How to use: Print button gives a clean copy of the tab you are on. pick a section, open “What to do” for the SOP steps, then set Status, Owner, Due date and Notes. Press 💾 Save (top right) when you finish; every change also saves by itself as you go, and everyone with the link sees it live. Use “Add task” at the bottom for anything new. Every task and record has an Attachments box: attach Excel, Word, PDF or any file (up to 5 MB each) so directors can open it right there. Attached files are also saved in the company folder on the server for that section. Do not type passwords or bank login details here.
Payment reminders: maker and checker must be different people; verify bank-detail changes independently; RTGS is generally for ₹2,00,000 and above; too many wrong bank passwords will lock the account.