📘 How to Use Daksh Mitra

Explore complete guidelines, best practices, and the primary purpose of each section in Daksh Mitra.

☑️

Tasks Manager

Personal Category
Purpose: Organize your daily agenda, follow-ups, and to-do lists in a structured manner to avoid missing critical responsibilities.
👉 How to Use:
  • Click Create Task from the Tasks page or Dashboard.
  • Enter a clear Title, Description, and Category (e.g. Work, Personal).
  • Select a priority level: Low, Medium, High, or Critical.
  • Configure a specific due date and save.
✅ Correct Use & Best Practices:
  • Mark tasks as "Completed" immediately after execution to keep your dashboard clean.
  • Use the Critical Priority tag only for tasks that have severe compliance or financial consequences if missed.
  • Add detailed notes to prevent forgetting contextual dependencies.
📅

Events Planner

Personal Category
Purpose: Schedule and keep track of important temporal appointments, social gatherings, meetings, and key dates.
👉 How to Use:
  • Navigate to Personal > Events in the menu.
  • Fill out the event name, venue, type, and starting/ending time.
  • Specify if it is recurring (e.g. annual, monthly).
  • View scheduled items sequentially on the dashboard timeline widget.
✅ Correct Use & Best Practices:
  • Enable alerts on event creation to receive trigger notifications.
  • Use consistent event types (e.g., Meeting, Celebration) to allow easier catalog filtering later.
  • Keep locations detailed so that you can navigate or access them directly.
👥

Relationships Center

Personal Category
Purpose: Manage your contacts database, register birthdays/anniversaries, and record conversation history logs to maintain healthy communication circles.
👉 How to Use:
  • Open Personal > Relationships in the menu.
  • Add a contact with name, phone, email, and relationship type.
  • Register birthdate and anniversary date.
  • Write log records under the contact timeline after calling or meeting them.
✅ Correct Use & Best Practices:
  • The dashboard automatically prompts you of upcoming birthdays and anniversaries 7 days in advance. Make sure coordinates are active.
  • Document contact history logs right after interactions to remember discussed items.
  • Store contact tags/groups correctly for faster searching.
🏃

Fitness Tracker

Personal Category
Purpose: Log exercises, calculate active duration, monitor weight cycles, and maintain a consistent workout schedule to reach weekly fitness goals.
👉 How to Use:
  • Set your weekly workouts target (e.g. 4 workouts/week) in the Settings gear/Goal panel.
  • Log exercises using categories: Cardio, Strength, Flexibility.
  • Input workout duration in minutes, distance in km (if running), and weight log.
  • Monitor progress bars on the dashboard or fitness center.
✅ Correct Use & Best Practices:
  • Log your parameters immediately after exercising for exact records.
  • Use the weight tracking feature weekly at the same time of day (e.g. morning) to ensure consistent data analysis.
  • Stay consistent with exercise names (e.g., "Jogging" vs "Running") to get clean reporting charts.
🌴

Leave Planner

Personal Category
Purpose: Plan personal time-offs, apply for annual leave quotas, check calendar availability, and balance vacation schedules.
👉 How to Use:
  • Configure leave types (e.g., Sick Leave, Casual Leave) and quotas in Leave settings.
  • Submit leave applications selecting starting/ending dates and details.
  • View status (Pending, Approved, Denied) and monitor availed limits.
  • Check the centralized leaves calendar to prevent holiday schedule overlaps.
✅ Correct Use & Best Practices:
  • Submit requests well in advance to give the team adequate preparation time.
  • Verify remaining quotas before applying to avoid approval delays.
  • Ensure correct leave classification (e.g. sick leave vs annual leave) to preserve documentation accuracy.
🚗

Vehicles Workspace

Assets & Records
Purpose: Track multiple vehicles, document compliance certificates (RC, Pollution-Under-Control, Permits), log maintenance histories, and audit running expenses.
👉 How to Use:
  • Add vehicle details (make, model, registration number, odometer).
  • Under **Compliance**, add certificates (e.g. Pollution Certificate) and expiration limits.
  • Under **Maintenance**, record oil changes, repairs, and next service thresholds.
  • Under **Expenses**, register fuel purchases and other running costs.
✅ Correct Use & Best Practices:
  • Configure **Reminder Thresholds** (e.g., alert 15 days before Pollution certificate expires).
  • Update odometer readings regularly to trigger service alerts accurately.
  • Record all maintenance costs under expenses for complete vehicle cost of ownership reports.
📄

