Gremoire

Outline for One-User Task & Management System ​

1. Introduction ​

  • Purpose: A personal system designed to streamline task management, contracts, proposal handling, and calling card generation for freelance projects.
  • Core Features: Task tracking, contract and proposal management, and calling card/ID creation.

2. Task Management Module ​

2.1 Task Creation ​

  • Simple form to add tasks.
  • Fields: Task name, due date, priority, description, and category.

2.2 Task Status Flow ​

  • Task states: Created, In Progress, On Payment, Completed.
  • Visual indicators for current status (color-coded).

2.3 Task Dashboard ​

  • Overview of tasks by status and deadline.
  • Sorting/filtering options (by date, priority, etc.).

2.4 Reminders & Notifications ​

  • Simple notifications/reminders for approaching deadlines via email or on-screen.

3. Contract & Proposal Management Module ​

3.1 Proposal Creation ​

  • Pre-defined templates with customizable fields (client name, project details, fees).
  • Export proposals as PDF.

3.2 Contract Generation ​

  • Similar to proposals but for legal contracts.
  • Add electronic signatures via integration (optional).

3.3 Status Tracking ​

  • Track contract/proposal states: Draft, Sent, Awaiting Signature, Signed.
  • Alerts for unsigned contracts after a set time.

4. Calling Card & ID Maker Module ​

4.1 Card Templates ​

  • Pre-defined templates for calling cards and ID cards.
  • Customizable fields: Name, position, contact details, QR code (optional).

4.2 Design Customization ​

  • Simple drag-and-drop interface to modify card designs (text, logos).

4.3 Export Options ​

  • Export generated cards as PNG or PDF for printing.

5. Automation & Efficiency ​

5.1 Task Automation ​

  • Automate status transitions based on deadlines or completion.

5.2 Contract/Proposal Automation ​

  • Use saved templates for quick generation of proposals/contracts.
  • Automated reminders for unsigned contracts.

5.3 Calling Card Auto-Generation ​

  • Pre-fill card templates with stored information for fast generation.

6. User Management ​

  • Since this is a single-user system, there’s no need for complex user roles or permissions.
  • User Profile: Store user’s personal information to be reused across contracts, proposals, and calling cards.

7. Security ​

  • Authentication: Simple password authentication for securing access.
  • Data Backup: Automated backups of task, contract, and proposal data.

8. Conclusion ​

  • Scalability: The system can be easily expanded to include additional features, such as invoicing or expense tracking.
  • Efficiency: The focus on automation ensures that you spend less time on administrative tasks and more time on your freelance work.