RISE – Ultimate Project Manager & CRM
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RISE is excellent project management and CRM software to enhance productivity and customer satisfaction. You can easily manage your projects, clients, teams and many more in the same place. It includes everything to run your business effectively.
We are updating the RISE regularly based on thousands of customer feedback. As a result, we’ve built such a beautiful, user friendly, easy to use and flexible software! You can download the full source code and install it in your server.
Table of Contents
Add unlimited projects and tasks. Assign tasks to your team members, truck time spent on each project and tasks and send invoices to your customers. Setup milestones, see auto calculated project progression and meet the deadlines. Collaborate with your team members and get feedback from your clients.
Followup work progression more clearly. Assign tasks to your team members and monitor the statuses. Team members can comment and attach files on the tasks. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Add check lists and labels for better understanding.
Create recurring tasks automatically on your scheduled days. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.
Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.
Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.
Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices. Change the invoice color and logo to match with your brand. Set custom footer in the pdf for additional information.
Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
It support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.
Send good looking proposals to your customers and leads and get more work.
Do contracts with your customers and deliver hassle free work.
Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients.
You can allow your clients to use the client portal. Each clients will get individual dashboard to see their projects, invoices and other information. Let your clients followup the projects and get feedback instantly. Set permissions for the clients to limit their access.
Chat with customers
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
Chat with team members
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management more faster.
Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.
Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
Share ideas and documents with your team members. Add essential links and news to improve your team growth.
Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.
Personal todo list
Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.
Get real time notifications in your browser using pusher.
Add extra layer of security by adding google reCaptcha in all login forms.
Integrate google drive
You can use google drive as a alternative storage. All files you upload using the application will be stored in google drive.
Add multiple dashboard using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to include third party embedded widgets like as weather widget.
Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features.
Multi language support
Translate the application to multiple languages by changing single file. Check the sample files for the translation in GitHub.
Get the details about team members activities in different projects. Monitor everything what your team members doing and stay up to date.
Custom email templates
Update all email templates and add your custom design and content. Easily change the text from editor or full source code.
Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.
Add your custom css and change the design. Use different color pattern or copy any color plate to make your own.
Installation is very simple and you can install the updates with a single click from Settings>Updates page.
RISE build by Codeigniter 4. It’s fast and easy to use. All UI designed to give you a quick navigation. We described a few of RISE here. There are many more in the demo…
Please send an email from the Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
The demo gets reset every 6 hours.
Email: [email protected]
Email: [email protected]
Important: Before upgrade, please keep a backup of your database and follow the instructions on Settings>Updates page.
Version 3.2.2 – 23 June, 2022
[Fixed] Bug on timesheet edit [Fixed] Mini left menu design issue [Fixed] Large text issue on proposal and contract [Fixed] Invoice overview widget currency format not working
Version 3.2.1 – 16 June, 2022
[Fixed] Default language is not working [Fixed] Error in team members left menu [Fixed] Task status order is incorrect in the tasks overview widget [Fixed] Income vs expenses widget tool tip [Fixed] Timesheet total is incorrect
Version 3.2 – 15 June, 2022
[Added] Same client contact can be added to multiple clients. [Added] New module for reminders. [Added] Invoice overview widget. [Added] All tasks overview widget. [Added] Team members overview widget. [Added] Last announcement overview widget. [Added] Projects overview widget. [Added] Next reminder widget. [Added] Option to add new templates for different languages. [Added] Send email notification based on user language for available templates. [Added] Plugin hooks in files. [Added] Show total after discount in the invoice, estimate, order, proposal and contract. [Added] Embeded form for lead collection from external websites. [Added] Option to set response type after lead form submission. [Added] Option to create internal project. [Added] New email template for payment confirmation which are added by team members. [Added] Option to use multi language in the custom fields. [Added] Option to use multi language in the left menu. [Added] Estimate sent statistics chart [Added] New variables in the email notification templates. [Added] Option to select client account type. [Added] New option in gender "Other". [Added] A print button in estimate preview. [Updated] Don't close modal when clicking on outside. [Updated] Income vs expenses widget. [Updated] Ticket status widget. [Updated] Timesheet edit permission. [Updated] Re-design default dashboard. [Updated] Copy the sub tasks also when create the recurring tasks. [Updated] Copy the sub task's checklists when clone any task. [Updated] Client should not be able to add project file categories. [Updated] Some UI design improvement. [Updated] Upgrade codeigniter to 4.1.9 [Updated] Serverside datatable for clients, client contacts, leads, tasks and tickets. [Updated] Copy project settings when clone any project. [Updated] Show attached files of contract to clients. [Fixed] Task view time log for clients. [Fixed] Don't print useless text in estimate request table. [Fixed] Bug on task checklist templates and groups. [Fixed] Custom field issue in team member's expense. [Fixed] Contract and proposal initial serial number setting is not working. [Fixed] Bug on the store page. [Fixed] Error in file preview. [Fixed] Bug in tickets. [Fixed] Labels are not working if there is any comma. [Fixed] Accept contract by public URL not working. [Fixed] Item selection issue from estimate/invoice/order etc. [Fixed] Line break isn't working in activity logs [Fixed] Client import is not working in php 8.1.5 [Fixed] Invoice tab in client portal. [Fixed] Ticket sorting is not working. [Fixed] Contract clone is not working.
