User Manual – Task SaaS

1.1 What is Task SaaS?

Task SaaS is a comprehensive project management and task tracking platform designed to help teams organize their work, manage projects efficiently, and collaborate seamlessly. Built as a software-as-a-service (SaaS) solution, it supports multiple users with separate accounts and provides complete control over project workflows from start to finish. The platform includes tools for project planning, task management, client relationships, invoicing, time tracking, and expense monitoring.

Task SaaS works as a fully responsive web application, meaning you can access it on desktop, tablet, or mobile devices without needing to install anything. It is a complete multi-tenant system that allows businesses to manage their entire project lifecycle in one place. The platform supports over 30 payment gateways for invoicing, integrates with Google Calendar and Zoom for scheduling and meetings, and offers multi-language support to serve teams worldwide.

Whether you want to manage a small team, coordinate complex projects, or handle multiple client engagements, Task SaaS helps you do it efficiently. It saves time, improves transparency, and keeps everyone aligned with just a few clicks.

1.2 Key Features Overview

Task SaaS provides an extensive range of features designed to support every aspect of project management:

• Complete Project Management: Manage projects, tasks, milestones, and deliverables
• Client Management: Comprehensive client relationship management
• Invoice System: Professional invoicing with multiple payment gateways
• 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
• 30+ Payment Gateways in plan: Comprehensive payment processing options

1.3 Who Should Use Task SaaS?

Task SaaS is built for individuals, teams, and businesses who need structured project management and task tracking capabilities. It serves:

• 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 User Registration

To get started with Task SaaS, you need to create a new account. This is a simple process where you’ll provide your basic information and set up your login credentials.

• 1. Visit the Registration Page

  • Open your web browser and navigate to the Task SaaS website
  • Look for and click on the “Sign Up” or “Get Started” button, usually located at the top of the page

• 2. Fill Registration Form

  You’ll see a form asking for some basic information. Please fill in the following fields carefully:

  • Full Name: Type your complete name as you’d like it to appear in the system
  • Email Address: Enter a valid email address that you use regularly. This email will be your username for logging in
  • Password: Create a strong password with at least 8 characters. Use a mix of letters, numbers, and symbols for better security
  • Confirm Password: Type the same password again to make sure there are no typing mistakes
  • Company Name: Enter the name of your organization or business

• 3. Submit Registration

  • Take a moment to review the terms of service and privacy policy to understand how your data will be used
  • Once you’re ready, click the “Create Account” button to submit your registration
  • The system will process your information and send you a confirmation email

2.2 Email Verification

After you register, Task SaaS needs to verify that the email address you provided actually belongs to you. This is an important security step to protect your account.

• 1. Check Your Email

  • Open your email application or webmail service
  • Look in your inbox for a new message from Task SaaS with the subject line “Verify Your Account”
  • If you don’t see it within a few minutes, check your spam or junk mail folder, as it might have been filtered there

• 2. Verify Your Account

  • Open the verification email and look for a button or link that says something like “Verify Account” or “Confirm Email”
  • Click this verification link
  • Your web browser will open and take you to a confirmation page on the Task SaaS website
  • You’ll see a message confirming that your account is now activated and ready to use

• 3. Resend Verification (if needed)

  • If the verification email doesn’t arrive after several minutes, don’t worry
  • Go back to the Task SaaS login page and look for a “Resend Verification Email” link or button
  • Click it, and the system will send you a new verification email
  • Wait a few minutes and check your email inbox again

2.3 User Login

Once your email is verified and your account is activated, you can log in to start using Task SaaS. This is a simple process where you’ll enter your email address and password to access your account.

• 1. Access the Login Page

  • Go to the login URL that was included in your welcome email, or
  • Visit the main Task SaaS website and click the “Login” button

• 2. Enter Login Credentials

  • You’ll see a login form with a few fields:
  • Email Address: Type the same email address you used when registering
  • Password: Enter the password you created during registration
  • Remember Me: If you’re using your personal computer, you can check this box. It will keep you logged in even after you close your browser, so you won’t need to enter your credentials every time

• 3. Complete Login

  • Click the “Login” button to access your account
  • If your email and password are correct, the system will log you in
  • You’ll be automatically redirected to your main dashboard, which is your control center for managing everything in Task SaaS

• 4. Dashboard Overview

  After you log in successfully, you’ll land on the main dashboard. This is your home page where you can see an overview of everything happening in your account.

