Worksuite Guides

CRM & Project Management System


Keep all your team's tasks in one place. Collaborate and work in real time for real results. The most powerful and simple way to collaborate with your team. You can manage your company's daily work, your employee's tasks, keep a track on project's progress and much more.

Worksuite is a project management software which is specifically developed for freelancers and SMEs (Small/Medium sized enterprises). You can manage your company's daily work, your employee's tasks, keep a track on project's progress and much more. It is designed with latest security and code standards.

Dashboard

Admin dashboard shows important information about your projects, payments, clients and employees.

 

Clients

This section shows you the list of all your clients. You can see the details related to the client by click on the client name.

 

Employees

This section shows the list of all employees in your company. You can see the details related to the employee by click on the employee name. You can also change the roles of the users from this table.

 

Atttendance

This section allows you to mark and track the attendance of your employees.

 

Projects

It shows the list of projects your company is working on. You can view the details by clicking on project name.

 

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 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

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 the report for the income vs expenses you have made for the duration you choose.

 

Settings

Account Settings

You can manage the basic settings about your organisation 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 the 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.

Dashboard

Employee dashboard shows important information about employee's projects, tasks, and time logs.

 

Attendance

Employee dashboard shows his attendance details for a date range.

 

Projects

It shows the list of projects on which employee is working on. An employee can view the details by clicking on the project name.

 

Tickets

View tickets assigned to employees.

 

Task Calendar

It shows all the tasks which an employee has been assigned on a calendar according to their due dates.

 

Messages

Employees can chat with their other team members.

 

Sticky Notes

These are the personal notes which will not be seen by any other user.
 
 
 

Notices

It shows the list of all notices which are published by admin for the team.

Dashboard

Client dashboard shows important information about client projects, issues, and payments.

 

Projects

It shows the list of client's projects.

 

Tickets

It shows list of tickets requested by client.

 

Invoices

It shows the list of invoices which are paid or unpaid by the client.

 

Estimates

It shows the list of estimates which were sent to the client.

 

Issues

These are the list of issues which are reported by the client for his projects.

 

Sticky Note

Clients can create their personal notes.

Worksuite CRM &

Project Management System