Version 3.1 – 15 February, 2022
[Added] Copy paste screenshots in comments. [Added] Task priority settings. [Added] Item import functionality. [Added] Leave import functionality. [Added] Expense import functionality. [Added] Task import functionality. [Added] In the project files add new modal, add option to select custom fields. [Added] Show tasks count in the kanban columns. [Added] Option to set default custom dashboard for all members. [Added] Checklist group settings settings to set any group of check list and select the group in task checklist creation. [Added] Option to upload image in help/knowledge base article. [Added] Some plugins hooks. [Added] Added multiple instances support on plugin hooks. [Added] Some improvements in UI. [Added] Option to attach files in leave application. [Added] Upgrade to CI latest version (v4.1.8) [Added] Show task ID, project and client title on kanban based on settings. [Added] Multi company settings for invoice/estimate/orders etc. [Added] Checkout button in store page. [Added] Show last 10 incoming conversations in top bar message icon notification list. [Added] Receiver user's name variable in the email template. [Added] Summary reports of payments. [Added] New role permission in project. [Added] Option to duplicate any expense. [Added] Usability improvements in payments. [Added] On checklist add new modal, show save & add more button like as task modal. [Added] Option to choose custom color. [Updated] Show pdf preview using iframe instead of google preview. [Updated] Show total after discount in invoice/estimate. [Fixed] Bug on unread messages badge on left menu. [Fixed] Don't show inactive members in Latest online team members widget. [Fixed] Bug on tasks kanban. [Fixed] Hide milestones dropdown on client portal based on permission. [Fixed] Validate date when import any custom field or any date.
Version 3.0.1 – 26 November, 2021
[Fixed] Notifications are not working.
Version 3.0 – 23 November, 2021
[Added] New option to remove specific task statuses from specific projects. [Added] New option to open the estimate publicly. [Added] New template variables to show signature info in contract. [Added] Staff can sign contract. [Added] New role permission to give a team member access to specific client groups. [Added] Variables to use the custom fields in the contract and proposals. [Added] Plugin hook inside head tag [Added] Plugin hooks for notifications [Added] Plugin hooks signup page extension [Added] Plugin hooks after sign in [Added] Plugin hooks for before sign out [Added] Plugin hook in dashboard [Added] Custom field filter in timesheet summary page [Added] Voting system to knowledgeable article view [Added] Input order quantity by text box from the cart [Added] New option to delete batch files in projects. [Added] Files in events [Updated] After making task done or stop timer it should stay on same page. [Fixed] Bug on left menu [Fixed] Ticket creator notification problem. [Fixed] Bug on custom fields [Fixed] Error in task notification. [Fixed] Email bcc option on invoice should work when sending the recurring invoice via cron job [Fixed] Open in google calendar not working for custom calendars [Fixed] Signature upload not working with drive [Fixed] When adding contact, it shows infinity loader. [Fixed] Expenses monthly filter is not working [Fixed] Invoice tab is showing in projects even if not permitted [Fixed] Google event link open is not working. [Fixed] Bug on file editing. [Fixed] Fix title of notification for public estimate, contract and proposal [Fixed] Don't show removed users in notification recipient list in the settings. [Fixed] Invoice value is not showing [Fixed] Default template changing is not working in contract. [Fixed] Error in firefox [Fixed] Bug in leads sorting [Fixed] Bug in RTL UI [Fixed] Fix some responsive issues [Fixed] Site logo can't be larger.
Version 2.9.2 – 5 October, 2021
[Added] Plugin hook to show a view inside layout. [Added] Plugin hook for Insert/Update/Delete operations. [Added] Show category in project file edit modal. [Updated] Parent task can't be marked as done if there is any sub task which is not done yet. [Fixed] Client and leads notes should be editable by the users who has access. [Fixed] Payment methods are showing on invoices even that are not enabled. [Fixed] Custom field rich textbox not rendered correctly. [Fixed] Don't show the invoices tab in project details page if the invoice module is disabled.
Version 2.9.1 – 28 September, 2021
[Fixed] Notification not working. [Fixed] Completed tasks deadline should not be red.
