User Manual – Task

1.1 What is Task?

Task is a comprehensive Project Management and Task Tracking platform designed to streamline project workflows and enhance team productivity. Built as a standalone solution, it provides organizations with a complete project ecosystem that covers the entire project lifecycle from initiation to completion.

1.2 Key Features Overview

• Complete Project Management: Manage projects, tasks, milestones, and deliverables
• Client Management: Comprehensive client relationship management
• Invoice System: Professional invoicing with payment gateway integration
• Contract Management: Digital contract creation and management
• Time Tracking: Real-time time tracking and timesheet management
• Expense Management: Project expense tracking and budget control
• Team Collaboration: Task assignment and team communication
• Calendar Integration: Google Calendar sync and meeting management
• Zoom Integration: Built-in video conferencing capabilities
• Multi-Language Support: Available in multiple languages
• Mobile Responsive: Works seamlessly on desktop, tablet, and mobile devices

1.3 Who Should Use Task?

• Project Managers: Streamline project workflows and team coordination
• Team Leaders: Manage team tasks and track project progress
• Freelancers: Organize client projects and track billable hours
• Agencies: Manage multiple client projects simultaneously
• Small to Large Businesses: Scale project operations with professional tools
• Remote Teams: Coordinate distributed team collaboration
• Consultants: Track client work and generate professional invoices
• Service Providers: Manage service delivery and client relationships

2.1 Company Login

• 1. Access the Login Page

  • Go to the login URL provided in your welcome email
  • Or navigate to the main website and click “Login”

• 2. Enter Login Credentials

  • Email Address: Enter your registered email
  • Password: Enter your account password
  • Remember Me: Check this box to stay logged in (optional)

• 3. Dashboard Overview After successful login, you’ll see the main dashboard with:

  • Main Statistics Cards:

    • Total Projects: Number of projects in your organization
    • Active Tasks: Current pending tasks
    • Total Clientse: Number of clients in your system
    • Total Revenue: Revenue from completed invoices

  • Navigation Features:

    • Left Sidebar: Access to all main modules (Projects, Tasks, Clients, etc.)
    • Language Toggle: Switch between available languages
    • Profile Menu: Account settings and preferences

2.2 Password Management

• 2.2.1 Forgot Password

  1. Access Password Reset

  • On the login page, click “Forgot Password?”
  • Enter your email address
  • Click “Send Reset Link”

  2. Reset Your Password

  • Check your email for a password reset link
  • Click the link to open the password reset page
  • Enter your new password twice
  • Click “Reset Password”

• 2.2.2 Change Password (When Logged In)

  1. Access Profile Settings

  • Click on your profile picture in the top-right corner
  • Select “Profile Settings” from the dropdown

  2. Update Password

  • Go to the “Security” tab
  • Enter your current password
  • Enter your new password twice
  • Click “Update Password”

3.1 Company Login Process

• 3.1.1 What is a Company?

  Users are administrators and team members who have access to project management features. Users can:

  • Manage Projects: Create, edit, and manage project portfolios
  • Task Management: Handle task creation, assignment, and tracking
  • Client Relations: Manage client information and communications
  • Invoice Generation: Create and send professional invoices
  • Contract Management: Handle digital contracts and agreements
  • Time Tracking: Track billable hours and project time
  • Expense Management: Monitor project expenses and budgets

• 3.1.2 Company Login Steps

  1. Access Login Portal

  • Use the standard login page with your credentials
  • Email: Use your email address
  • Password: Enter your account password

3.2 Company Dashboard

After login, you’ll access the main dashboard with:

• 3.2.1 Main Statistics Cards:

  • Total Projects: Number of projects in your organization
  • Active Tasks: Current pending tasks requiring attention
  • Total Clients: Number of clients in your system
  • Total Revenue: Revenue from paid invoices

• 3.2.2 Dashboard Features:

  • Recent Activities: Latest project and task updates
  • Project Progress: Visual progress indicators for active projects
  • Upcoming Deadlines: Tasks and project milestones due soon
  • Monthly Revenue Chart: Revenue trends over time

