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Customers and people

Projects, task by task

Set out a job as a project with tasks and tick them off as they are done.

FeaturesProjects and tasks

Create a project, add its tasks, and tick each one done as work moves.

  1. 01Simple by design
  2. 02Where projects help
  3. 03For firms with a team

What this solves

Customer, supplier and staff details live in too many places

01Today

Phone books, visiting cards, registers and spreadsheets. Duplicates multiply, staff leave with the contacts, and attendance is argued over at salary time.

02In MatruOS

MatruOS keeps one record per customer, supplier and staff member, warns before duplicates, and links each to their invoices, payments, attendance and tasks.

03What changes

Anyone with the right role finds the full history on one page, and payroll starts from attendance everyone can see.

Simple by design

ProjectsCreate a project for each job, client assignment or internal piece of work.
TasksAdd the steps as tasks, written in plain words.
Tick doneMark each task done as it is finished, so progress shows at a glance.
Next to the businessProjects sit in the same place as your customers, invoices and staff.

Where projects help

A project with tasks shows everyone what is done and what is next, without a phone call.

For firms with a team

An audit, a tax notice or a product launch each becomes a project, with its tasks shared out and ticked off as they are done.

How it works

How it goes in MatruOS

  1. Create a projectName it after the job or the client assignment.
  2. Add tasksList the steps that need to happen.
  3. Work through themYour team picks up the tasks.
  4. Tick them doneMark each task done as it is finished.

Questions

Questions people ask

Is this a full project management tool?

It is a simple project and task list built into MatruOS. For most owner-run businesses, that is what the work needs.

Can staff see the projects?

Staff you invite to MatruOS with their own login work in the same business, projects included.

Can I use it alongside the CA filing board?

Yes. CA firms track returns on the filing board and other client work, such as audits and notices, as projects.

Run the whole business on one system Set up for your trade.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901