User Manual – Taskly

A quick-start step-by-step user manual to install, set up, configure, and start using Taskly easily.

1. Introduction
2. Registration and Login
3. Overview
- 3.1 Dashboard
- 3.2 Calendar
4. Project Management
5. Time Tracking
- 5.1 Timesheets
6. Finance
- 6.1 Invoices
- 6.2 Budget & Expenses
7. Communications & Content
8. Website & Marketing
- 8.1 Landing Page
9. System Control

1. Introduction

Welcome to the Taskly user manual. Taskly is a project management tool for businesses that helps teams plan projects, manage tasks, organize members, and track work from one centralized platform. This guide is designed for Taskly customers and includes step-by-step instructions for login, dashboard navigation, project and task management, team collaboration, report tracking, and configuring system settings.

2. Registration and Login

Taskly includes a comprehensive user authentication system that handles account registration, login, password recovery, and email verification. The platform ensures secure access using role-based permissions and provides features to protect user accounts and manage sessions safely.

2.3 Entering Your Credentials

Upon reaching the login page, users fill in the required fields to sign in.

Fill in the required information in the designated fields:
Email Address: Enter your registered email address.
Password: Enter your account password.
Click the “SIGN IN” button to access your account.

Once logged in, you will be directed to your personalized dashboard, where you can manage your tasks, collaborate with team members, and access all Taskly features.

Note: Forgot your password? Click the “Forgot password?” link next to the password field. You’ll receive an email with instructions to reset your password securely.

2.4 Password Management

If you have forgotten your password, Taskly provides a straightforward recovery process to help you regain access to your account.

To reset your password, click Forgot password? on the login page. Will you be taken to the Forgot your password? page, which includes the following:

Email Address: Enter the email address associated with your Taskly account.
Email Password Reset Link: Click this button to submit your request.

Once you receive the email, open it and click the reset link to set a new password for your account. After updating your password, click Back to login to return to the login page and sign in with your new credentials.

2.5 Email Verification

Once a new company is created, a verification email is automatically sent to the company’s inbox.

This verification email will only be triggered if the Email Notification toggle is enabled under System Settings in the Super Admin panel.
Check the company’s email inbox for the verification message
Click on the verification link provided in the email
The system will automatically redirect upon successful verification
This is a one-time process and does not need to be repeated

2.6 New to Taskly?

If you do not yet have an account, you can register directly from the login page. Click the “Create one” link at the bottom of the login form to begin the registration process. Fill in the required information in the designated fields:

Name: Input your full name.
Email Address: Enter your email address
Password: Create a strong, secure password that you’ll remember.
Confirm Password: Re-enter your password to confirm it matches and prevent any typos.
Click the “Create account” button to complete the process.

2.8 Seamless Access

Subsequent logins can be initiated using your registered email and password on the login page. By following these steps, users can seamlessly access the Taskly platform and manage their operations with ease.

3. Overview

3.1 Dashboard

The Company Dashboard provides a complete overview of workspace activity at a glance. The welcome banner at the top greets the user with a time-based salutation and a wave emoji, and displays overlapping member avatars alongside the total workspace member count.
At the top right of the banner, quick badges show the number of Active Projects and tasks In Progress, alongside quick-access icons for Projects, Tasks, Timesheets, and Settings. At the top right of the page, the Refresh button reloads the latest data across all dashboard sections.
The dashboard presents four summary cards displaying Total Users, Active Projects, Tasks Completed, and Total Received. Each card shows the current value along with supporting context, such as completed and overdue project counts or pending invoice counts.
The Time Tracking section on the left lists timesheets awaiting approval, with each entry displaying the employee’s avatar, name, the logged date range, and a “Pending” status badge. Click View All to see the full list of timesheets.
On the right, the Bug Tracking section lists recently reported bugs, displaying each bug’s title, the related project, a severity badge (e.g., Critical, High, Low), and the time elapsed since it was reported. Click View All to see the full list of bugs.
The Project Status Overview section on the left lists ongoing active projects, displaying each project’s name, due date, and a priority badge (e.g., Urgent, High, Medium, Low). Click View All to see the full list of projects.
On the right, the Budget Overview shows a donut chart comparing Spent versus Remaining budget, with each segment’s total amount and percentage share listed beside the chart.
The Timesheet Hours chart displays a bar chart showing logged hours per month for the selected year, with the total hours logged for that year shown as a badge. Use the year dropdown at the top right to switch between years.
The Task Completion Trend chart displays a bar chart comparing Created versus Completed tasks per month for the selected year, distinguished by color and labeled with a legend. Use the year dropdown at the top right to switch between years.
The Invoice Revenue chart displays a line chart showing monthly paid invoice revenue for the selected year, with the total revenue for that year shown as a badge. Use the year dropdown at the top right to switch between years.
The Recent Tasks section on the left lists recently created tasks, displaying each task’s title, related project, priority badge, and the time elapsed since creation. Click View All to see the full list of tasks.
On the right, the Pending Expenses section lists expenses awaiting approval, displaying each expense’s title, amount, a “Pending” status badge, and the time elapsed since submission. Click View All to see the full list of expenses.

3.2 Calendar

The Calendar section provides a centralized visual overview of all your scheduled activities, including meetings and tasks. It consolidates data from across the system into a single calendar view, making it easy to spot conflicts, plan ahead, and track upcoming activities at a glance.

The top of the page displays a color-coded legend indicating the three event types:

Zoom Meetings: Marked in blue
Google Meetings: Marked in green
Tasks: Marked in orange

The top left of the page includes navigation controls with previous and next arrows to move between time periods, along with a “Today” button to instantly return to the current date.
The top right of the page includes three view toggles that allow you to switch between different calendar layouts:

Month: Displays a full month grid showing all events across each day of the month
Week: Displays a detailed weekly view with hourly time slots for scheduled events
Day: Displays a single day in detail with hourly time slots, useful for reviewing a specific date’s schedule

Each event on the calendar is labeled with its title and color-coded by type, allowing you to quickly identify the nature of each entry. Days with more events than can be displayed show a “+X more” indicator, and the current date is highlighted for easy reference.

4. Project Management

4.1 Workspaces Management

The Workspaces Management page allows you to view, create, and manage all workspaces you own or belong to.

Use the Search bar to find a specific workspace by name.
Toggle between List View and Grid View using the view icons at the top right.

Workspaces List

Workspaces are grouped into two sections, each with a count badge:

Your Workspaces: Workspaces you own, where you hold the Owner role
Shared Workspaces: Workspaces you’ve been added to as a Member

Each workspace card displays the following details:

Name: The workspace’s avatar and name
Role & Status: A role badge (Owner or Member) and an Active status badge
Description: A short description of the workspace’s purpose
Members: The total number of workspace members, with a View icon to see workspace details
Switch: Click to switch your active session into that workspace (not shown for your current workspace)

Clicking a workspace’s View icon opens its detailed page, showing “View and manage your workspace details” with the workspace description, member count, and pending invitation count at the top. The page includes the following sections:

Login History: Click the clock icon to view login logs for this workspace’s users
Settings: Click to open the Workspace Settings section
Invite Member: Click to open the Invite New Member section

Settings

The Workspace Settings section allows you to update the workspace’s details:

Workspace Name: Edit the name of the workspace
Description: Edit the description of the workspace
Click Save Changes to apply your edits, or Cancel to discard them. Click Delete Workspace to permanently remove the workspace.

Invite New Member

Click Invite Member to open the Invite New Member section, showing:

Email Address: Enter the email address of the person to invite
Role: Select a role from the dropdown (e.g., Member – Standard access); available roles are listed based on your current plan limits
Click Send Invitation to send the invite, or Cancel to close the section without sending.

Members List

The Members section lists all workspace members with a total count. Each member entry displays the following details:

Name: The member’s avatar, name, and email address
Joined: The date the member joined the workspace
Role & Status: A role badge (Owner, Member, Manager, or Client) and an Active status badge
Delete: Click the trash icon to remove the member from the workspace (not shown for the Owner)

Pending Invitations

The Pending Invitations section lists invitations awaiting acceptance, with a total count. Each entry displays the following details:

Email: The invited email address
Expires: The date the invitation expires
Role: The assigned role badge
Actions: Click Resend Invitation to send the invitation again. Click the Trash icon to cancel the invitation.

Login History

Click the Login History icon to view the workspace’s login logs.

Use the Search bar to find a specific entry by user, email, or IP address.

Login History List

Each entry in the list displays the following details:

User: The user’s name, email address, and User Type (e.g., Company)
IP Address: The IP address used to log in
Login Date: The date and time of the login
Details: The browser and operating system used (e.g., Chrome, Linux)
Actions: A View icon to see full login details and a Delete icon to remove the entry

Creating a New Workspace

Click Create Workspace to open the pop-up, showing:

Workspace Name: Enter the name of the workspace
Description: Add a description of the workspace’s purpose

4.2 Projects

The Projects page allows you to manage all your projects and their details.

Five summary cards display Total Projects, Active, Completed, On Hold, and High Priority counts.
Use the Search bar to find a specific project by name. Use the Status and Priority dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections.
Toggle between List View and Grid View using the view icons at the top right. Click Export to download your project data, or Import to bulk-upload projects.

Projects List

Each project card displays the following details:

Name & Visibility: The project name, a status badge (e.g., Planning, Active, Completed), and a visibility badge (Public or Private)
Description: A short summary of the project’s scope
Progress: A progress bar showing percentage completion
Dates & Priority: The start date, deadline, a priority badge, and estimated hours
Team: Overlapping avatars of assigned team members, plus a client count
Actions: View, Edit, and Delete icons

Clicking View on a project opens its detailed profile, which includes:

Status badges for the project’s current status, priority, and visibility at the top
Four summary cards displaying Team Members, Deadline, Budget, and Est. Hours, along with a Project Progress bar.
Quick-access buttons at the top right for Tasks, Gantt Chart, Bugs, Expenses, Budget, and Shared Project – each navigate to that section’s specific page when clicked. Click Back to return to the projects list.