3.3 Company Capabilities

• 3.3.1 Project Management

  • Project Lifecycle: Manage complete project journey from initiation to completion
  • Task Assignment: Assign tasks to team members and track progress
  • Milestone Tracking: Set and monitor project milestones
  • Budget Management: Track project expenses and budget utilization
  • File Management: Organize project documents and files

• 3.3.2 Client Relations

  • Client Profiles: Maintain comprehensive client information
  • Communication History: Track client interactions and communications
  • Project Association: Link clients to specific projects
  • Invoice Management: Generate and send client invoices

• 3.3.3 Team Collaboration

  • Company Management: Create and manage team member accounts
  • Task Collaboration: Enable team collaboration on tasks
  • Time Tracking: Monitor team productivity and billable hours

4.1 Basic Setup

• 4.1.1 Client Management

  Client Management organizes your customer base by creating and managing client profiles, contact information, and project associations for comprehensive customer relationship management.

  1. Creating Clients

  • Go to “Clients” in the main menu
  • Click “Add Client” button
  • Name: Client company name (required)
  • Email: Client email address
  • Phone: Client contact number
  • Address: Complete client address
  • Status: Active or Inactive

4.2 Project Creation

Project Creation enables comprehensive project setup with detailed information, client association, and project parameters for systematic project management and tracking.

• 4.2.1 Creating Projects

  1. Access Project Creation

  • Go to “Projects” in the main menu
  • Click “Add Project” button

  2. Project Information

  • Name: Project name (required)
  • Description: Detailed project description
  • Client: Associate with client (optional)
  • Start Date: Project start date
  • End Date: Project end date
  • Budget: Project budget amount
  • Priority: Low, Medium, High, Urgent
  • Status: Active, Inactive, Completed, On Hold

• 4.2.2 Project Features

  • Client Association: Link projects to specific clients
  • Budget Tracking: Monitor project expenses against budget
  • Progress Tracking: Visual progress indicators
  • Status Management: Comprehensive project status workflow
  • Team Assignment: Assign team members to projects

4.3 Project Milestones

Project Milestones Management creates and tracks key project deliverables enabling systematic milestone planning, progress monitoring, and project phase management for effective project delivery.

• 4.3.1 Creating Milestones

  1. Access Project Milestones

  • Go to “Projects” → Select Project → “Milestones” tab
  • Click “Add Milestone” button

  2. Milestone Information

  • Title: Milestone title (required)
  • Description: Milestone description
  • Due Date: Milestone deadline
  • Status: Not Started, In Progress, Completed
  • Progress: Completion percentage

• 4.3.2 Milestone Features

  • Progress Tracking: Visual progress indicators
  • Deadline Management: Track milestone deadlines
  • Status Updates: Real-time status updates
  • Project Integration: Seamless integration with project workflow

4.4 Project Notes

Project Notes Management maintains project documentation and communication records enabling systematic information storage, team communication, and project knowledge management.

• 4.4.1 Creating Project Notes

  1. Access Project Notes

  • Go to “Projects” → Select Project → “Notes” tab
  • Click “Add Note” button

  2. Note Information

  • Title: Note title (required)
  • Content: Note content with rich text formatting
  • Date: Note creation date
  • Author: Note author (automatically set)

• 4.4.2 Note Features

  • Rich Text Editor: Format notes with comprehensive editing tools
  • Chronological Order: Notes displayed in chronological order
  • Author Tracking: Track note authors and creation dates
  • Search Function: Search through project notes

4.5 Project Expenses

Project Expenses Management tracks project-related costs enabling expense monitoring, budget control, and financial project management for accurate project profitability analysis.

• 4.5.1 Creating Project Expenses

  1. Access Project Expenses

  • Go to “Projects” → Select Project → “Expenses” tab
  • Click “Add Expense” button

  2. Expense Information

  • Title: Expense title (required)
  • Amount: Expense amount (required)
  • Date: Expense date
  • Category: Expense category
  • Description: Expense description
  • Receipt: Upload receipt file

• 4.5.2 Expense Features

  • Budget Tracking: Monitor expenses against project budget
  • Category Management: Organize expenses by categories
  • Receipt Storage: Upload and store expense receipts
  • Expense Reports: Generate expense reports for projects

4.6 Project Files

Project Files Management organizes project documents and assets enabling centralized file storage, version control, and document sharing for comprehensive project documentation.