  • Main Statistics Cards:

    At the top of the dashboard, you’ll see some boxes (called “cards”) showing important numbers:

    • Total Projects: This shows how many projects your organization is currently managing
    • Active Tasks: This displays the number of tasks that are currently in progress or pending
    • Total Clients: This counts how many clients are registered in your system
    • Total Revenue: This shows the total money you’ve earned from completed and paid invoices

  • Navigation Features:

    The dashboard includes several helpful tools to navigate the system:

    • Left Sidebar: This is a menu on the left side of your screen that gives you quick access to all the main features like Projects, Tasks, Clients, Invoices, and more. Simply click on any item to go to that section
    • Language Toggle: If you prefer to use Task SaaS in a different language, you can click this option to switch between available languages
    • Profile Menu: Click on your profile picture or name (usually in the top-right corner) to access your account settings, preferences, and personal information

  • For Super Admin Users:

    Super Admin dashboard displays platform-wide metrics:

    If you have Super Admin access (the highest level of permission in the system), your dashboard will show additional information about the entire platform:

    • Total Companies: The number of different company accounts registered on the platform
    • Total Users: The total number of users across all companies, excluding Super Admin accounts
    • Active Subscriptions: The number of companies with approved and active subscription plans
    • Monthly Growth: The percentage increase in company registrations compared to the previous month
    • Total Revenue: The total income generated from all approved subscription plan orders
    • Recent Activity Feed: A live list showing the most recent activities, such as new companies signing up, new users being added, and payments being received

2.4 Password Management

Task SaaS provides easy and secure ways to manage your password, whether you’ve forgotten it or want to change it for security reasons.

• 2.4.1 Forgot Password

  If you can’t remember your password and can’t log in, don’t worry. The system has a simple process to help you reset it.

  • 1. Access Password Reset

    • Go to the login page
    • Look for and click on the “Forgot Password?” link, usually located below the password field
    • You’ll be taken to a password reset page
    • Enter the email address you used when you registered your account
    • Click the “Send Reset Link” button

  • 2. Reset Your Password

    • Open your email application and check your inbox for a message from Task SaaS about resetting your password
    • Click the password reset link provided in the email
    • This link will open a page where you can create a new password
    • Enter your new password in the first field
    • Type the same new password again in the second field to confirm it
    • Click the “Reset Password” button
    • You’ll receive a confirmation that your password has been changed successfully

• 2.4.2 Change Password (When Logged In)

  If you’re already logged in and want to change your password for security reasons, you can do this from within your account.

  • 1. Access Profile Settings

    • Look at the top-right corner of your screen where your profile picture or name appears
    • Click on it to open a dropdown menu
    • Select “Profile Settings” from the list of options

  • 2. Update Password

    • In your Profile Settings, look for and click on the “Security” tab
    • You’ll see a password change form with several fields
    • First, enter your current password (the one you’re using now) to verify your identity
    • Then, enter your new password in the next field
    • Type the same new password again in the confirmation field to make sure you didn’t make any typing mistakes
    • Click the “Update Password” button to save your changes
    • The system keeps a record of all password changes to help protect your account and track any suspicious activity

3.1 Super Admin Login Process

• 3.1.1 What is a Super Admin?

  The Super Admin is the highest level administrator with complete control over the entire Task SaaS platform. This role has access to system-wide settings and management tools that regular company users cannot access.

  Super Admins have the following capabilities:

  • Manage Companies: View, create, edit, and manage all company accounts registered on the platform
  • Plan Management: Create subscription plans, set pricing, and configure plan features and limitations
  • Plan Order Processing: Review and approve or reject subscription requests submitted by companies
  • Coupon Management: Create discount codes and promotional offers for subscription plans
  • System Settings: Configure platform-wide settings including email, payment gateways, and storage options
  • Currency Management: Add and manage currencies for international billing support
  • Referral Program: Set up and monitor the referral system for customer acquisition
  • Landing Page Management: Customize the public website that visitors see before signing up
  • Media Library: Access and manage all uploaded files across the entire platform
  • User Impersonation: Temporarily log in as any company user to provide support or troubleshoot issues
  • Account Status Control: Enable or disable company accounts as needed

• 3.1.2 Super Admin Login Steps

  • 1. Access Super Admin Portal

    • Open your web browser and navigate to the Task SaaS login page
    • Email: Enter your Super Admin email address
    • Password: Enter your Super Admin password
    • Click “Login” to access the Super Admin dashboard

3.2 Super Admin Dashboard

After successful login, the Super Admin dashboard displays platform-wide statistics and management tools.

