• Dashboard

  Dashboard is the first section of Taskomat™. In this section we find: Task management panel: here you can manage all your scheduled, to-be-scheduled, overdue, pending and to-be-connected tasks Document management panel: here you can manage all your pending documents, both estimates and invoices Performance panel: a powerful dashboard to monitor your daily performanceSome readers

• Work unit detail

  In the Work Unit Detail we find all the information and tasks related to the work unit. In the upper part we find the top bar with name, status and main actions; then we find the panel with the associated skills and the data related to the work unit; the description panel; the panel related to the work performance, time and budget; finally in the lower part we find the task management panel. Top bar and main actions The top bar of the work unit detail remains stiSome readers

• Client detail

  In the Customer Detail we find all the information and entities related to the customer. In the upper part we find data related to the customer, work performance, time and budget; in the lower part we find projects and documents. Information, master data and performance In the upper left corner we find the name of the customer, the badge, the rating; while on the riFew readers

• Projects list

  The Projects section of Taskomat™ presents the list of all your projects. The navigation bar of the Projects section allows you to filter the projects by client and by status (active or inactive), plus you have the possibility to create a new project. Each project on the list has several pieces of information: Customer badge - indicates the reference customer and by clicking on the badge you can directly accesFew readers

• Planner

  Planner is the planning calendar of Taskomat™. In this section, you have a weekly and a monthly view of your workload, your work and financial performance for the period considered, and the possibility to filter tasks by client, project and work unit. Navigation and Performance At the top of theFew readers

• Clients list

  The Clients section of Taskomat™ presents the list of all your clients. The navigation bar of the Clients section allows you to create a new client and filter existing clients by status: Active: clients with active projects Inactive: customers without active projects Pending: customers with outstanding invoices or quotes. Below is information about each client on the list: Client Badge: identifies the clFew readers

• Invoices list

  The Invoices section of Taskomat™ presents a list of all your invoices. At the top, the navigation bar allows you to filter your invoices and create a new one. Invoices can be filtered by: Time period: you can set a custom time interval and view only the invoices related to this period Customer: you can view only the invoices related to a customer Status: you can view only the invoices in a certain status: , , color febFew readers

• Workflow

  If in the Planner the focus is on tasks, in Workflow the focus is on work units. In the Workflow section you can see at a glance the status of your workflow: which work units are to be planned, which are already planned, which are already in progress and which are completed.Few readers

• Quotes list

  The Quotes section of Taskomat™ presents the list of all your quotes. At the top, the navigation bar allows you to filter the quotes and create a new one. Quotes can be filtered by: Time period: you can set a custom time range and view only the quotes for that time period Customer: you can view only the quotes related to a customer Status: you can view only the quotes in a certain status: , , , coloFew readers

• Project detail

  In the Project Detail we find all the information and entities related to the project. In the upper part there are data related to the project, work performance, time and budget; in the lower part there are work units and documents. Information and performance In the top right corner we find the main data: Budget: the sum of the budgets of all the Work Units of the project Time LiFew readers