• 4.6.1 Uploading Project Files

  1. Access Project Files

  • Go to “Projects” → Select Project → “Files” tab
  • Click “Upload File” button

  2. File Information

  • File Upload: Select files to upload
  • Description: File description
  • Category: File category
  • Version: File version number

• 4.6.2 File Features

  • Multiple File Upload: Upload multiple files simultaneously
  • File Categories: Organize files by categories
  • Download Management: Track file downloads
  • Version Control: Maintain file versions
  • Access Control: Control file access permissions

5.1 Task Stages

Task Stages Management defines workflow stages and task progression enabling systematic task organization, workflow customization, and task lifecycle management for efficient project execution.

• 5.1.1 Creating Task Stages

  1. Access Task Stages

  • Go to “Task Stages” in the main menu
  • Click “Add Task Stage” button

  2. Stage Information

  • Name: Stage name (required)
  • Description: Stage description
  • Color: Stage color for visual identification
  • Order: Stage sequence order
  • Is Completed: Mark as completion stage
  • Status: Active or Inactive

• 5.1.2 Stage Features

  • Workflow Customization: Create custom task workflows
  • Visual Organization: Color-coded stages for easy identification
  • Completion Tracking: Mark stages as completion indicators
  • Drag & Drop: Reorder stages with drag and drop

5.2 Task Creation

Task Creation enables detailed task setup with comprehensive information, assignment options, and tracking parameters for systematic task management and team coordination.

• 5.2.1 Creating Tasks

  1. Access Task Creation

  • Go to “Tasks” in the main menu
  • Click “Add Task” button

  2. Task Information

  • Title: Task title (required)
  • Description: Detailed task description
  • Project: Associate with project
  • Milestone: Link to project milestone
  • Task Stage: Current task stage
  • Assigned To: Assign to team member
  • Start Date: Task start date
  • Due Date: Task deadline
  • Priority: Low, Medium, High, Urgent
  • Progress: Completion percentage
  • Estimated Hours: Estimated time to complete

• 5.2.2 Task Features

  • Project Integration: Link tasks to specific projects
  • Team Assignment: Assign tasks to team members
  • Progress Tracking: Visual progress indicators
  • Priority Management: Set task priorities
  • Deadline Tracking: Monitor task deadlines

5.3 Task Checklists

Task Checklists Management creates subtask breakdowns enabling detailed task organization, step-by-step completion tracking, and comprehensive task management for complex task execution.

• 5.3.1 Creating Task Checklists

  1. Access Task Checklists

  • Go to “Tasks” → Select Task → “Checklists” tab
  • Click on plus button

  2. Checklist Information

  • Item: Checklist item description (required)
  • Is Completed: Completion status
  • Sort Order: Item sequence order

• 5.3.2 Checklist Features

  • Subtask Breakdown: Break complex tasks into smaller items
  • Progress Tracking: Track checklist completion progress
  • Reordering: Drag and drop to reorder checklist items
  • Completion Status: Mark individual items as complete

5.4 Task Files

Task Files Management organizes task-related documents enabling file attachment, document sharing, and task-specific file storage for comprehensive task documentation.

• 5.4.1 Uploading Task Files

  1. Access Task Files

  • Go to “Tasks” → Select Task → “Files” tab
  • Click “Browse” button

  2. File Information

  • File Upload: Select files to upload
  • Description: File description
  • Version: File version number

• 5.4.2 File Features

  • Multiple File Upload: Upload multiple files to tasks
  • File Download: Download task-related files
  • Version Control: Maintain file versions
  • Access Control: Control file access permissions

5.5 Task Assignment

Task Assignment Management coordinates task distribution among team members enabling workload management, responsibility tracking, and systematic task allocation for effective team coordination.

