CS Work OS — CS Rohan Deshmukh & Associates

CS Rohan Deshmukh & Associates — Practising Company Secretary

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Username Password

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CS Work OS

Rohan Deshmukh & Assoc.

Workspace

🎫 All Tickets

⚡ Pulse

✅ My Work

💬 Inbox

📁 Documents

⚙️ Work Types

🏢 Clients

👥 Admin Panel

📈 Utilisation

📊 Category Reports

📅 Compliance Calendar

🗄️ Archived

Work Types

—

🔑

⏻

🎫Tickets

✅My Work

💬Inbox

📁Docs

⚡Pulse

⚙️Types

🏢Clients

📅Compliance

👥Admin

⏻Logout

All Tickets

—

New Ticket

Client

Work Type

Priority

Due Date

Assign To

Tasks (auto-loaded from template)

Complete Task

Completion Note (optional)

Confirm

Add User

Full Name

Firm Role

System Role

Reports To

Work Type Scope (team lead)

Billing role

Billing role (sees Pending Billing / Billed / Paid queues)

Username (auto-generated, editable)

@csrohandeshmukh.in

Full username:

Add Client

Client Name

Entity Type

CIN / LLPIN

PAN (optional)

Date of Incorporation

ROC Jurisdiction (optional)

Email (optional — used for Document Hub if no Telegram link yet)

Notes (optional)

Filing Details

Add Recurring Rule

Client

Work Type

Assigned To

Priority

Cadence

Due Month

Due Day

Generate Recurring Tickets

Period

Add Work Type

Key (short code, can't be changed later)

Icon

Label (what staff see)

Client Communication Default

New tickets of this work type inherit this — staff can still override per ticket. Turn OFF for internal, staff-managed work (e.g. Board Meetings, Internal Secretarial Review).

Add Nudge Stage

Label

Audience

Timing

Days before the due date this fires. Use 0 for the due date itself, or a negative number for days after (overdue).

Message

Placeholders: {{client_name}} {{work_type}} {{ticket_number}} {{due_date}} {{missing_list}} {{days_left}}

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