Gantt Chart page shows the following details:

Switch the timeline granularity using Quarter Day, Half Day, Day, Week, or Month
Each task appears as a bar positioned along the timeline, labeled with its name

Shared Project modal lets you control what appears on the project’s public share link, which can be viewed without logging in:

Each section (Overview, Team Members, Milestone, Notes, Budget, Expenses, Task, Recent Bugs, Timesheet, Files, Activity) has its own toggle; only enabled sections appear on the shared link
Password (Optional): Sets a password to protect the shared link
Share Link: Shows the generated link, with a copy icon to copy it
Click Save to apply your changes, or Cancel to discard them

A row of tabs: Overview, Team, Milestones, Notes, Budget, Expense, Tasks, Bugs, Timesheet, Attachments, and Activity – switches between the sections below.

Overview tab shows the following details:

Project Description: A short summary of the project
Project Timeline: Shows the Start Date, Deadline, and Estimated Hours
Team Summary: Shows the count of Managers, Team Members, and Clients
Time Tracking Summary: Shows Total Hours Logged, Billable Hours, and Team Members Active
Project Reports: Shows Total Milestones, Notes Created, Attachments, and Activities
Budget Utilization: Shows Total Budget, Amount Spent, Remaining, and Utilization
Team Performance: Shows Team Size, Active Members, Avg Hours/Member, and Project Progress

Team tab shows the following details:

Managers, Team Members, and Clients are listed in separate columns, each with a count and a + button to add more
Each person’s avatar, name, email, and role badge, alongside a delete icon
Clicking + Add Manager (or Team Member) opens a form to select who to add.

Milestones tab shows the following details:

Each milestone card displays its Title, Description, a status badge (e.g., Completed, In Progress, Pending), a Due Date, and a progress bar, alongside Edit and Delete icons
Clicking Add Milestone opens a form with Title, Description, Due Date, and Status fields; click Create to save it, or Cancel to discard it

Notes tab shows the following details:

Each note card displays its Title, Content, the author’s name, and the date, alongside Pin/Unpin, View, Edit, and Delete icons
Clicking Add Note opens a form with Title, Content, and a Pin This Note checkbox; click Create to save it, or Cancel to discard it

Budget tab shows the following details:

Total Budget, Total Spent, and Remaining cards, followed by a Budget Progress bar showing Utilization
Recent Expenses lists each expense’s title, submitter, and amount, alongside a status badge
Click Show Budget to reveal further budget details

Expense tab shows the following details:

Total Expenses, Approved, Pending, and Total Amount cards
Recent Expenses lists each expense’s title, description, submitter, date, amount, and a status badge
Click Manage Expenses to open full expense management, or View All Expenses to see the complete list

Tasks tab shows the following details:

Total Tasks, Completed, In Progress, and Pending cards, each with a percentage of total
Recent Tasks lists each task’s title, priority and status badges, assignee, due date, and a completion ring
Click Manage Tasks to open full task management.

Bugs tab shows the following details:

Total Bugs, Open Issues, Critical, and Unassigned cards
Recent Bugs lists each bug’s title, description, severity and status badges, reporter, and report date
Click Manage Bugs to open full bug management.

Timesheet tab shows the following details:

Total Hours, Billable Hours, Team Members, and Approved cards, followed by a Billable Rate progress bar
Recent Timesheets lists each week’s submitter, hours, billable percentage, entry count, and a status badge (e.g., Approved, Submitted, Overdue)
Click Manage Timesheets to open full timesheet management, or View All Timesheets to see the complete list

Attachments tab shows the following details:

Use the Search bar to find a specific file by name or uploader
Each attachment card shows a thumbnail, file name, uploader, and upload date
Clicking Upload Files opens a dialog to select files to upload, with Browse, Create, and Cancel options

Activity tab shows the following details:

Project Activity: A vertical timeline of events alternating left and right, each entry showing the user’s avatar, name, date, and a short description of the change (e.g., a task being deleted, an expense being updated)

Importing Projects

Click Import to open the pop-up, showing:

Download Sample Template: Click the download icon to get the required file format
Select File: Choose an Excel (.xlsx, .xls) or CSV (.csv) file containing project data
Import Notes: A note confirms which file formats are accepted for import
Click Import to upload the file, or Cancel to close the pop-up without importing.

Creating a New Project

Click Add Project to open the pop-up, showing:

Project Title: Enter the name of the project
Description: Add a description of the project’s scope
Status: Select the project’s status (e.g., Planning)
Priority: Select the priority level (e.g., Medium)
Start Date: Select the project’s start date
Deadline: Select the project’s deadline
Estimated Hours: Enter the estimated hours required
Toggle Make project public to control the project’s visibility

4.3 Tasks

4.3.1 All Tasks

The Tasks page allows you to manage all tasks across your projects on a kanban board.

Five summary cards display Total Tasks, Unassigned, Assigned, Overdue, and High Priority counts.
Use the Search bar to find a specific task by name. Use the Project, Status, Priority, and Assignee dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections. Toggle between Kanban View and List View using the view icons at the top right.

Tasks Board

Tasks are organized into five columns by stage (To Do, In Progress, Review, Blocked, and Done) each with a count badge. Each task card displays the following details:

Title: The task name
Priority & Category: A priority badge and a category badge (e.g., Testing, Development)
Dates: The start date and due date, with an overdue date shown in red
Progress: A progress bar showing completion
Project: The related project name
Assignee: The avatar of the person assigned to the task
An overflow menu with View, Edit, and Delete options

Clicking View on a task opens its detailed profile, which includes:

Four summary cards displaying Stage, Priority, Project, and Milestone
A Progress bar showing the task’s completion percentage
A tabbed navigation bar for Details, Comments, Checklist, and Attachments.
Task Description: A full description of the task
Timeline: Shows the Created date, Start Date, and Deadline
Task Information: Shows the Stage, Priority, Project, Milestone, Assigned To, and Created By

The Comments tab lists all comments left on the task. Each entry displays the following details:

Commenter: The avatar and name of the person who commented
Date & Time: When the comment was posted
Message: The content of the comment, with an overflow menu for managing it
A message box at the bottom lets you write and send a new comment.

The Checklist tab lists sub-items for completing the task, with a progress bar showing how many are done out of the total.

Each checklist item displays a checkbox and its description; completed items appear with strikethrough text.
A text field at the bottom lets you add a new checklist item.

The Attachments tab lets you upload and manage files related to the task.

The Media Library pop-up lets you browse and select previously uploaded files instead of uploading new ones.

Use the Search bar to find a specific media file by name. Click Upload to add a new file to the library.
Files are displayed as a grid of thumbnails, with a total file count and current page shown at the top.

Creating a New Task

Click Create Task to open the pop-up, showing:

Project: Select the project this task belongs to, which loads its milestones and team members
Title: Enter the task title
Description: Add a description of the task
Priority: Select the priority level (e.g., Medium)
Assign To: Select a team member to assign the task to
Start Date: Select the task’s start date
Due Date: Select the task’s due date

4.3.2 Task Stages

The Task Stages page allows you to manage the workflow stages used across your kanban boards.

Four summary cards display Total Stages, Total Tasks, Default Stage, and Avg Tasks/Stage.

Workflow Stages List

Each stage entry displays the following details:

A drag handle to reorder the stage’s position
Order: The stage’s numeric position in the workflow
Name: A color-coded dot and the stage name, with a “Default” tag on the default stage
Task Count: The number of tasks currently in this stage
Edit and Delete icons

Creating a New Stage

Click Add Stage to open the pop-up, showing:

Stage Name: Enter the name of the stage
Color: Choose a color for the stage, either by picking a swatch or entering a hex code

4.4 Bugs

4.4.1 All Bugs

The Bugs page allows you to track and manage all reported bugs across your projects on a kanban board.

Five summary cards display Total Bugs, New, In Progress, Testing, and Critical counts.
Use the Search bar to find a specific bug by name. Use the Project, Status, Priority, and Severity dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections. Toggle between Kanban View and List View using the view icons at the top right.

Bugs Board

Bugs are organized into five columns by status (New, In Progress, Testing, Resolved, and Closed) each with a count badge. Each bug card displays the following details:

Title: A short description of the bug
Project & Date: The related project name and the date reported
Priority & Severity: A priority badge and a severity badge
Comment count, attachment count (if any), and the reporter’s avatar
An overflow menu with View, Edit, and Delete options

Clicking View on a bug opens its detailed profile, which includes:

Four summary cards displaying Status, Priority, Severity, and Project
A tabbed navigation bar for Details, Comments, and Attachments
Bug Description: A full description of the issue
Reproduction Details: Lists the Steps to Reproduce, along with the Expected Behavior and Actual Behavior
Bug Information: Shows the Status, Priority, Severity, Project, Milestone, Environment, Assigned To, and Reported By

The Comments tab lists all comments left on the bug. Each entry displays the following details:

Commenter: The avatar and name of the person who commented
Date & Time: When the comment was posted
Message: The content of the comment, with an overflow menu offering Edit and Delete options
A message box at the bottom lets you write and send a new comment.

The Attachments tab lets you upload and manage files related to the bug.

The Media Library pop-up lets you browse and select previously uploaded files instead of uploading new ones.

Use the Search bar to find a specific media file by name. Click Upload to add a new file to the library.
Files are displayed as a grid of thumbnails, with a total file count and current page shown at the top.