• 5.5.1 Assigning Tasks

  1. Task Assignment Process

  • Select task from task list
  • Click “Edit” or access task details
  • Choose team member from “Assigned To” dropdown
  • Set assignment date and deadline
  • Add assignment notes if needed

  2. Assignment Features

  • Team Member Selection: Choose from available team members
  • Workload Distribution: Balance workload across team
  • Assignment History: Track task assignment changes
  • Notification System: Notify assigned team members

6.1 Client Creation

Client Creation enables comprehensive customer profile setup with detailed contact information, project associations, and client relationship management for systematic customer administration.

• 6.1.1 Creating Clients

  1. Access Client Creation

  • Go to “Clients” in the main menu
  • Click “Add Client” button

  2. Client Information

  • Name: Client company name (required)
  • Email: Client email address
  • Phone: Client contact number
  • Address: Complete client address
  • Website: Client website URL
  • Tax Number: Client tax identification
  • Status: Active or Inactive

6.2 Client Status Management

Client Status Management controls client account status enabling client activation, deactivation, and status tracking for systematic client relationship administration.

• 6.2.1 Managing Client Status

  1. Status Control

  • Access client list
  • Click “Toggle Status” for specific client
  • Confirm status change

  2. Status Features

  • Active Status: Client can be assigned to new projects
  • Inactive Status: Client hidden from new project assignments
  • Status History: Track status change history

7.1 Invoice Creation

Invoice Creation enables professional invoice generation with comprehensive billing information, client details, and payment terms for systematic billing management and revenue tracking.

• 7.1.1 Creating Invoices

  1. Access Invoice Creation

  • Go to “Invoices” in the main menu
  • Click “Create Invoice” button

  2. Invoice Information

  • Invoice Number: Unique invoice identifier (auto-generated)
  • Client: Select client (required)
  • Project: Associate with project (optional)
  • Issue Date: Invoice issue date
  • Due Date: Payment due date
  • Tax Rate: Applicable tax rate
  • Discount: Discount amount or percentage

7.2 Invoice Items

Invoice Items Management creates detailed billing line items enabling itemized billing, service description, and comprehensive invoice breakdown for transparent client billing.

• 7.2.1 Adding Invoice Items

  1. Item Information

  • Type: Item type
  • Item: Invoice item
  • Quantity: Item quantity
  • Rate: Unit rate or price
  • Amount: Total amount (auto-calculated)
  • Tax: Item-specific tax rate

  2. Item Features

  • Multiple Items: Add multiple line items
  • Automatic Calculation: Auto-calculate totals
  • Tax Management: Item-specific tax rates
  • Service Templates: Use predefined service items

7.3 Invoice View

Invoice View provides comprehensive invoice display and management enabling invoice review, status tracking, and administrative actions for systematic invoice administration and client communication.

• 7.3.1 Viewing Invoices

  1. Access Invoice View

  • Go to “Invoices” in the main menu
  • Click “View” button on specific invoice
  • Review complete invoice details

  2. Invoice Display Features

  • Header Actions: Back, Edit, Print, Add Payment, Send Invoice, Copy Link, Send Reminder buttons
  • Company Information: Company name, address, city/state/zip, phone, email with QR code for online viewing
  • Invoice Details: Invoice number, status, invoice date, due date
  • Bill To Section: Client name and address information with associated project details
  • Invoice Items Table: Description, quantity, unit price, and total columns with itemized breakdown
  • Financial Summary: Subtotal and total amount calculations
  • Payment Information Panel: Total amount, amount paid, remaining balance, and payment status
  • Payment History Section: Complete record of all payment transactions

• 7.3.2 Invoice Actions

  • Edit Invoice: Modify invoice details and items
  • Send Invoice: Email invoice to client
  • Download PDF: Generate PDF version for records
  • Copy Public Link: Generate shareable invoice link
  • Mark as Paid: Update payment status manually
  • Add Payment: Record partial or full payments

7.4 Public Invoice Access

Public Invoice Access enables secure client access to invoices through shareable links providing convenient invoice viewing and payment processing without requiring client login credentials.