Version 2.9 – 24 September, 2021
[Added] Contract module [Added] New option to easily access tickets from the list view [Added] Color picker to select different color settings [Added] Sorting option in payment methods [Added] In tasks quick filter list, add new option for recurring tasks [Added] Option to download expenses files from the list view [Added] Show project wise invoices tab in client portal [Added] Show role select option when invite any team member [Added] New filter option to show sub tasks from parent task [Added] Users should be able to upload files during order [Added] New settings option to show/hide custom fields in tasks kanban view [Added] Show custom field filter on kanban view [Added] Show page title based on active view [Added] Show start date and deadline in task kanban view [Added] Show sub tasks progress bar in parent task details page [Added] Show the task url in browser address when opening task details modal [Added] Signed date for all kinds of e-signing [Updated] Improve client creation process [Updated] Upgrade codeigniter to v4.1.3 [Updated] Upgrade to Bootstrap v5.1.0 [Updated] Some UI imporovements [Fixed] Bug on estimate custom fields [Fixed] Project files custom fields are not visible in table [Fixed] Tasks count widget in dashboard [Fixed] Can't update the lead contact info [Fixed] Invoice reminders issue [Fixed] Can't add large text on pages
Version 2.8 – 05 August, 2021
[Added] Plugin support for RISE. [Added] Implement proposals module. [Added] Add clients overview page. [Added] Option to copy the task comments link. [Added] Option to pin/unpin important task comments. [Added] Time type custom field. [Added] Option to filter by select type custom fields. [Added] Estimate comments option and settings to enable/disable the comments. [Added] RTL option in user preference. [Added] Option to add notes inside tickets. [Added] Categories for files. [Added] Option to share announcements with different customer groups. [Added] Option for clients to assign tasks to others. [Added] Expenses summary. [Added] Add batch edit option for tickets. [Added] Show the company email address in invoice, estimate and proposal. [Added] Option to create project from orders. [Added] New widget to see total numbers of leads. [Added] Option to show only own estimates which are created by the user. [Added] New permission to access Timeline. [Added] Whatsapp in social links and remove google plus. [Added] Settings to show tickets tab in projects if anyone enable project reference in tickets. [Added] New permission to edit salary info for team members. [Added] New option to select/un-select all project files at a time. [Added] Conversion rate settings and show the reports of multi currency after conversion. [Added] New sort field in Knowledge base/help articles. [Added] In email template title, support necessary variables. [Added] Custom field support for project files. [Added] New settings page to to assign roles easily. [Added] New notification for manual payment. [Added] Support to use database prefix. [Added] Checklist templates for tasks. [Added] Option to filter clients own tasks. [Added] New configs to fix notification error. [Added] New email template for project completed notification. [Added] Show left menu and login top-bar in internal pages. [Added] Show lead created at field in the list and filter by date range. [Added] New option in task status setting to hide the column from kanban view. [Added] New permission to manage settings team members and roles. [Added] Signature option on estimate acceptation. [Added] Option add project, project members and tasks one after one. [Added] Settings to add lead from public form. [Added] Option to check mark tasks by clients. [Updated] Left menu re-arranged. [Updated] Settings menu re-arranged. [Updated] Moved add item button after the items list for invoice, estimate and order. [Updated] Full screen modal for the page add/edit modal. [Updated] Timecard note is visible in the timecard list view. [Updated] Setup built in left menu settings. [Updated] For admin, show all projects count in dashboard. [Updated] Don't add duplicate left menu item for parent menu. [Updated] New option in IMAP settings. [Updated] Show note in the timesheets list. [Updated] Upgrade to Bootstrap v5.0.1. [Updated] Password field should not be required in add new team member modal if email detail is not check marked. [Updated] Separated the General settings and add Localization settings. [Updated] Events end date is optional. [Fixed] Decimal separator as comma error. [Fixed] Google calendar events gets duplicated. [Fixed] Google drive attachment in email is not working. [Fixed] Fix error handling for CI4. [Fixed] Broken content issue IMAP tickets. [Fixed] Error in invoice total. [Fixed] Sticky note save not working if anyone close browser after editing. [Fixed] Notification issue for public estimate request. [Fixed] Large image preview is not working in Firefox. [Fixed] Project task finished notification not working. [Fixed] User gets logged out on after online payment. [Fixed] Bug in event when saving for clients. [Fixed] Bug in left menu scrolling. [Fixed] Bug in viewing client/lead notes. [Fixed] Custom pages shows 404. [Fixed] XSS security issue. [Fixed] Client/lead option is not available for estimate cloning. [Fixed] Tooltip on editor is not working correctly. [Fixed] Push notifications not working in android. [Fixed] Footer in dark mode shows white.
Version 2.7.1 – 14 April, 2021
[Updated] Save the left menu state in browser cookies [Fixed] Some style issues [Fixed] Non required custom fields are showing as required [Fixed] Custom field is not working in orders [Fixed] Error on clients import [Fixed] Left menu scroll issue on mobile [Fixed] Tasks deadline filter is not working in tasks page [Fixed] User can't apply for leave for multiple days [Fixed] Number of decimal settings not working when saved as 0 [Fixed] Quick action button missing in mobile
Version 2.7 – 29 March, 2021
