Compliance Desk
CA Task Manager
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Compliance Desk
CA Task Manager
Overview
Dashboard
Work
Tasks
0
Clients
Admin
Employees
Reports
Dashboard
New task
Dashboard
Dashboard
Tasks
0
Clients
Team
Reports
Task title
New task
Task title *
Description
Client
Due date
Priority
🔴 High
🟡 Medium
🟢 Low
Task type
One-time
Recurring
Frequency
Monthly
Quarterly
Weekly
Yearly
Daily
Assign to (select multiple)
Initial status
Pending
In Progress
Waiting for Client
Cancel
Save task
New client
Client name *
Company name *
GST number
PAN number
Mobile
Email
Address
Status
Active
Inactive
Internal notes
Cancel
Save client
Add employee
Full name *
Username *
PIN (4 digits) *
Role
Employee
Manager
Admin
Cancel
Add employee
Edit task
Task title *
Description
Client
Due date
Priority
🔴 High
🟡 Medium
🟢 Low
Task type
One-time
Recurring
Frequency
Monthly
Quarterly
Weekly
Yearly
Daily
Assign to (select multiple)
Status
Pending
In Progress
Waiting for Client
Overdue
Completed
Cancel
Save changes
Change PIN
Changing PIN for
Current PIN
New PIN *
Confirm new PIN *
Cancel
Update PIN