Work Board
Visualize your workflow with a real-time kanban board featuring drag-and-drop task management across Backlog, Todo, In Progress, Review, and Completed columns.
Dashboard#
Get a comprehensive overview of your practice with key metrics, pending tasks, overdue compliance work, and role-based analytics.
Key Metrics
Track tasks, clients, compliance work, revenue, and progress at a glance
Role-Based Widgets
See analytics tailored to your role: Admin, CA, or Article
Onboarding Progress
Guided checklist to set up workspace and team
Quick Actions
One-click access to Work Board, Clients, and Billing
Notifications
Real-time alerts for tasks, compliance work, and team activity
Deadline Calendar
Visual calendar showing upcoming compliance deadlines
New workspaces start on the Dashboard to complete setup. Once onboarding is finished, you'll land directly on the Work Board for faster access.
Task Columns#
Organize your work across five status columns. Drag and drop tasks between columns to update their status instantly.
Status Overview#
Column Actions#
When multiple team members are viewing the Work Board, changes sync instantly. Look for the "Live" indicator in the top-right corner to confirm real-time connection.
Task Features#
Each task card contains essential information and actions to help you manage your work effectively.
Task Card Elements#
Task Details Panel#
Click on any task to open the details panel with full information:
Priority Color Coding#
Work Board updates in real-time across all connected users. See the "Live" indicator when connected. Changes sync instantly without page refresh.
Creating Tasks#
Multiple ways to create tasks quickly and efficiently.
Step-by-Step Guide#
Click the "New Task" button or press "N" on your keyboard
Enter a task title (required)
Select the Client this task is for (optional)
Choose Task Type: General, GSTR, ITR, ROC, TDS, etc.
Set Priority: High, Medium, or Low
Set Due Date using the date picker
Assign to a team member (or leave unassigned)
Add description and checklist items (optional)
Click "Create Task" to save
Quick Add
Press N anywhere to quickly create a new task
From Template
Create from pre-defined task templates
AI Task Creator
Describe task in plain English, AI fills details
Bulk Create
Create multiple tasks from a list at once
AI-Powered Task Creation#
Type natural language descriptions and let AI extract the details:
"GSTR-3B for ABC Corp, high priority, due tomorrow"
"ITR for Sharma Industries before July 31"
"Follow up with XYZ Ltd about pending documents"
Save time by using templates for recurring work. Go to Settings > Task Templates to create templates with pre-filled checklists and settings.
Filtering & Searching#
Find tasks quickly with powerful search and filter options.
Quick Search
Press Ctrl+K to search across all tasks
Advanced Filters
Filter by multiple criteria simultaneously
Available Filters#
Task Attributes
- Status (any column)
- Priority (High/Medium/Low)
- Task Type (GSTR, ITR, etc.)
- Due Date range
Assignments
- Assignee (team member)
- Client
- Created by
- Tags
Saved Filters#
Save frequently used filter combinations for quick access:
Apply your desired filters
Click "Save Filter" in the filter bar
Give your filter a name
Access saved filters from the dropdown
Search Shortcuts
Search understands natural queries like "overdue tasks", "high priority", or client names. Results update as you type.
Bulk Operations#
Select multiple tasks to perform actions in bulk.
Selecting Multiple Tasks#
Hold Ctrl (or Cmd on Mac) and click tasks to select multiple
Or click the checkbox on each task card
Use Shift+Click to select a range of tasks
Click "Select All" to select all visible tasks
Available Bulk Actions#
Bulk delete moves tasks to trash. You can restore them within 30 days from Settings > Trash. After 30 days, they are permanently deleted.