Open Welcome to KarmaAxis

Welcome to KarmaAxis

We're thrilled you're here!

KarmaAxis is your new, powerful workspace designed to simplify and streamline how you and your team manage tasks, projects, and processes. From daily to-dos to complex workflows—everything becomes easier with KarmaAxis.

Here’s what you can do with KarmaAxis:

Task Management:

Quickly assign, track, and complete daily tasks with clarity and ease.

Karmas (Form-based Processes):

Build forms for processes or tracking needs, and easily link tasks to each Karma. Assigned tasks appear neatly in your personal task list.

Project Management:

Organize your work visually with intuitive Kanban boards and customizable sections to stay on top of projects effortlessly.

Expense Management:

Log expenses independently or integrate them directly into tasks or Karmas for seamless financial tracking.

Contact Management:

Maintain and easily access all your business contacts in one centralized place.

User Activity Tracking:

Get

Open Logging In

How to Log in to KarmaAxis?

Logging into KarmaAxis is quick and secure. Follow these simple steps to access your account:

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1. Receiving Your Credentials

• Your KarmaAxis administrator will create your account.
• You'll receive an email containing your login details:Email address
• Temporary password
• Link to the KarmaAxis login page

2. Open the Login Page

• Launch your preferred web browser (e.g. Google Chrome, Mozilla Firefox, Safari) on your desktop, laptop, tablet or smartphone.
• Type the following URL into the search bar: https://app.karmaaxis.in/
• Bookmark this page for quick access in the future.

• You will see a screen like the one above with fields to enter your credentials.

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2. Enter Your Email Address

• In the Email field, enter the email address provided by your administrator.
• Ensure the email is correctly typed to avoid login issues.

Open Installing KarmaAxis App

Install KarmaAxis App for a Fast, Reliable, and Engaging Experience

Streamline your access to KarmaAxis with the Progressive Web App (PWA)! With just one click, you can launch KarmaAxis directly from your home screen or app drawer, making it easy to access anytime, anywhere. Install the KarmaAxis PWA now for a fast, reliable, and convenient user experience.

Please note that third-party browsers available on the App Store / Play Store, such as Chrome (iOS / MacOS), Firefox, Brave, and Edge, may not support the installation of Progressive Web Apps (PWAs) or Service Workers. This means that you may not be able to use these browsers to install the KarmaAxis PWA on your device. If you wish to install the KarmaAxis PWA, we recommend using Safari on iOS / MacOS or Chrome on Android.

Mobile - Chrome [Android]

Installing the KarmaAxis Progressive Web App (PWA) on your Android device is easy! Follow these steps to get started:

1. Open Chrome and visit https://app.karmaaxis.in/
2. Tap the t

Open KarmaAxis Home Screen

KarmaAxis Home Screen

The KarmaAxis Home Screen is your personalized dashboard to manage tasks, projects, and responsibilities. It provides a real-time overview of what’s due, what’s assigned to you, and what you’ve delegated—helping you stay focused and in control.

This guide provides an overview of the features and navigation tools available on the home screen.

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1. Main Navigation Bar (Left Sidebar)

The vertical menu on the left sidebar provides quick access to all key modules of KarmaAxis:

🔹 1. Navigation Sidebar (Left)

The left-hand menu gives you structured access to the key modules of KarmaAxis, helping you manage your responsibilities, monitor team progress, and access tools with ease.

• Home Your personalized dashboard.

  It shows:

  • My Tasks: Categorized into Due Soon, Overdue, Stuck, and Co-act (where you're a collaborator).
  • Delegat

Open Tasks Introduction

Introduction to Tasks

Tasks in KarmaAxis help you turn ideas, responsibilities, and follow-ups into clear, trackable actions. Whether you’re assigning work, gathering references, or noting discussion points, tasks serve as a reliable container for everything you need in one place—no more lost details in emails or WhatsApp groups.

Each task can carry: Clear ownership (Assignee, or Karta)

Collaborators (CoActors) for teamwork

Attachments, links, comments, and updates

Deadlines and subtasks

Use tasks to simplify day-to-day work—whether part of a larger project or a standalone to-do.

Say hello to streamlined task management with KarmaAxis!