• 3.2.1 Main Statistics Cards:

  • Total Companies: The number of company accounts registered on the platform
  • Total Users: The total number of users across all companies, excluding Super Admin accounts
  • Active Subscriptions: The number of companies with approved and active subscription plans
  • Monthly Growth: The percentage increase in company registrations compared to the previous month
  • Total Revenue: The total income generated from all approved subscription plan orders

• 3.2.2 Dashboard Analytics:

  Below the statistics, you will find additional analytics:

  • Recent Activity Feed: A live list showing recent platform activities including new company registrations, user additions, and payment transactions
  • Top Performing Plans: A ranking of subscription plans based on revenue generated and number of subscribers

3.3 Currency Management

Currency Management provides comprehensive international billing support that enables multi-currency operations while maintaining accurate financial calculations and professional currency presentation across all platform financial activities.

• 3.3.1 Navigation and Access

  To access currency management features:

  • Click on “Settings” in the main navigation menu
  • Select “Currency Settings” from the options
  • You must be logged in as Super Admin to access this section

• 3.3.2 Currency Configuration

  Configuration Process:

  To add a new currency to the platform:

  • Navigate to the Currency Settings page
  • Click the “Add New Currencie” button at the top
  • A form will appear where you can enter the currency details

  • Required Currency Details:

    When adding a new currency, you need to provide the following information:

    • Name: Enter full currency name for clear identification in billing and financial displays
    • Code: Specify standard code (USD, EUR, GBP) as per international standards for system integration
    • Symbol: Configure symbol ($, €, £) for correct financial display and cultural accuracy
    • Exchange Rate: Set conversion rate against base currency for accurate multi-currency billing
    • Status: Mark Active or Inactive to control currency availability in billing

    Once all fields are completed, click “Save” to add the currency.

3.4 Landing Page Management

Landing Page Management provides comprehensive public website customization that enables marketing effectiveness, customer acquisition, and professional brand presentation through systematic content management and search engine optimization.

• 3.4.1 Navigation and Access

  Access Requirements:

  To manage the landing page:

  • Log in with your Super Admin credentials
  • Click on “Landing Page” in the main navigation menu
  • This will open the landing page customization interface

• 3.4.2 Landing Page Sections

  Available Sections:

  Comprehensive landing page components enable complete website customization and marketing optimization:

  • Hero Section: The main banner area at the top of the page. Configure the headline, description, and call-to-action buttons that visitors see first. This section should clearly communicate what your platform does and encourage visitors to sign up.
  • Features Section: Display the key features of your platform in an organized layout. Each feature can include a title, icon, and description to help visitors understand what your platform offers.
  • Screenshots: Upload images showing your platform’s interface. This gallery helps visitors see what the platform looks like and how it works before they create an account.
  • About Us: Add information about your company, including your mission, history, and team. This section builds trust and credibility with potential customers.
  • Testimonials: Display customer reviews and success stories. Include customer names, photos, and feedback to show social proof and build confidence in your platform.
  • Pricing Plans: Show your subscription plans with pricing information displayed side by side. This allows visitors to compare options and understand what each plan includes before making a decision.
  • FAQ Section: List frequently asked questions with answers. This helps address common concerns and reduces barriers to signup by providing information upfront.
  • Newsletter: Add a subscription form where visitors can enter their email address to receive updates and news. This helps you build an email list for marketing purposes.
  • Contact Section: Display your contact information and provide a contact form. This makes it easy for interested visitors to reach out with questions or requests for more information.

3.5 Custom Pages Management

Custom Pages Management provides comprehensive static page creation capabilities that enable additional content presentation, legal documentation, and specialized information sharing through organized page management and content optimization.

• 3.5.1 Navigation and Access

  Access Requirements:

  To create or manage custom pages:

  • Log in with your Super Admin credentials
  • Click on “Custom Pages” in the main navigation menu
  • You will see a list of existing pages and options to create new ones

• 3.5.2 Creating Custom Pages

  Page Creation Process:

  To create a new page:

  • Navigate to the Custom Pages section
  • Click the “Add Page” button
  • Fill in the page creation form with the required information

  • Required Page Details:

    When creating a custom page, you need to provide:

    • Title: Enter descriptive page title for navigation and search engine optimization
    • Slug: Configure URL slug for search engine friendly URLs
    • Content: Create page content using rich text editor with comprehensive formatting options
    • Meta Description: Configure SEO description optimizing search engine visibility
    • Status: Set published or draft status controlling page visibility

4.1 Company Login Process

• 4.1.1 What is a Company User?

