IWPL
Enterprise Task Management
Plan · Assign · Track · Collaborate · Deliver
A guided tour of a live workspace: WatersEdge
Product presentation · October 2026
Prepared by IWPL
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Get started
The plan button opens company registration
Why it matters · Start small and add seats or upgrade as the team grows.
Screen: Website › Pricing
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Register your company in five guided steps
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Official email
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Company details
Organization name and information
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Company location
Country, province, division and sub-division
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Branch & admin
Your first branch and the person who will manage it
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Subscription
Confirm the plan; your workspace is created
Why it matters · A ready-to-use workspace in minutes, with no setup call needed.
Screen: Website › Sign up
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Sign in
Sign in with your username or email
1
Enter username or email
Any user created for your organization
2
Enter password
Show / hide toggle to avoid typos
3
Click Sign In
Credentials are checked securely
4
Forgot password?
Reset link right on the login card
Why it matters · One login page for every employee, on any device with a browser.
Screen: Login
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Sign in
Verify with a one-time password (OTP)
1
OTP is sent
A 6-digit code goes to the user’s registered email
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Enter the code
Type the 6 digits into the boxes
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Resend if needed
A new code can be requested after the countdown
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Enter the workspace
Correct code opens the dashboard
Why it matters · Two-step sign-in keeps project and budget data safe even if a password leaks.
Screen: Login › Verify your identity
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Sign in
Reset a forgotten password yourself
1
Click “Forgot password?”
From the login card
2
Enter username or email
The account is looked up
3
Follow the reset message
Instructions are sent to the registered contact
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Choose a new password
Then sign in as usual
Why it matters · Fewer support requests: users unlock themselves.
Screen: Login › Forgot password
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Dashboard
Your workspace at a glance
1
Company banner
Your announcements rotate at the top
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KPI cards
Projects, epics / phases, employees and user stories in real time
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Stories by status
Donut chart of work per workflow status
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Plan card
Plan name, days left, users and projects used vs limit
Why it matters · Managers see the state of every project the moment they log in.
Screen: Dashboard
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Dashboard
Quick actions and top projects
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Quick actions
One click to Add Project, Add Employee, Add Epic / Phase
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Employees shortcut
Jump straight to the people list
3
Top projects
Most active projects with item counts and status
4
Upgrade your plan
Raise limits from the plan card
Why it matters · The most common tasks are one click from home.
Screen: Dashboard (scrolled)
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Navigation
A menu that shows only what each role may use
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Modules
Projects, Epics / Phases, User Stories: the daily work
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Project Setup
Workflow Statuses and Priorities
3
Organization Setup
Organizations, Branches, Departments, Designations, Employees
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Masters
Banners
5
Access Control
Roles and Module Access
6
Subscriptions
Subscription Transactions
Why it matters · An employee sees only their modules; the menu has a search box too.
Screen: Side menu
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Navigation
Search projects, epics / phases and stories
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Type a few letters
For example “wedding”
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Results as you type
Projects, epics / phases and user stories in one list
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See the context
Each result shows its code and parent project / epic / phase
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Open it
Click a result to go straight to that record
Why it matters · Find any piece of work in seconds, without knowing where it lives.
Screen: Top bar › Search
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Account
My Profile
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Who you are
Name, role badge and status
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Contact
Registered email
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Where you belong
Organization and branch
4
Your role code
Decides which modules you can open
Why it matters · Every user can check their own access details at any time.
Screen: Account › Profile
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Organization setup
Your organization profile
1
Open Organizations
WatersEdge is listed with its code and status
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Edit details
Code, name, legal name, email, phone, website
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Enable Plan & Budget
Turns on story budgets, budget reports and exports
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Save Changes
Updates apply across the workspace
Why it matters · Budgeting is optional: switch it on only when you need it.
