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Features of Zotek8 PM Lite

Zotek8 PM Lite is a lightweight project management tool that runs on your organisation's own Google Drive, Docs and Sheets. There is no database to install. Security and personalisation are built in: see the first two sections below.

🚀 Quick start

  1. Sign in with your Google account.
  2. Choose the Drive folder that holds your projects. The first time, the app sets everything up automatically.
  3. Add tasks, assign people, then drag cards across the Board.
  4. Create a sprint, add tasks to it and generate a release note when it ends.

Security and privacy

Your data stays in your organisation

No third-party database, no vendor cloud.

  • Everything lives in Google Sheets, Docs and Drive files owned by your organisation. There is no database to breach or maintain.
  • Each organisation runs its own copy with its own Google Cloud project, so data is never shared between organisations.
  • You can inspect, back up or export everything from Drive at any time, and Google's version history helps recover from mistakes.

Access follows Google Drive permissions

No separate accounts to manage.

  • The app calls Google with the signed-in user's own token, so nobody can see or change more than Google already allows them.
  • Owners and managers are admins, Editors can change data, Viewers are read-only.
  • Revoke access by unsharing the folder in Drive; it applies from the next request. Sign-in can be limited to your own organisation (OAuth “Internal”).

Sign-in and tokens

Google sign-in only.

  • The app never sees or stores your password.
  • Google access tokens stay on the server, inside an encrypted, HttpOnly session cookie, and are never handed to the browser's JavaScript.
  • Who did what (comments, log, notifications) is taken from the signed-in account on the server, not from what the browser claims.

Audit trail

See who did what, and when.

  • Every create and update is recorded with the user, time and what changed.
  • The app only appends to the log. As it is a normal Google Sheet in your Drive, Google's version history still shows any direct edit.
  • Filter in the app, download as CSV, or open the Log tab in Google Sheets.

Built for least privilege

Ask for little, protect what you keep.

  • Assignment emails are sent from the assigner's own Gmail. Set NOTIFY_EMAIL=false and the app stops asking for the Gmail permission at sign-in.
  • Secrets (client secret, session key) live only in the server's .env file, never in the browser or the repository.
  • Two people editing at once are detected instead of overwriting each other, and text placed into emails and release notes is escaped.

Personalisation

Your name, logo and footer

Make the app look like it belongs to your organisation.

  • Set the application name, a logo image and the copyright line in the server settings (APP_NAME, LOGO_URL, APP_COPYRIGHT), with no code changes.
  • The logo appears in the header and on the sign-in page, and clicking it always returns to the home page. Without LOGO_URL the built-in logo is used.
  • The name shows on every page, the browser title, emails and Chat messages.

Custom statuses from a spreadsheet

Adapt the workflow to your team.

  • Task and sprint statuses, colours, priorities, task types and which statuses count as “done” are read from the Config tab of _PM_Master.
  • Add a value by adding a row, then press ↻ in the app.
  • Removing a status doesn't hide tasks that still use it.

Three languages

English, Tiếng Việt and 日本語.

  • Switch language at any time from the selector at the top.
  • Your choice is remembered per browser.

Personal preferences

Work the way you like.

  • Choose your language; it is remembered per browser.
  • Filters on Board, List and Gantt are remembered, so you return to the view you use, for example “Assigned to me”.
  • Hide any Tip you no longer need and bring them all back from this page.

Manage work

Board, List and Gantt

See the same tasks in three ways.

  • The Dashboard shows the progress of every project you have opened at once. Tasks and sub-tasks carry an estimate in days or hours, and the project name sits next to the logo so you can switch projects in one click.
  • Sort by ID or start date. On the Gantt, Export copies the chart you are looking at (with your filters and sort) into a “Gantt” sheet of the master file: colour-coded day cells with progress shading, ready to share.
  • Every task shows its #id, and all three views list tasks in id order.
  • Board: drag cards between status columns.
  • List: change status and assignee right in the row.
  • Gantt: bars coloured by status, with progress, assignee and a “Today” line. Click a bar to edit it in a popup.
  • Search and filter all three views by sprint, status, assignee, priority, type and due date.

Task detail page

Everything about a task in one place.

  • Title, description, status, priority, type, sprint, assignee, dates and progress.
  • Changes are saved automatically.
  • Documents, sub-tasks and comments live on the same page.

Sub-tasks

Break work down by one level.

  • Add a sub-task with the + button on a Board card or List row, from the Gantt popup, or on the parent's page. A popup opens, so you never leave the screen you are on.
  • The parent shows how many are done and averages their progress automatically.
  • Sub-tasks follow the parent's sprint by default and are indented in the list and Gantt.

Sprints and releases

Sprints (Scrum)

Plan iterations with a name, goal and dates.

  • Each sprint has its own status (Planned, Active and Completed by default).
  • A progress bar shows finished tasks at a glance.
  • Each sprint has its own document folder.

Add, move and remove tasks

Reorganise sprints without leaving the sprint page.

  • “Add existing tasks” opens a searchable list; tick several and add them at once.
  • Move a task to the backlog or another sprint from its row, or remove it with ✕.
  • Tick multiple rows to move or remove them in bulk.
  • Sub-tasks always travel with their parent.

Automatic release notes

A release note for every sprint, with no manual writing.

  • Built from the sprint's tasks: completed work grouped by type, unfinished work as carry-over, and the contributors.
  • Always reflects the current data.
  • Copy as Markdown, download a .md file, or save it as a Google Doc in the sprint's folder.

Documents

Documents for tasks and sprints

Every task and sprint can have its own documents.

  • A dedicated Drive folder is created when you add the first document.
  • Create a Google Doc, link an existing file (added as a shortcut, so the original stays where it is) or upload from your computer.
  • Removing a document from a task never deletes the file on Drive.

Project documents

A shared library for the whole project.

  • Browse the Shared Docs folder and its subfolders.
  • Create folders and Google Docs, upload files or link existing ones.
  • Open any item in Drive with one click.

Teamwork

Comments

Discuss right inside each task.

  • The sender, email and time are recorded by the server from the Google account.
  • Editors and admins can comment; viewers can read.

Assignment notifications

People hear about new work without you chasing them.

  • When a task is assigned to someone else, they get an email (sent from the assigner's Gmail) and/or a message in a Google Chat space.
  • The email language follows the assigner's interface language.
  • If sending fails, the task is still saved and a warning is shown.

Platform

Pick a folder from Drive

Start with any folder you can access.

  • Browse My Drive or Shared with me, search by name, or paste a folder link.
  • On first use the app creates _PM_Master, Docs and Shared Docs inside the folder.
  • Shared drives are not supported yet.

⌨️ Shortcuts and quick actions

EnterAdd a task, sub-task or sprint task from the input box
Ctrl / ⌘ + EnterSend a comment
EscClose the quick-edit popup on the Gantt chart
Drag & dropMove a card to change its status (Board)
Click outside a fieldSave a text field on the task page
↻Reload settings after editing the Config tab

💡 Quick tips

Every screen has a short 💡 Tip box. You can hide each tip and bring them all back at any time.