  Company users are administrators and team members within individual organizations who have access to project management features specific to their company. Unlike Super Admins who manage the entire platform, company users focus on managing their own organization’s projects, tasks, clients, and team members.

  Company users have the following capabilities:

  • Manage Projects: Create, edit, and manage all projects within your organization
  • Task Management: Create tasks, assign them to team members, and track their progress
  • Client Relations: Store and manage client information and maintain communication records
  • Contract Management: Create, send, and manage digital contracts and agreements with clients
  • Time Tracking: Record and track billable hours spent on projects and tasks
  • Expense Management: Monitor project-related expenses and control budget spending

• 4.1.2 Company Login Steps

  • 1. Access Company Portal

    • Open your web browser and navigate to the Task SaaS login page
    • Email: Enter your company email address that was provided during registration
    • Password: Enter your company account password
    • Click “Login” to access your company dashboard

4.2 Company Dashboard

After successful login, you will see the company dashboard. This is your main workspace where you can view important statistics and quickly access all features.

• 4.2.1 Main Statistics Cards:

  At the top of the dashboard, you will see key metrics displayed in card format:

  • Total Projects: The total number of projects your organization is currently managing
  • Active Tasks: The number of tasks that are currently in progress or pending completion
  • Total Clients: The number of clients registered in your company account
  • Total Revenue: The total income generated from invoices that have been paid by clients

• 4.2.2 Dashboard Features:

  Below the statistics cards, the dashboard displays additional helpful information:

  • Recent Activities: A list showing the latest updates to projects and tasks, helping you stay informed about what your team is working on
  • Project Progress: Visual progress bars or charts that show how much of each project has been completed
  • Upcoming Deadlines: A list of tasks and project milestones that are due soon, helping you prioritize work and avoid missing important dates
  • Monthly Revenue Chart: A graph showing your revenue trends over time, allowing you to track financial performance month by month

4.3 Company User Capabilities

• 4.3.1 Project Management

  Company users have comprehensive tools for managing all aspects of their projects:

  • Project Lifecycle: Manage every stage of a project from the initial planning phase through to final completion and delivery
  • Task Assignment: Create tasks within projects and assign them to specific team members, ensuring clear responsibility and accountability
  • Milestone Tracking: Set important project milestones and monitor progress toward achieving them
  • Budget Management: Track all project-related expenses and monitor how much of the allocated budget has been used
  • File Management: Upload, organize, and store project-related documents, images, and files in a central location for easy access

• 4.3.2 Client Relations

  The platform provides tools to maintain strong client relationships:

  • Client Profiles: Create detailed client records containing contact information, company details, and other relevant data
  • Communication History: Keep a record of all interactions with clients, including emails, calls, and meetings
  • Project Association: Link specific projects to client accounts, making it easy to see all work being done for each client
  • Invoice Management: Create professional invoices for client work and send them directly through the platform

• 4.3.3 Team Collaboration

  Company users can effectively manage their team and enable collaboration:

  • User Management: Add new team members to your company account, set their roles, and manage their access permissions
  • Task Collaboration: Allow multiple team members to work together on tasks, share updates, and communicate about their work
  • Time Tracking: Monitor how much time team members spend on different tasks and projects, helping you track productivity and calculate billable hours accurately

5.1 Basic Setup

• 5.1.1 Client Management

  Client Management allows you to organize your customer base by creating and maintaining client profiles. This feature stores important contact information and helps you link clients to their respective projects for better organization and communication.

  • 1. Creating Clients

    To add a new client to your system:

    • Click on “Clients” in the main navigation menu
    • Click the “Add Client” button at the top of the page
    • Fill in the client information form with the following details:
    • Name: Enter the client’s company name or full name (required field)
    • Email: Enter the client’s email address for communication purposes
    • Phone: Enter the client’s contact phone number
    • Address: Enter the complete address of the client’s business or residence
    • Status: Select “Active” for current clients or “Inactive” for clients you are no longer working with
    • Click “Save” to add the client to your system

5.2 Project Creation

Project Creation allows you to set up new projects with detailed information including timelines, budgets, and client associations. This comprehensive setup ensures that all project parameters are clearly defined from the start.

