InfyProjects User Panel

Dashboard

The Dashboard displays a user report chart with filters for users and date ranges, a daily work report chart with date filters, and an open tasks chart specific to the logged-in user.

Clients

The Clients feature allows users to create, edit, update, and delete client records. Users can also view and filter clients by their associated departments for specific to the logged-in user.

Projects

The Projects module allows users to view, create, edit, update, and delete projects. It includes features for filtering projects by client and assigning created projects to both clients and users for specific to the logged-in user.

Tasks

The Tasks module enables users to view, create, edit, update, and delete tasks. It includes filtering options based on assignee, project, due date, status, page size, and sorting criteria. Additionally, users can add new time entries and assign tasks to users for specific to the logged-in user.

Calendar

The Calendar feature allows you to view your time entries in a calendar format. This provides an organized and intuitive way to manage and review your scheduled activities at a glance and time entries for specific to the logged-in user.

Reports

The Reports feature enables you to manage your reports efficiently. You can create, view, edit, update, and delete reports, as well as generate both static and dynamic reports to suit your needs.

Users

The Users feature allows you to manage user accounts effectively. You can view, create, edit, update, and delete users, as well as filter users by status to streamline user management.

Roles

The Roles module allows you to view, create, edit, update, and delete roles. Additionally, you can assign specific permissions to each role, enabling precise access control within your system.

Sales

The Sales module provides functionality to view a list of invoices, filter and sort them by status and invoices for specific to the logged-in user.

Settings

The Settings section provides access to various submenus, including Tags, Activity Types, and Taxes, where you can list, create, edit, update, and delete entries. In addition, you can update general details such as the app name, company name, contact information, working days and hours, address, task statuses, and branding elements like the app logo and favicon. The section also allows you to customize the invoice template by choosing from different available options and configure Google reCAPTCHA by entering the necessary site and secret key credentials.

Events

The Events module allows you can view a list of events in a calendar format for easy scheduling and management and events for specific to the logged-in user.