Office Dashboard

Stay informed at a glance with dashboard widgets that show your calendar, open invoices, tasks, current projects and much more.

  • The office dashboard consists of widgets that you can add, remove, or reposition as you need.

  • Selecting dashboard widgets to display.

  • The calendar, task, time tracker widgets in edit mode.

Project Manager

Critical project data like status, tasks, hours spent, amounts invoiced, project contacts, notes, files, and messages are all presented in one tabbed view.

When you're done with a project, archive it with one click to remove it from your workflow.

  • Sort by project name, client, or amount invoiced in the list view. The auto-suggest search box helps locate projects quickly.

  • Project detail view showing assigned team members, messages, files, tasks, notes, and invoices.

  • Project notes that you can share with clients or just with your team members.

  • Send messages about the project to team members and your clients.

Task Manager

Tasks, milestones, simple to-do lists...CreativePro Office supports them all. Assign tasks to multiple team members, attach files to tasks, create comment threads, and track time on tasks.

Easily filter tasks and view only incomplete tasks, completed tasks, or tasks assigned to you. A little report in your task list view shows you how much work is left to do.

You can also assign multiple team members to tasks, subsctibe to a task RSS feed, export task lists to Excel, and create nice PDF printouts.

  • Tasks, milestones, simple to-do lists...CreativePro Office supports them all. Assign tasks to multiple team members, attach files to tasks, create comment threads, and track time on tasks.

  • In-place editing using the WYSIWYG editor to include links or lists. Update who's assigned to a task and attached files.

  • The task widget displays upcoming and overdue tasks.

  • Create easy to read task lists in PDF format or export tasks to Excel.

Timesheets & Job Timer

Never lose another hour of billable work! The time clock widget is always close by while timesheets give you a daily view of time spent on specific projects and tasks.

  • Adding a new timesheet entry. Tabs at the top allow a quick view of the entire week. Or use the date field on the right to jump to a particular week.

  • The daily hours chart gives you a quick view of billable hours for the week.

  • You also get a grid view with totals for each day and task.

  • Produce timesheet charts by client, project, task, date range, and team member.

  • The job timer is available on every page and keeps track of your hours in real time.

Invoices

Quickly create professional looking invoices for your clients and send them via email. Create recurring invoices and invoices directly from timesheet entries.

Your clients can view their invoices securely without having to first login to their CreativePro Office account. If you have a PayPal account, your clients can also pay you while viewing their online invoice.

Or download your invoices as a PDF file and print professional looking paper invoices complete with your company logo.

  • Quickly create professional looking invoices for your clients and send them via email. Create recurring invoices and invoices directly from timesheet entries.

  • The auto-suggest invoice search feature will search invoice title, tag, client, and project.

  • Download your invoices as a PDF file and print professional looking paper invoices complete with your company logo.

Calendar

Share multiple calendars with your team or clients. Export calendars in iCal format, RSS, or pull them into your Google calendar account.

  • Project start & end dates, task dates, and personal entries. Drag events to change dates.

  • The calendar supports week and daily agenda views. Drag across cells to create or edit events.

  • Adding a new event.

  • You can create your own custom, color-coded calendars.

  • Export your calendars to PDF for printing or emailing.

File Manager

Share files with clients and team members. You can attach files to projects, tasks, invoices, expenses, or messages.

  • The main file manager view. Drag & drop files into folders and folders into other folders.

  • Drag & drop multiple files from your desktop to the file uploader.

  • View image files right in the application without downloading first.

  • The file manager widget is available in all screens so you can attach files to projects, tasks, invoices, or messages.

Mobile and Desktop Apps

Don't want to be tied to your browser? Track your time and manage your tasks from wherever you are right on your mobile iOS device.

The CreativePro Office desktop timer for Mac and Windows allows you to quickly enter time for your projects and tasks throughout the day without ever logging in to the web app.

These apps are all free for all CPO users.

  • Time tracker and task manager in the iPhone app.

  • Keep track of time for multiple projects or tasks with the desktop timer.

  • Adding a new timer to the desktop app.

  • Jump to a particular date to see time logged for that day.

Reports

See what's happening over time with finance, task, time-sheet, and team member productivity reports.

  • See what your cash flow is doing month to month and year to year.

  • Cash flow totals for the year.

  • Who are your most valuable clients?

  • View your data using several report formats to get a better picture of your business.

  • Export your reports in PDF format for printing or presentations.

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