Screen: Organizations › Edit
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Organization setup
Add your company logo
1
Scroll to Organization Logo
Below the details form
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Upload Logo
Choose a PNG or JPG image
3
Preview
The logo is shown next to the upload button
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Save
The logo is kept with your organization profile
Screen: Organizations › Edit (scrolled)
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Organization setup
Branches: every location of the business
Branches list
Edit branch: Main Office (HQ)
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Filter & search
By organization; export the list
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Add a branch
Code, name, organization, branch type
3
Contact & address
Email, phone, street, city, state, country, zip
4
Active status
Mark a branch active or inactive
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Organization setup
Departments
Departments list (WatersEdge)
Edit department: Administration
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See all departments
Administration, Bakery & Pastry, Banquet & Events …
2
Click New
Opens the department form
3
Fill in
Code, name, organization, status, description
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Use them
Projects, designations and employees link to departments
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Organization setup
Designations: job titles and levels
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Click New
From the Designations list
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Name it
Code and name, e.g. ENG_MGR / Engineering Manager
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Place it
Organization, then a department of that organization
4
Level & description
Seniority level helps build the hierarchy
Why it matters · Consistent job titles across branches and departments.
Screen: Designations › New
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Organization setup
Employees: your people in one list
1
Filter
By organization, department, designation, branch or role
2
Search & export
Find anyone; export the list to Excel
3
See at a glance
Code, name, email, phone, branch, department
4
Edit or remove
Row actions on every employee
Why it matters · Project heads, epic / phase heads and assignees are picked from this list.
Screen: Organization Setup › Employees
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Organization setup
Add or edit an employee
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Identity
Employee code, first and last name, email
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Placement
Organization, branch, department
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Status & phone
Active / inactive and contact number
4
Work details
Designation, team, joining date, type, gender, work mode
Screen: Employees › Edit
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Organization setup
Give an employee login access
1
Login Access (optional)
At the bottom of the employee form
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Choose a role
Decides which modules they will see
3
Username & password
Leave password blank to keep the current one
4
Save Changes
The employee can now sign in with OTP
Why it matters · No separate user admin: HR adds the person and their login in one step.
Screen: Employees › Edit › Login Access
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Banners
Publish announcements to the dashboard
Banners list
Upload Banner dialog
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Open Banners
Masters › Banners
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Click New
The Upload Banner dialog opens
3
Choose an image
Pick a PNG or JPG, then Save
4
Live on the dashboard
Active banners rotate at the top for every user
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Access control
Roles
Roles list: Admin, Employee, HR, Manager
Edit role: Admin
1
See your roles
Code, name, description and status
2
Create a role
Role name and code, e.g. QA Lead / QA_LEAD
3
Describe it
What the role is for
4
Assign it
Pick the role in an employee’s login access
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Access control
Module Access: the permission matrix
1
Filter by role or module
See one role’s full access in one view
2
Read the grants
e.g. Employee → User Stories → R, W, U
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Edit any grant
Pencil icon on each row
4
Export
Download the matrix for review or audit
Why it matters · Auditors and managers can review every permission in one place.
Screen: Access Control › Module Access
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Access control
Grant or change access
1
Pick the role
e.g. Admin
2
Pick the module
e.g. Employees
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Choose permissions
Any mix of Read, Write, Update, Delete
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Save Changes
Applies to every user with that role
Screen: Module Access › Edit
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Project setup
Workflow statuses: your own delivery stages
Statuses for epics / phases and user stories
New workflow status
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Per entity
Separate statuses for Epics / Phases and User Stories
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Name & category
e.g. In Review, grouped as To Do / In Progress / Done
3
Color & order
Hex color and position on boards and lists
4
Default
New items start in the default status
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Project setup
Priorities
Low, Medium, High, Critical
New priority
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See priorities
Code, name, order and the default
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Add one
Code and name, e.g. HIGH / High
3
Color tag
Shown on every epic / phase and story
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Default priority
Applied to new items automatically
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Projects
Projects list
1
Filter
By organization or department
2
Search, sort, export
Every column can be sorted and filtered
3
Key facts per row
Code, name, heads, departments, status
4
Attachments
View a project’s files straight from the list
Why it matters · All projects of the company in one searchable list.
