasks within a specific time period, helping teams organize work in structured cycles. To navigate here, go to Project->Sprints. The sp...

From this page, you can create and manage project releases. A release is used to document and track a versioned delivery of a project, capturing what was released, on which platform, and when. To navigate here, go to Project->Project Approvals->Project Releas...

From this page, you can create and manage renewals for customer domains and other recurring services. Renewals help track tenure periods, payment status, and upcoming expiry reminders for each customer. To navigate here, go to Project->Renewals. The renewals...

The Project 360 page provides a comprehensive 360-degree view of a selected project, displaying its details, task and issue counts, and a range of charts and reports across multiple tabs. To navigate here, go to Project 360 from the top navigation bar or go t...

Clocking In: To start your workday, click the Clock In button on the Home page. If you're arriving late, a popup will appear asking you to select a reason. Choose whichever applies to you — Not Good Mood, Traffic, Health Issue, Transport Issue, or Can't Ge...

The Manage Logs page gives administrators a detailed calendar view of any employee's attendance logs for a selected month. To navigate here, go to HRMS->Attendance->Manage Logs. Use the filters at the top to select the Company, Branch, Employee Name, and Date...

You can apply for leave directly from the Home page by clicking the Apply Leave button. This opens the Apply Leave dialog where you can fill in your leave details. Reason: Enter the reason for your leave. Leave Time: Select the type of leave duration. Th...

From this page, employees can submit and track their remote work applications. To navigate here, go to HRMS->Attendance->Apply Remote Work. Person: The employee's name will be fetched who is submitting the remote work request. Time: Select the duration typ...

From this page, employees can submit and track their partial day requests. A partial day request allows you to account for situations where you arrived late, left early, or had a short absence during your shift — without receiving a deduction through the daily...