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Introduction
Introduction to Taskip
Choose the Best Taskip Plan for Your Business
Ways To Learn Taskip
Taskip Beginner’s Glossary: Terms You Should Know
Taskip Dashboard Navigation
Contact Taskip Support and Get Help
GDRP Complience and Taskip
Getting Started
Create Your Taskip Account
Log in to Taskip Workspace
Quick Start
Create a New Workspace in Taskip
Reset Your Taskip Password
Upgrade Taskip Plan
Delete a Taskip Workspace
Settings
Personal Account Settings
Workspace Configuration
Payment Methods Configuration
Global – Default Settings
Custom Fields
Intrgration: Third-Party Apps and Services
Billing
Notifications
API Application
Webhooks
SMTP Configuration
Data Management
Email Templates
Client Portal
Create Client Profile
Client View Page
Import Clients
Create Company
Import Companies
Service Catalog
Create a Service with Multiple Packages in Taskip (Step-by-Step Guide)
Edit or Update a Service
Delete a Service
Introduction to Service Orders
Managing a Service Orders
Delete a Service Order
Leads
Create a Lead
Import Leads
Delete a Lead
Export Leads
Add a New Lead Source
Lead Details Page
Sales Pipelines
Sales Pipeline Overview
Create Pipelines
Create New Deal
Deal Details View
Create New Stage
Quotations
How Do I Create a Quotation?
How to Add and Manage Tax in Taskip for Invoices and Quotations
How to Configure Custom Quotation Number Format in Taskip
How to Set Up Automated Quotation Reminders in Taskip
How do I check the activities of a quotation?
How to Print a Quotation
How to Download a Quotation?
How to duplicate a quotation
How to change Quotation prefix and use precision number as quotation number
How to set default reminder for quotation
How to set default Quotation Template
How to set Default Notes for Quotation
How do I generate a public URL for a quotation?
How to Convert Quotation Into An Invoice?
How to change Quotation Status
Invoices
How to Create an Invoice?
How to generate a public URL for an invoice?
How to change Invoice Status
How do I change the invoice status for partial payment?
How to Download an Invoice?
How to Add Notes In an Invoice?
How to Duplicate an Invoice?
How to Use Recurring Invoices in Taskip
How to Duplicate an Invoice Items?
How do I check the activities of an invoice?
How do I send an invoice to the client directly?
How to set default Invoice Template
How to Print an Invoice?
How to schedule aa invoice?
How to Configure Custom Invoice Number Format in Taskip
How to Set Up Automated Invoice Reminders in Taskip
How to Add and Manage Tax in Taskip for Invoices and Quotations
How to set default reminder for invoice
Team Management
Introduction to Team Management
Add Teams
Add Members
Permissions (Role Management)
Project Management
How To Create a project?
How To Switch Views for Projects?
How to Edit Project?
How to Track Time in a Project
How to Upload File in Project?
How To Manage Project In Taskip?
Documents
How to create a Document
How to Use a Template to Create a Document in Taskip
How to add an Image block in the document
How do I add a table block to the document?
How to add code block in document
How to mention someone in the document
How to rename a document
How to duplicate a document
How do I share access to a document with a team or client?
How to publish a document to the web
Forms
How to create a Form
How to build a form using drag & drop form editor
How to check form submissions
How to customise form preview
How to preview the form publicly
How to set condition to a form field
How to add recaptcha in form
How to add dropdown in form
How to add checkbox groups in form
How to add file upload support to form
How to add phone number input support to form
How to add Address Field support to form
Emails
Emails Overview
Inbox Settings
SMTP Config
Email Templates
IMAP / Webmail Connections
Discussion
How to use Discussions
How to create a person discussio
How to create a group discussion
How to invite team, team member, and client into group discussion
How to add emoji and format messages in discussions
How to share a note in discussion
How to share a file discussion
Support Tickets
How to create a support ticket
How to add notes to a support ticket
How to change status and priority of a support ticket
How to reply a support ticket
How to get all shared file in a support ticket
Meeting Scheduler
How to create a meeting
How to setup availability for meeting booking form
How to connect Google Meet with meeting
How to Connect Zoom with Booking Calendar
How to modify booking form
How to edit meeting reminder Email template?
How to Cancel a meeting?
How to reschedule a meeting?
How to configure booking form contents
How to setup automatic reminder for meeting?
Workflow Automation
How to Automatically Delete a Conversation Through Inbox Automation in Taskip
How to Trigger a Webhook Automatically Through Inbox Automation in Taskip
How to Automatically Create a Contact Through Inbox Automation in Taskip
How to Automatically Create a Support Ticket Through Inbox Automation in Taskip
How to Automatically Create a Deal Through Inbox Automation in Taskip
How to Automatically Create a Deal Activity Log Through Inbox Automation in Taskip
How to Automatically Reply to a Conversation in Taskip Using Inbox Automation
How to Automatically Assign a Tag to a Conversation in Taskip
How to Automatically Create a Task Through Inbox Automation in Taskip
How to Run Inbox Automation Based on Time Period and Days Filter in Taskip
How to Run Inbox Automation Based on Email Subject in Taskip
How to run an Inbox automation based on sender Email
How to Automate a Workflow for “Conversation Delete” in Taskip
How to Automate a Workflow for “New Message Received” in Taskip
How to Set Up a Workflow for “Received New Reply” in Taskip Inbox
How to create a workflow automation in taskip
Payment Gateway
How to Configure Manual Payment Gateway In Taskip?
How to Configure Paypal Payment Gateway In Taskip?
How to Configure FastSpring Payment Gateway In Taskip?
How to configure Stripe Payment Gateway
How to Configure Razorpay Payment Gateway In Taskip?
How to configure Xendit Payment Gateway In Taskip
How to configure Mollie payment gateway in taskip
Integrations
WhatsApp Integration in Taskip
How to configure Cloudflare Turnstile
How to configure Google Recaptcha
How To Configure Propovoice Integration
Webhooks
Create and Manage Webhooks
Supported Webhook Events
Webhook Best Practices
Troubleshooting Webhooks
Public APIs
Taskip Public API
How to create a meeting
