Saving Mantra To-Do List Your Smart Business Task Manager
Juggle client calls, invoices, follow-ups, filings, and meetings—without dropping a ball. Create tasks, assign to teams, set reminders, and track progress on web or mobile. Integrated with CRM, Accounting, and Compliance.
Introduction
Saving Mantra To-Do List is a smart, mobile-friendly task manager designed for real business work— not just personal reminders. Keep owners, accountants, consultants, and team leads aligned so nothing falls through the cracks.
It goes beyond a checklist—connecting people, departments, and day-to-day operations under one digital roof.
Create Tasks in Seconds
Add personal or business tasks with due dates & priority.
- Assign to team members, departments, or partners
- Quick-add from mobile
Categorize by Project or Service
Organize work the way your business runs.
- Accounting, CRM, Compliance, Marketing, HR
- View by Client, Service Type, or Deadline
Set Reminders & Alerts
Never miss critical dates.
- Push/email notifications for due tasks
- Calendar sync for filings & meetings
Collaborate & Track Progress
Work together in context.
- Comments, @mentions, and file attachments
- Status: Pending → In-Progress → Completed
Automate Routine Workflows
Focus on outcomes, not admin.
- Recurring tasks: GST, payroll, reports
- Auto-generate tasks from CRM/Accounting/Compliance
Analyze & Improve
Make data-driven decisions.
- Pending vs. completed, completion rate
- Workload per user; identify bottlenecks
Key Benefits
1) Centralized Management
All activities—accounting, marketing, HR, client work—organized in one place.
2) Never Miss a Deadline
Real-time alerts for filings, follow-ups, and deliverables.
3) Team Collaboration
Assign, track, and update across your org with clarity.
4) Accountability
Clear owners, deadlines, and history with instant reports.
5) Linked Tools
Tasks auto-created from CRM leads, invoices, or compliance schedules.
6) Works for Everyone
Owners, CAs, agencies, freelancers, HR/Admin—simple & flexible.
Works for Every Type of Business
| Role | Example Use |
|---|---|
| Business Owner | Daily operational checklist |
| Accountant / CA | Tax, audit, and filing schedules |
| Marketing Agency | Campaign tasks & client deliverables |
| Freelancer | Project milestone tracking |
| HR / Admin | Employee onboarding or attendance reviews |
Additional Features
Mobile & Web
Stay in sync, anywhere.
Priority & Labels
Focus on what matters.
Comments & Files
Work in context.
Reminders
Never miss tasks.
Calendar Sync
Auto-block key dates.
Recurring Tasks
Monthly GST, payroll, reports.
Roles & Permissions
Right access, right time.
Productivity Analytics
Track completion & workloads.
Ecosystem Integration
CRM, Accounting, Compliance.
🎥 Organize Your Day, Grow Your Business — Explainer
Storyboard: chaos → add tasks → team updates → dashboard shows 100% compliance.
Why Choose Saving Mantra To-Do List
- Built for real-world business operations, not just personal tasks
- Integrates with CRM, Accounting, Network, and Advisors
- Simple, intuitive, and mobile-ready
- Keeps your team accountable, organized, and goal-focused
Ready to Plan, Track, and Finish?
Request a live demo or talk to a specialist.