CA Task Management System

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Overdue

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Pending Review

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Delivered — Unbilled

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Active Tasks

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Due Today

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Due This Week

Recent Tasks

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Due in days

Overdue Due Today Due in Next 7 Days

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Client Group

Client *

Service Category

Service *

Description (optional)

Financial Year *

Period *

Assign To *

Select assignees... ▾

Reviewer(s) (optional)

Select reviewer(s)... ▾

Due Date

Priority *

Billing Amount (₹)

Internal Notes

Make this a recurring task (creates multiple task instances automatically)

Activities (auto-populated from service — optional)

Unbilled Tasks (DELIVERED)

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Billed History

Add Quick Task

What needs to be done? *

Client (optional)

Assign To *

Due Date (optional)

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Service Categories

Divisions

Divisions tag services into wings (e.g. CA Services, Secretarial). Used for filtering tasks across the app.

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Financial Years

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Roles are mapped to tiers: Tier 1 = Senior (Partner-level), Tier 2 = Regular (Manager-level), Tier 3 = Junior (Staff-level). Tiers control task workflow, access permissions, and what each user can do.
Built-in roles (Admin) cannot be modified.

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From Date

To Date

Module

Action

Search

Timestamp (IST)	User	Role	Module	Action	Description

Task Settings

Bulk Mark as Delivered

Allow all users to mark multiple tasks as Delivered in one action

Enabled

🏢 Company Profile

Firm name and details shown on the login screen, sidebar, and all reports.

Firm / Company Name *

Tagline / Type

City

Phone

Email

📥 Import Data from Excel

Download a template, fill in your data, then upload to import. Existing records (matched by code/email/name) are skipped — no overwrites.

👥 Clients

Columns: code, name, entity_type, contact_person, contact_number, active

🧑‍💼 Users

Columns: name, email, role, password (optional temporary password), active

🛠 Services

Sheet 1: category, service_name, fee, billing_type
Sheet 2: Activities/subtasks per service

📋 Tasks

Import tasks with client, service, period, assignee per row

🔐 Role Access Control

Control which roles can access each section. Admin always has full access. Changes take effect immediately on Save.

Section	Partner	Manager	Staff

💾 Database Backup

Automatic scheduled backups + manual on-demand backup. Backups are stored in the backups/ folder next to the database file.

Automatic Backups

Run backups on a schedule automatically

Disabled

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