• 5.2.1 Creating Projects

  • 1. Access Project Creation

    • Navigate to “Projects” in the main menu
    • Click the “Add Project” button to open the project creation form

  • 2. Project Information

    When creating a new project, you need to provide the following information:

    • Name: Enter a clear project name that describes the work (required field)
    • Description: Write a detailed description of what the project involves and what needs to be accomplished
    • Client: Select a client from your client list to associate with this project (optional)
    • Start Date: Choose the date when the project will begin
    • End Date: Select the expected completion date for the project
    • Budget: Enter the total budget allocated for this project
    • Priority: Select the project’s priority level: Low, Medium, High, or Urgent
    • Status: Choose the current project status: Active, Inactive, Completed, or On Hold

• 5.2.2 Project Features

  The project management system includes several helpful features:

  • Client Association:Link projects directly to specific clients, making it easy to see all work being done for each client
  • Budget Tracking: Monitor all project expenses and compare them against the allocated budget to ensure you stay within budget limits
  • Progress Tracking: View visual progress indicators that show how much of the project has been completed
  • Status Management: Update project status as work progresses through different phases
  • Team Assignment: Assign specific team members to work on the project, defining clear roles and responsibilities

5.3 Project Milestones

Project Milestones Management helps you break down projects into smaller, manageable phases. Milestones represent important goals or deliverables that need to be achieved during the project lifecycle.

• 5.3.1 Creating Milestones

  • 1. Access Project Milestones

    • Navigate to “Projects” in the main menu
    • Select the project where you want to add a milestone
    • Click on the “Milestones” tab
    • Click the “Add Milestone” button

  • 2. Milestone Information

    When creating a milestone, provide the following details:

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

• 5.3.2 Milestone Features

  The milestone system offers the following capabilities:

  • Progress Tracking: Visual indicators show how close you are to completing each milestone
  • Deadline Management: Keep track of important milestone deadlines to ensure timely project delivery
  • Status Updates: Update milestone status in real-time as work progresses
  • Project Integration: Milestones integrate seamlessly with your overall project workflow and progress tracking

5.4 Project Notes

Project Notes Management provides a centralized location for documenting important project information, meeting notes, decisions, and communications. This helps maintain a complete record of everything related to the project.

• 5.4.1 Creating Project Notes

  • 1. Access Project Notes

    • Go to “Projects” in the main menu
    • Select the project where you want to add notes
    • Click on the “Notes” tab
    • Click the “Add Note” button

  • 2. Note Information

    When creating a note, enter the following information:

    • Title: Enter a descriptive title for your note (required field)
    • Content: Write your note content using the rich text editor, which allows you to format text, add lists, and style your content
    • Date: The note creation date is automatically recorded
    • Author: Your name is automatically added as the note author

    Click “Save” to add the note to your project.

• 5.4.2 Note Features

  The notes system includes several useful features:

  • Rich Text Editor: Format your notes with bold, italic, lists, and other formatting options for better organization
  • Chronological Order: Notes are displayed in the order they were created, making it easy to follow the project timeline
  • Author Tracking: Each note shows who created it and when, maintaining clear accountability
  • Search Function: Quickly find specific notes by searching through note titles and content

5.5 Project Expenses

Project Expenses Management helps you track all costs associated with a project. This feature enables you to monitor spending, stay within budget, and maintain accurate financial records for profitability analysis.

• 5.5.1 Creating Project Expenses

  • 1. Access Project Expenses

    • Navigate to “Projects” in the main menu
    • Select the project where you want to add an expense
    • Click on the “Expenses” tab
    • Click the “Add Expense” button

  • 2. Expense Information

    When recording an expense, provide the following details:

    • Title: Enter a clear description of the expense (required field)
    • Amount: Enter the expense amount (required field)
    • Date: Select the date when the expense occurred
    • Category: Choose an expense category to organize your costs (for example: Travel, Materials, Software, etc.)
    • Description: Add additional details about the expense
    • Receipt: Upload a photo or PDF of the receipt for record-keeping

    Click “Save” to add the expense to your project.

