IT & SOFTWARE DEV WORKFLOW

IT & Software Dev

Streamline sprint planning, cloud infrastructure budget approvals, project workspaces, and developer workload management.

Proven Impact: 45% Reduction in Release Delays
Team & Project Workspaces
Digital Budget Approvals (NFA)
Task Tracking & Workload
IT & Software Dev Workflow
Step 1 of 5
STEP 1: INITIALIZATION

1. Register Company & Structure Dev Teams

Set up your tech enterprise in AUM Task. Create dedicated department workspaces for Frontend, Backend, DevOps, and QA teams with role-based access control.

Company Workspace Department Roles RBAC Permissions
Organization TechCorp Solutions Pvt Ltd
STEP 2: APPROVALS

2. Draft Cloud Budget & Architecture NFAs

Need AWS budget expansion or microservices RFC approval? Create a digital Note for Approval (NFA). Attach specs, assign CTO approval, and get instant decision.

NFA Workflows Digital Approvals Budget Approvals
NFA Title Q3 Cloud Infrastructure & Kubernetes Expansion
STEP 3: EXECUTION HUB

3. Launch Sprint Project & Backlog

Set up dedicated Project Workspaces for Sprint #42. Break down epics into actionable user stories, subtasks, priority tags, and release deadlines.

Project Workspaces Subtask Breakdown Sprint Milestones
API Gateway Optimization Completed by Lead Backend Dev
STEP 4: TEAM CAPACITY

4. Allocate Developer Workload & Daily Standups

Review real-time developer bandwidth in Team Workload to prevent burnout. Schedule daily standups in Meetings & auto-log MoM notes.

Direct Reports Overview Workload Stats Meetings & MoM
Alex Rivera (Lead Dev) 3 Tasks Assigned (85% Capacity)
STEP 5: DELIVERY

5. Execute Tasks & Deliver Code

Developers track daily priorities in Personal ToDos. Log code commits, verify checklists, and review live progress dashboards.

Personal ToDos Real-time Metrics Audit Logs
[x] Run Docker Integration Tests Passed 142/142 Unit Tests
BPO WORKFLOW

BPO & Outsourcing

Manage client campaign pods, shift roster approvals, high-volume queue tasks, and agent performance tracking.

Proven Impact: 60% Faster SLA Ticket Escalations
Team & Client Workspaces
Fast Escalation Approvals
Shift & Task Management
BPO Workflow
Step 1 of 5
STEP 1: INITIALIZATION

1. Setup BPO Org & Campaign Pods

Structure your BPO enterprise in AUM Task. Create client account pods (Inbound Support, Outbound Sales, Tech Desk) with team leads.

Company Workspace Campaign Pods Shift Roles
BPO Organization GlobalConnect Support Services
STEP 2: APPROVALS

2. Draft SLA Shift Adjustments & Refund NFAs

Submit emergency shift changes or high-value customer refund NFAs to Shift Managers for instant digital approval.

NFA Workflows SLA Escalations Manager Approval
Escalation Request Tier-3 Customer Account Credit Approval
STEP 3: EXECUTION HUB

3. Launch Campaign Queue & Project Targets

Set up project workspaces for weekly ticket resolution targets, script updates, and quality calibration milestones.

Campaign Projects Queue Workspaces Target Milestones
Daily Resolution Target 1,200 Inbound Tickets
STEP 4: TEAM CAPACITY

4. Allocate Agent Shifts & Team Workload

Monitor agent seat occupancy and ticket handling capacity in Team Workload. Prevent agent fatigue during peak volume hours.

Agent Capacity Direct Reports Overview Workload Stats
Morning Shift (Pod A) 35 Agents Active (90% Utilization)
STEP 5: DELIVERY

5. Execute Agent ToDos & QA Audits

Agents manage customer callback checklists in Personal ToDos while Quality Analysts perform real-time audit scorecard reviews.

Personal ToDos QA Audit Trail Live Performance
[x] Perform Tier-2 Priority Callbacks Completed 12/12 Calls
ACCOUNTANCY WORKFLOW

Accountancy & Finance

Streamline client ledger reviews, tax compliance approvals (NFA), invoice reconciliation, and team audit workloads.

