The Create Company feature in Taskip allows you to add and manage company profiles within your workspace. It helps you organize clients under companies and maintain structured business records.
Purpose
- Store company information
- Associate multiple clients with a company
- Centralize business records
- Improve client and organization management
Navigation Path
Go to:
Clients → Companies
Click Create Company to add a new company.
Create Company Form
Fill in the following details:
Basic Information
| Field | Required | Description |
|---|---|---|
| Company Name | Yes | Name of the company |
| Yes | Primary company email |
Business Information
| Field | Required | Description |
|---|---|---|
| Website | No | Company website URL |
| Phone No | No | Contact number |
Location Details
| Field | Required | Description |
|---|---|---|
| Country | No | Select country |
| State | No | Select state |
| City | No | Select city |
| Zip Code | No | Postal code |
Tax Information
| Field | Required | Description |
|---|---|---|
| VAT / Tax ID | No | Company tax identification number |
Example:
GB123456789
People (Contacts)
| Field | Description |
|---|---|
| Select People | Associate existing clients with the company |
Tags
| Field | Description |
|---|---|
| Tags | Categorize companies for filtering and segmentation |
Examples:
- Enterprise
- Startup
- VIP
- Partner
Description
Add notes or additional details about the company.
Example:
- Industry type
- Business relationship
- Key requirements
Custom Fields
Custom fields allow you to store additional company-specific data.
Examples:
- Industry
- Company Size
- Annual Revenue
Invite Client to Workspace
| Option | Description |
|---|---|
| Enable Invite | Sends invitation to associated contacts |
Actions
- Save – Create the company profile
- Cancel – Discard changes
System Behavior
- Required fields must be completed before saving
- The company is added to the Companies list after creation
- Associated people are linked to the company
- Tags and custom fields enhance filtering
- Invited contacts receive workspace access
Best Practices
- Use accurate company details
- Link relevant clients under the company
- Use tags for segmentation
- Maintain updated contact information
- Utilize custom fields for additional data
Summary
Creating a Company in Taskip allows you to organize business entities and associate multiple clients under a single profile. This improves data structure, communication, and overall client relationship management within your workspace.