- Amazon Web Services... · Send Bulk / Individual SMS to Client with few clicks with standard / custom language. Auto SMS on : • Invoice Generation • Receipt Generation • Follow-up

www.mytask.co

Complete Work Management Software for Professionals

www.mytask.co© 2018. All Rights Reserved by Gajanan Softwares Pvt Ltd. CIN No. : U72900RJ2017PTC057435

2

What MyTask can do Other Key Features of MyTask

Contact Us

Evolution and Objective ofMyTask

Why choose MyTask ? Work Management Problems faced by Professional Firms

Contents

1 2 3

4 5 6


3

Evolution of MyTask

Small to Medium sized organization of Chartered Accountants and Other Professionals Practicing in India face

many work management related issues in their offices like inefficient controlling of work, inaccurate status of

work, communication gap, staff management, invoicing, collection, etc.

Proprietors and partners have to deal with clients, staff and Quality of Work at the same time, all together

with due regards to their efforts v/s revenue. Traditionally they have been using conventional methods like

excels, diaries, registers etc. to manage their office still lack the consolidated platform which provides start to

end solution for their work management issues.

MyTask has evolved with constant inputs from actual practicing professionals on daily basis and thedevelopment team is committed to provide better solutions considering Indian Scenario and its practicalaspects.

Traditionally, dependency has always been on intelligent staff but availability of cost effective intelligent staff

is a matter of luck or of great effort. Need has always been the basis of evolution


4

“MyTask is aimed to provide a very practical software solution to the majority of daily work management problems faced by professionals

and gives you an extra edge over others to expand and make professional practice more profitable.”

Objective of MyTask


5

Why choose MyTask ?

Complete Process Management Software for Professionals

(Will discuss in next slide)

Developed in a very Practical way in line with Indian

Circumstances

Increases Profitability (Task Created has to be either

billed or marked as free)

Cloud Solution(It can be accessed from

anywhere using Internet)


6

Steps of Process Management

Receive Papers,

enter in Inward

Register & Create

Task

Monitor Work Progress &

Staff Work Report

through Unique Task,

Activity Dashboard

Generate Invoice of

the task & View

Unbilled Task Report

Monitor Outstanding Bills

and dues through unique

Financial dashboard

Collect Payment &

Generate Receipt

Auto Follow up of

outstanding dues

through SMS

Work Management Problems Faced By Professional Firms


8

Inaccurate Information

Status of Each Service Job

Tasks – Pending or Completed

Pending information relating to each task

Priority Service

Long Due Tasks

Staff Occupancy

01

02

03

04

05

06

We don’t have

Accurate Information for the following


9

We are often worried about

01 02

03 04

05 06

07

Completion of Service on or before due date(Legal/Client’s/ Organization)

Collection of professional Service Fees, Outstanding dues etc.

Staff’s / Assitant’s ability to manage allotted work and deliver the desired result

Efforts put in and conversion of efforts into revenue

Documentation of Notes / Observations at one place

Chances of missing out any task received from client when tasks are in volume

Managing Personal and General Office Work


10

Sometimes We want to

Communicate with Clients at a particular time and date (For Ex: If you want to get a challan paid by client it is effective to inform in morning with the help of SMS Scheduler)

Communicate with Clients at their own convenience (Emails are not read by everyone, SMS is the best mode)

Manage multiple offices from a single location(As it is a cloud based software)

Instruct / Guide whole Staff at once(All staff may not be available at same time and place )


11

05

01

02

04

Document Management

WorkManagement

Communication Management

03

Staff Management

Financial Management

XII

IIIIX

MyTask

What

MyTaskCan Do


12

What MyTask Can Do

• Single Dashboard control for everything.

• Complete knowledge pertaining to pending tasks

• Segregation of priority task from the task pool.

• An easy overview on long due task

• Identifying Pending Issues with each task.

• Exact Status of all the tasks of a particular group along with issues, if any.

• Auto scheduler and planner for the work to be done in near future.

• Relieving us from maintaining registers/diaries, excel etc. to track the work.

• Bird’s Eye view of a particular service type

• Document Inward Register to Manage your papers coming in office

• Work Vis-à-vis Revenue Report

Work Management


13

Task Type Dashboard


14

Inward Register


15

Work Vis-à-vis Revenue Report


16

What MyTask Can Do

• Single Detailed Dashboard to viewTotal Billing, Collection, OutstandingFees, Advance Receipts, Ageing ofOutstanding fees, top 20 debtors etc. • Auto-Accounting of bills and receipts

• Revenue Leakage Checks, by monitoring task completed but not billed.