Screen: Modules › Projects
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Projects
Create a project
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Code & name
e.g. WEBAPP / Web Application
2
Organization
Then choose project heads and departments from it
3
Status
Current state of the project
4
Description
Goal and scope of the project
Screen: Projects › New
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Projects
Attach files and links from day one
1
Document title
Optional name for the upload
2
Upload File(s)
Several files at once
3
Add Link
Shared drives, designs, contracts
4
Uploaded on save
Files attach as soon as the project is created
Why it matters · Contracts, quotes and plans stay with the project, not in email.
Screen: Projects › New (scrolled)
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Projects
Edit a project
1
Project heads
Several heads, e.g. Jagadeesh D, Nihar Kohirkar, Pooja Mehmi
2
Departments
Departments involved
3
Status & description
Keep the project up to date
4
Save Changes
Every change is recorded
Screen: Projects › Edit: Wedding function for Nihar
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Projects
Audit log: every change, recorded
1
Attachments panel
Upload or link files while editing
2
Audit log
Each create and update listed with its details
3
Who and when
User name and date-time on every entry
4
Same on every level
Projects, epics / phases and user stories all keep a log
Why it matters · Full accountability: no more “who changed this?”
Screen: Projects › Edit (scrolled)
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Projects
Project details: overview
1
Header
Code, name, status, Budget Report and Edit buttons
2
Tabs with counts
Documents, Epics / Phases (11), User Stories (82)
3
Overview
Organization, heads, departments, dates, description
4
Audit log
Recent changes at the bottom
Screen: Projects › View
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Projects
Project details: all epics / phases in one place
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Epics / Phases tab
Every epic / phase with code, status, priority, owner
2
Search epics / phases
Find one quickly in large projects
3
Add Epic / Phase
Create an epic / phase already linked to this project
4
Priority Order
Set which epics / phases come first (next slide)
Screen: Projects › View › Epics
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Projects
Set the priority order of epics / phases
1
Open Priority Order
From the Epics / Phases tab
2
Drag or use arrows
Top row is the highest priority
3
Save Order
Lists follow the new order everywhere
4
Same for stories
Epics / phases have a Priority Order for their stories
Why it matters · The team always knows what to work on first.
Screen: Projects › View › Epics › Priority Order
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Projects
Project details: user stories
1
Every story of the project
Across all epics / phases, in priority order
2
Status and priority tags
e.g. TO_DO, HIGH
3
Owner
Assign an owner directly
4
Add Story
Create a story from here
Screen: Projects › View › User Stories
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Epics / Phases
Epics / Phases list
1
Filter
By project, department, status or priority
2
Columns
Code, name, project, owner, status, priority, files
3
Search & export
Find and share the plan
4
Click New
Create an epic / phase
Why it matters · See the full plan of every project, epic / phase by epic / phase.
Screen: Modules › Epics
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Epics / Phases
Create and edit an epic / phase
New epic / phase
Edit epic / phase: Wedding Decoration
1
Name & project
Which project the epic / phase belongs to
2
Parent & head
Optional parent epic / phase and a head
3
Status & priority
From your workflow statuses and priorities
4
Dates & description
Start, end and a rich-text description
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Epics / Phases
Epic / Phase details
1
Header
Code, status, priority, owner, Budget Report, Edit
2
Tabs
Overview, Documents, Child Epics / Phases, User Stories
3
Overview
Project, organization, start and end dates
4
Description
Full scope of the epic / phase
Screen: Epics › View: Wedding Decoration
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Epics / Phases
Epic / Phase: user stories and children
User Stories tab
Child Epics / Phases tab
1
User Stories tab
All stories of the epic / phase, in priority order
2
Add & re-order
Add Story or set the Priority Order here
3
Child Epics / Phases
Split a big epic / phase into smaller ones
4
Add Child Epic / Phase
Created already linked to this epic / phase
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User stories
User stories list
1
Filter
By epic / phase, department, status or priority
2
Columns
Code, title, epic / phase, assignee, status, priority, points
3
Search & export
Find any task; export for reporting
4
Click New
Create a story
Why it matters · Every task of every project, searchable in one list.
