Saving Mantra Task Management Simplify, Assign, and Achieve
Manage people, projects, and priorities with clarity. Assign work, monitor progress, set deadlines, and collaborate seamlessly across teams — on web and mobile.
Introduction
Managing a growing business means juggling people, projects, and priorities — all at once. Saving Mantra Task Management brings clarity, accountability, and efficiency to daily operations. It’s more than a task tracker — it’s your business command center for assigning work, setting deadlines, monitoring progress, and collaborating across teams in real time.
Whether you run a finance firm, digital agency, retail outlet, healthcare setup, or educational institution, this tool helps you stay in control — anytime, anywhere.
Create & Assign Tasks
Add tasks manually or auto-generate from CRM, To-Do, or Compliance modules.
- Assign to users or departments
- Set priority (Low/Medium/High)
- Attach briefs, files, and checklists
Deadlines & Progress
Every task tracks status and due dates.
- Statuses: Pending → In-Progress → Completed
- Reminders & SLA alerts
- See what’s on track vs. delayed
Collaborate in Context
Work together without losing the thread.
- Comments & @mentions
- File uploads & notes
- Advisor reviews and approvals
Monitor Team Performance
Manager dashboard shows totals, completion rate, and overdue tasks. Analyze performance by user, client, or project to identify bottlenecks and rebalance workloads.
- Workload heatmap & utilization
- Overdue and at-risk views
- Exportable reports
Integrate with Business Modules
Automatically link tasks to Accounting, CRM, and Compliance actions:
- GST Filing task created after invoice generation
- Client Meeting task from CRM appointment
- Payment Follow-up triggered from billing reminders
Stay Notified & Aligned
- Mobile and email alerts for assigned/updated tasks
- Daily digest & SLA escalation
- Activity logs for full audit trail
Key Benefits
1) Centralized Dashboard
Manage sales-to-service workflows in one place. No more Excel or scattered chats.
2) Accountability
Clear owner, deadline, and status for every task.
3) Productivity
Reduce confusion and delays; focus on what matters.
4) Collaboration
Built-in comments, file sharing, and approvals.
5) Data-Driven
Insights into bottlenecks, efficiency, and timelines.
6) Ecosystem Integration
Works with CRM, To-Do, Accounting, and Compliance.
Perfect for Every Business Type
| User Type | Example Use |
|---|---|
| Business Owner | Track daily operations and staff work |
| Professionals (CA, Lawyer, Doctor) | Assign client-specific or compliance tasks |
| Service Provider | Manage projects, revisions, and client feedback |
| Team Lead | Monitor team workloads and productivity |
| Freelancer | Manage deliverables and client deadlines |
Core Features
Mobile & Web
Full control on the go.
Status Dashboard
Pending / In-Progress / Completed.
Priorities & Reminders
Never miss deadlines.
Files & Notes
Attach briefs and references.
Team Collaboration
Comments & @mentions.
Time Tracking (opt.)
Billable/non-billable hours.
Analytics
Reports by user/project/client.
Role-Based Access
Permissions & approvals.
Ecosystem Link
CRM, Accounting, Compliance.
🎥 From Chaos to Clarity — Explainer
Storyboard: overwhelmed owner → assigns tasks → real-time updates → dashboard progress → “Simplify Work. Empower Teams. Grow Smarter.”
Why Choose Saving Mantra Task Management
- Designed for real Indian business workflows
- Connects CRM, To-Do, Accounting, and Advisors
- Reduces chaos, increases focus, builds accountability
- Cloud-based, mobile-first, and easy to use
Ready to streamline your operations?
Request a live demo or talk to a product specialist.