Reporting a New Bug

Click Report Bug to open the pop-up, showing:

Project: Select the project this bug belongs to
Milestone: Select the related milestone, if applicable
Bug Title: Enter a brief description of the bug
Description: Add a detailed description of the bug
Priority: Select the priority level
Severity: Select the severity level
Steps to Reproduce: List the steps needed to reproduce the bug
Expected Behavior: Describe what should happen
Actual Behavior: Describe what actually happens
Environment: Enter the browser, OS, and device details
Assign To: Select a team member to assign the bug to

4.4.2 Bug Status

The Bug Status page allows you to manage the workflow statuses used across your bug tracking board.

Four summary cards display Total Statuses, Total Bugs, Default Status, and Avg Bugs/Status.

Bug Workflow Status List

Each status entry displays the following details:

A drag handle to reorder the status’s position
Order: The status’s numeric position in the workflow
Name: A color-coded dot and the status name, with a “Default” tag on the default status
Bug Count: The number of bugs currently in this status
Edit and Delete icons

Creating a New Status

Click Add Status to open the pop-up, showing:

Status Name: Enter the name of the status
Color: Choose a color for the status, either by picking a swatch or entering a hex code

4.5 ToDos

The ToDos page allows you to manage all your personal and team tasks in a simple list.

Five summary cards display Total ToDos, Pending, In Progress, Completed, and Overdue counts.
Use the Search bar to find a specific to-do by name. Use the Status and Priority dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections. Toggle between List View and Board View using the view icon at the top right.

ToDos List

Each todo in the list displays the following details:

Title: The name of the todo
Created By: The avatar, name, and email of the person who created it
Priority & Status: A priority badge and a status badge (e.g., Completed, In progress, Overdue)
Due Date: The date the todo is due
Members: Overlapping avatars of anyone the todo is shared with
Actions: View, Edit, and Delete icons

Clicking View on a todo opens its detailed profile, which includes:

Four summary cards displaying Status, Priority, Due Date, and Assigned Members
A tabbed navigation bar for Details, Comments, and Attachments
Todo Description: A full description of the todo
Timeline: Shows the Created date and Due Date
Todo Information: Shows the Status, Priority, Created By, and Assigned To

The Comments tab lists all comments left on the todo. Each entry displays the following details:

Commenter: The avatar and name of the person who commented
Date & Time: When the comment was posted
Message: The content of the comment, with an overflow menu for managing it
A message box at the bottom lets you write and send a new comment.

The Attachments tab lets you upload and manage files related to the todo.

The Media Library pop-up lets you browse and select previously uploaded files instead of uploading new ones.

Use the Search bar to find a specific media file by name. Click Upload to add a new file to the library.
Files are displayed as a grid of thumbnails, with a total file count and current page shown at the top.
At the bottom, a result count shows how many files are displayed out of the total, alongside Previous/Next pagination controls. Click Cancel to close the pop-up without selecting a file.

Creating a New ToDo

Click Create ToDo to open the pop-up, showing:

Title: Enter the todo title
Description: Add a description of the todo
Priority: Select the priority level (e.g., Medium)
Status: Select the status (e.g., Pending)
Due Date: Select the todo’s due date
Share with Members: Select members to share the todo with

4.6 Project Reports

The Project Reports page allows you to review progress and statistics across all your projects.

Use the Search bar to find a specific project by name. Use the Status and User dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections.

Project Reports List

Each project in the list displays the following details:

Project: The project name and a short description
Start Date & Due Date: The project’s timeline
Members: Overlapping avatars of assigned team members
Progress: A progress bar showing percentage completion
Status: A status badge (e.g., Planning, On Hold, Active, Completed)
Actions: View and Edit icons

Clicking View on a project opens its detailed report, which includes:

Click Download PDF to export the report, or Back to return to the list.
Overview: Shows the Project Name, Project Status, Total Members, Start Date, Due Date, and an overall progress ring
Budget Overview: Shows Spend vs Remaining budget, or a “No budget data available” message if none is tracked
Milestone Progress: Shows a progress ring with the count of Completed and Remaining milestones
Task Status: Shows a donut chart of task distribution across To Do, Review, Blocked, and Done
Task Priority: Shows a bar chart of task counts by priority level (Critical, High, Medium, Low)
Task Hours Overview: Shows a bar chart of logged hours per task, with the total hours logged shown as a badge
Users: Lists each assigned user’s avatar, name, and email, alongside their Assigned and Completed task counts
Milestones: Lists each milestone’s name, a progress bar, a status badge, and its due date
Pending Expenses: Lists expenses awaiting approval, or a “No pending expenses” message if none exist; click View All to see the full list
Bug Tracking: Lists recently reported bugs with a severity badge and the time elapsed since reporting; click View All to see the full list

At the bottom of the report, a task table lets you review all project tasks in detail.

Use the Search bar to find a specific task by name. Use the User, Milestone, Status, and Priority dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections.
Each task row displays the following details:

Task Name: The task’s title and related milestone
Assigned To: The avatar, name, and email of the assignee
Start Date & Due Date: The task’s timeline
Total Logged Hours: The number of hours logged against the task
Priority & Status: A priority badge and a status badge

5. Time Tracking

5.1 Timesheets

5.1.1 My Timesheet

The Timesheets page lets you track, manage, and submit time logged against your projects and tasks.

Summary cards at the top show Total Timesheets, Draft, Submitted, Approved, and This Week’s total hours at a glance.
The Timer widget lets you track time live, select a project, select a task, describe what you’re working on, and click Start Timer.
Use the Search bar to find a specific timesheet. Use the Status and Projects dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections. Toggle between list and grid views using the icons beside Filters.

Timesheets List

Each timesheet in the list displays the following details:

Week: The timesheet’s start date, paired with a status badge (e.g., Draft, Submitted, Approved)
Total Hours & Billable Hours: The hours logged and the billable portion of them
Period: The timesheet’s date range
Entries: The number of time entries logged against it
Submitter: The avatar and name of the workspace or client the timesheet belongs to
Actions: View, Edit, Submit, and Delete icons

Clicking View on a timesheet opens its detailed page, which includes:

Overview cards showing Total Entries, Total Hours, Billable Hours, and Non-Billable hours
Submitter Details: Shows the submitter’s avatar, name, email, and the Timesheet Period
Approval Details: Shows the current approval status (e.g., Pending Review) with a short note on where the timesheet stands
Time Entries: Lists every logged entry, with an Add Time Entry button to log more work

At the bottom of the detail page, a time entries table lets you review all logged work in detail.

Each entry row displays the following details:

Task: The task’s name and the project it belongs to
Date & Time: When the logged work took place
Hours: The number of hours recorded for that entry
Billable: A badge showing whether the entry is billable
Actions: Edit and Delete icons

Add Time Entry

Clicking Add Time Entry opens a form to log new work, which includes:

Project & Task: Dropdowns to pick the relevant project and its task
Date: The date the work was performed
Duration or Start/End Times: A toggle to log hours as a duration or as clock-in and clock-out times
Hours: The number of hours being logged
Description: A text field describing what was worked on
Billable: A checkbox marking whether the entry counts as billable

Create Timesheet

Clicking New Timesheet opens a form to build a new weekly timesheet, which includes:

Timesheet Details: Start Date, End Date, and a Notes field for extra context
Time Entries: One or more entries, each with Project, Task, Start Time, End Time, and Description fields; use Add Entry for another row, or the trash icon to remove one
Timesheet Summary: Shows the running Total Entries, Total Hours, and current Status (e.g., Draft) as you build it

5.1.2 Calendar View

The Calendar View lets you view your timesheets in a calendar format.

Use the arrow buttons to move between periods, or click Today to jump back to the current date. Switch between Month, Week, and Day views using the toggle in the top-right corner.
Each day cell lists the projects logged against it, with a “+X more” link when more entries exist than can be shown.

The Recent Time Entries panel shows the following details:

Project & Task: The project name and the specific task worked on
Hours: The number of hours logged for that entry
Date & Billable Status: The date the entry was logged, paired with a Billable or Non-Billable badge

The monthly summary panel shows the following details:

Total Hours & Billable Hours: The month’s total hours and the billable portion of them
Non-Billable: The month’s non-billable hours
Total Entries & Logged Projects: The number of entries logged and the number of distinct projects they span

5.1.3 Daily View

The Daily View lets you review and manage your time entries for a selected date.

Summary cards at the top show Total Hours, Billable Hours, Total Entries, and Utilization for the current selection.
Use the month arrows to move between months, and the day strip below to jump to a specific date. Clicking Add Entry opens the same Add Time Entry form used elsewhere in Timesheets.
Use the Search bar to find a specific entry by name. Use the Project and Type dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections.
Select one or more rows to reveal bulk actions: Mark Billable, Mark Non-Billable, and Delete Selected.

Each entry row displays the following details:

User: The avatar, name, and email of the person who logged the entry
Task: The task name and its related project
Date: When the entry was logged
Hours: The number of hours recorded for that entry
Billable: A badge showing whether the entry is billable
Actions: Edit and Delete icons

Add Time Entry

Clicking Add Entry opens a form to log new work, which includes:

Project & Task: Dropdowns to pick the relevant project and its task
Date: The date the work was performed
Duration or Start/End Times: A toggle to log hours as a duration or as clock-in and clock-out times
Hours: The number of hours being logged
Description: A text field describing what was worked on
Billable: A checkbox marking whether the entry counts as billable

5.1.4 Weekly View

The Weekly View lets you review and manage your team’s weekly time entries in one grid.

Summary cards at the top show Total Hours, Billable Hours, Total Entries, and Avg/Day for the selected week.
Use the month arrows to move between months, and the week arrows in the grid header to move between weeks. The highlighted column marks the current day.

Each row in the grid displays the following details:

Employee: The avatar, name, and email of the team member
Daily Cells: The hours logged and entry count for each day, with a Billable or Non-Billable badge; a dash marks a day with no logged time
Total: The employee’s total hours for the week

Add Time Entry

Clicking Add Time Entry opens a form to log new work, which includes:

Project & Task: Dropdowns to pick the relevant project and its task
Date: The date the work was performed
Duration or Start/End Times: A toggle to log hours as a duration or as clock-in and clock-out times
Hours: The number of hours being logged
Description: A text field describing what was worked on
Billable: A checkbox marking whether the entry counts as billable

5.1.5 Monthly View

The Monthly View lets you review your timesheets for a selected month and see summaries of your time entries.

