Design Description
When a user logins, they're directed to the Companies page. In the companies page there is a side panel organizing all the companies into groups, and within each company there are links to the company's contacts, tasks and documents. New companies can be added directly on this page. New groups are added when you necessary in the creation of a company. Within each sub-item(item being contact, task, or documents) of the company are buttons to add new items affiliated to each company. After clicking such buttons, a window will pop-up where information will be entered and then saved. The other links in the navigation bar links to a page that shows all the items that have been entered so far. For example the Tasks link will show all the tasks in a table that is sortable and filterable. Within this link an user can add a new task, and a similar window will show up, with an additional field to link the task with a company. The contacts and documents page will have a similar format. However, for documents it probably isn't necessary to force a link with a company.
Design notes:
Instead of an extra level in the side panel tree, there could be tabs within the main panel after selecting the company. The windows that appear will be dialogs within the page, not those annoying browser based pop-ups. However, if that is hard to implement, it could be a separate page that redirects to the existing page after the window is saved or canceled.
Scenario
Ann login and clicks companies.
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Seeing that the due dates for the Google tasks are soon, she logs off and starts working on the online app. Design notes:
Instead of an extra level in the side panel tree, there could be tabs within the main panel after selecting the company. The windows that appear will be dialogs within the page, not those annoying pop-ups. However, if that is hard to implement, it could be a separate page. The other buttons on the navigational bar, Documents and Contacts list all the documents and contacts uploaded similar to the Task button with filters and such.