Good morning, Kam 👋
⚠️ Outstanding Tasks
👥 Team at a Glance
Analytics
Performance, hours and delivery insights
Hours Logged by Staff
Tasks by Status
On-time Delivery Rate
Est vs Actual Hours
Hours per Client
Alerts & Flags
Everything needing your attention now
All Tasks
🔍
TaskClientAssignedStatusInternal DLClient DLProgressEst/Act
By Client
All tasks grouped by client
Quality Sign-off
Review and approve before work reaches the client
Recurring Jobs
Templates — spawn a task in one click
Capacity Planner
See who has room before assigning work
Timesheets
Log, track and review time
Live Timer
00:00:00
Task: None selected
Task
Staff
Manage Staff
Add, edit and remove team members
📁 HR & Staff Records
Employment agreements, contracts, appraisals and staff documents
🛡️ Compliance Hub
Office regulations, policies and compliance tracking
🔐 GDPR & Data Protection
UK GDPR compliance, data registers and breach log
📜 ISO & Standards
ISO certifications, audits and standards compliance
🔒 Cyber Security
Security policies, incident log and staff training records
☁️ OneDrive Sync
Share your TaskFlow database across your whole team via OneDrive
Leads & Pipeline
Track prospects from first contact to signed client
Proposals
Create and send professional service proposals
Invoicing & Billing
Monthly invoices based on staff hours × staff type rate
Staff Type Rates
Set monthly and hourly rates per staff type — used for invoicing
Client Portal
Manage client login accounts and portal access
📧 Outlook 365
Connected inbox — emails auto-tagged to jobs
Staff Workload
Active tasks, hours and capacity per person
Profitability
Estimated vs actual hours and job value
Hourly rate: £
Reports
Professional PDF reports for daily status and timesheets
📊
Daily Status Report
Who is doing what · right now
A full snapshot of every staff member, their active jobs, today's time logged, overdue items, quality sign-off queue and anything awaiting client response. Ideal for your morning team briefing or end-of-day review.
Report includes
${['✅ All active tasks per staff','⚠️ Overdue & due today items','⏱ Hours logged today','🎯 Quality sign-off queue','📬 Awaiting client response','📋 Task type breakdown','📈 Status snapshot','🔢 Est vs actual hours'].map(i=>`
${i}
`).join('')}
Report Date
Timesheet Report
Detailed hours by staff, task type and client
A professional timesheet showing exactly what each staff member worked on, broken down by VAT, Bookkeeping, Ltd Co Finalisation, Admin, Filing, Posting and other work types — with client billing summary and signature block.
Report includes
${['⏱ Hours per staff member','📂 VAT · Bookkeeping · Admin…','🏢 Hours by client','💰 Labour value (£/hr)','📅 Date range filter','👤 Single staff option','✍️ Signature block','📊 Work type bar chart'].map(i=>`
${i}
`).join('')}
From Date
To Date
Staff Member
Hourly Rate (£)
⚙️ Report Settings
Firm / Company Name
Manager Name (for sign-off)
Default Hourly Rate (£)
These appear on every report. Settings are saved automatically.
📂 Work Type Classification
TaskFlow automatically classifies each task into a work type based on the job title. You can override this by including a keyword in the task name.
Email Conversations
All client email threads — tagged to each job
Client Update Generator
Professional status emails in seconds
Select Job
Customise
Your Name
Extra Note
Generated Email
Notifications