Summary cards at the top show Total Hours, Billable Hours, Entries, and Utilization for the selected month, each with a supporting note (e.g., average hours per day, percentage billable).
Use the arrows beside the month label to move between months; a Current Month badge marks today’s month.

The project breakdown panel shows the following details:

Project Name: The project being tracked
Total Hours & Share: The hours logged against it and its percentage of the month’s total, shown with a progress bar
Billable & Non-Billable: The split between billable and non-billable hours for that project

The weekly breakdown panel shows the following details:

Week Range: The start and end dates of the week
Entries: The number of entries logged that week
Total Hours & Billable Hours: The week’s total hours and how many of them are billable

5.1.6 Approvals

The Approvals page lets you review and manage timesheet approvals.

Use the Search bar to find a specific employee by name. Use the Status dropdown along with the From Date and To Date pickers to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections. Toggle between List View and Grid View using the view icons at the top right.

Each timesheet card in the list displays the following details:

Employee: The avatar, name, and email of the submitter, paired with a status badge (e.g., Pending, Approved)
Period: The timesheet’s date range
Total & Billable: The timesheet’s total hours and the billable portion of them
Actions: Approve, Reject, and View icons

Clicking Approve on a timesheet opens a confirmation, which includes:

Comments: An optional field to add approval notes
Click Approve to confirm, or Cancel to close without approving.

Clicking Reject on a timesheet opens a confirmation, which includes:

Reason for Rejection: A required field explaining why the timesheet is being rejected
Click Reject to confirm, or Cancel to close without rejecting.

5.1.7 Reports

The Reports page lets you generate clean, structured timesheet analytics and performance reports.

Report Scope & Filters: Narrow the report by Project and Member, and set a Start Date and End Date. Click Generate Report to run it, or the refresh icon to reset the scope.
Summary cards show Total Hours, Billable Hours, Total Amount, and Total Entries for the selected scope.
Three tabs break the report down by Projects Report, Team Members, and Detailed Logs, each with a count of items covered.

The Projects Report tab shows the following details for each project:

Project Name & Status: The project’s name and a status badge (e.g., Active, On Hold, Planning, Completed)
Overall Progress & Completed Tasks: Progress bars showing percentage complete and the count of finished tasks
Total Hours, Billable Hours & Total Amount: The hours logged, billable portion, and the billed value for that project

The Team Members tab shows the following details for each member:

Member: The avatar, name, and email of the team member, alongside their Total Hours and Total Amount earned
Project Breakdown: A list of the projects they logged time against, each with hours logged and the billable portion

The Detailed Logs tab shows the following details for each entry:

Member: The avatar, name, and email of the person who logged the entry
Task: The task name and its related project
Date & Description: When the work was logged and a short note on what was done
Billable & Hours: A badge showing whether the entry is billable and the number of hours logged.

6. Finance

6.1 Invoices

The Invoices page lets you create, manage, and track client invoices and their payment status.

Summary cards at the top show Total Invoiced, Total Paid, Total Unpaid, Unpaid Invoices, and Overdue counts.
Use the Search bar to find a specific invoice by name. Use the Project dropdown to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections.
Use the status tabs (All Invoices, Draft, Sent, Paid, Partial Paid, and Overdue) to view invoices by their current status, with each tab showing a live count. Click Export to download the invoice list.

Each invoice row displays the following details:

Invoice: The invoice number and its creation date
Client/Customer: The avatar, name, and email of the billed client
Project: The project the invoice is tied to
Total Amount, Paid Amount & Due Amount: The invoice’s full value and how much of it is paid or outstanding
Status: A status badge (e.g., Paid, Partial Paid, Draft, Sent), with days overdue shown for late invoices
Due Date: The invoice’s payment deadline
Actions: View, Edit, Copy Payment Link, and Delete icons

Clicking View on an invoice opens its detailed page, which includes:

Click Print, Download PDF, or Copy Payment Link, or Mark as Paid to update its status; click Back to return to the list.
Invoice Details: Shows the Project, From and Bill To parties, Invoice Date, Due Date, a status badge, and a QR code for scanning invoice details
Title, Description, Notes & Terms: Additional context about the invoice and its payment terms
Invoice Tasks: Lists each billed task with its description and amount, followed by the Subtotal, Total Amount, Paid Amount, and Balance Due.

Clicking Mark as Paid opens a confirmation asking you to confirm the invoice number before updating its status.

Create Invoice

Clicking Add Item opens a form to log a new invoice, which includes:

Project & Client: Dropdowns to pick the relevant project and its client
Invoice Date & Due Date: The date the invoice is issued and payment is due
Invoice Title: A short text field naming the invoice
Description: A text field summarizing the invoice’s purpose
Notes: An internal-only text field for private remarks
Terms & Conditions: A text field outlining the payment terms
Tax: A dropdown to apply a tax rate to the invoice
Invoice Items: A table listing tasks and their billed amounts, with an Add Item button to log more
Invoice Summary: A running subtotal and total calculated from the added items

6.2 Budget & Expenses

6.2.1 Budget Dashboard

The Budget Dashboard gives you an overview of budget performance and expense tracking.

Summary cards at the top show Total Budget, Total Spent, Remaining, Avg Utilization, Active Budgets, and Pending Approvals.

The Budget Health Overview panel shows the following details:

Overall Budget Utilization: A progress bar showing the percentage of budget spent, with the spent and total amounts shown below it
Active Budgets, Total Spent & Remaining: Restated as individual figures beneath the progress bar
Click All Budgets to view the full list.

The Budget Alerts panel shows the following details:

Alert Count: The number of budgets that have crossed the utilization threshold
Budget Name & Remaining: Each flagged budget’s name, its remaining amount, a utilization percentage, and a progress bar

The Recent Expenses panel shows the following details:

Expense: The avatar, expense name, and the submitter name it was submitted from
Project: The project the expense is tied to
Date & Amount: When the expense was submitted and its cost
Status: A status badge (e.g., Approved, Pending, Requires Info, Rejected)
Click View All to see the full expense list.

The Top Categories panel shows the following details:

Category: The spending category, with a circular progress ring showing percentage of budget used.
Approved Spend: The amount approved against the amount budgeted, with a warning icon on categories nearing or exceeding their limit

6.2.2 Budgets

The Budgets page lets you manage your project budgets and track expenses.

Summary cards at the top show Total Budgets, Active budgets, and Total Budget with the amount spent and left, plus a utilization bar.
Use the Search bar to find a specific budget by name. Use the Status and Project dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections. Toggle between List View and Grid View using the view icons at the top right.

Each budget card displays the following details:

Project Name & Badges: The budget’s project name, its period type, and a status badge.
Total Budget: The full amount allocated to the project
Spent & Remaining: How much of the budget has been used and how much is left
Utilization: A progress bar showing the percentage of budget spent
Date & Actions: The budget’s period date, alongside View, Edit, and Delete icons

Create Budget

Clicking Add Category opens a form to log a new budget, which includes:

Project: A dropdown to pick the project this budget applies to
Total Budget: The overall amount allocated for the project
Period Type: A dropdown to set the budget’s recurring cycle
Start Date & End Date: The date range the budget covers
Description: A text field summarizing the budget’s purpose
Budget Categories: A repeatable section to break the budget into named categories
Allocated Amount & Color: The amount assigned to each category and a color for identification
Budget Summary: A running total, allocated amount, and remaining balance

6.2.3 Expenses

The Expenses page lets you manage and track your project expenses.

Summary cards at the top show Total Expenses, Pending, Approved, Rejected, and Total Amount.
Use the Search bar to find a specific expense. Use the Projects dropdown to refine the list. The Filters button displays the number of filters currently applied.
The Projects panel on the left lists every project with a budget categories count badge; click Load More to reveal additional projects. Selecting a project displays its categories and expenses on the right; until then, a placeholder prompts you to choose one.
Actions: Approve, Reject, View, Edit, and Delete icons for each expense.

Create Expense

Clicking Add Expense opens a form to log a new expense, which includes:

Project: A dropdown to select the relevant project
Budget Category & Task: Dropdowns that unlock once a project is selected
Title & Amount: The expense’s name and cost
Date: When the expense was incurred
Description: A text field describing the expense

6.2.4 Expense Approvals

The Expense Approvals page lets you review and manage expense approvals.

Summary cards at the top show Pending Approval, Requires Info, Approved Today, and Pending Amount.
Use the Search bar to find a specific expense by name. Use the Project dropdown to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections.
Use the status tabs (All, Pending, Approved, Rejected, and Requires Info) to view expenses by their current status, with each tab showing a live count.

Each expense row displays the following details:

Expense: The expense name and its budget category
Submitter: The avatar, name, and email of the person who logged it
Project: The project the expense is tied to
Amount: The expense’s cost
Status: A status badge (e.g., Approved, Pending, Rejected, Requires Info)
Date: When the expense was logged
Actions: Approve, Reject, and Request Info icons, shown for expenses awaiting review

7. Communications & Content

7.1 Notes

The Notes page lets you manage and organize your notes and reminders.

Summary cards at the top show Total Notes, Personal Notes, and Shared Notes.
Use the Search bar to find a specific note by name. Use the Type dropdown to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections. Toggle between Grid View and View Kanban using the view icons at the top right.
Notes are grouped into two columns, Personal Notes and Shared Notes, each showing a count.