• Bill & Receipt Register

• Billing and Collection Reports with multiple search criteria

FinancialManagement

• Each Group’s Detailed transaction report and accounting ledger

• Free Task Report to give you list of services provided free of cost

• Generate Bills and Receipts

• Segment Wise Revenue


17

Financial Management Dashboard


18

What MyTask Can Do

Staff Management

• Track the work progress of each assistant/ staff/ team member.

• Get Each Staff’s Work report of a day / week or period.

• Compare performance of staff at same level & Identify efficient / non efficient staff.

• Identify Top 3 or Bottom 3 Performer in your office.

• Individual user dashboard for all pending work related to him

• Work Occupancy Report of whole office and all segments to know what work is pending and with which staff

• Get work done report in each segment of office in a particular day / week or period

• Consolidated Work Report to get all pending task of office along with their allocation to staff


19

Work & Staff Activity Dashboard


20

User Dashboard


21

Work Occupancy Report


22

Consolidated Work Report


23

What MyTask Can Do

Send Bulk / Individual SMS to Client with few clicks with

standard / custom language.

Auto SMS on :

• Invoice Generation

• Receipt Generation

• Follow-up of dues

• Task Creation

• Task Completion

• Adding a pending Issue

Online Phone book to search any contact with multiple

search criteria

Schedule SMS to be sent on a particular date and time.

Communication Management


24

SMS Generator


25

Auto SMS in MyTask

Auto SMS to clients on :

• Task Creation

• Task Completion

• Adding Pending Issue with Task

• Invoice Generation

• Receipt Generation

• Auto Follow up of outstanding dues

by SMS


26

Auto SMS


27

What MyTask Can Do

Create, upload or save Documents like Audit Observations, To Do List of Audit etc. along with linking it to the respective service job.

Create, upload & Save Documents online

Share a any document with other users or group of users or link a document to any task

Share & Link

View Documents shared by other users, edit or update them

View, Edit and Update

Document Management


28

Document Writing Tool


29

Other Key Features of MyTask

• Create your own Organization structure by creatingPrimary service type and its sub service type.

Customize MyTask as per your organization

• Create your own process milestones (Checks) for each subservice type.

• Provide or restrict access rights to users as per their jobresponsibility. Disable access rights who are temporarily notavailable.

• Create your own Labels for Pending issues in each servicetype, Enable or disable them.

Control Access Rights


30


Notification System

• Get Notified for following events :

• Task Assignment

• Posting of new comment

• Unbilled Task Report to give you list of task that has not beenbilled. It helps in generating extra revenue which you often missto bill.

• Free Task Report to give you list of work that has been markedas free. Monthly you can review the services you have providedfree.

Unbilled & Free Task Report

• Adding of new Pending Issue

• New attachment or document creation


31


Auto Assignment of Task

• Any task get auto assigned to the person who has clicked themilestone (check) of the task, unless it is specifically assigned tosome one else. It eases leader when tasks are in volume.

• Create bulk tasks with few clicks, either save a list and use itevery repetitive period or create bulk tasks on the go.

Bulk Task Creation

Is Open for New Developments /

Improvements Based on Client’s Feedback

www.mytask.co

In case if anyone wants a live demo of MyTask :

• Visit www.mytask.co

• Click on “Request Demo” button on top right side.

• Fill the requisite details

• Click on Send button

www.mytask.co

http://www.mytask.co/


34

Contact Us

MR. KSHITIZ BHARTITechnical Director

9 4 6 1 1 9 5 5 1 2

[email protected]

https://www.facebook.com/mytaskapp

Ownership and Copyright reserved by Gajanan Softwares Private Limited, Rajasthan, India

CIN No. : U72900RJ2017PTC057435

[email protected]

MR. HIMANSHU OSATWALFounder - MyTask

8 2 9 0 4 6 5 5 5 [email protected]

www.mytask.co

MR. ADIT DOSIMarketing & Support Head

9 8 2 9 0 0 4 7 1 6

[email protected]

mailto:[email protected]



Thanks For Watching

mytask.co