How It Works

From signed up to seeing real data: about an hour.

Four steps. The longest one is adding your team — and that's mostly typing.

Step 01 · Setup

Add your team

Import your employees from a spreadsheet or add them one at a time. Set roles, reporting lines and project assignments. Invitations go out by email.

  • CSV import or one-by-one entry
  • Bulk role and project assignment
  • Email invites sent automatically
Add team members
12 people added · 4 pending invites
Ananya Reddy
Active
Karthik Sharma
Active
Vikram Joshi
Invited
Step 02 · Setup

Create projects & assign work

Add your active client projects. Break the work into issues. Assign owners and deadlines. No workflow configuration, no custom field setup — Taskly comes opinionated so you don't have to design a process.

  • Unlimited projects, unlimited issues
  • Pre-set issue types, no configuration
  • Drag-and-drop assignment
Aurora Bank · Project setup
18 issues · 4 owners · Due 14 June
API integration — payment gateway
In progress
Dashboard UI revamp
In progress
Load testing & QA
Pending
Step 03 · Daily

Employees submit daily reports

From day one, every employee gets a 6pm prompt: "What did you work on today?" They tag the project, the issues they touched, and submit. Under two minutes. Works the same whether they're in the office, working from home or sitting at a client site.

  • 6pm prompt, auto-saved as they type
  • Same flow for in-office and remote employees
  • Auto-reminders if they forget
  • Quietly flagged on your dashboard if missed
Today's report — Karthik Sharma
6:14 PM · Auto-saved
Aurora Bank · API integration
3 issues
Vertex Health · Bugfixing
2 issues
Code review · Pull #481
Done
Step 04 · Anytime

Owner reviews dashboard

By end of week one, you have real data. Open Taskly, see every employee's output, every project's status, every report filed or missed. One screen. No clicks needed for the basics.

  • Live utilisation number, updated daily
  • Project health at a glance
  • Per-employee trend lines, 90 days deep
Owner Dashboard · W47
12 employees · 4 projects · 67% utilisation
Ananya Reddy · 22 issues
Strong
Vikram Joshi · 9 issues
At risk
Priya Menon · 4 issues
At risk
Realistic timeline

What the first month looks like.

D1

Day 1

Account live. Team added. Projects loaded. Employees get their first 6pm reminder.

W1

Week 1

First full week of reports. You spot the first 2–3 patterns you weren't expecting.

M1

Month 1

You have a baseline utilisation number. Conversations with the team start changing.

Want to see step four before you do step one?

The demo is built around the dashboard. Fifteen minutes, with your team's structure loaded in.

Request a 15-min Demo