• 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 performancePopular

• 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 stiPopular

• 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 riPopular

• 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. Planner - Taskomat™ (https://storage.crisp.chat/usPopular

• 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. Projects List - Taskomat™ Each project on the list haPopular

• 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. Client List - Taskomat™ (https://storage.crisp.chat/users/helpdesk/website/1de12d55377ffcPopular

• Invoices list

  Invoice List - Taskomat™ 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 aPopular

• 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.Popular

• Quotes list

  Quotes list - Taskomat™ 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 StatuSome 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 LiSome readers

• Task details

  The Task Detail of Taskomat™ is a pop-up that opens when you click on a task. It shows all data and all available actions on the individual task. Available Actions At the top are the available actions: Duplicate - allows you to create an exact copy of the task Move - assigns the task to another work unit Delete - permanently deletes the task Task detailFew readers

• Insights

  In the Insights section of Taskomat™ you will find graphs of all your performance (turnover, budget, time, hourly rate, KPIs, skills, etc.) filterable by client, project, skill and time period. In the top bar you will find filters that will act on ALL charts: Filter by client - allows you to filter all chart data by client. For example, you will be able to evaluate the hourly rate trend for only one customer Filter by project - allows you to filter all chart data by project.Few readers

• User Profile

  The Taskomat™ user profile consists of several tabs, in each of which you can manage a particular aspect of the platform. User Profile In the first profile tab you will find: Your profile photo - if you are socially logged in it is automatically imported, you can also upload a different one Name - imported from registration data, editable Surname - imported fromFew readers

• Quote Detail

  The quotation detail is actually a process of quotation creation that starts in the state and ends in the state or Rejected. We will now look at the different peculiarities of the quotation and the actions available depending on the state it is in. The actions always available, regardless of the status of the quote, are: Duplicate: creates a perfect duplicate of the estimate, with completely identical descriptions, work units, cost lFew readers

• Invoice Detail

  Invoice detail is actually an invoice creation process that starts in the state and ends in the state . We will now look at the different features of the invoice and the actions available depending on the state it is in Draft When an invoice is in draft form, it means that it has not yet been issued: you must therefore enter all the relevant information to be able to issue an invoice. Let us nFew readers