Upcoming Deadlines
Today's Tasks
Folders
Activity
Click to upload documents
PDF, Excel, Word, Images — any format supported
Add Deadline
New Note
Manage Roles — click × to delete custom roles
Organisation Hierarchy
⚡ Feature Toggles
Client Portal / External Sharing
OFF
Allow clients to access their folder via a unique link with PIN or Google login. Share work status directly with clients.
Analytics & Productivity Charts
OFF
Task completion trends, team performance charts, overdue analysis and productivity insights on your dashboard.
Time Tracking
OFF
Log time spent on tasks. Track billable hours per client folder. Export time logs for invoicing.
🔔 Notification Preferences
Daily Overdue Digest
OFF
Receive a daily email summary of all overdue tasks sent to your registered email each morning on first login.
⚠️ Email delivery not yet active — toggle saved for when email service is enabled.
Task Completion Alerts
OFF
Get notified by email when a team member or client marks a task as complete.
⚠️ Email delivery not yet active — toggle saved for when email service is enabled.
Deadline Reminders (3 Days Before)
OFF
Automatic email reminders when a task or deadline is 3 days away.
⚠️ Email delivery not yet active — toggle saved for when email service is enabled.
ℹ️ Workspace Info
Admin
—
—
App URL
folio.svgr.in
Firebase Project
ca-practice-manager-b5076
Email Service
Resend (configured)
✅ Approval Chain Settings
Task Approval
OFF
Require manager approval before tasks are marked billable. Approved tasks appear in Billing Hours.
Team Load Overview
Load:
Free (0–40%)
Busy (41–70%)
Heavy (71–100%)
Overloaded (>100%)
📊 Reports & Analytics
Folder
Assignee
Status
Priority
Due From
Due To
💰 Billing Hours Summary
Folder / Client
Assignee
Period
Status