Proven Impact: 75% Faster Financial Audit & Tax Filing
Client & Firm Workspaces
Tax & Expense Approvals
Audit & Deadline Checklists
Accountancy Workflow
Step 1 of 5
STEP 1: INITIALIZATION

1. Setup Accounting Firm & Client Accounts

Structure your accounting firm in AUM Task. Organize corporate accounts, tax clients, and audit teams into dedicated secure workspaces.

Firm Workspaces Client Portals Role-Based Access
Accounting Firm Apex Financial & Audit Advisors
STEP 2: APPROVALS

2. Issue Tax Filings & Refund NFAs

Submit tax return adjustments, client credit NFAs, and audit expense approvals directly to Senior Partners for digital approval.

Tax NFAs Partner Approval Audit Logs
Approval Document Q4 Corporate Tax Credit Filing
STEP 3: EXECUTION

3. Create Audit Projects & Tax Deadlines

Set up project workspaces for annual financial audits, GST/VAT filings, and quarterly balance sheet reconciliations.

Audit Boards Filing Deadlines Task Checklists
Ledger Reconciliation Completed 45/48 Bank Statements
STEP 4: TEAM CAPACITY

4. Balance Auditor Workload & Client Meetings

Review auditor assignment load across client portfolios in Team Workload. Schedule weekly tax review meetings with logged MoMs.

Auditor Workload Client Review MoM Workload Stats
Senior Auditor (R. Mehta) 6 Corporate Audits (85% Capacity)
STEP 5: DELIVERY

5. Execute Tax Returns & Deliver Audit Reports

Auditors manage final compliance ToDos while managing partners review verified audit logs and download stamped reports.

Personal ToDos Compliance Audit Trail Stamped Reports
[x] Upload Signed Form 16 & Tax Returns Submitted to Govt Portal
HEALTHCARE & MEDICAL WORKFLOW

Healthcare & Medical

Digitize clinical supply approvals (NFA), duty shift handovers, medical equipment maintenance, and staff compliance.

Proven Impact: 80% Faster Emergency Requisition Approvals
Hospital Wards & Department Workspaces
Emergency Supply Approvals
Staff Rosters & Duty Schedules
Healthcare & Medical Workflow
Step 1 of 5
STEP 1: INITIALIZATION

1. Setup Hospital Org & Clinical Units

Structure your hospital or clinic network in AUM Task. Organize ICU, Emergency, OPD, and Pharmacy departments with clear supervisor permissions.

Hospital Workspace Clinical Units Duty Roles
Hospital System CityCare Multispecialty Hospital
STEP 2: APPROVALS

2. Draft Medical Requisition & Equipment NFAs

Need urgent ICU ventilator spares or pharmacy restock? Draft a mobile NFA for CMO approval with real-time push notifications.

Emergency NFA CMO Approval Supply Audit Log
Requisition Item ICU Ventilator Sensor Replacement Parts
STEP 3: EXECUTION HUB

3. Manage Clinical Audit & Equipment Workspaces

Launch projects for NABH hospital accreditation, ICU equipment maintenance schedules, and department protocol updates.

Accreditation Boards Equipment Audits Protocol Checklists
ICU Oxygen Pipeline Inspection Certified Compliant by Safety Officer
STEP 4: TEAM CAPACITY

4. Balance Nursing & Doctor Shift Roster

Map staff availability across morning, evening, and night shifts in Team Workload. Schedule ward handover syncs and auto-record MoM.

Shift Capacity Ward Handover MoM Doctor Roster
Dr. R. Sharma (ICU Lead) Night Shift Roster (100% Coverage)
STEP 5: DELIVERY

5. Track Daily Ward Rounds & Compliance

Nurses and residents complete daily patient chart updates, medication checklists, and sanitation inspection ToDos on mobile.

Personal ToDos Patient Checklists Compliance Logs
[x] ICU Syringe Pump Calibration Check Verified by Lead Bio-engineer
CONSTRUCTION WORKFLOW

Construction & Real Estate

Track site construction milestones, material purchase approvals (NFA), contractor schedules, and site safety audits.

