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Day View is the default view when you open My Calendar.
Team members manually type their punched hours in the job detail drawer. The app does not auto-track time.
Yes — the punch hours field accepts decimal values.
Budget hours are set during slot creation. They represent the planned/estimated hours for that job per occurrence.
No. Once punch hours are saved, the entry is locked and cannot be edited. Enter the correct hours before clicking Save.
The job remains Pending and appears in the Overdues section the next day.
Next calendar day — when the slot fires again, the previous Pending job appears under Overdue.
Yes — team members can change status at any time. Jobs are not locked to a specific date.
Yes — the comment field in the detail drawer is independent of the status dropdown.
Admins and owners see all comments via the Team Calendar job detail drawer. Team members see their own comments and any replies left by an admin or owner.
Opens the Job List Link — the primary work file URL set in the slot (e.g. a Google Sheet, government portal, or client tool).
Yes — they can navigate forward using the period arrows to see future weeks/months.
Overview of annual workload pattern — useful for planning or reviewing the full year's job schedule at a glance.
Jobs are listed in alphabetical order by job name.
No automatic notification. Admin must check Team Calendar manually and look for Issue-status jobs or filter via the stats bar.
Team members can change the status during the same calendar day only. Once the day changes, the job status is locked and cannot be updated.
Yes — slots still appear. There is no automated leave management feature and no current plans to add one. The expectation is that team members complete work in advance, ask a colleague to cover (with admin reassigning slots), or complete it on their return. A team member transfer feature is planned for a future release.
"No job scheduled today contact admin or owner."
My Calendar = personal view of your upcoming and current jobs.
Time Sheet = hours record of completed work — what was done and how long it took. Admins see all team members' hours; team members see only their own.
Both. Admins see all team members' punched hours across any period. Team members see only their own punched hours.
No. The Time Sheet is read-only for all users. Hours can only be entered by the team member themselves from My Calendar, and only before saving.
For admins: shows all team members' punched hours. For team members: shows their own hours only.
Yes — three filter options are available: a Team Member dropdown, a Job filter, and a Search bar for keyword lookup.
No. There is no export feature. For payroll, review the hours directly in Month view and note them manually.
It displays total hours punched across all days in the selected period — not just the current day.
Admin and Owner (the managing partner). Team Calendar is the primary morning review screen for checking team work status. Team members can also view it, but cannot edit jobs from here.
Issue jobs appear in the Issues counter on the stats bar at the top of Team Calendar and Time Sheet. Click the Issues card to instantly filter to all issue-flagged jobs.
Yes — admin can click any job to open the detail drawer and add a comment. The team member will see it on their next login.
No. Admins cannot change a job's status from Team Calendar. Only the assigned team member can update their own job status.
Both — the search bar placeholder text reads "Search by job or member..."
Flat linear list of all team jobs — better for scanning when many jobs overlap in the calendar grid, or for quickly reviewing status across the whole team.
Refresh required. If a team member changes a job status or adds a comment, you need to refresh the page to see the latest updates.
Open Team Calendar → check Overdue and Issue counts in stats bar → click to filter → review blocked jobs → add comments or take action → check all members are active. This is typically a 5-minute morning review.
Yes — the stats bar cards (Overdue, Issues) act as clickable filters. Click either to instantly show only those jobs.
Yes — each assigned member gets their own independent job instance in their My Calendar.
Quick access to frequently used tools, government portals, internal SOPs, and reference documents — both firm-wide tools and role-specific resources.
Both. Admin can set quick links to be visible to the entire team (org-wide) or to specific team members only.
STANDARD means the link has been set to be visible to all team members across the organisation — it is a shared, org-wide resource.
No — Quick Links are admin-managed via Manage Quick Links. Team members have read-only access.
No limit.
Quick Links = tools used across all work (government portals, SOPs, shared templates).
Job List Link (in a slot) = the specific work file for that recurring slot only (e.g. a specific client's GST sheet).
Groups cannot be reordered — they appear in the order they were created. However, groups can be renamed at any time via Manage Quick Links. Use a number prefix (e.g. "01 - GST Portals") to control display order.
Via Manage Quick Links — admin finds the relevant group, edits the link URL directly. The change takes effect immediately for all users who have access to that link.
There are no restrictions on how you define them. We suggest creating one per service you offer and one per back-office operation. Think of a category as a service or workflow area — the jobs within it are the individual steps. For example: Category = "GST Filing", Jobs within = "GST Data Collection", "GST Reconciliation", "GST Filing".
Yes — Team Calendar has a Category dropdown filter that uses these categories. You can filter to see all jobs of one type (e.g. all GST Filing jobs across the team).
No — one category per slot only.
Jobs, Days, and Time are usage stats from slot activity. Revenue is entered manually by you in your own tracking tool — TidySlot displays what you input. Estimated Cost is calculated from each team member's hourly rate multiplied by their logged time on jobs in that category.
Jobs continue to run normally — they just display without a category label. No job history or time sheet data is affected.
Suggested: GST · Income Tax · Audit · ROC/Companies Act · TDS · Accounts/Bookkeeping · Advisory/Consultation · Internal/Admin. Start with these and add only when a genuinely new service area is needed.
