TaskSiddhi in eight screens.

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TaskSiddhi

/Sample Services

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AK

AC Service Jobs

On track

AC installation, repair and AMC visits · 10 tasks remaining

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AKLMPR+2

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Not Started

3

LowAMC

Quarterly AMC visit: Shah Clinic

Oct 14Comments:1

PR

MediumInstall

Install 1.5 ton split: Patel residence

Oct 16Comments:1Attachments:1

TN

LowSurvey

Site survey: Riverfront office floor

Oct 18Attachments:2

EJ

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Scheduled

3

HighRepair

Gas refill: Mehta Traders showroom

Oct 9Comments:1Attachments:1

LM

HighRepair

Compressor replacement: Hotel Sapphire

Oct 11Attachments:3

LM

MediumService

Service visit: Joshi apartment, 2 units

Oct 12Comments:1

EJ

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In Progress

2

CriticalBreakdown

Breakdown call: Nair Pharma cold room

Oct 8Comments:2Attachments:2

TN

HighService

Duct cleaning: Kapoor & Sons office

Oct 10Comments:2Attachments:3

LM

Add task

Waiting for review

2

MediumAdmin

Warranty claim paperwork: Rao villa

Oct 7Comments:1Attachments:1

AK

LowAdmin

Job sheet check: Iyer bungalow

Oct 6 (overdue)Comments:1Attachments:1

PR

Add task

Done

3

Medium

Filter change: Desai dental

Sep 28Attachments:1

AK

HighInstall

Install 2 units: Green Leaf café

Oct 2Comments:1Attachments:4

LM

LowService

Service visit: Bhatt residence

Oct 1

EJ

Add task

1. 01

   My Work

   Every task assigned to you across every board: overdue, due today and upcoming.

   More about this

   My Work · Priya Rao

   Overdue2

   • Send the revised quote to Harbor TextilesDue 2 days ago · Client workPR
   • Chase the signed change orderDue yesterday · Fit-out, phase 2PR

   Due today2

   • Service visit: Joshi apartment09:30 · AC Service JobsPR
   • Approve the week's timesheets17:00 · OperationsPR

   Upcoming2

   • Quarterly review packThu · ReportingPR
   • AMC visit: Shah ClinicMon · AC Service JobsPR

   Illustration · sample data, not a product screenshot

2. 02

   A board

   The same work as a table, a Kanban board or a calendar.

   More about this

   AC Service Jobs

   Table Kanban Calendar

   Job	Status	Schedule date
   Gas refill: Mehta Traders	Scheduled	Thu 9 Oct	LM
   Breakdown: Nair Pharma	In Progress	Today	TN
   Service visit: Joshi apt.	Scheduled	Sat 11 Oct	EJ

   The same board, Kanban view

   Scheduled

   • Gas refill: Mehta Traders
   • Service visit: Joshi apt.

   In Progress

   • Breakdown: Nair Pharma

   Done

   • AMC visit: Shah Clinic

   Illustration · sample data, not a product screenshot

3. 03

   The task drawer

   Assignees, schedule date, sub-items, comments with @-mentions, attachments and the activity trail.

   More about this

   Task · Breakdown: Nair Pharma

   Assignee

   Tarun Nair

   Schedule date

   Today, 14:00

   Status

   In Progress

   Priority

   High

   Sub-items

   • ✓Collect the fault reading
   • ✓Replace the capacitor
   • Test the cold run

   LM Lalit Mehta

   @Tarun the spare is on the van, no need to collect it.

   fault-reading.jpg

   Illustration · sample data, not a product screenshot

4. 04

   Analytics

   Burndown, velocity and cycle time, and charts you can click to filter the board.

   More about this

   AC Service Jobs · Analytics

   18

   W35

   22

   W36

   19

   W37

   27

   W38

   31

   W39

   29

   W40

   Velocity · jobs done per week

   Median cycle time

   1.6 days

   Overdue

   2

   Clicking a bar filters the board behind it.

   Illustration · sample data, not a product screenshot

5. 05

   Time tracking

   A live timer or a manual entry, rolled up by person and across boards.

   More about this

   Time · this week

   Duct cleaning: Kapoor & Sons01:12:48

   Manual entries

   • Mon · Breakdown: Nair Pharma2h 15m
   • Tue · Gas refill: Mehta Traders45m

   Rolled up by person

   • LM Lalit Mehta31h 20m
   • TN Tarun Nair28h 05m
   • EJ Ekta Joshi22h 40m

   Illustration · sample data, not a product screenshot

6. 06

   Undo

   Marked something done by mistake? You have 60 seconds.

   More about this

   After a wrong tap

   Marked “Gas refill: Mehta Traders” done Undo · 58 s

   Completion waits 60 seconds before it counts. Stage actions wait out the same window, and cancelling inside it leaves no trace on the board.

   Illustration · sample data, not a product screenshot

7. 07

   Spreadsheet import

   Bring your Excel sheet across in five steps, with a preview before anything is written.

   More about this

   Import · step 2 of 5 · map columns

   Your sheet	TaskSiddhi field
   Customer	Title
   Visit date	Schedule date
   Technician	Assignee
   Area	Location (column)

   148 rows ready · 3 duplicates found · nothing is written until you confirm

   Illustration · sample data, not a product screenshot

8. 08

   Export

   Your boards to CSV or Excel at any time, up to 10,000 rows per export.

   More about this

   Export · AC Service Jobs

   • CSV (.csv)All columns
   • Excel (.xlsx)All columns

   Export your boards to CSV or Excel at any time, up to 10,000 rows per export.

   Illustration · sample data, not a product screenshot

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