[Added] Dark mode theme. [Updated] Upgraded to Codeigniter 4 from Codeigniter 3. [Updated] Upgraded to Bootstrap 5 from Bootstrap 3. [Updated] Removed fontawesome icons and added feathericons. [Updated] Updated some js plugins. [Updated] Updated UI. [Updated] Updated UI. [Updated]IMAP should support username. [Updated] Show end date from milestone in gantt. [Updated] Show estimate accept/reject option even that are not sent. [Fixed] Estimate initial id save not working. [Fixed] Client filter not saving. [Fixed] Store items shows based on client currency instead of system currency. [Fixed] Upgrade stripe integration. [Fixed] Ticket type is missing in embed ticket form. [Fixed] Can't see parent task reference in the sub tasks. [Fixed] All members are not receiving ticket notifications if there is any assignee in ticket. [Fixed] Bug in google drive integration
Version 2.6.2 – 29 March, 2021
[Added] Added new update page for 2.7
Version 2.6.1 – 17 November, 2020
[Added] Add item categories and category wise filter in sales/store. [Added] Custom field support for clients and leads import [Added] Admin should be able to change the owner of the clients. [Added] Add a new white color template [Added] Open tickets list widget [Added] Add settings to create recurring tasks before x days of start date [Added] Added option to update logo and avatar without crop [Added] When google calendar is enabled, show a link in the events [Added] Read only option for client access permission [Added] Embedded form to get external tickets [Added] New permission on tickets to show assigned tickets only [Updated] Retry 10 times before set the unauthorized status on imap when trying from cron [Fixed] Bug on client custom dashboard page when clients add widget [Fixed] Don't show the shared events to anyone if the user is inactive [Fixed] Search doesn't work in lead kanban page [Fixed] Old date editing resulted as wrong time because of daylight saving on timezone [Fixed] Client registration bug [Fixed] Ticket creation notification to creator is not working for non-registered emails. [Fixed] Don't show 'status_changed_at' in activity logs [Fixed] Slack notification doesn't contains links [Fixed] Error in projects list filtering
Version 2.6 – 12 October, 2020
[Added] Orders and store module [Added] Paytm payment gateway [Added] Added some predefined filters in clients list page [Added] Added new role permission for lead and client access [Added] Added auto reply option on new tickets [Added] Added a dashboard widget for admin and show who is working on which projects [Added] Show total time spent on task details page [Added] Team member and milestone wise filter in gantt view [Added] Added Some predefined filters in tasks [Added] reCaptcha on public estimate form [Added] Show client contacts list in send invoice cc option. [Added] Added client contacts as collaborator in task when they are available in projects [Added] Filter by labels in events [Added] Added new option to ticket creation notification to send the notification to the ticket creator [Added] New option to upload the company logo and favicon directly without crop [Updated] Show sub tasks in gantt view as a child of main task [Updated] Event calendar fit with window height [Updated] Newly created recurring tasks should be on todo even the main task status is done [Updated] Update pusher to latest version [Updated] Team members should not be able to delete file which are not added by them [Updated] Changed the task details page UI [Updated] Some responsive UI [Updated] In gantt, don't show the end date from milestones [Fixed] Can't send message to user in old php version [Fixed] Fixed some email parsing problems for imap [Fixed] Fixed disables module visibility in topbar [Fixed] Project start date is not showing in event calendar [Fixed] Can't remove last label/collaborator in task dropdown editor [Fixed] Search by label on kanban view is not working [Fixed] After costumer reply, the tickets should show the "Client replied" status [Fixed] Don't show project comments in the activity log in client side
Version 2.5 – 01 August, 2020
[Added] Integration with Slack [Added] Integration with Github [Added] Integration with Bitbucket [Added] Option to like task comments [Added] Recurring expenses [Added] Import leads from excel file [Added] Total contacts and total clients widget [Added] Real-time chat using pusher [Added] Add option to clone project and move all tasks to todo [Added] Option to add files with invoice [Added] Show someone is typing in chat when using the pusher based chat [Added] Option to link expenses with clients [Added] Show company vat number in estimate [Added] A config to change time picker interval [Added] A config to enable the task deadline restriction [Added] Added some client permissions settings [Added] New option in lead custom field to show on kanban view [Added] New project permission [Added] Read only permission for invoices [Added] New options in pages to make it private [Added] Custom fields for timesheets [Added] In custom left menu, added option to set the link will be opened on new tab [Added] Filter by ticket types in tickets list. [Added] Requested by option for tickets [Added] New filters in event calendar [Added] New notification when assigning any ticket to anyone [Added] New notification for timeline comments [Added] Milestone column in tasks list. [Added] Project tabs sorting/hiding settings [Added] Sort the milestones dropdown by deadline in project tasks filter option [Added] Embedded estimate request form. [Added] Users can add time log simply by input the hours [Added] New settings for timesheet [Added] Add notification when invited client contacts sign up [Added] Colored and manageable labels [Added] Settings to email verification system before client signup [Added] New email template and notification for client after signup [Added] Show a widget in project details view "Total hours worked" [Added] Users can start timer from the task page [Added] Ticket templates for predefined answers [Added] New settings to create new project when estimate gets accepted [Added] New permission to add restriction on message module for team members [Updated] Show actual time in timer [Updated] Updated compatibility with current stripe API [Updated] When creating new sub tasks, assign the tasks to the creator [Updated] Remove the Gender option from signup form [Updated] Removed old gantt chart and added a new one [Updated] Better chatbox for mobile devices [Fixed] Bug on tasks clone [Fixed] Can't mention when using rich text editor [Fixed] Hide the company name from client area [Fixed] Invitation URL doesn't support in some servers [Fixed] Deleted google calendar events not removed from RISE [Fixed] Deleted team members still shows in the list of task collaborator [Fixed] Client can't mark the ticket as closed [Fixed] Additional calendar authorizing bug fixed in Google Calendar [Fixed] Bug on invoice payments page [Fixed] Client can move tasks from kanban view even they don't have permission to edit