Each note card displays the following details:

Title & Content: The note’s title and a preview of its written content
Shared By & Collaborators: For shared notes, the creator’s name and overlapping avatars of everyone with access
Actions: A menu with View, Edit, and Delete options

Create Note

Clicking Create Note opens a form to build a new note, which includes:

Title: The note’s name
Content: A rich-text editor supporting bold, italic, strikethrough, alignment, lists, quotes, links, and code formatting
Color: A swatch to color-code the note
Note Type: A toggle between Personal and Shared

7.2 Zoom Meetings

The Zoom Meetings page lets you manage and schedule Zoom meetings.

Summary cards at the top show Scheduled, Started, Ended, and Cancelled meeting counts.
Use the arrows to move between months, or click Today to jump back to the current date. Switch between Month, Week, and Day views using the toggle in the top-right corner. A color-coded legend marks each meeting’s status.
Each day cell lists the meetings scheduled on it, with a “+X more” link when more meetings exist than can be shown.
Selecting a date shows its meetings in the panel on the right, or a “No meetings scheduled” message if none exist.
Actions: Open, Start, and a three-dot menu for more options on each meeting

Create Zoom Meeting

Clicking Schedule Meeting opens a form to set up a new meeting, which includes:

Meeting Title & Description: The meeting’s name and agenda
Start Date & Time & Duration: When the meeting begins and how long it runs, in minutes
Project: A dropdown to link the meeting to a project
Members: A dropdown to select attendees, populated with the project’s assigned team (manager, client, member) once a project is selected.
Password: An optional field to protect the meeting

7.3 Google Meetings

The Google Meetings page lets you manage and schedule Google meetings.

Summary cards at the top show Scheduled, Started, Ended, and Cancelled meeting counts.
Use the arrows to move between months, or click Today to jump back to the current date. Switch between Month, Week, and Day views using the toggle in the top-right corner. A color-coded legend marks each meeting’s status.
Each day cell lists the meetings scheduled on it, with a “+X more” link when more meetings exist than can be shown.
Selecting a date shows its meetings in the panel on the right, or a “No meetings scheduled” message if none exist.
Actions: Open, Start, and a three-dot menu for more options on each meeting

Create Google Meeting

Clicking Schedule Meeting opens a form to set up a new meeting, which includes:

Meeting Title & Description: The meeting’s name and agenda
Start Date & Time & Duration: When the meeting begins and how long it runs, in minutes
Project: A dropdown to link the meeting to a project.
Members: A dropdown to select attendees, populated with the project’s assigned team (manager, client, member) once a project is selected.

7.4 Contracts

7.4.1 Contracts

The Contracts page lets you manage and track your client contracts.

Summary cards at the top show Total Contracts, Accepted Contracts, Pending Contracts, and Declined Contracts.
Use the Search bar to find a specific contract by name. Use the Status, Type, Client, and Project dropdowns to refine the list. The Filters button displays the number of filters currently applied, and Clear Filters resets all selections.

Each contract row displays the following details:

Contract: The contract ID and subject
Client: The avatar, name, and email of the contracted client
Value: The contract’s total amount
Status: A status badge (e.g., Pending, Accept)
Contract Duration: The agreement’s length, with its start and end dates and a progress bar
Actions: Duplicate, View, Edit, and Delete icons

Clicking View on a contract opens its detailed page, which includes:

Click Preview to see the contract as a document, or Back to return to the list.
Overview cards showing the Contract ID, Contract Value, and Duration
Four tabs (Overview, Notes, Comments, and Attachments) each showing a count
Contract Details: Shows the Subject, Project, Description, and Terms & Conditions, alongside status badges
Signatures: Shows each signing party’s name, signature, and a Signed badge
Client & Creator: Shows the avatar, name, and email of the client and of the contract’s creator
Timeline & Progress: Shows the Duration, Progress, Start Date, and End Date with a progress bar

Add Contract

Clicking Add Contract opens a form to create a new contract, which includes:

Subject & Description: The contract’s title and a summary of its purpose
Contract Type: A dropdown to categorize the agreement
Contract Value: The agreement’s total amount
Start Date & End Date: The contract’s duration
Client: A dropdown to select the contracted client
Project: A dropdown to select a project, populated based on the selected client

7.4.2 Contract Types

The Contract Types page lets you manage and track your client contract types.

Use the Search bar to find a specific contract type by name. Use the Status dropdown to refine the list. Click Search to apply the search term, and Reset to clear it.

Each contract type row displays the following details:

Icon & Name: A colored icon alongside the type’s name and a short description
Status: A status badge (e.g., Active)
Actions: Edit, Deactivate, and Delete icons

The Add New Contract Type panel lets you create a contract type, which includes:

Name & Description: The contract type’s name and a short description of its purpose
Color: A swatch and hex code to color-code the type
Status: A dropdown to mark the type as Active or inactive

7.5 Media Library

The Media Library page allows the Super Admin to upload, organize, and manage all media files used across the platform, including images and documents.

Media Library Overview

The page header displays the section title and description, along with the Upload Media button at the top right for adding new files.

Use the Search media files bar at the top to find specific files by name.
The top-right summary badges display the total number of Files, total Storage used, and total number of Images.

Each media file in the grid displays the following details:

File Type Badge: Indicates the file format (e.g., JPEG, PDF, MSWORD)
Preview: A thumbnail preview of the file or a file-type icon for non-image files such as PDFs and Word documents
File Name: The display name of the file
File Size: The size of the file in KB or MB
Upload Date: The date the file was uploaded

Click any file to open the Media Details panel, which displays:

File Name: The original file name
Display Name: The custom display name for the file
File Type: The MIME type (e.g., image/jpeg)
File Size: The size of the file
Uploaded: The date and time the file was uploaded
File URL: The direct URL to the file with a copy icon to copy the link to the clipboard

The Actions section provides three options:

View: Opens the file in a new tab for full-screen viewing
Download: Downloads the file to your local device
Delete: Permanently removes the file from the Media Library

8. Website & Marketing

8.1 Landing Page

The Landing Page section is accessible from the left sidebar and contains four sub-sections: Landing Page, Custom Pages, Newsletter, and Contact Inquiries.

8.1.1 Landing Page Settings

The Landing Page Settings allow the Super Admin to fully customize the content, layout, and appearance of the platform’s public landing page. The page is organized into five groups: Setup, Layout, Content, Social, and Engagement, each containing multiple configurable sections accessible from the left-hand sidebar. Use the Search section bar to quickly locate any section. Click Save Changes at the top right after making any updates.

Setup

General

The General Settings section configures basic company information and theme colors that apply across the landing page.

Company Information: Enter the Company Name, Contact Email, Contact Phone, and Contact Address.
Theme Colors: Define the Primary Color, Secondary Color, and Accent Color using color pickers or hex codes.

Order

The Section Order page allows you to control the order and visibility of sections displayed on the landing page.

Drag and drop any section using the handle on the left to change its position.
Toggle the Enable switch on the right to show or hide a section on the live landing page.
Disabled sections will still appear in the order list but will not be visible to visitors on the landing page.

Advanced

The Advanced Settings section allows configuration of SEO, custom CSS, and JavaScript for the landing page.

SEO Settings: Enter the Meta Title and Meta Description to optimize the landing page for search engines.
Custom CSS: Add custom CSS code to override default styles.
Custom JavaScript: Add custom JavaScript code for advanced functionality.

Layout

Header

The Header Configuration section customizes the header appearance and navigation.

Toggle Enable Section to display or hide the header.
Toggle Transparent Header to make the header background transparent.
Define the Background Color, Text Color, and Button Style (e.g., Gradient).

Hero

The Hero Section configures the main banner area of the landing page with title, subtitle, and call-to-action elements.

Hero Layout: Select the Layout Style (e.g., Content Left, Image Right) and define the Section Height in pixels (300-1000).
Hero Content: Enter the Hero Title, Hero Subtitle, Announcement Badge, Primary Button Text, and Secondary Button Text.
Hero Statistics: Add compelling statistics to the hero section by entering the Value and Label with the available delete option. Then click Add Statistic to add more.
A dedicated field group lets you enter testimonial author details: Name, Title, Company, and Initials.
Hero Image: Select or browse a Hero Image and choose its Image Position (e.g., Right Side).
Hero Colors: Set the Background Color and Text Color, and toggle Background Overlay with a custom Overlay Color.

Footer

The Footer Settings section configures the footer content, links, and social media profiles.

Footer Content: Enter the Company Description, Newsletter Title, and Newsletter Subtitle.
Social Links: Add social media links by entering the Name, selecting the Icon, and adding the URL with the available delete option. Click Add Social Link to add more.
Footer Links: Configure footer navigation links grouped by category; Product Links, Company Links, Support Links, and Legal Links. Each group includes a Section Title and a list of links with Name and URL fields, each with a delete option. Click Add [Category] Link to add more entries.

Content

Features

The Features Section showcases your product features and benefits on the landing page.

Features Layout: Choose the Layout Style (e.g., Grid) and the number of Columns.
Features Content: Enter the Features Title and Features Description, and toggle Show Icons to display icons alongside features.
Features Style: Set the Background Color and upload a Section Image.
Feature Boxes: Add individual feature items by entering the Title, selecting an Icon, and adding a Description with the available delete option. Click Add Feature Box to add more.

Screenshots

The Screenshots Gallery section displays application screenshots and demos.

Screenshots Content: Enter the Section Title and Section Subtitle.
Screenshots Gallery: Add individual screenshots by uploading a Screenshot Image, then enter the Title, Alt Text, and Description with the available delete option. Click Add Screenshot to add more.

Why Us

The Why Choose Us section highlights reasons why customers should choose your platform.

Why Choose Us Content: Enter the Section Title and Section Subtitle.
Reasons to Choose Us: Add key benefits by entering the Title, selecting an Icon, and providing a Description with the available delete option. Click Add Reason to add more.
Statistics Section: Add trust indicators by entering the Statistics Title, Statistics Subtitle, and individual stat Value, Label, and Color with the available delete option. Click Add Statistic to add more.
Call to Action: Enter the CTA Title and CTA Subtitle to encourage user engagement.

