Documentation
OhYeh is designed to help small businesses stay organised by ensuring important responsibilities are tracked, assigned and never forgotten.
What it’s for
Section titled “What it’s for”- Tracking recurring business responsibilities such as tax returns, invoicing, employee reviews, supplier payments and compliance activities, and ensuring timely reminders are sent.
- Providing flexible reminders.
- Assigning tasks to people or roles and tracking their completion.
- Organising information relating to clients, suppliers and other business entities.
- Maintaining a history of notes, communications and activities linked to those entities.
What it includes
Section titled “What it includes”- Tasks: one-off or recurring items with due dates and an assigned owner responsible for completion.
- Templates: reusable task patterns for quickly creating common or repeated tasks.
- Calendar: a view of upcoming tasks and deadlines, filterable by role or individual assignee.
- Entities: structured records for clients, suppliers, investors or authorities, each with notes, custom fields, and linked tasks.
- Alert levels: configurable reminder rules that control when notifications are sent before and on a task’s due date.
- Weekly digest: an optional summary email of upcoming and overdue tasks, sent on a chosen weekday.
- Team and roles: workspace members, invitations, and permission controls for assigning responsibilities and managing access.
- Billing: workspace subscription management, including trial status, plan selection, and seat allocation.
What it is not
Section titled “What it is not”- A full CRM focused on sales pipelines and marketing activities.
- A detailed project management platform designed to manage every step of complex projects.
- A simple calendar application used only for scheduling events.
OhYeh focuses on helping businesses manage the operational tasks and relationships that keep day-to-day activities running smoothly.
Feature map
Section titled “Feature map”| App sidebar | Doc section |
|---|---|
| Dashboard | Summary cards, my tasks, upcoming work |
| Tasks | List, filters, create, complete, dates, recurrence |
| Calendar | Day / week / month views, team filters |
| Team | Members, invites, roles, permissions |
| Templates | Library and custom templates |
| Alerts | Alert levels and task reminder emails |
| Entities | Types, fields, record detail, task links |
| Settings | Organization, profile, notifications, billing |
Use the sidebar to browse, or search at the top of the page.
New here?
Section titled “New here?”- Sign in with Google
- Complete onboarding if prompted
- Create a task with a due date and pick an alert level