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Projects, tasks and timesheets

Projects, tasks and timesheets that turn into invoices

The hours your team records and the invoice you raise come from the same place.

In short

Taskify is the work side of Unnati: workspaces, boards and statuses, task types, subtasks, dependencies, checklists, recurrence and sprints. Timers and time logs feed a timesheet, billing rates turn approved hours into an invoice line, and automation rules move a task when a condition is met. Saved views and capacity show what the team can take on.

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How it works

From a task to an invoice, without a separate timesheet tool

Project work is billed on hours somebody has to trust. The chain below keeps the hours on the task they belong to, and hands the approved total to Sales.

Step 1 of 6ProjectsPRJ-2608-0009
What happensThe project carries the client, the lead, the billing basis and the target date.What it carries inThe customer from Sales, so there is one company record.
And all of this is already true
An hour is booked onceThe task, the approval and the invoice line are the same record.
Estimate against actual is freeBecause the estimate lives on the task the time was booked to.
The invoice can be explainedEvery hour on it points at a task with an owner and a date.
A locked period stays lockedBilled time cannot be edited quietly after the invoice has gone out.
In more detail

How it works in practice

The screens in order, and what happens as a record moves through them.

WHERE THE WORK IS ENTERED — TASKIFYAND THESE READ IT, UNPROMPTEDWorkspaceA space per clientMy TaskEverything assigned to one person across wor…Boards and statusesColumns that match how the work really movesSubtasks, dependencies and checklistsBreak work down and record what has to finis…Sprints and recurrenceTime-boxed cyclesOne recordOne databaseNo export, no re-typingHash-chained audit trailSite Projects and Work OrdersAreas, projects, work orders and tickets.HRMS and PayrollAttendance, leaves and payroll with approval.CRM and Field SalesLeads, deals and geofenced field visits.AccountingOne ledger, GST returns and TDS together.

  1. Boards, sprints and dependencies for real work

    Work is organised in workspaces with boards whose statuses you define.

  2. Time that becomes an invoice line

    A timer or a manual log records the hour, the timesheet collects it for the period, and an approver signs it off.

  3. Templates and rules for work you repeat

    An onboarding, an audit or an installation follows the same shape every time.

Works with

The modules this one talks to

Unnati is one database, so these are not integrations. They are the same records seen from another screen.

Site Projects and Work OrdersAreas, projects, work orders and tickets.HRMS and PayrollAttendance, leaves and payroll with approval.CRM and Field SalesLeads, deals and geofenced field visits.AccountingOne ledger, GST returns and TDS together.
Questions

Taskify: what buyers ask

No. It is a module of Unnati, on the same login, with the same users, permissions and audit trail. That is why hours can become invoice lines and a project can draw on the same customer record the CRM and Sales modules use, without an integration in the middle.
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Start where you are

See Taskify on your own data

Start a free trial with just this module switched on, or ask us to walk through it with your team.

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Prefer to read first? The comparisons with Tally, Odoo, ERPNext and Zoho are written to be checked, not believed — each one names what the other product does better.