142|
165|
166|
167|
143|
148|
149|
150|
144|
147| Dashboard
145|Overview of your business metrics
146|
151|
160|
152|
155| Recent Projects
153| 154|
156|
159| Recent Invoices
157| 158|
161|
164| Upcoming Deadlines
162| 163|
168|
173|
174|
175|
176|
169|
170|
171|
172| Clients
Manage your client relationships
| Name | Company | Phone | Status |
|---|
177|
182|
183|
184|
185|
178|
179|
180|
181| Projects
Track your active and completed projects
| Project | Client | Type | Budget | Deadline | Status |
|---|
186|
191|
192|
193|
194|
187|
188|
189|
190| Invoices
Manage billing and payments
| # | Client | Amount | Issued | Due | Status |
|---|
195|
205|
206|
207|
196|
197|
198|
199| Tasks
Kanban board for task management
200|
201|
202|
203|
204| T
To Do
P
In Progress
D
Done
208|
214|
215|
216|
217|
209|
210|
211|
212|
213| Time Tracking
Log hours worked on projects
| Date | Project | Task | Description | Hours | Rate | Total |
|---|
218|
236|
237|
238|
219|
230|
231|
220|
223| Calendar
221|Deadlines, meetings, and events
222|
224|
225|
226|
227|
228|
229|
232|
235| Events
233| 234|
239|
244|
245|
246|
247|
240|
241|
242|
243| Files
Client documents and assets
| File | Project | Client | Size | Date |
|---|
248|
253|
254|
255|
256|
249|
250|
251|
252| Expenses
Track business expenses
| Description | Category | Amount | Date | Project |
|---|
257|
262|
263|
264|
265|
258|
259|
260|
261| Quotations
Proposals and quotes — convert to project when approved
| Title | Client | Amount | Valid Until | Status |
|---|
266|
271|
272|
273|
274|
267|
268|
269|
270| Contracts
Service agreements and legal documents
| Title | Client | Project | Status | Signed |
|---|
275|
287|
288|
289|
276|
277|
278| Timeline
Visual project schedule — projects, tasks, invoice deadlines
279|
286|
280| Projects
281| Tasks
282| Invoice Due
283|
284|
285|
290|
301|
302|
291|
292|
293|
294| Reports
Business intelligence and analytics
295|
296|
297|
298|
299|
300|