About

The About Section tells your company’s story and mission.

About Layout: Select the Layout Style and Image Position.
About Content: Enter the About Title, About Description, Story Title, and Story Content.
About Image & Style: Upload an About Image, set the Background Color, and toggle the Parallax Effect.
About Statistics: Add key metrics by entering the Value, Label, and colour with the available delete option. Click Add Statistic to add more.
About Values: Add company values and mission statements by clicking Add Value.
Image Section: Enter the Image Title, Image Subtitle, and Image Icon for the overlay content.

Social

Team

The Team Section showcases your team members and their roles.

Team Content: Enter the Team Title and Team Subtitle.
Team Members: Add individual members by entering the Name, Role, Profile Image, Bio, LinkedIn, and Email with the available delete option. Click Add Team Member to add more.
Join Team CTA: Enter the CTA Title, CTA Description, and Button Text for team recruitment.

Reviews

The Testimonials section displays customer reviews and testimonials.

Testimonials Content: Enter the Section Title and Section Subtitle.
Trust Indicators: Enter the Trust Section Title and add credibility statistics by providing the Value, Label, and Color with the available delete option. Click Add Trust Statistic to add more.
Default Testimonials: Add customer reviews by entering the Name, Role, Company, Rating, and Content with the available delete option. Click Add Default Testimonial to add more.

Engagement

FAQ

The FAQ Section displays frequently asked questions and answers.

FAQ Section Content: Enter the Section Title, Section Subtitle, CTA Text, and Button Text.
Default FAQs: Add frequently asked questions by entering the Question and Answer with the available delete option. Click Add FAQ to add more.

The Newsletter section configures newsletter subscription content and benefits.

Newsletter Content: Enter the Section Title, Section Subtitle, and Privacy Text.
Newsletter Benefits: Add subscription benefits by entering the Icon (Emoji), Title, and Description with the available delete option. Click Add Benefit to add more.

Contact

The Contact Section configures the contact form and company information.

Contact Section Content: Enter the Section Title, Section Subtitle, Form Title, Contact Info Title, and Contact Info Description.
Contact Information: Enter the Email Address, Phone Number, and Address.
Contact FAQs: Add contact-related frequently asked questions by clicking Add FAQ.

8.1.2 Custom Pages

The Custom Pages section allows the Super Admin to create and manage custom content pages for the landing site, such as About Us, Privacy Policy, and Help & Support.

Use the Search bar to find a specific custom page by title.

Custom Pages List

Each custom page in the list displays the following details:

Title: The name of the custom page (e.g., About Us, Privacy Policy)
Content: A short preview of the page content
Status: Indicates whether the page is Active or Inactive
Actions: Quick action buttons for managing each page

Each custom page row includes the following action icons:

Edit: Opens the page in edit mode to update its content and settings
Delete: Permanently removes the custom page from the platform

Adding a New Custom Page

Click the “Add Page” button at the top right of the Custom Pages page. The Create Custom Page form will open with the following sections:

Page Information

Page Title: Enter the title of the page (e.g., About Us, Privacy Policy). The title will be used to automatically generate the URL slug.
Content: Use the rich text editor to format the page content with headings, lists, links, quotes, and more using the toolbar options.

SEO Settings

Meta Title: Enter an SEO-optimized title for search engines (recommended: 50-60 characters).
Sort Order: Set the display order in the navigation (lower numbers appear first).
Meta Description: Provide a brief description for search engines (recommended: 150-160 characters).

Publish Settings

Publish Page: Toggle this option to make the page visible to the public immediately, or keep it disabled to save the page as a draft.

8.1.3 Newsletter

The Newsletter page displays all email addresses that have subscribed to the platform’s newsletter through the landing page.

Use the Search bar to find a specific subscriber by email address. Click Export to download the newsletter subscribers.

Newsletter Subscribers List

Each subscriber in the list displays the following details:

Email: The email address of the subscriber
Created At: The date the user subscribed to the newsletter
Actions: Quick action buttons for managing each subscriber

Each subscriber row includes the following action icon:

Delete: Permanently removes the subscriber from the newsletter list.

8.1.4 Contact Inquiries

The Contact Inquiries page displays all messages submitted by visitors through the contact form on the landing page. The Super Admin can review and manage each inquiry.

Use the Search bar to find a specific inquiry by name or email. Click Export to download the contact inquiries.

Inquiries List

The Contact Inquiries page displays all messages submitted by visitors through the contact form on the landing page. The Super Admin can review and manage each inquiry.

Use the Search bar to find a specific inquiry by name or email. Click Export to download the contact inquiries.

Each inquiry in the list displays the following details:

Name: The avatar, name, and email address of the person who submitted the inquiry
Subject: The topic or reason for the inquiry (e.g., Pricing inquiry, Demo request)
Created At: The date the inquiry was submitted
Actions: Quick action buttons for managing each inquiry

Each inquiry row includes the following action icons on the right side:

View: Opens the full inquiry details, including the complete message content
Delete: Permanently removes the inquiry from the platform

9. System Control

9.1 Currency

The Currency page allows the Super Admin to manage all currencies available on the platform.

Use the Search bar to find a specific currency by name, code, or symbol.

Currency List

Each currency in the list displays the following details:

Name: The full name of the currency (e.g., Ugandan Shilling, Serbian Dinar)
Code: The international currency code (e.g., UGX, RSD, USD)
Symbol: The currency symbol (e.g., USh, дин, $)
Default: Indicates whether the currency is set as the default platform currency (Yes or No)
Actions: Quick action buttons for managing each currency

Each currency row includes the following action icons on the right side:

View: Opens a detailed view of the currency information
Edit: Opens the currency in edit mode to update its details
Delete: Permanently removes the currency from the platform

Adding a New Currency

Click the “Add Currency” button at the top right of the Currency page.

A pop-up will appear with the following fields:

Currency Name: Enter the full name of the currency (e.g., US Dollar, Euro, British Pound)
Currency Code: Enter the international currency code (e.g., USD, EUR, GBP)
Currency Symbol: Enter the currency symbol (e.g., $, €, £)
Description: Provide a brief description of the currency (optional)
Set as Default Currency: Check this option to make the currency the default across the platform

9.2 Email Templates

The Email Templates page lets you manage email templates for automated messages.

Use the Search bar to find a specific template.

Each template row displays the following details:

Name: The email template’s name (e.g., Zoom Meeting Notification, Todo Created, Workspace Invitation)
Actions: A View icon to open the template

Clicking View on a template opens its detailed page, which includes:

Template Settings: Shows the Template Name, which cannot be changed, and a From Name field
Email Content: Language tabs let you customize the Email Subject and Email Content per language, using a rich-text editor supporting bold, italic, strikethrough, alignment, lists, quotes, links, and code formatting; click Save Content to save your changes
Available Variables: Lists the placeholders available for this template (e.g., {member_name}, {meeting_title}, {join_url}), each copyable with a click, which are replaced with actual values when emails are sent

Click Save Changes to apply your Template Settings.

9.3 Notification Templates

The Notification Templates page lets you manage system notification templates for automated messages.

Use the Search bar to find a specific template. Toggle between Slack and Telegram to switch which channel’s templates you’re viewing.

Each template row displays the following details:

Name: The notification template’s name (New Budget, Expense Approval, Invoice Status Updated, New Invoice, Task Stage Updated, New Project, Milestone Status Updated, New Task Comment, New Milestone, New Task)
Actions: A View icon to open the template

Clicking View on a template opens its detailed page, which includes:

Template Settings: Shows the Template Name, which cannot be changed
Notification Content: Language tabs let you customize the Notification Title and Notification Content per language; click Save Content to save your changes
Available Variables: Lists the placeholders available for this template (e.g., {invoice_number}, {status}, {updated_by}), each copyable with a click, which are replaced with actual values when notifications are sent.

9.4 Settings

The Settings section allows the admin to configure global application preferences, branding, currency, email communication, notifications, third-party integrations, payment gateways, and document templates. The page features a vertical navigation menu on the left listing all setting categories. The settings are organized into the following sub-sections: System Settings, Brand Settings, Payment Settings, Slack Settings, Telegram Settings, Storage Settings, ReCaptcha Settings, Chat GPT Settings, Cookie Settings, SEO Settings, Cache Settings, Webhook Settings, Zoom Settings, Invoice Settings, Google Calendar Settings, and Google Meet Settings.

Each settings panel includes a Save Changes button in the top right corner to apply the configured values.

9.4.1 System Settings

The System Settings panel allows the admin to configure global application preferences. The following fields are available:

Default Language: Select the default language for the application from the dropdown
Date Format: Select the format used to display dates
Time Format: Select the format used to display time
Calendar Start Day: Select which day the calendar week begins on
Default Timezone: Select the default timezone for the application
Email Verification: Toggle on to require users to verify their email addresses
Landing Page: Toggle on or off to enable or disable the public landing page

9.4.2 Brand Settings

Customize your application’s branding and appearance. A Live Preview panel on the right side of the page shows how your changes will look in real time. Brand Settings has three tabs:

Logos Tab

Logo (Dark Mode): Upload the logo displayed when the application is in dark mode. Click “Browse” to select a file or “X” to remove the current logo.
Logo (Light Mode): Upload the logo displayed when the application is in light mode. Click “Browse” to select a file or “X” to remove the current logo.
Favicon: Upload the small icon displayed in the browser tab. Click “Browse” to select a file or “X” to remove the current favicon.

