Customers and people
Projects, task by task
Set out a job as a project with tasks and tick them off as they are done.
Create a project, add its tasks, and tick each one done as work moves.
- 01Simple by design
- 02Where projects help
- 03For firms with a team
What this solves
Customer, supplier and staff details live in too many places
Phone books, visiting cards, registers and spreadsheets. Duplicates multiply, staff leave with the contacts, and attendance is argued over at salary time.
MatruOS keeps one record per customer, supplier and staff member, warns before duplicates, and links each to their invoices, payments, attendance and tasks.
Anyone with the right role finds the full history on one page, and payroll starts from attendance everyone can see.
Simple by design
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
- Create a projectName it after the job or the client assignment.
- Add tasksList the steps that need to happen.
- Work through themYour team picks up the tasks.
- 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.
Read next
Where to go from here
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