Deliver client work without losing track of who it's for.

Attach a client to a task: the company, one contact and the project value. No CRM to set up.

• Client Projects
• Agency Client Delivery
• CA Practice Compliance
• Interior Design Project

Time tracking is included. See time by person and across boards for each client's work.

Start from the CA Practice Compliance template. Each client's recurring work, such as monthly and quarterly returns, becomes a task with an owner and a due date, and repeats on its own schedule.

Due dates are the ones you enter; recurrence repeats them and reminders go to the person responsible. TaskSiddhi tracks the work. It does not file returns, connect to government portals or work out statutory deadlines for you.

Start from the Agency Client Delivery template, with stages from brief and discovery through design, development, internal QA and client review to delivered.

Log time on each task, and use internal approvals so a lead signs off work before it goes to the client. Client sign-off itself happens outside TaskSiddhi: clients cannot see or approve the board.