• 5.5.2 Expense Features

  The expense management system provides:

  • Budget Tracking: Compare total expenses against your project budget to see how much budget remains
  • Category Management: Organize expenses into categories for better analysis of where money is being spent
  • Receipt Storage: Upload and store digital copies of receipts for easy access and record-keeping
  • Expense Reports: Generate detailed expense reports showing all costs for specific projects or time periods

5.6 Project Files

Project Files Management provides a centralized location for storing and organizing all project-related documents, images, and files. This ensures that all team members can easily access the files they need.

• 5.6.1 Uploading Project Files

  • 1. Access Project Files

    • Go to “Projects” in the main menu
    • Select the project where you want to upload files
    • Click on the “Files” tab
    • Click the “Upload File” button

  • 2. File Information

    When uploading files, you can provide:

    • File Upload: Click to browse and select files from your computer, or drag and drop files into the upload area
    • Description: Add a description explaining what the file contains or its purpose
    • Category: Choose a category to organize your files (for example: Contracts, Designs, Reports, etc.)
    • Version: Enter a version number if you are uploading an updated version of an existing file

    Click “Upload” to add the files to your project.

• 5.6.2 File Features

  The file management system includes:

  • Multiple File Upload: Upload several files at once to save time
  • File Categories: Organize files into categories for easy sorting and finding
  • Download Management: Track when files are downloaded and by whom
  • Version Control: Keep track of different versions of files so you can access previous versions if needed
  • Access Control: Set permissions to control which team members can view or download specific files

6.1 Task Stages

Task Stages Management allows you to define the different phases or steps that tasks go through in your workflow. For example, you might have stages like “To Do,” “In Progress,” “Review,” and “Completed.” This helps organize tasks and provides a clear view of where each task stands in the work process.

• 6.1.1 Creating Task Stages

  • 1. Access Task Stages

    • Click on “Task Stages” in the main navigation menu
    • Click the “Add Task Stage” button to create a new stage

  • 2. Stage Information

    When creating a task stage, provide the following details:

    • Name: Enter a clear name for the stage, such as “To Do” or “In Progress” (required field)
    • Description: Add a description explaining what this stage represents in your workflow
    • Color: Choose a color for this stage to make it visually distinct from other stages
    • Order: Set the sequence number to determine where this stage appears in your workflow
    • Is Completed: Check this box if tasks in this stage should be considered finished or completed
    • Status: Select “Active” to use this stage, or “Inactive” to hide it without deleting it

    Click “Save” to create the task stage.

• 6.1.2 Stage Features

  The task stages system includes:

  • Workflow Customization: Create custom workflows that match how your team actually works
  • Visual Organization: Each stage has its own color, making it easy to see at a glance what stage a task is in
  • Completion Tracking: Mark specific stages as completion indicators so the system knows when tasks are finished
  • Drag & Drop: Easily reorder stages by dragging and dropping them into the correct sequence

6.2 Task Creation

Task Creation allows you to set up individual tasks with detailed information including assignments, deadlines, and progress tracking. This ensures that everyone knows what needs to be done, who is responsible, and when it is due.

• 6.2.1 Creating Tasks

  • 1. Access Task Creation

    • Navigate to “Tasks” in the main menu
    • Click the “Add Task” button to open the task creation form

  • 2. Task Information

    When creating a new task, fill in the following details:

    • Title: Enter a clear, descriptive title for the task (required field)
    • Description: Write a detailed description of what needs to be done
    • Project: Select which project this task belongs to from your project list
    • Milestone: Link the task to a specific project milestone if applicable
    • Task Stage: Choose the current stage of the task from your defined task stages
    • Assigned To: Select the team member who will be responsible for completing this task
    • Start Date: Choose the date when work on this task should begin
    • Due Date: Set the deadline by which the task must be completed
    • Priority: Select the task’s priority level: Low, Medium, High, or Urgent
    • Progress: Enter the current completion percentage
    • Estimated Hours: Enter how many hours you expect this task will take to complete

• 6.2.2 Task Features

  The task management system provides:

  • Project Integration: Link tasks directly to specific projects for better organization
  • Team Assignment: Assign tasks to individual team members, establishing clear responsibility
  • Progress Tracking: Visual indicators show how much of the task has been completed
  • Priority Management: Set and adjust task priorities to help team members focus on the most important work first
  • Deadline Tracking: Monitor upcoming deadlines to ensure tasks are completed on time

6.3 Task Checklists

Task Checklists Management allows you to break down complex tasks into smaller, more manageable steps. Each checklist item represents a subtask or action that needs to be completed as part of the larger task.

