Eidant Advisory — WorkDesk

Add Task

Client

Category

Work Type

Task Name

Work Type

Status

Priority

Frequency

Due Day (of period)

Period (Month)

Due Date

Assigned To

Notes / Instructions

✅ Checklist (optional)

Add to Plans

📋 Today's Plan 📅 This Week 🚨 Mark Urgent 📂 Docs Required from Client

New Enquiry

Contact Name / Business *

Mobile

Email

Source

Work Required

Estimated Fee (₹)

📎 Documents Required

⬆ Use My Template ${localStorage.getItem('eidant_pdf_template')?'':''}

Status

Next Follow-up Date

Notes / Details

📞 Follow-up Log

Add Client

Business / Client Name *

Business Type

Category / Tag

Contact Details

Contact Person 1

Mobile 1

Contact Person 2

Mobile 2

Email 1

Email 2

Tax Identifiers

PAN

GSTIN

TAN

CIN / DIN

DSC Details

DSC Holder Name

DSC Expiry Date

DSC Class

DSC Portal User ID

DSC Portal Password

🔐 Login Credentials

Notes

Documents Checklist (comma separated)

Add Category

Category Name *

Color

Work Types / Sub-tasks

Add common task types for this category. Each can have a built-in checklist that auto-fills when selected.

🔄 Multi-User Sync Setup (Firebase)

Free multi-user sync using Google Firebase. All team members see the same data in real-time. Free up to 1GB — more than enough for years of your data.

One-time setup (10 minutes):

Go to console.firebase.google.com → Sign in with Google
Click Add Project → Name: Eidant WorkDesk → Continue → Create
In left menu → Build → Realtime Database → Create Database
Choose region → Start in Test mode → Enable
Click Project Settings (gear icon) → General → scroll to "Your apps" → click </> Web
Register app → copy the firebaseConfig values below

      const firebaseConfig = {

        apiKey: "← paste here",

        databaseURL: "← paste here",

        projectId: "← paste here"

      }

Firebase API Key

Database URL

Project ID

Your Name (shown to teammates)

⚠️ Set Database Rules to restrict access to your team only after testing. Firebase Test mode is open for 30 days — update rules before expiry.

✉ Email & Remote Access

📧 Email Backup

🔗 Backup Link

📱 Access Tips

Downloads your backup and opens your email app so you can send it to yourself — accessible from any device forever.

Your Email Address

⚠️ Backup includes client credentials. Send only to yourself.

Generates a self-contained link with all your data encoded in it. Save it anywhere — notes, WhatsApp to yourself, email — and restore on any device.

Restore from a saved link

☁ Best Option — Google Drive

Save the HTML file to Google Drive. Open it from any browser on any device. Use the Drive Backup button regularly to keep data synced.

🌐 GitHub Pages — Free permanent URL

Upload index.html to a private GitHub repo → enable Pages → get a URL like yourusername.github.io/workdesk accessible from any device.

📧 Email to yourself

Use the Email Backup tab to send the file to yourself. Download from email on any PC and open in Chrome — your data restores instantly.

🔗 Backup Link

Generate a backup link and save it in your phone notes or WhatsApp Saved Messages. Paste it back in the Restore tab to load your data anywhere.

Backup & Auto-Backup Settings

Google Drive

Auto-Backup Settings

Local Snapshots

Connect Google Drive

Your Gmail account where backups will be saved automatically.
A folder "Eidant WorkDesk Backups" will be created.

Your Gmail / Google Account Email

This is just a reminder — you will pick the account in the Google popup.

Steps:
1. Enter your Gmail above → Click "Sign in with Google"
2. Allow Drive file access when prompted
3. Done! Auto-backup will save to Drive at 9am, 1pm & 6pm daily

Secured by Google OAuth — your data stays in your own Drive account

Eidant WorkDesk

🔐 Change Password