• 7.4.1 Generating Public Links

  1. Create Public Link

  • View invoice in admin panel
  • Click “Copy Link” button
  • Share generated link with client

  2. Public Link Features

  • Secure Access: Unique, secure invoice URLs
  • No Login Required: Clients access without account creation
  • Mobile Responsive: Optimized for mobile devices
  • Professional Display: Branded invoice presentation
  • Real-time Status: Current payment status display

• 7.4.2 Client Experience

  When clients access the public invoice link:

  • Invoice Details: Complete invoice information display
  • Company Information: Professional company presentation
  • Payment Options: Available payment methods
  • Download Option: PDF download capability
  • Payment History: Previous payment records (if any)

7.5 Invoice Payments

Invoice Payments enables secure online payment processing through integrated payment gateways providing convenient payment collection with Stripe and PayPal integration for professional billing operations.

• 7.5.1 Payment Gateway Integration

  1. Available Payment Methods

  • Stripe: Credit/debit card processing
  • PayPal: PayPal account and card payments

  2. Payment Process

  • Client clicks “Pay Now” button on public invoice
  • Select preferred payment method
  • Complete secure payment processing
  • Automatic invoice status update
  • Payment confirmation email sent

• 7.5.2 Payment Features

  • Secure Processing: PCI-compliant payment handling
  • Real-time Updates: Instant payment status updates
  • Payment Receipts: Automatic receipt generation
  • Partial Payments: Support for installment payments
  • Payment History: Complete payment tracking
  • Automatic Notifications: Email notifications for payments
  • Currency Support: Multi-currency payment processing

• 7.5.3 Payment Workflow

  • Invoice Generation: Create and send invoice to client
  • Client Access: Client receives invoice link via email
  • Payment Selection: Client chooses payment method
  • Secure Processing: Payment processed through gateway
  • Status Update: Invoice automatically marked as paid
  • Confirmation: Both parties receive payment confirmation

8.1 Contract Creation

Contract Creation enables comprehensive agreement generation with detailed terms, client information, and contract specifications for systematic contract management and legal documentation.

• 8.1.1 Creating Contracts

  1. Access Contract Creation

  • Go to “Contracts” in the main menu
  • Click “Create Contract” button

  2. Contract Information

  • Contract Number: Unique contract identifier
  • Title: Contract title (required)
  • Client: Select client (required)
  • Project: Associate with project (optional)
  • Contract Type: Select contract type
  • Start Date: Contract start date
  • End Date: Contract end date
  • Value: Contract value
  • Status: Draft, Sent, Signed, Expired
  • Content: Contract content with rich text editor

9.1 Time Tracker

Time Tracker provides real-time time logging enabling accurate time recording, project allocation, and productivity monitoring for precise billing and project management.

• 9.1.1 Using Time Tracker

  1. Start Time Tracking

  • Access Time Tracker from dashboard or main menu
  • Select project and task
  • Click “Start Timer”
  • Add work description

  2. Time Tracking Features

  • Real-time Tracking: Live time tracking with start/stop functionality
  • Project Association: Link time entries to specific projects
  • Task Integration: Associate time with specific tasks
  • Description Logging: Add work descriptions to time entries
  • Automatic Calculations: Calculate total hours and billable time

9.2 Timesheets

Timesheets Management organizes time entries enabling systematic time recording, approval workflow, and comprehensive time tracking for accurate project billing and productivity analysis.

• 9.2.1 Creating Timesheets

  1. Access Timesheets

  • Go to “Timesheets” in the main menu
  • Click “Add Timesheet” button

  2. Timesheet Information

  • Employee: Select team member
  • Project: Select project
  • Task: Select specific task
  • Date: Work date
  • Hours: Hours worked
  • Description: Work description
  • Status: Pending, Approved, Rejected

9.3 Time Reports

Time Reports Management generates comprehensive time analytics enabling productivity analysis, project time tracking, and billable hour reporting for business intelligence and client billing.

