Project Management

Project Management

Overview

Manage clients, projects, tasks, taxes, invoices, employee assignments, and client requests.

Client Management

  1. 🀝 Add Clients
  2. ✏️ Update Client Information
  3. πŸ” Create Client Login Credentials
  4. πŸ“ Allow Clients to Request Projects
  5. βœ… Allow Clients to Request Tasks
  6. πŸ”” Notify Clients of Project Updates

Tax-Type Management

  1. 🧾 Add Tax Types
  2. πŸ“Š Configure Tax Rates
  3. ✏️ Update Tax Information
  4. Connect Taxes to Project Invoices

Project Management

  1. πŸ“ Add Projects
  2. ✏️ Update Projects
  3. πŸ‘οΈ View Project Details
  4. πŸ“¨ Receive Client Project Requests
  5. πŸ‘₯ Assign Employees to Projects
  6. πŸ”” Notify Assigned Employees
  7. πŸ”„ Track Project Status

Task Management

  1. βœ… Add Tasks
  2. ✏️ Update Tasks
  3. πŸ‘οΈ View Task Details
  4. πŸ“ Connect Tasks to Projects
  5. πŸ“ Create Independent Tasks
  6. πŸ“¨ Receive Client Task Requests
  7. πŸ‘₯ Assign Employees to Tasks
  8. πŸ”” Notify Assigned Employees

Invoice Management

  1. 🧾 Create Project Invoices
  2. πŸ“¦ Add Multiple Invoice Items
  3. πŸ”’ Record Quantity and Unit Price
  4. 🧾 Apply Tax Rates
  5. 🎁 Apply Discounts
  6. πŸ’° Calculate Invoice Totals
  7. ⏳ Maintain Unpaid Status
  8. βœ… Mark Invoices as Paid
  9. πŸ“§ Send Invoices to Clients
  10. πŸ”” Notify Clients through Email and System Notifications

The project module contains Client, Tax Type, Project, Task, and Invoice functions.

Project Management | Skysoft Technology