⚠️ Outstanding Tasks
👥 Team at a Glance
Hours Logged by Staff
Tasks by Status
On-time Delivery Rate
Est vs Actual Hours
Hours per Client
| Task | Client | Assigned | Status | Internal DL | Client DL | Progress | Est/Act |
|---|
📊
Daily Status Report
Who is doing what · right now
A full snapshot of every staff member, their active jobs, today's time logged, overdue items, quality sign-off queue and anything awaiting client response. Ideal for your morning team briefing or end-of-day review.
Report includes
✅ All active tasks per staff
⚠️ Overdue & due today items
⏱ Hours logged today
🎯 Quality sign-off queue
📬 Awaiting client response
📋 Task type breakdown
📈 Status snapshot
🔢 Est vs actual hours
Report Date
⏱
Timesheet Report
Detailed hours by staff, task type and client
A professional timesheet showing exactly what each staff member worked on, broken down by VAT, Bookkeeping, Ltd Co Finalisation, Admin, Filing, Posting and other work types — with client billing summary and signature block.
Report includes
${['⏱ Hours per staff member','📂 VAT · Bookkeeping · Admin…','🏢 Hours by client','💰 Labour value','📅 Date range filter','👤 Single staff option','✍️ Signature block','📊 Work type bar chart'].map(i=>`
${i}
`).join('')}
From Date
To Date
Staff Member
Hourly Rate (£)
📋
Daily Job Status Report
All jobs · by FTE · query tracking · filing deadlines
Mirrors the TAA Daily Job Status spreadsheet — shows every job with its FTE, client manager, job type, query dates, current status, % complete, ETA and filing deadline. Filter by staff, manager, office, status or type. Export to PDF or Excel.
⚙️ Report Settings
Firm / Company Name
Manager Name (for sign-off)
Default Hourly Rate (£)
Currency
These appear on every report. Settings are saved automatically.
📂 Work Type Classification
TaskFlow automatically classifies each task into a work type based on the job title. You can override this by including a keyword in the task name.
Select Job
Customise
Your Name
Extra Note
Generated Email
📁 Imported File History
(stored in browser — click ⬇ to re-download any sheet)
Loading…
📥
Download Template
Official SOS Excel template
with all columns pre-configured
with all columns pre-configured
✍️
Fill the Sheet
Enter jobs, status, FTE,
deadlines & fees
deadlines & fees
Dropdowns included
⬆️
Upload & Preview
Upload below — preview
before committing
before committing
Stored for re-download
✅
Import to TaskFlow
All 52 fields mapped.
Goes into Job Status Report
Goes into Job Status Report
New staff auto-added
📋 SOS Column Mapping — What Gets Imported
★ Required Columns
✓Job Name → Title
✓FTE → Staff (Amit→Amit Desai)
✓Client Manager → Client Manager
✓Internal Review → Status (WIP→In Progress)
✓Filing Deadline → Filing Deadline
✓% of job completed → Progress (0.75=75%)
✓Office → Client (TAW→Watford)
◎ Optional Columns (also captured)
◎Type (YE/BKK/VAT/SATR)
◎Year end / Period end
◎Job received date
◎Queries shared / received
◎Second Query dates
◎ETA · Priority · Gold flag
◎Budgeted hours · Client fees
◎Comments · Scope increase notes
🗂 Office Code Mapping
TAW →
TAB →
TAS →
💡 Add more office codes below if your file uses different codes:
👥 FTE Name Mapping
Map short names in the file to full staff names in TaskFlow. Split jobs (e.g. "Pranav/Niral") will be assigned to the first person listed.
Amit →
Pranav →
Niral →
Darshna →
📁 Select File