RISE – Ultimate Project Manager is a multipurpose project management system. You can use it to manage projects, clients, invoices, support tickets, estimates, team and many other purposes. It is suitable for different types of organizations, freelancers and individual users. RISE is fast and easy to use. It contains all essential tools to manage your business.
RISE makes project management much easier. Monitor the tasks of different team members, track time on each tasks and get timesheet. Send invoices for the projects to your clients and get payment online.
See auto calculated project progression. Add different milestones and meet the deadline. Discuss on the projects and get client feedback.
Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Manage tasks by list and drag & drop in kanban view.
Create recurring tasks automatically through cron job. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. It allows to set different time duration to create 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.
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 3.1.10. 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 to firstname.lastname@example.org 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.
Important: Before upgrade, please keep a backup of your database and follow the instructions on Settings>Updates page.
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.