To-Do gives your organisation a shared space for tasks, assignments, and deadlines — using the same account and the same team members as your Expense Tracker, with no extra sign-up required.
Not another standalone tool that needs its own user base. To-Do uses your existing org, roles, and members — ready to go from day one.
Organise work across Backlog, In Progress, and Done columns. Drag tasks through stages and keep the whole team aligned on what's happening.
Assign tasks directly to anyone in your organisation. No separate user management — the same members from your Expense Tracker are all here.
Mark tasks High, Medium, or Low priority. Set due dates and get email reminders before deadlines so nothing gets missed.
Break big tasks into smaller steps with inline checklists. Track progress at a glance and mark items off as you go.
Discussion lives on the task itself. Ask questions, share updates, and keep the context in one place — not scattered across email.
Attach documents, images, or any file directly to a task. Everything your team needs is in one place, always accessible.
Everyone sees the same board. Every task has an owner. Nothing gets lost.
Give it a title, description, priority, and due date. Add a checklist for sub-steps and attach any relevant files.
Pick any member of your organisation. They're notified immediately by email and the task appears on their board.
The assignee moves the task through Backlog → In Progress → Done. Comment on it, tick off subtasks, attach files as work advances.
Completed tasks are logged with a full activity trail. Managers and Admins can review progress across the whole org at any time.
Your org's role structure carries over from Expense Tracker. No separate permissions to set up.
Any org member who needs to work on tasks.
Reviews work and assigns tasks across the team.
Oversees task completion and org-wide progress.
Full control — manages boards, members, and settings.
A quick walkthrough from creating your first task to managing your team's board.
Your home screen shows every task assigned to you, sorted by due date and priority. Open any task to see the full description, subtask checklist, comments, and attachments.
Mark subtasks as you go, add comments for context, and move the task to Done when you're finished.
As a Team Lead (Approver role), you can see all tasks across your team and assign new ones to any member. The Kanban board gives you a live view of where everything stands.
Drag tasks between columns, reassign work if someone is overloaded, and leave comments to unblock progress.
Admins create and manage boards, define task categories, and control who has access to what. The same invitation system used by Expense Tracker works here — invite once, both apps.
Admins also retain all Team Lead capabilities, so a single Admin can manage the entire org's task workflow.
Request early access or get in touch — one organisation setup covers both To-Do and Expense Tracker.