ERPNext TaskView

ERPNext's stock project and task screens are built for record-keeping, not for running a day of work. TaskView turns them into a workspace: your team sees every project as a tree of tasks, starts a timer with one click, and watches hours against budget as they go. Your customers get a portal where they can see progress, add tasks, comment, and attach files, without a desk login. It's for service teams that bill by the hour and want clients to see the same picture they do. It targets Frappe v16.

Features

• Task View as the default list view for Task and Project: drag and drop to reorder and re-parent, inline add and edit, quick entry for several subtasks at once.

• My Tasks, All Tasks, and Pinned filters, plus a side panel for the full task form.

• Timers on any task. Time is logged to a draft timesheet as you work, and a dock on every desk page shows what's running.

• Hour budgets on tasks and projects (12.5 / 20 h), rolled up from subtasks, turning amber at 80% and red when over.

• Customer portal at /projects: project overviews with budget per phase, tasks as a list or kanban board, comments, time logs, and files.

• Access follows the customer's contacts and portal users, so nobody sees a project that isn't theirs.

Getting started

Install it like any Frappe app. The README covers the one-time migration patch that points the portal menu at /projects.

bench get-app https://github.com/Avunu/erpnext_taskview
bench --site <site> install-app erpnext_taskview
bench build --app erpnext_taskview