Quotes & Task Timeline
A comprehensive module to handle the financial and scheduling aspects of your tasks. Create professional quotes, define project milestones, and track payments in one place.
Creating a Quote
Initiate Quote
Open a specific Task or Project and navigate to the 'Price Quote' tab.
Add Sections
Organize line items into logical groups (e.g., 'Design', 'Development') using the 'Add Section' button.
Line Items
Add specific deliverables with descriptions, quantities, and unit prices. The system auto-calculates totals.
Review & Save
Check the grand total, verify currency settings, and save the quote as a Draft.
Task & Quote Lifecycle
To Do
Initial stage. Task created, Quote being drafted. Ready to start.
In Progress
Active phase. Can track 'Planning', 'Development', or 'Quote Sent' via sub-statuses.
Done
Work completed. Mark as 'Delivered' or 'Paid' when finalized.
On Hold
Paused work due to blockers or client feedback.
Archived
Closed tasks. Hidden from main views but preserved for history.
Timeline & Milestones
Break down complex tasks into manageable milestones to track progress and link payments.
Create Milestone
In the 'Timeline' tab, define key deliverables or phases (e.g., 'Phase 1 Delivery').
Set Deadlines
Assign specific due dates for each milestone to generate a Gantt chart view automatically.
Track Progress
Mark milestones as 'Completed' as you finish them to update the overall Task progress.
Payment Tracking
Monitor financial inflows linked to your task milestones.
Link to Milestone
Associate a payment amount with a specific milestone (e.g., 50% deposit upon Project Start).
Update Status
Track payment status: 'Pending', 'Overdue', or 'Paid' manualy or via integration.
Payment Records
Keep a history of all transaction dates and amounts for financial reporting.
Using Templates
Save recurring quote structures to speed up your workflow. Ideal for standard service packages.
- Build a quote with your standard sections and items.
- Click the 'Save as Template' button in the toolbar.
- Name your template (e.g., 'Web Development Standard').
- Apply it to any new quote via the 'Load Template' dropdown.
Sharing & Export
Generate Public Link
Create a secure, read-only link for clients to view online.
Export as PDF
Download a professional PDF Document for email attachments.
Copy to Clipboard
Quickly copy the quote summary for chat or email bodies.