SVRLKochi — Work Tracker

🔴 Urgent alerts

⚠ Most overdue tasks

⏰ Overdue & due this week

Client	Work type	Due date	Assigned to	Status	Billed	Action

Client	Work type	Period	Assigned	Due date	Status	Billed	Collected	Fee (₹)	Notes	Action

🔴 Critical — act now

🟡 This week

🟢 Upcoming (next 2 weeks)

Billing register

Client	Work type	Fee (₹)	Status	Billed	Collected	Action

Team performance

Team member	Active tasks	Overdue	Done (total)	Pending approval	Workload

Workload chart

🔁 Recurring tasks

Tasks auto-created on the 1st of each month/quarter/year

💡 How it works: Add a recurring template for each client and work type. On the 1st of every month, when anyone logs in, the system automatically creates tasks for that period. Monthly tasks are created every month. Quarterly tasks every 3 months. Yearly tasks once a year.

Recurring task templates

Client	Work type	Assigned	Frequency	Due day	Fee (₹)	Status	Actions

📊 Reports

Download reports as Excel files — open in Excel or Google Sheets

📅 Select report period

From date

To date

All time

👥 Team performance

Active tasks, completed, overdue, workload % and billed amount per team member.

📋 Work register

All tasks with client, work type, assigned staff, due date, status, fee and collection.

💰 Billing & collection

Total billed, collected and outstanding per client with full billing details.

🏢 Client-wise report

All work done for each client — status, fees billed and collected, pending work.

📅 Compliance report

Filed on time vs late — GST, IT, Audit returns with delay days for each client.

⚠ Overdue report

All overdue and pending tasks with delay days, assigned staff and client details.

✅ All reports include today's date in the filename. Open in Microsoft Excel or Google Sheets.

🕐 Attendance

Attendance register

Team	Date	Status	Time in	Time out	Late	Notes	Action

Team management

Name	Status	Password	Actions

Client master list

Client name	Type	Contact	Phone	Notes	Action