Categories are sorted alphabetically. To control the display order, use a number prefix: "01-GST", "02-Income Tax", "03-Audit". This also communicates workflow sequence to your team.
Purely visual — but it's useful for communicating meaning. For example, use green for revenue-generating services, grey for internal/admin work, or any colour-coding convention that works for your organisation.
No limit. That said, 8–12 well-named categories is enough for most CA firms.
Same feature — the sidebar label and page heading say "Time Slot"; the URL path uses "time-blocker". Both refer to the same module.
The slot name is required. Category is recommended but may be optional. Member assignment and URLs are done in separate steps after creation.
Yes — multiple members can be assigned to one slot. Each gets their own independent job instance.
1. Click Add — enter name and category.
2. Use "Assign Team Members" icon to add members.
3. Use "Block Days" icon → select member → set Recurring Pattern (dates/days).
The slot then fires automatically on the selected dates.
Daily, Weekly, Monthly, Quarterly, Yearly.
Yes — the date grid in the Recurring Pattern modal lets admin select any combination of dates from 1–31.
Slots recur indefinitely — there is no built-in end date. This is by design. Admins can archive or delete a slot at any time to stop future occurrences.
Yes — Block Days is where admin selects which dates/days a slot fires for a specific team member, via the Recurring Pattern modal.
Assign Team Members = who works this slot.
Block Days = when the slot fires (sets the recurring schedule).
These are two separate actions on the same slot — you must do both for a slot to appear on a team member's calendar.
Yes — slots fire on all selected dates regardless of Week Off settings. The Week Off setting is informational. Team members are expected to be proactive and review days off as well, or complete the work in advance.
Yes — there is no public holiday calendar in TidySlot. Slots fire on all selected dates regardless of holidays. Plan your slot schedules accounting for holidays manually via Block Days.
Stops all future job instances from appearing in team members' calendars. Historical time sheet records are fully preserved. Use Archive (not Delete) when a slot is no longer active.
Yes — go to the archived list and click Restore to reactivate the slot and resume future occurrences.
Deleted = all history is permanently erased. Past time sheet entries are deleted because deleting signals the slot was created by mistake. If you want to retain the time sheet records, use Archive instead of Delete.
Yes — changing the URL does not affect any past job records.
Yes — changing the assigned team member does not affect past records.
Any URL — Google Sheets, Fusebase, Excel Online, any web-based tool. TidySlot is fully link-agnostic.
Any URL — Google Docs, Slides, Fusebase pages, Loom videos, PDFs, any web URL. Same link-agnostic design.
Yes — a slot can be created with just a name and a schedule. URLs can be added later by editing the slot.
No limit.
A job list is the file where your actual client work lives — a Google Sheet, Notion database, Airtable table, or any web-based tool where you track which clients are at which stage. The Job List Link in a TidySlot slot points your team member directly to this file when their job appears on their calendar. Without it, the slot is just a reminder. With it, the slot is a one-click entry into the work.
Every firm's work falls into four types:
Type 1 — Recurring Client Services: Monthly GST, quarterly TDS, annual ITR — services delivered to clients on a fixed cycle.
Type 2 — Recurring Backend Operations: Billing, payroll, team training, social media — internal operations that repeat on a schedule.
Type 3 — Software-Linked Reviews: Court date checks, government portal monitoring, GSTN filings — jobs where the "list" is a software dashboard, not a spreadsheet.
Type 4 — Non-Recurring Jobs: One-off client requests and internal tasks captured as they arise.
One list per service. Within each list: rows = clients, columns = time periods (months or quarters depending on the service cycle), cells = service-specific status dropdowns. Create a new tab each financial year — the file URL stays the same, so your TidySlot slot link never needs updating. Adding a new client means adding a new row only — no changes in TidySlot.
One list per service — always. Combining services into a single sheet defeats the purpose of one-click access and makes status tracking meaningless. Each service has different stage dropdowns, different cycle lengths, and often different team members. Keeping them separate is what makes the Job List Link useful.
Use the same file — add a new tab for the new financial year. The file URL stays constant, so the Job List Link in your TidySlot slot never needs to be updated. This is by design: the slot points to the file, not to a specific tab.
No — TidySlot works with any tool that has a URL. Google Sheets, Notion, Airtable, ClickUp, Monday.com, Zoho Sheet, Excel Online, government portals, or any custom web-based software. The Job List Link field accepts any valid web URL. The team member clicks — the browser opens whatever is at that link.
Always use service-specific stages — they show your team exactly where the work is and what comes next. A GST return list uses stages like Data Received → Reconciliation → Filed → Acknowledgement. A bookkeeping list uses Data Pending → Purchase Entries → Bank Reconciliation → Finalized. Generic "Pending / Done" tells you nothing useful about where a client's work is stuck.
Two roles work the non-recurring list:
The Adder (client-facing team member or admin) captures a new job the moment it comes in — they have a Quick Link to the sheet and add a row immediately. The job waits.