Screen: Modules › User Stories
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User stories
Create and edit a user story
New user story
Edit: Create decoration Budget
1
Title & epic / phase
e.g. “As a user I want to…” in an epic / phase
2
Parent story
Optional, to make it a child story
3
Status & owner
Status, priority and assignee: who does it, how urgent
4
Points & details
Effort estimate and rich-text description
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User stories
Define “done” with acceptance criteria
1
Description
Rich text: headings, lists, links, images
2
Acceptance criteria
What must be true for the story to be done
3
Active status
Hide stories that are no longer needed
4
Save Changes
The story appears in its epic / phase and project
Why it matters · Clear expectations mean less rework.
Screen: User Stories › New (scrolled)
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User stories
User story details
1
Header
Code, epic / phase, status, priority, owner, Edit Story
2
Tabs with counts
Documents, Child User Stories, Plan & Budget (10), Comments
3
Overview
Project, epic / phase, organization, points, dates
4
Description & audit log
Full detail and history
Screen: User Stories › View: Create decoration Budget
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User stories
Documents and child stories
Documents tab
Child User Stories tab
1
Upload files
Quotes, photos, designs on the story itself
2
Add links
Point to shared folders or tools
3
Child stories
Break the work into smaller tasks
4
Search & add
Find or add a child story in place
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User stories
Comments and history
Comments tab
Comments and audit log on edit
1
Discuss in place
Rich-text comments on the story
2
Add Comment
Visible to everyone on the story
3
Audit log
e.g. “Added 10 budget items”, “Updated user story”
4
Who & when
Every entry shows user and time
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Budget
Plan & Budget on a user story
1
Open the tab
Shows the item count, e.g. Plan & Budget 10
2
Line items
Name, description, budget, actual and sold cost
3
Edit or delete
Icons on every line
4
Report & Export
One click to the story report or a file
Why it matters · Costs sit next to the task that causes them.
Screen: User Story › Plan & Budget
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Budget
Add budget items
1
Click Add Budget Items
A grid opens
2
Fill a row
Item name, description, budget, actual, sold cost, remarks
3
Add Another Item
Enter many items at once; sub-total updates
4
Save
Items are added and logged
Why it matters · Enter a whole quotation in one go.
Screen: Plan & Budget › Add Budget Items
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Budget
Story budget report
1
Budget cost
Total planned for the story
2
Actual cost
What was spent, with % of budget used
3
Sold cost
What is billed to the client
4
Variances
Budget variance and sold margin, item by item
Screen: Budget › User Story
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Budget
Epic / Phase budget report
1
Open from the epic / phase
Budget Report button on the epic / phase
2
Totals for the epic / phase
All its stories added together
3
Budget used bar
Turns red when spending passes the budget
4
Drill down
Expand each story to its items
Screen: Budget › Epic: Wedding Decoration
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Budget
Project budget report
1
Whole project
Every epic / phase and story with budget items
2
Five headline numbers
Budget, actual, sold, budget variance, sold variance
3
Budget used
Actual vs budget at a glance
4
Budget details
Grouped by epic / phase → story → item
Why it matters · Know the profit and overspend of a project before it ends.
Screen: Budget › Project: Wedding function for Nihar
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Budget
Drill into every epic / phase and story
1
Epic / Phase totals
A total line after each epic / phase
2
Story groups
Items grouped under their story
3
Colour cues
Over-budget values shown in red
4
Click headings
Show or hide each epic / phase or story
Screen: Project budget report (scrolled)
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Budget
Export the report as PDF or Excel
1
Click Export
On any project, epic / phase or story report
2
PDF
Formatted report, ready to print or share
3
Excel
Spreadsheet for further calculations
4
Download
The file is generated instantly
Why it matters · Share a professional cost report with your client in one click.
Screen: Budget report › Export
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Subscription
Your plan, usage and payments
Plan card on the dashboard: Gold plan, 28 days left
Subscription Transactions
1
Plan card
Plan name, status and days left
2
Usage vs limits
Users 3 / 100, projects 1 / 50
3
Upgrade
Raise limits from the dashboard
4
Payment history
Every transaction: plan, amount, status, period
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