Insurance Policies

Assets & Records
Purpose: Register insurance policies (health, vehicle, life), record premium payment cycles, upload policy PDFs, and track coverage limits.
👉 How to Use:
  • Open Assets > Insurance and click Create Policy.
  • Provide policy number, company, sum assured, premium cost, and next due date.
  • Upload digital copy PDFs or images under Documents.
  • Log premium payments to keep track of payment history.
✅ Correct Use & Best Practices:
  • Set premium alarms to trigger notifications at least 5 days prior to due dates to avoid policy lapses.
  • Ensure uploaded files are clearly named (e.g. Health_Insurance_2026.pdf) for easy retrieval during emergencies.
  • Keep support/claim phone numbers populated in the notes.
📁

Documents Vault

Assets & Records
Purpose: Securely store notes, legal paperwork, certificates, credentials, and attachments in a central repository.
👉 How to Use:
  • Navigate to Assets > Documents.
  • Add document text content, summary notes, and title.
  • Upload attachments (PDFs, images) as supporting evidence.
  • Link documents to vehicles or insurance policies if applicable.
✅ Correct Use & Best Practices:
  • In the Android app, all document notes are locally encrypted using SQLCipher. Synchronize to the cloud only when secure backups are needed.
  • Write descriptions for attachments to quickly check files without downloading them.
  • Wipe locally cached files if accessing on shared computers.
🛡️

Duties Scheduler

Professional Category
Purpose: Schedule professional work shifts, duty calendars, assign locations, track running durations, and manage work schedules.
👉 How to Use:
  • Go to Professional > Duties in the menu.
  • Create duty entry with shift name, timings, location, and role.
  • Mark shift calendars and review weekly duty timelines.
  • Configure shift handover notes and instructions.
✅ Correct Use & Best Practices:
  • Add location notes and contact numbers for the shift coordinators.
  • Ensure duty timings are logged in the 24-hour format to prevent AM/PM scheduler confusion.
  • Check for shift scheduling conflicts before entering new duties.
📋

Compliance Tracker

Professional Category
Purpose: Manage regulatory compliance cycles, track certificates, log inspection history, and prevent legal lapses.
👉 How to Use:
  • Add compliance targets (e.g. Professional Tax, License Renewals).
  • Configure recurrence interval (annual, semi-annual, monthly).
  • Provide compliance code references and upload receipts.
  • Record occurrences when payments or inspections are completed.
✅ Correct Use & Best Practices:
  • Verify tax/compliance payment receipts are clearly readable before uploading.
  • Keep notification thresholds active to give yourself enough time to clear government delays.
  • Log payment transaction references for faster auditing.
🔔

Reminder Alarms Center

Insights & Tools
Purpose: Schedule precise time-bound notification alarms (one-time or recurring rules) that alert you even when the screen is locked.
👉 How to Use:
  • Navigate to Insights & Tools > Reminders.
  • Add a reminder rule (Title, Alarm Time, Recurrence, Priority).
  • Select notification channels (Push Notification, Alarm Alert).
  • Use the Snooze option (5 min, 10 min, 30 min) directly from alerts to defer.
✅ Correct Use & Best Practices:
  • Android Requirement: For High/Critical priority reminders, ensure you have granted the **Exact Alarm Permission** and disabled **Battery Optimization** in settings to prevent background alert delays.
  • Use the alarm channel specifically for critical timeline actions like duty reports or compliance dues.
  • Keep reminders connected to their corresponding modules (e.g. link to a task or a vehicle) for quick lookups.
🤖

AI Assistant

Insights & Tools
Purpose: Query local data summaries, ask clarification questions, create automated plans, and get answers using security-cleared contextual processing.
👉 How to Use:
  • Configure provider configurations (API key, model parameters) in Profile > AI Settings.
  • Open the AI Assistant module and start a new conversation.
  • Type queries (e.g. "What vehicle compliance certificates are due this month?").
  • Pin or archive conversation logs to organize topics.
✅ Correct Use & Best Practices:
  • Make queries specific to active modules for precise contextual data retrieval.
  • Do not share highly sensitive credentials (like clear passwords) in conversational dialogues.
  • Wipe context/delete chats after finishing query workflows.