The Doer (executor) has a daily recurring TidySlot slot that opens the same sheet filtered to their name. They review and work through pending jobs at a fixed structured time each day — not whenever a new job appears. This prevents mid-session interruptions: the event is captured immediately, but the work happens at the right time.
The direct URL of the exact file the team member needs to open to begin work — for example, the URL of your GST Returns sheet for GST slots, or your TDS tracking Notion page for TDS slots. Not a folder, not a dashboard, not a homepage. The link should open the work directly — that is the whole point.
Yes — the Help Centre provides pre-built Excel templates for CA firms, CS firms, service businesses, and law firms. Each template includes all four job types, sample client data, and service-specific status dropdowns pre-configured.
Create categories in Manage Quick Links → set visibility (all members or specific members) → add relevant links under each category → links appear in My Quick Links for the relevant team members.
Yes — link visibility can be set per group or per link (org-wide or specific team members only).
No bulk import — links must be added one at a time.
Deleting a group removes it and all its links immediately from My Quick Links for all affected team members.
Suggested: Staff Resources · Government Portals (GST portal, Income Tax, MCA) · Client Tools · Firm SOPs · Learning & Updates.
Admin: Full access to the Manage section (Categories, Time Slot, Quick Links, Team, Settings).
Team Member: Personal section only (My Calendar, Time Sheet, Team Calendar, My Quick Links).
Yes — multiple admins are supported. All admins have the same management access.
Yes — admins can be assigned slots and their jobs appear in My Calendar just like any team member.
Slots remain assigned but the member cannot log in to complete them. Past job records and time sheet data are fully preserved.
No — past job records and time sheet data remain intact.
Yes — when restored, the team member regains login access and all their previous slot assignments automatically reappear on their calendar. No need to reassign slots.
An email invitation with a link to set their password and join the organisation.
No — invitations cannot be resent once sent. If needed, revoke or remove the entry and send a fresh invitation.
No limit.
Yes — roles can be changed at any time via the Edit button on the team member's row.
The number of Time Slots currently assigned to that team member.
Full name, email address, and role (Owner / Admin / Team Member).
Yes — slots still fire on Week Off days. The Week Off setting is informational only and does not block slot scheduling.
Used in Time Sheet for utilization calculations — e.g. hours punched vs. monthly target.
No — there is no public holiday calendar. The system does not consider public holidays. Manage holiday scheduling manually via Block Days in each slot.
No — Settings are org-wide. Week off days apply to the entire organisation, not individual members.
No — settings changes have no impact on past data. Only future calculations and views are affected.
No — email addresses cannot be changed within TidySlot. To use a different email, ask your admin to invite you with the new email and revoke the old account.
No — display names cannot be changed directly. Contact your admin if your name needs to be updated.
On the login screen, click the "Forgot Password" link. Enter your email address. You will receive a reset link in your inbox to set a new password.
It appears in the top navigation bar of the app — it's how your organisation's name is displayed throughout TidySlot.
No — admins cannot change team members' passwords. Each user manages their own password from My Account. If forgotten, use the "Forgot Password" link on the login screen.
No data export is available before deletion.
Requires contacting support (same as account deletion, which is gated). Email support@tidyslot.com.
Go to My Account → scroll to the bottom → click "Delete this Account". A tooltip will prompt you to contact support at support@tidyslot.com to complete the deletion. This step prevents accidental removal.
My Calendar — that is the default landing screen after login.
The empty state shows: "No job scheduled kindly contact admin." No automatic setup wizard — the admin must create slots and assign them.
Recommended: Settings (financial year, week off) → Categories → Team (invite members) → Time Slots (create slots, assign members, block days).
30 minutes — assuming job list sheets are already prepared before setup begins.
Yes — setup does not need to follow a strict order. Create slots first, invite members later, or complete setup across multiple sessions. There is no time-limited wizard.
Yes — create categories today, add team members tomorrow, set up slots later. Everything saves automatically.
Password reset email: ✅ Yes.
Signup email: ✅ Yes.
Slot-fire notifications: ❌ No — slots appear on calendar automatically without email alerts.
No — there is no in-app notification system in TidySlot.
No alert. Admin must check Team Calendar manually and filter by Issues.
No notification. Overdues are visible on the stats bar when admin opens Team Calendar or Time Sheet.
No — there is no daily summary email feature in the current app.
No — there is no email reminder when a slot fires. The team member must log in to TidySlot to see their scheduled jobs.
Yes — each device session is independent. Multiple users can be logged in at the same time without any conflict.
No — TidySlot requires internet access. There is no offline capability.
TidySlot just opens the URL. If the file is deleted or the link is broken, the browser shows its own error — TidySlot has no way to detect this. This is by design (link-agnostic).
TidySlot shows an "email already registered" error.
Yes — two slots can have the same name. There is no duplicate name check.
Both slots appear on the calendar with no conflict warning. TidySlot shows hours (not specific times), so overlaps are displayed but not flagged.
No — there is no undo function. Deletion is permanent. Use Archive instead of Delete for slots when in doubt.
The sheet opens in a new browser tab and prompts the team member to sign in to Google. The team member must have access to the sheet independently of TidySlot.
They are redirected to the My Account page with an access denied message.