Text Tab

Title Text: Enter the application title that will be displayed in the browser tab
Footer Text: Enter the text that will appear in the footer section across the platform

Theme Tab

Theme Color: Select a theme color from the available preset color options (Blue, Green, Purple, Orange, Red, Teal)
Custom Color: Enter a custom hex color code, also available as a selection option(e.g., #10b981) to apply a personalized theme color to your application.
Sidebar Variant: Choose how the sidebar is displayed:

Inset: Sidebar embedded within the page layout (default)
Floating: Sidebar appears as a floating panel
Minimal: Compact sidebar with minimal styling

Sidebar Style: Select the sidebar appearance:

Plain: Simple, flat sidebar design (default)
Colored: Sidebar with a color-filled background
Gradient: Sidebar with a gradient color effect

Layout Direction: Set the layout direction:

Left-to-Right: Standard LTR layout (default)
Right-to-Left: RTL layout for right-to-left languages

Theme Mode: Choose the display mode:

Light: Light color theme (default)
Dark: Dark color theme
System: Automatically matches the system theme preference

9.4.3 Currency Settings

The Currency Settings section configures how currency values are displayed throughout the application.

Format Options: Displays a live preview of the currency format (e.g., $1,234.56) along with a sample value field and Reset button.
Default Currency: Select the platform’s default currency from the dropdown (e.g., USD – US Dollar).
Decimal Places: Choose the number of decimal places to display (e.g., 2 for 1234.56).
Symbol Position: Select whether the currency symbol appears before or after the amount (e.g., $100 or 100$).
Decimal Separator: Choose the separator used for decimals: Dot (123.45) or Comma (123,45).
Thousands Separator: Choose the separator for thousands (e.g., Comma 1,234.56).
Show Decimals: Toggle this option to display decimal places in amounts.
Add Space: Toggle this option to add a space between the amount and the currency symbol.

9.4.4 Email Settings

The Email Settings section configures email server settings for system notifications and communications.

Email Provider: Select the email provider from the dropdown (e.g., SMTP).
Mail Driver: Enter the mail driver (e.g., smtp).
SMTP Host: Enter the SMTP server host (e.g., smtp.example.com).
SMTP Port: Enter the SMTP server port (e.g., 587).
SMTP Username: Enter the SMTP username (e.g., user@example.com).
SMTP Password: Enter the SMTP password.
Mail Encryption: Select the encryption method (e.g., TLS).
From Address: Enter the email address that messages will be sent from (e.g., noreply@example.com).
From Name: Enter the sender name (e.g., WorkDo System).

The Test Email Configuration panel on the right allows you to verify your settings by entering an email address in Send Test To and clicking Send Test Email. Click Save Changes to apply the updates.

9.4.5 Email Notification Settings

The Email Notification Settings page allows you to control which email notifications are sent from the system. Toggle each notification on or off as needed.

Toggle on or off the following email notifications:

Workspace Invitation: Notify when a user is invited to a workspace.
Project Assignment: Notify when a user is assigned to a project.
Task Assignment: Notify when a task is assigned to a user.
Bug Assignment: Notify when a bug is assigned to a user.
Expense Notification: Notify when an expense is submitted or updated.
Invoice Notification: Notify when an invoice is created or updated.
New Contract: Notify when a new contract is created.
Zoom Meeting Notification: Notify when a Zoom meeting is scheduled.
Google Meeting Notification: Notify when a Google meeting is scheduled.
Todo Created: Notify when a new todo is created.
Todo Status Updated: Notify when a todo’s status is updated.
Todo Comments Added: Notify when a comment is added to a todo.

9.4.6 Tax Settings

The Tax Settings page lets you manage tax rates for your workspace.

Each tax row displays the following details:

Name: The tax rate’s name (e.g., CGST, GST, Sales Tax)
Rate: The tax percentage applied
Actions: Edit and Delete icons

Clicking Add Tax opens a form to create a new tax rate, which includes:

Tax Name: A field to name the rate (e.g., VAT, GST, Sales Tax)
Tax Rate (%): The percentage to apply

9.4.7 Payment Settings

The Payment Settings section configures the payment gateways available for invoicing.

Use the Search payment methods bar to find a specific gateway.
Use the All Methods dropdown to filter by category.
Toggle each payment method on or off using the switch next to its name.

The platform supports a wide range of payment gateways. For each gateway, click the toggle to enable it, then enter the required credentials. Most gateways include a Mode option (Sandbox or Live) and a link to the gateway’s Dashboard to retrieve API credentials.

Bank Transfer

Bank Details: Enter the bank name, account number, and any other details customers will use for manual transfers.

Credit Card (Stripe)

Publishable Key: Enter your Stripe publishable key.
Secret Key: Enter your Stripe secret key.

PayPal

Mode: Choose Sandbox or Live.
Client ID: Enter your PayPal Client ID.
Secret Key: Enter your PayPal Secret Key.

Razorpay

Mode: Choose Sandbox or Live.
Key ID: Enter your Razorpay Key ID.
Secret Key: Enter your Razorpay Secret Key.

Mercado Pago

Mode: Choose Sandbox or Live.
Access Token: Enter your Mercado Pago Access Token.

Important: Do not use your Public Key here. The Access Token is different and is required for server-side operations.

Paystack

Public Key: Enter your Paystack Public Key.
Secret Key: Enter your Paystack Secret Key.

Flutterwave

Public Key: Enter your Flutterwave Public Key.
Secret Key: Enter your Flutterwave Secret Key.

Tap

Secret Key: Enter your Tap Secret Key.

Xendit

API Key: Enter your Xendit API Key.

PayTR

Merchant ID: Enter your PayTR Merchant ID.
Merchant Key: Enter your PayTR Merchant Key.
Merchant Salt: Enter your PayTR Merchant Salt.

Mollie

API Key: Enter your Mollie API Key.

toyyibPay

Category Code: Enter your toyyibPay Category Code.
Secret Key: Enter your toyyibPay Secret Key.

Benefit

Mode: Choose Sandbox or Live.
Public Key: Enter your Benefit Public Key.
Secret Key: Enter your Benefit Secret Key.

Iyzipay

Mode: Choose Sandbox or Live.
Public Key: Enter your Iyzipay Public Key.
Secret Key: Enter your Iyzipay Secret Key.

Aamarpay

Store ID: Enter your Aamarpay Store ID.
Signature: Enter your Aamarpay Signature.

Midtrans

Mode: Choose Sandbox or Live.
Secret Key: Enter your Midtrans Secret Key.

YooKassa

Shop ID: Enter your YooKassa Shop ID.
Secret Key: Enter your YooKassa Secret Key.

Nepalste

Mode: Choose Sandbox or Live.
Public Key: Enter your Nepalste Public Key.
Secret Key: Enter your Nepalste Secret Key.

Paiement Pro

Merchant ID: Enter your Paiement Pro Merchant ID.

CinetPay

Site ID: Enter your CinetPay Site ID.
API Key: Enter your CinetPay API Key.
Secret Key: Enter your CinetPay Secret Key.

PayHere

Mode: Choose Sandbox or Live.
Merchant ID: Enter your PayHere Merchant ID.
Merchant Secret: Enter your PayHere Merchant Secret.
App ID: Enter your PayHere App ID.
App Secret: Enter your PayHere App Secret.

FedaPay

Mode: Choose Sandbox or Live.
Public Key: Enter your FedaPay Public Key.
Secret Key: Enter your FedaPay Secret Key.

AuthorizeNet

Mode: Choose Sandbox or Live.
Merchant ID: Enter your AuthorizeNet Merchant ID.
Transaction Key: Enter your AuthorizeNet Transaction Key.

Khalti

Public Key: Enter your Khalti Public Key.
Secret Key: Enter your Khalti Secret Key.

Easebuzz

Merchant Key: Enter your Easebuzz Merchant Key.
Salt Key: Enter your Easebuzz Salt Key.
Environment: Enter your Easebuzz Environment value.

Ozow

Mode: Choose Sandbox or Live.
Site Key: Enter your Ozow Site Key.
Private Key: Enter your Ozow Private Key.
API Key: Enter your Ozow API Key.

Cashfree

Mode: Choose Sandbox or Live.
Public Key: Enter your Cashfree Public Key.
Secret Key: Enter your Cashfree Secret Key.

PayTabs

Mode: Choose Sandbox or Live.
Profile ID: Enter your PayTabs Profile ID.
Server Key: Enter your PayTabs Server Key.
Region: Select your PayTabs region (e.g., UAE).

Skrill

Merchant ID: Enter your Skrill Merchant ID.
Secret Word: Enter your Skrill Secret Word.

CoinGate

Mode: Choose Sandbox or Live.
API Token: Enter your CoinGate API Token.

Payfast

Mode: Choose Sandbox or Live.
Merchant ID: Enter your Payfast Merchant ID.
Merchant Key: Enter your Payfast Merchant Key.
Passphrase: Enter your Payfast Passphrase.

Note: These payment settings will be used for all subscription plan payments. Make sure to test your configuration before going live.

9.4.8 Slack Settings

The Slack Settings page allows you to configure Slack settings for notifications and communications. Enter your Slack webhook details to connect the integration.

Enable Slack Integration: Toggle on to receive notifications in Slack.
Webhook URL: Enter your Slack incoming webhook URL.

Toggle on or off the following Slack notifications:

New Task: Notify when a new task is created.
New Milestone: Notify when a new milestone is created.
New Task Comment: Notify when a comment is added to a task.
Milestone Status Updated: Notify when a milestone’s status is updated.
New Project: Notify when a new project is created.
Task Stage Updated: Notify when a task’s stage is updated.
New Invoice: Notify when a new invoice is created.
Invoice Status Updated: Notify when an invoice’s status is updated.
Expense Approval: Notify when an expense is approved.
New Budget: Notify when a new budget is created.

The panel on the right lets you verify your Slack setup by sending a test message.

Click Send Test Message to send a test message to your configured Slack webhook.

A reference panel outlines the steps to configure Slack:

Go to your Slack workspace
Create a new Slack app
Enable Incoming Webhooks
Add webhook to workspace
Copy the webhook URL here

9.4.9 Telegram Settings

The Telegram Settings page allows you to configure Telegram bot integration for real-time notifications. Enter your bot credentials to connect the integration.