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How to Create a Task

You can create a task from multiple places in KarmaAxis. Here are several easy ways:

Top Navigation – Create Menu

• Tap the ‘+ Create’ button in the top navigation bar.
• From the dropdown, select ‘Task’.

Floating Button (Bottom Right)

• Tap the blue ‘+’ icon at the bottom-right cor

Open New Task Creation

New Task Creation

Creating a task in KarmaAxis is now faster and cleaner, thanks to a simplified interface that focuses on what matters most first — and lets you expand for more only when needed. Follow these steps to ensure that tasks are created efficiently and with all necessary details:

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Basic Task Creation (Default View)

Step-by-Step Process:

1. Open the Create Task Interface

The task creation interface allows you to fill out important information related to the task. You’ll see several fields that need to be completed based on the task's nature.

2. Describe What Needs to Be Done

In this field, provide a clear and concise description or main action of the task. Be direct - this shows up everywhere, and ensures that the person assigned to it (which may be yourself) knows exactly what needs to be accomplished.

3. Notes

Add any additional notes or descriptions in

Open Task Management Screen

Overview of the Task Screen

Once a task is created in KarmaAxis, clicking on it opens the Task Panel — a powerful workspace to manage every aspect of the task. This panel is designed for clarity, focus, and collaboration, combining everything you need into a single, flexible layout.

Once you've created a task, the task panel opens as a popup, divided into two main sections: Task Details (left) and Task Components (right).

However, on mobile, the layout is rearranged for ease of use:

• Tabs like Task, Messages, Activity, and Expenses appear horizontally.
• Task details stack vertically for better scrolling.
• Long press or tap the assignee/profile icons to manage people involved.

This ensures easy navigation and viewing on smaller screens.

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Left Side: Task Details

This section provides detailed inform

Open Task Management Views

Task Buckets and Views in KarmaAxis

The Task Section in KarmaAxis is designed to help you manage your workload effortlessly, whether you're tracking your own tasks, overseeing a team, or collaborating with others. To make navigation and prioritization intuitive, KarmaAxis organizes tasks into Task Buckets and provides flexible View By options and Visual Layout Modes.

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Task Buckets:

1. My Tasks

• What it shows: All tasks assigned to you.
• When to use: Use this to plan your day or week and manage what’s on your plate.
• Key Features:
  • Organized by urgency: Overdue, Due Soon, etc.
  • Quick Add Task available when viewing by Heading, letting you instantly add new tasks under specific categories.

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2. Delegated Tasks

• What it shows: Tasks that you have assigned to others.
• When to use: Ideal for team leads or anyone delegating work. Use this when you want to monitor the tasks you h

Open Quick Add Tasks

Quick Add Task Feature in KarmaAxis

The Quick Add Task feature allows you to rapidly create and assign tasks without leaving your current view. It is context-aware—available only in specific Task Buckets and when using particular Organize By options. This makes it easy to stay focused while capturing to-dos under the right person or project in real-time.

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Where and When it Appears:

1. My Tasks Bucket

• Available When Organized By: Heading
• How It Works: When you organize tasks by Heading, a Quick Add field appears below each heading section. You can type a task title directly and hit enter to create a task under that heading.
• Why It’s Useful:
  • Keeps personal tasks structured by goal, project, or topic.
  • Quickly offload new ideas or tasks without switching context.
  • Tasks are instantly assigned to you and placed under the right category.

2. Delegated Tasks Bucket

• Available When Organized By: *Assigned To

Open Karma Introduction

Introduction to Karma

Karma offers a fresh, streamlined approach to business management. Here’s a simpler breakdown of how it works:

Versatile Business Management: Karma allows you to efficiently map and track various business functions including Sales, Service, Projects, HRM, Production, and more, keeping your organization on track.

Karma Hub: Every "Karma," captures essential progress updates and is visible in the Karma Hub to relevant stakeholders, ensuring everyone involved can track developments seamlessly.

Building the Karma Story: As tasks progress, they accumulate all related engagements, communications, documents, and financial transactions, making it easy to view the whole story without extra reporting.

Insightful Analytics: Karma provides valuable insights about Karmas, users, teams, expenses, and other key business metrics.

