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Project & Resource Management

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TeamKazi Features

  • Easily accessible UI
  • Dashboard customization
  • Project management
  • Client management
  • Team management
  • Team conversation
  • Private messaging with team members and clients
  • Tasks, milestones, gantt, notes, files and customer feedback
  • Project timesheet and time tracker
  • Drag and drop facility for files
  • Custom Fields
  • Quick add from topbar
  • Custom language selection for all user
  • Web and email notifications
  • Push notification
  • Client portal
  • All reports of any client in a single page
  • Informative profile page for client contacts
  • Estimate requests
  • Estimates
  • Support tickets
  • Email piping for tickets
  • Invoice management
  • Invoice pdf, online payment (PayPal and Stripe)
  • Expense & payments report
  • Custom role (permissions) for team members
  • Event calendar
  • Private notes
  • Customizable email templates
  • Time-card/attendance management
  • IP restriction for time-card entry
  • Leave management
  • Team member’s details view
  • Announcement/notice management
  • Report printing and export
  • Dynamic graph and visual report
  • Activity logs for projects
  • Install updates in a click
  • Enable/Disable modules
  • Help & Support
  • Google Drive Integration
  • Fully responsive on devices

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Resource & Project Management

Overview

TeamKazi – The Ultimate Project Manager,  is a multipurpose resource and project management system. You can use it to manage projects, clients, invoices, support tickets, estimates, team and many other purposes.

It is suitable for different types of organizations, freelancers and individual users. TeamKazi is fast and easy to use and contains all essential tools to manage your business.

System Features

Projects

TeamKazi makes project management much easier. Monitor the tasks of different team members, track time on each tasks and get time-sheet. Send invoices for the projects to your clients and get payment online.

 

See auto calculated project progression. Add different milestones and meet the deadline. Discuss on the projects and get client feedback.

Tasks

Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in comments and get instant notifications.

 

Easily create multiple tasks and clone similar tasks. Manage tasks by list and drag & drop in kanban view.

Recurring Tasks

Create recurring tasks automatically through cron job. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. It allows to set different time duration to create tasks.

Estimate Requests

 Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.

Estimates

 Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with PDF and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.

Payments

Cloud project and resource management system that supports multiple online payments. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.

Invoices

Add your custom invoices and send email with attached invoice PDF to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices.

 

Change the invoice color and logo to match with your brand. Set custom footer in the PDF for additional information

Team Management

Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.

project management

Knowledgebase

Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.

Help Articles

Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.

Events Calendar

Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.

Timeline

Share ideas and documents with your team members. Add essential links and news to improve your team growth.

Time Cards

Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.

Notifications

Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.

Personal To-Do List

Create your personal to-do list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal to-do list.

3rd Party Integrations

WIZERP interoperability with third-party software. These include WizCRM for customer relationship management, CloudHR for Human Resource Management,and Timetrax for time & attendance management. This allows for easier process automation, and easier transfer of data should users wish to move data to and from their ERP.

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