Proven Impact: 35% Reduction in Material Procurement Bottlenecks
Project & Site Workspaces
Material Purchase Approvals
Site Milestones & Safety Checklists
Construction Workflow
Step 1 of 5
STEP 1: INITIALIZATION

1. Register Developer Org & Construction Sites

Structure your real estate development company in AUM Task. Create dedicated project sites (Residential Towers, Commercial Hubs) with site engineers.

Company Workspace Site Workspaces Civil Roles
Developer Org Apex Infrastructure & Realty Ltd
STEP 2: APPROVALS

2. Draft On-Site Cement & Steel Purchase NFAs

Site Project Managers submit material purchase NFAs directly from their phones to HQ Project Directors for fast-track digital approval.

Mobile NFA Material Budget HQ Approval
Requisition Item 500 Tons TMT Steel Bars (Grade Fe550)
STEP 3: EXECUTION HUB

3. Track Structural Milestones & Contractor Schedule

Set up project workspaces for foundation pouring, slab casting, electrical layout, and exterior facade milestones.

Site Milestones Gantt Timeline Contractor Schedules
12th Floor Concrete Casting 100% Completed & Cured
STEP 4: TEAM CAPACITY

4. Allocate Contractor & Engineer Workload

Map contractor crew capacity in Team Workload. Schedule weekly site coordination meetings and record structural MoM notes.

Contractor Bandwidth Site Meetings Safety Sync
Civil Contractor Crew 45 Laborers Assigned (100% Deployed)
STEP 5: DELIVERY

5. Execute Field Checklists & Handover ToDos

Site engineers complete daily concrete cube testing and safety inspection ToDos on mobile with photos and GPS logs.

Personal ToDos Quality Inspection Field GPS Logs
[x] Concrete Cube Strength Test (7 Days) Passed Test (25 N/mm²)
EDUCATION WORKFLOW

Education & EdTech

Simplify academic approvals, curriculum updates, faculty workload distribution, and exam administration.

Proven Impact: 80% Time Saved on Academic Approvals
Department & Faculty Workspaces
Grant & Resource Approvals
Teaching Schedule & Exam Logs
Education Workflow
Step 1 of 5
STEP 1: INITIALIZATION

1. Setup Institution & Academic Departments

Configure your university or EdTech platform in AUM Task. Create dedicated department workspaces for Engineering, Business, Admissions, and IT.

Institution Workspace Faculty Departments Admin & Dean Roles
Institution Name State University of Technology
STEP 2: APPROVALS

2. Draft Curriculum Revisions & Research Grant NFAs

Faculty draft NFAs for lab equipment purchases, research grants, or symposium budget approvals for Dean & Registrar approval.

Academic NFA Dean Approval Grant Tracking
NFA Title AI & Data Science Lab GPU Server Requisition
STEP 3: EXECUTION HUB

3. Manage Exam Scheduling & Accreditation Projects

Launch projects for semester exam schedules, NIRF/NAAC accreditation documentation, and curriculum redesign milestones.

Accreditation Hub Exam Schedules Milestone Tracking
Question Paper Moderation Completed by Board of Studies
STEP 4: TEAM CAPACITY

4. Balance Faculty Teaching & Evaluation Workload

Distribute lecture hours, grading duties, and committee responsibilities evenly across professors. Log Academic Council MoMs.

Faculty Workload Academic Council MoM Workload Stats
Prof. S. Nair 14 Lecture Hours + 2 Lab Batches
STEP 5: DELIVERY

5. Execute Paper Grading & Result Publishing

Professors complete answer sheet grading ToDos while the Registrar reviews result publishing audit logs.

Personal ToDos Grading Audit Result Verification
[x] Grade CS-401 Algorithm Answer Scripts Completed 60/60 Papers
FAQ

Got questions? We have answers.

Have questions about features, pricing, or custom options? Find quick answers to the most common queries below.

What happens when I add a 6th user?