Version 2.4 – 18 February, 2020
[Added] Left menu customization option for default app, individual users and clients [Added] Global search from topbar (Keyboard shortcut /) [Added] New page for task details view [Added] Task update options in the task details modal [Added] Option to add sub tasks from task details view [Added] Option to add task dependency from task detail view [Added] GDPR Options [Added] New settings to create pages [Added] Footer settings for public pages [Added] New access permission for clients to access files which are added in clients files tab [Added] A link to view the invoice and estimate pdf preview [Added] Option to add client contacts in projects and assign tasks to the client contacts [Added] New client setting to give project edit permission [Added] New settings to enable invoice payment without client login [Added] A widget to show the count of draft invoices [Added] A widget to show the total amount of draft mode invoices [Added] Shortcut key for different quick add modals [Added] Protection against CSRF. We recommend to enable it. Please follow instructions here: http://rise.fairsketch.com/documentation/#csrf_protection [Added] Better password encryption. We recommend to update your password. [Added] Option to create new client or add ticket to exiting client when any ticket created by unknown client [Added] Module setting to enable/disable Gantt [Added] Monthly timesheet statistics chart [Added] New widget for pending leave approval [Added] New settings to enable/disable the theme color changer and set default theme color [Added] Option to attache extra files when sending invoices [Added] User wise pre-made signature for tickets [Added] Project wise filter in income vs expenses report [Added] Sortable estimate items [Added] Settings to auto close inactive tickets after x days [Added] All client contacts list view [Added] Timesheet settings to allow or not multiple timers at a time [Added] Group by option in the Gantt view by projects [Added] Estimate footer settings [Added] Task points range settings up to 20 [Added] New client settings to disable client invitation [Added] Option to resend the client password from admin panel [Added] Show year in milestones list [Added] Config to enable/disable the plus sign in columns for small window [Added] Settings to define which fields will be visible in public estimate request form [Added] New imap setting to create tickets only by registered emails [Added] Add TDS option in invoices [Added] RTL theme setting [Added] A new theme color schema [Added] Project title variable in invoice send email subject [Added] Permission to edit custom field of client by client [Added] Text alignment option in rich text editor [Added] Project members in the task reminder notify to option [Updated] Task deadline should not be after project deadline [Updated] Some design and usability options updated [Updated] Categorized the email templates setting menu [Updated] When editing invoice item, retrieve the item details from item table [Fixed] Got error in client's dashboard settings page when there are no clients added [Fixed] Project note marked as public then it shows on all projects [Fixed] Timesheets date sorting isn't working [Fixed] Can't reset any custom field value [Fixed] Estimate total is missing in pdf when using tax [Fixed] Excel file doesn't export the total of all pages, only export the first page [Fixed] Invoice and notification is not working for some server. [Fixed] Ticket last activity column shows same time for all tickets [Fixed] Can't change the email of lead contact [Fixed] In the send invoice template, the due date format is not following according to date format setting
Version 2.3 – 30 August, 2019
[Added] Leads module [Added] Integrate google calendar. [Added] Show project deadline in event calendar with a filter. [Added] Added the estimate sending email template. [Added] Added activity widget for clients. [Added] Added recurring tasks. [Added] Added an "Assign to me" option to auto assign ticket to the current user. [Added] Task due reminder notification. [Added] Chart tab in Timesheets. [Added] Added option to make public notes in projects. [Added] Client settings for admin to set default dashboard for clients. [Added] Added option to clone tasks. [Added] Added option to clone invoices. [Added] Added option to clone estimates. [Added] Remember the lastly visited tab and show on next visit automatically. [Added] Add labels for invoices. [Added] Added a config to disable google preview. disable_google_preview. [Added] Added estimate settings. [Added] Added setting to set initial number of the invoice. [Added] Import option to import clients from excel file. [Added] Show tasks in event calendar with filter. [Added] Added custom fields in tickets email template. [Added] Added option to auto assign team member in estimate request. [Added] Added config to disable adding new dashboard. disable_new_dashboard_icon. [Added] Added notification when events edited. [Updated] Users should be able to send estimate multiple times. [Updated] Better responsive design for mobile view. [Updated] In add new team members modal, show only active users. [Updated] Some usability improvement on different UI. [Fixed] Logo is not visible in public estimate form. [Fixed] Can't add custom fields in tickets. [Fixed] Invoice total and statistics shows wrong. [Fixed] Can't get changes on notification list. [Fixed] Can't remove inactive users from the collaborators list. [Fixed] Can't download project files when linked with google drive. [Fixed] Rich text editor is not showing when using tab key. [Fixed] Top menu dropdown doesn't works in iphone. [Fixed] Notification count does not work in phone. [Fixed] Imap ticket creation is not working for some emails. [Fixed] Scrolling problem in project file comments. [Fixed] Team members can't attach document with estimate request.
Version 2.2.1 – 08 March, 2019
[Fixed] Wrong date formatting issue in project and todo list. [Fixed] Client can't access tickets. [Fixed] Don't show quick access icon if there is no items. [Fixed] Invoice design css fixed.