• 9.3.1 Report Features

  • Project Time Reports: Time spent per project
  • Employee Productivity: Individual productivity metrics
  • Billable Hours: Track billable vs non-billable time
  • Time Period Analysis: Custom date range reports
  • Export Options: Export reports in various formats

10.1 Expense Categories

Expense Categories Management organizes project costs into structured classifications enabling systematic expense organization, budget tracking, and expense type management for comprehensive financial control.

• 10.1.1 Creating Expense Categories

  1. Access Expense Categories

  • Go to “Expense Categories” in the main menu
  • Click “Add Category” button

  2. Category Information

  • Name: Category name (Travel, Equipment, Software, etc.)
  • Description: Category description
  • Status: Active or Inactive

10.2 Project Expenses

Project Expenses Management tracks project-related costs enabling expense monitoring, receipt storage, and budget control for accurate project profitability analysis and financial management.

• 10.2.1 Recording Project Expenses

  1. Add Project Expense

  • Go to specific project
  • Navigate to “Expenses” tab
  • Click “Add Expense” button

  2. Expense Information

  • Title: Expense title
  • Amount: Expense amount
  • Category: Expense category
  • Date: Expense date
  • Description: Expense description
  • Receipt: Upload receipt file

10.3 Expense Tracking

Expense Tracking Management monitors project costs enabling budget comparison, expense analysis, and financial project management for comprehensive cost control and profitability tracking.

• 10.3.1 Expense Tracking Features

  • Budget Monitoring: Compare expenses against project budget
  • Receipt Management: Store and organize expense receipts
  • Expense Reports: Generate detailed expense reports
  • Category Analysis: Analyze expenses by categories
  • Approval Workflow: Expense approval process

11.1 Calendar Overview

Calendar Overview displays integrated organizational events including scheduled meetings, project deadlines, and task due dates enabling comprehensive scheduling visibility and effective time management coordination.

• 11.1.1 Accessing Calendar

  1. Navigate to Calendar

  • Go to “Calendar” in the main menu
  • View integrated calendar with all events

  2. Calendar Views

  • Month View: Monthly calendar overview
  • Week View: Weekly schedule view
  • Day View: Daily agenda view
  • List View: Event list format

11.2 Google Calendar

Google Calendar Integration synchronizes Task events with Google Calendar enabling unified calendar management, automatic synchronization, and comprehensive scheduling coordination.

• 11.2.1 Google Calendar Setup

  1. Connect Google Calendar

  • Go to “Calendar” → “Google Calendar”
  • Click “Connect to Google Calendar”
  • Authorize Task access
  • Complete integration setup

  2. Synchronization Features

  • Two-way Sync: Sync events between Task and Google Calendar
  • Automatic Updates: Real-time event synchronization
  • Event Creation: Create events in both systems
  • Meeting Integration: Sync Zoom meetings with Google Calendar

11.3 Event Management

Event Management coordinates calendar events enabling meeting scheduling, deadline tracking, and systematic event organization for comprehensive time management and team coordination.

• 11.3.1 Event Features

  • Meeting Scheduling: Schedule team meetings and client calls
  • Deadline Tracking: Track project and task deadlines
  • Event Notifications: Automated event reminders
  • Recurring Events: Set up repeating events
  • Team Calendar: Shared team calendar view

12.1 Meeting Setup

Meeting Setup configures Zoom integration enabling video conferencing capabilities, meeting room management, and systematic meeting coordination for effective team communication and client meetings.

• 12.1.1 Zoom Integration Setup

  1. Configure Zoom Settings

  • Go to “Settings” → “Zoom Settings”
  • Enter Zoom API credentials
  • Configure meeting defaults
  • Test connection

  2. Meeting Configuration

  • Default Settings: Set default meeting parameters
  • Security Options: Configure meeting security settings
  • Recording Options: Set recording preferences
  • Participant Limits: Configure participant limits

12.2 Meeting Scheduling

Meeting Scheduling creates and organizes video conferences enabling meeting coordination, participant management, and systematic meeting planning for effective team communication.