• 6.3.1 Creating Task Checklists

  • 1. Access Task Checklists

    • Go to “Tasks” in the main menu
    • Select the task where you want to add checklist items
    • Click on the “Checklists” tab
    • Click the plus button to add a new checklist item

  • 2. Checklist Information

    When adding a checklist item, provide:

    • Item: Enter a description of the checklist item or subtask (required field)
    • Is Completed: Check this box when the item has been finished
    • Sort Order: Set the sequence number to control the order in which items appear

    Click “Save” to add the item to your task checklist.

• 6.3.2 Checklist Features

  The checklist system offers:

  • Subtask Breakdown: Break large or complex tasks into smaller, actionable steps that are easier to complete
  • Progress Tracking: As you check off completed items, the overall task progress automatically updates
  • Reordering: Drag and drop checklist items to change their order if needed
  • Completion Status: Mark individual items as complete by checking boxes

6.4 Task Files

Task Files Management provides a way to attach relevant documents, images, and files directly to specific tasks. This keeps all task-related materials organized in one place where team members can easily find them.

• 6.4.1 Uploading Task Files

  • 1. Access Task Files

    • Navigate to “Tasks” in the main menu
    • Select the task where you want to upload files
    • Click on the “Files” tab
    • Click the “Browse” button to select files from your computer

  • 2. File Information

    When uploading files, you can provide:

    • File Upload: Select one or more files from your computer to upload
    • Description: Add a description explaining what the file contains or its purpose
    • Version: Enter a version number if you are uploading an updated version of a previous file

    Click “Upload” to attach the files to your task.

• 6.4.2 File Features

  The task file system includes:

  • Multiple File Upload: Upload several files at once to save time
  • File Download: Team members can download files they need to complete the task
  • Version Control: Keep track of different versions of files so you can access earlier versions if needed
  • Access Control: Set permissions to control which team members can view or download specific files

6.5 Task Assignment

Task Assignment Management helps you coordinate work distribution among your team members. Proper task assignment ensures that everyone knows what they are responsible for and helps balance workload across the team.

• 6.5.1 Assigning Tasks

  • 1. Task Assignment Process

    To assign a task to a team member:

    • Find and select the task from your task list
    • Click “Edit” or click on the task to access its details
    • In the “Assigned To” field, choose a team member from the dropdown list
    • Set the assignment date (when the task is being assigned) and the deadline
    • Add any assignment notes or special instructions in the description field
    • Click “Save” to complete the assignment

  • 2. Assignment Features

    The task assignment system provides:

    • Team Member Selection: Choose from all available team members in your organization
    • Workload Distribution: View and balance the workload across your team
    • Assignment History: Track who was assigned to a task and when, including any reassignments
    • Notification System: Team members automatically receive notifications when tasks are assigned to them

7.1 Client Creation

Client Creation allows you to set up comprehensive customer profiles with all their contact information and details. This centralized client database helps you maintain professional relationships and easily access client information whenever you need it.

• 7.1.1 Creating Clients

  • 1. Access Client Creation

    • Click on “Clients” in the main navigation menu
    • Click the “Add Client” button to open the client creation form

  • 2. Client Information

    When adding a new client, fill in the following details:

    • Name: Enter the client’s company name or full name (required field)
    • Email: Enter the client’s primary email address for communication
    • Phone: Enter the client’s contact phone number
    • Address: Enter the complete address including street, city, state, and postal code
    • Website: Enter the client’s website URL if they have one
    • Tax Number: Enter the client’s tax identification number or business registration number for invoicing purposes
    • Status: Select “Active” for current clients you are working with, or “Inactive” for past clients

    Click “Save” to add the client to your system.

7.2 Client Status Management

Client Status Management allows you to control whether a client is active or inactive in your system. This helps you organize your client list by showing only the clients you are currently working with while keeping past client records available for reference.

• 7.2.1 Managing Client Status

  • 1. Status Control

    To change a client’s status:

    • Navigate to the client list in the “Clients” section
    • Locate the client whose status you want to change
    • Click the “Toggle Status” button or switch next to that client’s name
    • Confirm the status change when prompted

    The client’s status will update immediately.