Planned Karma: This feature helps in the proactive planning and tracking of future tasks, ensuring smooth transformation from plans to actions.

Holistic

Open Logging an Expense

Logging an Expense

The Expense Module in KarmaAxis allows you to efficiently record and track your expenses, whether personal, shared, or business-related. Each expense can be categorized, split between users, linked to a contact, karma (project), or vendor, and accompanied by receipts. This section guides you through the process of logging an expense and highlights the key features available.

How to Log a New Expense

1. Click the Blue + Button at the bottom-right corner of the Expenses page to open the New Expense form.

2. Fill in the essential fields:

• Expense Head (e.g., Conveyance, Meals)
• Payment Mode (e.g., Personal, Cash, Credit Card)
• Amount
• Booked for / Split between: Select one or more users to split the expense evenly among. This is ideal for shared expenses (e.g., shared cab rides or group meals).

3. (Optional) Click More Details to reveal additional fields:

• Contact: Link the expense to a contact/client.

Open Understanding the Expense Report

Understanding the Expense Report

The Expense Report in KarmaAxis provides a clear, categorized summary of all expenses within a selected time period. Whether you’re an individual contributor, a manager reviewing team claims, or part of the finance department, this report helps track reimbursements, payment modes, and spend breakdowns in a structured format.

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How to Access the Report

• Click Expense Report from the top-right of your My Expenses screen.
• Use the date range filter and user selector to view a specific user’s expenses for a chosen period.
• By default, it loads your report for the current month.

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Breakdown of the Expense Report

1. Expense Head Summary

• This section groups all expenses under each expense head (e.g., Conveyance, Meals).
• It shows how much was:
  • Paid by the Company
  • Paid by You (Self)
  • Paid by Others (on your behalf)
  • And the Total Amount

This gives a quick overview of h

Open Manager Access & Reports

Manager Access & Reports

In KarmaAxis, managers and senior roles are provided with extended access to view and oversee expense submissions across their teams or the organization. This feature helps streamline approvals, ensure accountability, and support financial planning.

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Access Based on Role:

1. Team Managers / Reporting Heads

• Access: Can view expenses submitted by individuals who report directly to them.
• Use Case: Useful for reviewing claims, verifying work-related expenses, and preparing for reimbursements before forwarding to accounts.

2. Top Management / Business Owners

• Access: Can view expenses submitted by any team member across the organization.
• Use Case: Enables company-wide financial oversight, helps identify spending trends, and ensures budget adherence.

3. Accounts / Finance Role

• Access: Can be granted visibility into all expenses, including breakdowns by user, expense head, vendor, contact, karma, and more.

Open Expenses Reporting

Here’s a detailed user guide explaining the features, views, and filters of the Expenses section, based on the images provided:

1. Dashboard Overview:

When you enter the Expenses tab in KarmaAxis, you are presented with a comprehensive view of all your expenses categorized by various filters like vaults, type, karma, users, contacts, and vendors. This gives a quick snapshot of how money is being spent within the system.

Key Sections:

• Total Expenses: Displays the total amount spent within the selected time frame.

• Expenses by Vaults: Shows how expenses are distributed across different vaults (e.g., Bank, Cash, Personal, UPI, GPay). Each vault represents a payment method or account through which expenses have been made. The bars help you visualize which vaults are used the most.

• Expenses by Type: Breaks down the expenses based on their types (e.g., Cleaning & Maintenance, Conveyance). This helps in understanding the category of expenses you're incurring.

• **

Open Expenses Dashboard

Expenses Dashboard

The Expenses Dashboard in KarmaAxis provides a comprehensive overview of all tracked expenses, presented in various categories for easy analysis and reporting. Each section of the dashboard is designed to help users understand where and how money is being spent, and it can be filtered by date using the date filter icon at the top right.

Here’s a breakdown of the different sections of the Expenses Dashboard and how to interpret the data:

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1. Total Expenses:

• This section at the top provides the total amount of expenses incurred within the selected date range.
• The total combines all expenses from different categories, including vaults, types, karmas, and more.

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2. Expenses by Vaults:

• Definition: A "Vault" represents the mode of payment or the funding source for the expenses.
• Interpretation: This section shows the breakdown of expenses by the vault used, such as Bank, Cash, Personal, or o