A fingerprint becomes a payslip
You end withsalary slips
3 screens · about 5 min
For HR, managers
People and HR · Pulse live demo
Run a sprint: a live Pulse demo
From Task to Timesheet, on the real Pulse screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Task
- Company
- Mith Demo Traders
- Step
- 1 of 2
One piece of work in a project: who does it, by when, and (with Pulse) its sprint, board column and key.
You end with hours booked on a task2 screens · about 3 minFor HR, managers
What this flow is
A team that delivers in sprints plans the next two weeks from a backlog, moves each task across a board, and watches whether the sprint will finish.
Here the sprint, the board and the reports come from Pulse, our open-source app, and every card is ERPNext's own Task. Hours logged on a task reach the project's costing, so the work and what it cost sit in one place.
Before and after
| Without it | With it |
|---|---|
| A tracker beside the ERP | The board on ERPNext's own tasks |
| Hours typed in twice | Hours logged on the task |
| Sprint status in a meeting | A burndown anyone can open |
| Epics in a separate tool | Epics and releases on the task |
Screen by screen
Each step is a real Pulse screen in the demo company. FlowMentor points at what to fill in.
Task
One piece of work in a project: who does it, by when, and (with Pulse) its sprint, board column and key.
Timesheet
Hours booked on a project's task, and what they're worth at the activity's billing rate.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
A task of your own sits in the shop team's current sprint; you set it to Done, log an hour on it and open the sprint's burndown. The Pulse board itself opens at the end.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Team members
Move their cards and log their hours.
Team leads
Plan the sprint and watch the burndown.
Accounts
See what each project's hours cost.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real Pulse screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Projects and their sprints
- Board columns and task types
- Who may assign work to whom
- Activities and billing rates for hours
- Moving issues over from Jira or a sheet
Flows that go with it
Questions about this flow
Yes. Pulse works on ERPNext's own Projects and Tasks, so the board and the books share one database.
Yes. It's open source under the MIT licence; we charge only for setting it up and running it, if you want that.
Yes. Projects become ERPNext Projects and issues become Tasks with keys; plugin-driven steps need a decision.
Tasks still open in the sprint, day by day, against an even line from the planned count to zero.