Upgrading is seamless! The moment you add a 6th team member, your workspace transitions to the Growing Teams plan. You will be billed ₹100/month for that 6th user (and any subsequent users), which instantly unlocks all premium features for your entire workspace.

What are the limits on the Free plan?

The Free plan is perfect for small teams of up to 5 members. It gives you basic, restricted access to task management, Notes for Approval (NFA), and integrated meetings. To get fully unlocked features and advanced analytics, you will need to add a 6th member to trigger the premium tier.

Is there a contract or lock-in?

Not at all. AUM Task is a flexible, month-to-month service. There are no long-term contracts, and you can cancel, pause, or adjust your team size at any time without hidden fees.

Do you support UPI / Indian payment methods?

Yes! We understand the importance of local payment options. We fully support UPI, RuPay, Net Banking, and all major Indian credit/debit cards for your subscription.

Are my files and project data secure?

Absolutely. AUM Task's project management software is built with strict role-based access control. Team members can only see the projects, tasks, and files they are specifically assigned to or CC'd on, ensuring complete privacy across your organization.

Do I need to download a separate app for meetings?

No, that is the beauty of AUM Task. Our platform integrates directly with Google Meet, allowing you to schedule, manage, and track your upcoming and previous syncs without ever switching tabs.

What is "Notes for Approval" (NFA)?

Notes for Approval is our dedicated workflow for formal sign-offs. Instead of relying on messy email threads, you can request, review, and track approvals directly within the platform, complete with clear acceptance and rejection metrics.

How does the Performance Analytics Dashboard work?

Our dashboard tracks your team's capacity and efficiency in real time. You get visual KPI cards for assigned, completed, and accepted work, alongside a cycle time breakdown (like First Response and Average Accept time) to help you spot bottlenecks instantly.

Can I easily find old project files?

Yes! The Attachments module automatically gathers files from all your tasks and to-dos into one centralized location. You can track original uploaders and download files without having to search through endless task threads.

What formatting options do Smart Notes support?

Smart Notes feature a powerful rich-text editor. You can instantly capture ideas, add headings, insert code blocks, build tables, and visually organize your workspace with customizable color-coded notes.

Is it difficult to migrate my team to AUM Task?

Not at all. AUM Task is designed for instant usability with a clean, unified project management system. You can invite your team members, set up your first project workspace, and start assigning tasks in just a few minutes.

What kind of customer support do you offer?

We offer dedicated support to ensure your team's workflows run smoothly. You can easily reach out to our team via the Contact section for any technical assistance, onboarding help, or custom requirements.

What is task management?

Task management is the process of creating, assigning, prioritizing, and tracking individual pieces of work so nothing falls through the cracks. AUM Task handles this with clear ownership, deadlines, and real time status updates across your whole team.

What is project management?

Project management is the practice of planning and overseeing a larger initiative, made up of many individual tasks, from start to finish. In simple terms, project management meaning covers timelines, ownership, and progress tracking, all of which AUM Task brings into one workspace.

Is AUM Task considered project management software?

Yes. AUM Task functions as full project management software, combining task assignment, project based organization, approvals, and team workload visibility, so you do not need separate software project management tools stitched together.

Does AUM Task use AI for project management?

Yes. AUM Task includes AI powered task descriptions that automatically improve clarity, one of several ways we are bringing ai project management and ai in project management capabilities directly into your daily workflow.

Is AUM Task also referred to as OM Task?

Yes! Many users search for or refer to AUM Task as OM Task due to phonetic pronunciation. Whether you know us as AUM Task or OM Task, you are in the right place! AUM Task is our official platform providing complete task management, workspace tracking, meetings, and Note for Approval (NFA) workflows.

How does AUM Task (OM Task) help teams organize daily work?

AUM Task (often searched as OM Task) organizes team productivity by bringing task assignment, project milestones, real-time video meetings, and official NFA document approvals under one unified login. With a free tier for up to 5 users, OM Task / AUM Task simplifies business operations without extra software costs.

Transform Your Industry Workflows with AUM Task

Empower your enterprise teams with tailored industry workspaces, seamless NFA approvals, and total workload visibility.

Get Started  →