Version 2.2 – 28 February, 2019
[Added] Added a new dropdown menu in top bar for quick insert. [Added] Integrate google drive as an alternative storage. [Added] Option to print invoices from the invoice details view. [Added] Option to hide top bar menus from the My preferences settings. [Added] Option to create new estimates from the estimates request dropdown. [Added] Option to cancel any unpaid invoice. [Added] Option to add payments from the invoice list view. [Added] Option to add to add multiple tasks without leaving the task modal. [Added] Option to see all of his personal timesheets logs in a page for team members. [Added] Option to create new estimate requests by team members. [Added] Show total days count in leave apply modal. [Added] Added new permission to show only the assigned tasks for team members. [Added] Show file preview in all contexts of the app. [Added] Filter option to see different statistics for invoices/payments for different currencies. [Added] Option to add new tasks from tickets. [Added] Enable the color changing option for default task statuses. [Added] New client settings to enable chat between client contacts. [Added] Batch update of the tasks. [Added] Admin should be able to clock in/out for team members. [Added] New settings to upload the favicon. [Added] Rich text editor in comments/descriptions. [Added] Integrated pusher for push notifications. [Added] New notification when projects gets completed. [Added] Monthly timesheets statistics widget for admin. [Added] Invoice settings to auto fill the due date based on bill date. [Added] Add global gantt view. [Added] Add email pipeline via imap for tickets. [Added] Discount in estimates. [Added] Date range filter in tickets list. [Added] A new type in custom fields for external links. [Added] 'Mark all as read' button on notifications dropdown. [Updated] Upgrade codeigniter to 3.1.10. [Updated] Responsive design for mobile devices. [Updated] Make the company name field optional in the signup page and use the user's name instead. [Updated] Updated old jquery scrollbar and added new one for better usability. [Fixed] Custom field changes log/notifications visibility issue. [Fixed] Updates page loading issue for some servers. [Fixed] Can't pay via online when the partially paid is disabled. [Fixed] Can't add link in tasks checklist. [Fixed] Announcement saving date format is not working. [Fixed] Some other minor bug fixes.
Version 2.1.1 – 21 September, 2018
[Fixed] Tasks list duplicate row issue fixed.
Version 2.1 – 19 September, 2018
[Added] Dashboard customization option for all users. [Added] Widget - Open projects list. [Added] Widget - Starred projects list. [Added] Widget - Users open tasks. [Added] Widget - Users open tasks list. [Added] Widget - Tasks kanban view. [Added] Widget - All team members. [Added] Widget - Clocked in team members list. [Added] Widget - Clocked out team members list. [Added] Widget - Latest online team members list. [Added] Widget - Latest online client contacts list. [Added] Widget - Total invoices. [Added] Widget - Total payments. [Added] Widget - Total due. [Added] Widget - Todo list. [Added] Widget - New/Open/Closed tickets count. [Added] Upcoming events widget for clients. [Added] Sticky note widget for clients. [Added] Discount option on invoices. [Added] Client wise timesheet filter option. [Added] Added taxes in expense. [Added] Added a config to prevent duplicate company name. [Added] Added custom date range filter option for invoices, payments and expenses. [Added] Language changing option on user level. [Added] Re-ordering option on invoice items. [Added] Re-ordering option on task checklist. [Added] Added option to create/link projects from accepted estimates. [Added] Added file uploading option when creating tasks. [Added] Added option to change estimate requests from the list view. [Added] Show a border/icon with the tasks where there is any unread comments. [Updated] Design updated on settings section. [Updated] Show the input date fields according to the date format setting. [Updated] Show error message if client pays extra amount on invoice. [Updated] Disabled comment buttons after submitting comments. [Fixed] Invoice payments table subtotal bug fixed. [Fixed] Leave application on event calender timezone issue [Fixed] Tasks custom fields change log and notification. [Fixed] Copy custom fields on cloning project. [Fixed] Gantt timezone issue and UI bug fixed. [Fixed] Leave application on event calender timezone issue.
Version 2.0.3 – 18 July, 2018
[Added] Added option to mention project members in project/task comments. [Updated] Added new options in notification settings for mentions. [Added] Events calender in client portal. [Added] Allowed team members should be able to share events with client contacts. [Added] In shared events, added confirm/reject option. [Added] Added "All" option in datatable menu. [Added] Allowed members should be able to add time logs for other users. [Added] Added monthly and yearly tabs for estimates. [Added] Added custom fields in estimates. [Added] Shown leave list in events calender to allowed members. [Added] Added option to attach files with notes. [Updated] Added option to add multiple project members at a time. [Updated] Added option to invite multiple team members at a time. [Updated] Remember lastly selected tab in Tasks page and show that in next visit. [Updated] Don't show completed and canceled projects tasks in Tasks page. [Updated] Updated codeigniter to 3.1.9 [Fixed] Kanban view tasks sorting bug fixed. [Fixed] Timesheets list sorting bug fixed. [Fixed] Notifications list scrollbar bug fixed.
Version 2.0.2 – 08 June, 2018
[Added] Add tasks from the tasks view. [Added] Download multiple files from the projects files list. [Updated] Improve usability in mobile devices. [Fixed] Client can't download files from comments. [Fixed] Empty chatbox in client portal. [Fixed] Fixed security bug in client messages. [Fixed] Can't update client's currency. [Fixed] Can't export list with custom fields. [Fixed] Due date format is wrong in email. [Fixed] Invoice due amount bug fixed. [Fixed] PHP 7.2 and MySQL 5.7 compatibility issue solved. [Fixed] Tickets list view loading bug fixed. [Fixed] Tasks kanban view filter doesn't works.
Version 2.0.1 – 07 April, 2018
[Added] Added VAT number settings in company info and shown in invoice. [Added] Export and print option in items list. [Fixed] Added missing checklist cloning with project clone. [Fixed] Notification problem for some servers. [Fixed] Tickets custom field in ticket list view. [Fixed] Selected ticket type dropdown in ticket edit modal.