• 12.2.1 Creating Zoom Meetings

  1. Access Meeting Creation

  • Go to “Zoom Meetings” in the main menu
  • Click “Schedule Meeting” button

  2. Meeting Information

  • Topic: Meeting topic (required)
  • Description: Meeting description
  • Start Date: Meeting date
  • Start Time: Meeting time
  • Duration: Meeting duration
  • Participants: Add meeting participants
  • Recurring: Set recurring meetings
  • Password: Meeting password protection

12.3 Meeting Management

Meeting Management coordinates video conference execution enabling meeting control, participant management, and systematic meeting administration for effective virtual collaboration.

• 12.3.1 Meeting Features

  • One-click Join: Easy meeting access for participants
  • Meeting Controls: Start, stop, and manage meetings
  • Participant Management: Add/remove meeting participants
  • Recording Management: Record and store meetings
  • Meeting History: Track meeting history and recordings
  • Calendar Integration: Sync meetings with calendar systems

13.1 Media Management

Media Management provides centralized file storage and organization enabling systematic media asset control, file type management, and comprehensive file operations for organizational document and media storage needs.

• 13.1.1 Accessing Media Library

  1. Navigate to Media Library

  • Go to “Media Library” in the main menu
  • View all uploaded files and media

  2. Upload Media

  • Single Upload: Upload individual files
  • Bulk Upload: Upload multiple files
  • Drag & Drop: Drag files to upload
  • File Types: Support for images, documents, videos

• 13.1.2 File Management Features

  • Search Function: Search files by name or type
  • Preview: Preview images and documents
  • Download: Download files individually or in bulk
  • File Information: View file details and metadata
  • Access Control: Control file access permissions

14.1 Settings Overview

Settings Overview provides centralized configuration management enabling system-wide settings control, user role-based access, and comprehensive platform administration for Company user requirements.

• 14.1.1 Accessing Settings

  1. Navigate to Settings

  • Go to “Settings” in the main menu
  • Access comprehensive system configuration

  2. Settings Categories

  • System Settings: Basic system configuration
  • Brand Settings: Company branding and appearance
  • Email Settings: Email server configuration
  • Currency Settings: Currency and formatting
  • Payment Settings: Payment gateway configuration
  • Storage Settings: File storage configuration
  • Security Settings: ReCaptcha and security features
  • Integration Settings: Third-party integrations
  • SEO Settings: Search engine optimization
  • Cache Management: System cache controls

14.2 System Settings

System Settings provides comprehensive system configuration enabling application customization, operational preferences, and system-wide settings for optimal platform performance and user experience.

• 14.2.1 Accessing System Settings

  1. Navigate to Settings

  • Go to “Settings” in the main menu
  • Access system settings panel with comprehensive configuration options

• 14.2.2 System Settings Categories

  Users have access to comprehensive system settings:

  1. System Configuration

  Configure system-wide settings for your application:

  • Default Language: Application default language selection (English)
  • Date Format: Global date display format (Y-m-d format: 2025-01-01)
  • Time Format: Time display format (H:i format: 03:30)
  • Calendar Start Day: Set the default start day for calendar (Sunday)
  • Default Timezone: Application timezone (UTC)

  2. Brand Settings

  Customize your application’s branding and appearance:

  • Logos Tab: Upload and manage logos
  • Logo (Dark Mode): Dark theme logo upload with browse functionality
  • Logo (Light Mode): Light theme logo upload with browse functionality
  • Text Tab: Configure text elements
  • Title Text: Application title/name display
  • Footer Text: Application footer content
  • Theme Tab: Customize theme and colors
  • Theme Preview: Live preview with light, green, left options
  • Theme Color: Primary theme color selection
  • Custom Color: Custom hex color code input
  • Favicon: Browser tab icon upload with browse functionality
  • Live Preview: Real-time preview of branding changes showing “Task” with copyright notice

  3. Currency Settings

  Configure how currency values are displayed throughout the application:

