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

A firm that bills for its time usually has no trouble winning the next piece of work. What hurts is the middle: six clients running at once, each at a different stage, and the only place that knows the full picture is the owner's head. The status update happens because someone chased, not because the work moved.

The failure is rarely a dropped project. It is a week of slippage nobody noticed until the client asked, an hour of work nobody logged against the job that was already thin, or two people doing the same revision because the brief lived in an email.

So this is a delivery board, not a pipeline. Every task carries the client it belongs to, the person responsible and the stage it is in, and the hours land on the job as the work happens rather than being reconstructed at the end of the month.

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.