Version 2.0 – 25 March, 2018
[Added] Income vs expense report [Added] Invoice settings for different types of reminders [Added] Email templates for invoice due pre reminder, overdue reminder & recurring invoice creation reminder [Added] Check list in task [Added] Chat module [Added] Notification for announcement [Added] Remove option in leave applications and permission in roles [Added] Send pdf attachment with estimate [Added] Team member wise yearly leave summary [Added] Client settings to hide the client portal menus [Added] Timecard summary details view [Added] Load more button in message details view [Added] custom fields with expense [Added] Filter in expenses list view by team members and projects [Added] Easy accessible option buttons in ticket list view [Added] Ticket setting for link tickets with projects [Added] Setting for decimal place [Added] My preferences settings for notification sound and notifications [Updated] Upgraded Codeigniter to 3.1.8 [Updated] Ability to apply leave for different year [Updated] Removed dependency of Flash from datatable export button and used html5 [Updated] Sort the tasks assignee and other dropdowns alphabetize [Updated] Don't show invoice/due info in client view when the invoices module is disabled [Updated] Updated some code to fit with php 7 [Updated] Merged all js files into one to reduce http requests [Fixed] Added some missing translations [Fixed] Invoice list view sorting issue [Fixed] Fixed security issue. [Fixed] Don't show the due column in clients if the invoice module is disabled [Fixed] Solved auto complete related browser issue in new user creation form [Fixed] Added missing cron job invoice creation notification setting
Version 1.9.1 – 05 October, 2017
[Fixed] Project status bar and activity log language issue fixed.
Version 1.9 – 30 September, 2017
[Added] Client groups. [Added] Filter by client group in clients list view. [Added] Custom task status settings. [Added] Kanban view for tasks. [Added] Recurring events. [Added] Theme color changing option. [Added] 'Hold' status in project. [Added] Site logo tag in email template. [Added] Ticket prefix settings [Added] Scroll the gantt to current month automatically [Added] New option in estimate form to mark as public. [Added] Submit estimate request by non-logged-in user. [Added] Estimate request list for clients. [Added] Show due amount and contact avatar in client list. [Added] New option (None) in smtp security type settings. [Added] Show a list of logged in team members in timecard list. [Updated] Upgrade codeigniter to 3.1.5 [Updated] Improved XSS security. [Updated] Tasks list and Projects list filter options. [Fixed] Scrollbar in signup page. [Fixed] Date wise sort is not working in task. [Fixed] Timecard access permission. [Fixed] Timesheet total is wrong in in excel export. [Fixed] iPhone scrolling issue fixed.
Version 1.8 – 10 June, 2017
[Added] Todo module. [Added] Google reCAPTCHA. [Added] Filter by label everywhere (Click on label to filter). [Added] Option to show/hide columns in all tables. [Added] Ability to delete tickets. [Added] Settings to sort the ticket comments. [Added] Files tab in clients. [Added] Files tab in team members. [Added] Milestone wise filter in tasks view. [Added] New role to manage all projects. [Added] Notifications for events. [Added] Custom fields for events. [Added] Status wise filter in gantt. [Added] Ticket type wise permission in roles. [Added] Ability to initialize customer feedback from admin side. [Added] Project custom fields visibility to clients in project view. [Added] Attach file with help and knowledge-base. [Added] Attach files with announcement. [Updated] Show comment box when closing time card clock. [Updated] Codeigniter to 3.1.4. [Updated] Notify to only ticket assignee after assigning a ticket. [Fixed] Refresh tab height on page resize. [Fixed] Timesheet permission bug for team member. [Fixed] Wrong link on comment notification.
Version 126.96.36.199 – 11 March, 2017
[Fixed] Special character bug fixed in items table view.
Version 1.7 – 10 March, 2017
[Added] Help module for team members. [Added] Knowledge base module for public/clients. [Added] Recurring invoice (Please check the Settings > Cron Job for instructions). [Added] Custom field option to show/hide fields in table/lists view. [Added] Custom field options to show/hide custom fields from team members and clients. [Added] Custom field option to show/hide fields in invoice. [Added] Custom fields for tasks and invoices. [Added] Items module for invoice and estimate items. [Added] Remember last state (Sort, Pagination, Page length) of all tables/lists. [Added] Summary report for time cards [Added] Team member delete option. [Added] Video and image reference option in announcement. [Added] Description field for milestones. [Added] Email template for messages. [Added] Client reference in events and Events tab in client details view. [Added] Project creation permission for clients. [Added] Added project wise timesheet settings to sharing timesheet with clients. [Added] Project timesheet module enable/disable option. [Added] Project timesheet summary report with group by options. [Added] New permission settings to disable event sharing with others. [Added] Permission to show project gantt to clients. [Added] Permission to show project overview to clients. [Added] Option to access task by url [Added] New permission to update team member's general info and social links. [Added] New permission to manage project timesheet. [Added] Project filter option by deadline. [Updated] Upgrade codeigniter to 3.1.3 [Updated] Improve responsive design. [Updated] Added ability to apply single day leave for other years. [Updated] Added estimate attachment download option. [Fixed] Sticky note does not save on refresh. [Fixed] Line missing in invoice graph chart.