  • Format Options: Currency formatting configuration
  • Currency Display: Shows formatted currency example ($1,234.56)
  • Currency Symbol: Currency symbol display configuration
  • Currency Position: Symbol position (before/after amount)
  • Thousand Separator: Thousand separator character
  • Decimal Separator: Decimal separator character
  • Number of Decimals: Number of decimal places

  4. Email Settings

  Configure email server and notification settings:

  • Mail Driver: Email service provider (SMTP, Mailgun, SES)
  • Mail Host: SMTP server hostname
  • Mail Port: SMTP server port
  • Mail Username: SMTP authentication username
  • Mail Password: SMTP authentication password
  • Mail Encryption: Email encryption type (TLS, SSL)
  • From Address: Default sender email address
  • From Name: Default sender name

  5. Email Notification Settings

  Configure email notifications:

  • Notification Preferences: Configure which notifications to send
  • Email Templates: Customize email templates
  • Notification Recipients: Set default notification recipients

  6. Payment Settings

  Configure payment processing for client invoices:

  • Stripe Configuration: Stripe public and secret keys for invoice payments
  • PayPal Configuration: PayPal client ID and secret key for invoice payments

  7. ReCaptcha Settings

  Configure security and spam protection:

  • ReCaptcha Enabled: Enable/disable ReCaptcha
  • ReCaptcha Version: v2 or v3 selection
  • Site Key: ReCaptcha site key
  • Secret Key: ReCaptcha secret key

  8. Chat GPT Settings

  Configure AI-powered chat assistance:

  • OpenAI API Key: API key for ChatGPT integration
  • Model Selection: Choose GPT model version
  • Response Settings: Configure response parameters

  9. Cookie Settings

  Configure GDPR compliance and cookie management:

  • Enable Cookie: Enable/disable cookie consent functionality (Toggle switch)
  • Cookie Logging: Enable cookie activity logging for compliance tracking
  • Cookie Title: Cookie consent banner title text
  • Cookie Description: Cookie consent banner description text explaining cookie usage
  • Strictly Cookie Title: Title for strictly necessary cookies section
  • Strictly Cookie Description: Description for essential cookies that cannot be disabled
  • More Information Description: Additional cookie information text with detailed explanations
  • Contact Us Description: Contact information for cookie-related queries and privacy concerns

  10. SEO Settings

  Configure search engine optimization:

  • Meta Keywords: SEO meta keywords for search engines
  • Meta Description: SEO meta description for search results
  • Meta Image: Meta image for SEO and social sharing

  11. Cache Settings

  Manage system performance:

  • Clear All Cache: Clear system cache for performance optimization

  12. Google Calendar Settings

  Configure Google Calendar integration:

  • Google Calendar Id: Add Google Calendar Id
  • Json file: Google Calendar Json File

  13. Zoom Settings

  Configure Zoom integration for meetings:

  • Zoom API Configuration: Zoom API settings
  • Meeting Defaults: Default meeting settings
  • Recording Options: Meeting recording preferences

  14. Slack Settings

  Configure Slack integration for team communication:

  • Slack Webhook: Configure Slack notifications
  • Channel Settings: Default Slack channels
  • Notification Types: Types of notifications to send to Slack

  15. Telegram Settings

  Configure Telegram integration for notifications:

  • Telegram Bot: Configure Telegram bot settings
  • Chat ID: Default chat for notifications
  • Notification Preferences: Telegram notification settings

  16. Invoice Templates

  Manage invoice templates:

  • Template Design: Customize invoice appearance
  • Company Information: Configure company details on invoices
  • Template Variables: Available template variables

  17. Billing Details

  Configure your company billing information for invoices:

  • Company Name: Your company name (default: “Company”)
  • Address: Complete company address for billing purposes
  • City: Company city location
  • State: Company state/province
  • Zip Code: Postal/zip code
  • Country: Company country
  • Phone: Company contact phone number
  • Website: Company website URL

  18. Tax Settings

  Configure tax settings:

  • Tax Rates: Configure applicable tax rates
  • Tax Categories: Different tax categories

  19. Contract Types

  Manage contract types:

  • Contract Type: Configure types of contracts
  • Contract Description: Add contract descriptions