Enable Telegram Integration: Toggle on to receive notifications in Telegram.
Bot Token: Enter the token created with @BotFather.
Chat ID: Enter the chat ID retrieved from @userinfobot.

Toggle on or off the following Telegram notifications:

New Task: Notify when a new task is created.
New Milestone: Notify when a new milestone is created.
New Task Comment: Notify when a comment is added to a task.
Milestone Status Updated: Notify when a milestone’s status is updated.
New Project: Notify when a new project is created.
Task Stage Updated: Notify when a task’s stage is updated.
New Invoice: Notify when a new invoice is created.
Invoice Status Updated: Notify when an invoice’s status is updated.
Expense Approval: Notify when an expense is approved.
New Budget: Notify when a new budget is created.

The panel on the right lets you verify your Telegram setup by sending a test message.

Click Send Test Message to send a test message to your configured Telegram bot.

A reference panel outlines the steps to configure Telegram:

Message @BotFather on Telegram
Create a new bot with /newbot
Copy the bot token
Get your chat ID from @userinfobot
Enter both values above

9.4.10 Storage Settings

Configure file storage settings for your application. Storage Settings has three tabs: Local Storage, AWS S3, and Wasabi.

Local Storage Tab

Allowed File Types: Select the file types permitted for upload by checking the corresponding checkboxes (e.g., csv, doc, docx, gif, png, jpg, pdf, etc.)
Max Upload Size (KB): Enter the maximum allowed file upload size in kilobytes (default: 2048 KB)

AWS S3 Tab

AWS Access Key ID: Enter your AWS access key ID
AWS Secret Access Key: Enter your AWS secret access key
AWS Default Region: Enter the default AWS region (e.g., us-east-1)
AWS Bucket: Enter the name of your S3 bucket
AWS URL: Enter the S3 URL (e.g., https://s3.amazonaws.com)
AWS Endpoint: Enter the S3 endpoint URL (e.g., https://s3.us-east-1.amazonaws.com)
Allowed File Types: Select the permitted file types for upload
Max Upload Size (KB): Enter the maximum allowed file upload size in kilobytes

Wasabi Tab

Wasabi Access Key: Enter your Wasabi access key
Wasabi Secret Key: Enter your Wasabi secret key
Wasabi Region: Enter the Wasabi region (e.g., us-east-1)
Wasabi Bucket: Enter the name of your Wasabi bucket
Wasabi URL: Enter the Wasabi storage URL (e.g., https://s3.wasabisys.com)
Wasabi Root: Enter the root path for file storage (e.g., /)
Allowed File Types: Select the permitted file types for upload
Max Upload Size (KB): Enter the maximum allowed file upload size in kilobytes

9.4.11 ReCaptcha Settings

The ReCaptcha Settings section configures Google reCAPTCHA settings for form protection.

Enable ReCaptcha: Toggle this option to show reCAPTCHA on authentication pages.
Google Recaptcha Version: Select the reCAPTCHA version to use (e.g., v2).
Site Key: Enter your Google reCAPTCHA Site Key.
Secret Key: Enter your Google reCAPTCHA Secret Key.

A note at the top links to instructions on how to get your Google reCAPTCHA Site and Secret key.

9.4.12 Chat GPT Settings

The Chat GPT Settings section configures Chat GPT integration settings for AI-powered features.

Chat GPT Key: Enter your Chat GPT API key.
Chat GPT Model Name: Select the Chat GPT model to use from the dropdown (e.g., GPT-3.5 Turbo).

9.4.13 Cookie Settings

The Cookie Settings section configures cookie consent and privacy settings for your application.

Enable Logging: Toggle this option to enable cookie activity logging.
Strictly Necessary Cookies: Toggle this option to enable strictly necessary cookies.
Cookie Title: Enter the title displayed on the cookie consent banner.
Strictly Cookie Title: Enter the title displayed for the strictly necessary cookies section
Cookie Description: Enter the description explaining the platform’s general cookie usage.
Strictly Cookie Description: Enter the description explaining what the strictly necessary cookies are used for.
Contact Us Description: Enter the message shown to users who have questions about the cookie policy.
Contact Us URL: Enter the URL users can visit to contact you regarding the cookie policy.

The Download Accepted Cookies panel lets you download a CSV file of accepted cookie preferences by clicking Download CSV.

9.4.14 SEO Settings

The SEO Settings section configures SEO settings to improve your website’s search engine visibility.

Meta Keywords: Enter relevant keywords that describe your content, separated by commas (e.g., sales management software, project tracking, invoice management, team productivity).
Meta Description: Write a compelling description that summarizes your page content and encourages clicks from search results (up to 160 characters).
Meta Image: Upload the image used when your page is shared on social media. Click “Change Image” to select a file or “X” to remove the current image. Recommended size: 1200×630px for optimal social media sharing.

The SEO Preview panel on the right shows a live Social Media Preview of how your page will appear when shared, along with SEO Tips: use 3-5 relevant keywords, keep descriptions between 150-160 characters, and use a 1200×630px image for best results.

9.4.15 Cache Settings

The Cache Settings section allows the Super Admin to manage the application cache to improve performance. This page is intended for more advanced users: it can safely be ignored if you’re not familiar with what cache is.

Current Cache Size: Displays the total amount of cached data currently stored (e.g., 0.40 MB).
Click Clear Cache to remove all cached data.

Clearing the cache will remove:

Application cache
Route cache
View cache
Configuration cache

9.4.16 Webhook Settings

The Webhook Settings page allows you to manage webhooks for external integrations. The panel displays all configured webhooks in a table format.

Each webhook in the list displays:

Module: The module the webhook is triggered by (e.g., New User, Lead Assigned, Case Created)
Method: The HTTP method used to send the webhook request (e.g., POST)
URL: The destination URL the webhook sends data to

Each row includes the following action icons on the right side:

Edit: Opens the webhook details for editing
Delete: Permanently removes the webhook

Adding a New Webhook

Clicking Add Webhook opens a form to create a new webhook.

Module: Select the module that should trigger the webhook
Method: Select the HTTP method to use (e.g., GET, POST)
URL: Enter the destination URL the webhook should send data to

9.4.17 Zoom Settings

The Zoom Settings page allows you to configure Zoom meeting integration for video conferencing. Enter your Zoom API credentials to connect the integration.

Account ID, Client ID & Client Secret: Enter the credentials from your Zoom app.
Click Test Connection to validate your credentials.

A note reminds you that credentials must be tested and validated before Zoom Meetings appears in the sidebar.

9.4.18 Invoice Settings

The Invoice Settings page lets you customize your invoice appearance.

Invoice Template: A dropdown to choose the invoice layout (e.g., New York).
Display QR Code: Toggle on to show a QR code on invoices.
Primary Color: A swatch and hex code to set the invoice’s accent color.
Invoice Logo: Click Browse to select a logo for your invoices.
Footer Title & Footer Notes: Fields to set the closing message and additional notes shown at the bottom of invoices.
Invoice Preview panel on the right shows a live mockup of the invoice, reflecting the Creator details, Bill To and Project information, a task breakdown with amounts, and the Subtotal, Tax, and Balance Due.

9.4.19 Google Calendar Settings

The Google Calendar Settings page allows you to configure Google Calendar integration for automatic task synchronization.

Enable Google Calendar Integration: Toggle on to automatically sync tasks with Google Calendar.
Google Calendar ID: Enter the calendar’s ID, or leave empty to use your primary calendar.
Service Account JSON File: Click Choose File to upload your Google Service Account JSON credentials.
Click Test Sync to verify the integration.

9.4.20 Google Meet Settings

The Google Meet Settings page allows you to configure Google Meet integration for video meetings.

Redirect URL: Shows the callback URL to authorize the integration; click Copy Link to copy it.
Google Meet JSON File: Click Choose File to upload your Google Meet JSON credentials.

A note reminds you to copy the Redirect URL and add it to the Authorized Redirect URIs section while creating JSON credentials.

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User Manual – Taskly

1. Introduction

2. Registration and Login

2.1 Introduction to the Login Process

2.2 Accessing the Login Page

2.3 Entering Your Credentials

2.4 Password Management

2.5 Email Verification

2.6 New to Taskly?

2.7 Successful Login

2.8 Seamless Access

3. Overview

3.1 Dashboard

3.2 Calendar

4. Project Management

4.1 Workspaces Management

Workspaces List

Settings

Invite New Member

Members List

Pending Invitations

Login History

Login History List

Creating a New Workspace

4.2 Projects

Projects List

Importing Projects

Creating a New Project

4.3 Tasks

4.3.1 All Tasks

Tasks Board

Creating a New Task

4.3.2 Task Stages

Workflow Stages List

Creating a New Stage

4.4 Bugs

4.4.1 All Bugs

Bugs Board

Reporting a New Bug

4.4.2 Bug Status

Bug Workflow Status List

Creating a New Status

4.5 ToDos

ToDos List

Creating a New ToDo

4.6 Project Reports

Project Reports List

5. Time Tracking

5.1 Timesheets

5.1.1 My Timesheet

Timesheets List

Add Time Entry

Create Timesheet

5.1.2 Calendar View

5.1.3 Daily View

Add Time Entry

5.1.4 Weekly View

Add Time Entry

5.1.5 Monthly View

5.1.6 Approvals

5.1.7 Reports

6. Finance

6.1 Invoices

Create Invoice

6.2 Budget & Expenses

6.2.1 Budget Dashboard

6.2.2 Budgets

Create Budget

6.2.3 Expenses

Create Expense

6.2.4 Expense Approvals

7. Communications & Content

7.1 Notes

Create Note

7.2 Zoom Meetings

Create Zoom Meeting

7.3 Google Meetings

Create Google Meeting

7.4 Contracts

7.4.1 Contracts