Version 1.6.1 – 10 March, 2017
[Updated] Update the upgrade script to release 1.7
Version 1.6 – 12 December, 2016
[Added] Custom fields for clients, contacts, projects, team members and tickets [Added] Note and task reference with project timesheet [Added] Email notification for messages [Added] Quick access option for favorite projects and clients [Added] Currency symbol position (left/right) settings [Added] Invoice payment confirmation email notification and template [Added] Note in time cards [Added] Filter option to view the tasks by deadline [Added] Invoice settings for styles and prefix [Added] File uploading option in project comment reply [Added] Custom date range filter for time cards in team members view [Added] Enable file uploading option for estimate forms [Updated] Upgraded codeigniter to 3.1.2 [Updated] Added some link reference in different views [Fixed] Some payments are not visible in monthly payments list [Fixed] Estimate valid until date shows wrong value [Fixed] Sub items are not deleted when deleting the projects [Fixed] Invoice dates are wrong in some timezones [Fixed] Download zip contains full path for some server
Version 1.5 – 05 October, 2016
[Fixed] Fixed the My Tasks link reference in dashboard
Version 1.5 – 03 October, 2016
[Added] Show projects tab in team members profile page [Added] Add GANTT chart in project [Added] Expenses graphical chart [Added] Yearly payments report and graphical chart [Added] Income vs expense graphical chart [Added] Show tasks history in task view [Added] Create invoice from estimate [Added] Show collaborators in task view [Added] Make the project start and end date optional [Added] Download single file with without archiving [Added] Projects filter options for clients [Added] Show all tasks in tasks view [Added] Yearly invoices report [Added] Quick access (+Add) buttons in client details page [Added] Settings for login page design [Added] File uploading option in expenses [Updated] Split signup and login permission settings for client [Fixed] Invoice shows as overdue even after full payment [Fixed] Image uploading issue with apostrophe [Fixed] MySql error message for some servers
Version 1.4.1 – 18 August, 2016
[Updated] Upgrade Codeigniter to 3.1.0 [Fixed] Fixed the private notes visibility security issue
Version 1.4 – 17 August, 2016
[Added] Estimate request from client portal [Added] Estimate management [Added] Clone project [Added] Enable/Disable modules [Added] Filter tasks by assignee [Added] Auto fill selected item's information in invoice item form [Added] Delete messages and comments [Added] Assign tickets to team members [Added] Filter tickets by assignee and label [Added] Notes tab in clients profile page [Added] PDF invoice download option for clients [Added] Improved responsive design for mobile devices [Added] Enable/Disable jQuery scrollbar from Settings [Fixed] Scrollbar bug fixed [Fixed] Fixed notification email sending bug [Fixed] PDF layout overlying bug fixed. [Fixed] Added language support for jQuery plugins [Fixed] Fixed special character problem in taxes [Fixed] Fixed null value issue in project filter list of my tasks page [Fixed] Don't show draft invoices to clients [Fixed] Fixed deleted clients login issue
Version 1.3 – 25 June, 2016
[Added] Email notifications [Added] Web notifications [Fixed] Admin account creation is not working [Added] Change invoice status manually from Draft to Not paid [Added] Disable online payment for specific clients [Added] Add permission to show/hide team members contact info [Added] Add option to show change logs in updates page. [Fixed] Special characters issue in invoice pdf [Added] Add project file access permission for clients [Added] Add start date and collaborators with task [Added] Redirect to requested page after login [Added] Add event calendar language [Added] Add project file preview for "pdf", "doc", "docx", "ppt", "pptx", "txt"
Version 1.2.2 – 06 June, 2016
[added] Added expenses in projects and team members. [added] Added BCC option in invoice settings and invoice sending modal. [added] Added 24 hours time format. [added] Added option to change project status from project view. [fixed] Special characters are not showing properly in activity log. [fixed] Multi-line client name is not showing properly in invoice. [fixed] Project list filter is not working by multi-word. [fixed] Deleted invoices are showing in clients section. [updated] Improved some usability in user interface.
Version 1.2.1 – 28 May, 2016
[fixed] Scrolling is very slow in mobile device [fixed] Show project price to them who has access to create new projects [fixed] Don't show duplicate labels in project filter list [fixed] Task status color not visible in task list [fixed] Show first day of week in datepicker according to settings [updated] Updated some jQuery plugins
Version 1.2 – 25 May, 2016
[added] Integrate stripe payment method [added] Integrate PayPal payment method [fixed] Date wise sorting does not works for tasks and milestone [added] Send attachments with message [added] Set permissions settings for clients [added] Add utf8 support [added] Add project permissions for team members [fixed] Can't create events in PM [added] Share events with team members [added] Add invoice settings [added] Add project price field in project [fixed] Fix smtp email sending bug [added] Add a default rows per page settings [added] Find easily any project by label [updated] Spanish, Portuguese and Dutch language translation [updated] Some minor bug fixing and usability improvement
Version 1.1 – 05 Apr, 2016
[Fixed] First name shows twice in message [Fixed] Deleted roles are showing in users role list [Fixed] Can't signup for client account [Fixed] Fixed Custom language loading bug [Added] Added ability to upload files with all comments and tickets
Version 1.0 – 28 Mar, 2016