  • 2. Status Features

    The client status system provides the following capabilities:

    • Active Status: Clients marked as “Active” appear in dropdown lists when you create new projects
    • Inactive Status: Clients marked as “Inactive” are hidden from new project assignment lists but remain in your system for record-keeping
    • Status History: The system tracks when client status changes occur for accountability and record-keeping purposes

8.1 Invoice Creation

Invoice Creation allows you to generate professional invoices for your clients with all necessary billing information, payment terms, and itemized charges. This ensures accurate billing and helps you track revenue from your projects and services.

• 8.1.1 Creating Invoices

  • 1. Access Invoice Creation

    • Click on “Invoices” in the main navigation menu
    • Click the “Create Invoice” button to open the invoice creation form

  • 2. Invoice Information

    When creating a new invoice, fill in the following details:

    • Invoice Number: A unique identifier for this invoice, automatically generated by the system
    • Client: Select the client you are billing from your client list (required field)
    • Project: Optionally link this invoice to a specific project if the charges are project-related
    • Issue Date: Select the date when the invoice is being issued
    • Due Date: Choose the date by which payment must be received
    • Tax Rate: Enter the applicable tax rate as a percentage (for example, 10% for sales tax)
    • Discount: Enter any discount amount as a dollar value or percentage to be applied to the invoice total

    After filling in these details, you can proceed to add invoice items.

8.2 Invoice Items

Invoice Items Management allows you to create detailed line items on your invoice showing exactly what services or products you are billing for. Each line item shows a description, quantity, rate, and total amount for clear and transparent billing.

• 8.2.1 Adding Invoice Items

  • 1. Item Information

    For each item you want to add to the invoice, provide:

    • Type: Select the type of item being billed (such as Service, Product, or Expense)
    • Item: Enter the name or description of what you are billing for
    • Quantity: Enter how many units of this item you are billing (for example, 5 hours or 2 products)
    • Rate: Enter the price per unit (for example, $50 per hour)
    • Amount: The total for this line item, calculated automatically by multiplying quantity times rate
    • Tax: Enter any item-specific tax rate if this item has different tax than the overall invoice

    Click “Add Item” to include it on the invoice. Repeat this process for each service or product you want to bill.

  • 2. Item Features

    The invoice items system provides:

    • Multiple Items: Add as many line items as needed to fully itemize your billing
    • Automatic Calculation: The system automatically calculates line item totals and the invoice grand total as you add items
    • Tax Management: Apply different tax rates to individual items if some items are taxed differently than others
    • Service Templates: Save frequently used services or products as templates so you can quickly add them to future invoices without retyping information

8.3 Invoice View

Invoice View provides a comprehensive display of complete invoice information including all line items, payment status, and action buttons for managing the invoice. This view shows exactly what your client will see.

• 8.3.1 Viewing Invoices

  • 1. Access Invoice View

    • Navigate to “Invoices” in the main menu
    • Find the invoice you want to view in the list
    • Click the “View” button next to that invoice
    • The complete invoice details will be displayed

  • 2. Invoice Display Features

    The invoice view includes the following sections and information:

    • Header Actions: A toolbar at the top with buttons for Back, Edit, Print, Add Payment, Send Invoice, Copy Link, and Send Reminder
    • Company Information: Your company name, address, city, state, zip code, phone number, and email address. A QR code is also displayed that clients can scan with their phone to view the invoice online
    • Invoice Details: The invoice number, current payment status (such as Unpaid, Partially Paid, or Paid), invoice issue date, and payment due date
    • Bill To Section: The client’s name and address information, along with the associated project name if the invoice is linked to a project
    • Invoice Items Table: A detailed table showing each line item with columns for Description, Quantity, Unit Price, and Total
    • Financial Summary: Displays the subtotal (before tax), any tax amounts, discounts applied, and the final total amount due
    • Payment Information Panel: Shows the total invoice amount, how much has been paid so far, the remaining balance due, and the current payment status
    • Payment History Section: A complete record of all payment transactions made against this invoice, including dates, amounts, and payment methods used

• 8.3.2 Invoice Actions

  From the invoice view, you can perform several actions:

  • Edit Invoice: Click to modify invoice details, line items, or payment terms before sending to the client
  • Send Invoice: Email the invoice directly to the client from within the system
  • Download PDF: Generate and download a PDF version of the invoice for your records or to send manually
  • Copy Public Link: Generate a shareable web link that allows the client to view and pay the invoice online
  • Mark as Paid: Manually update the payment status if you received payment outside the system
  • Add Payment: Record partial or full payment transactions, including the payment date, amount, and method

8.4 Public Invoice Access

Public Invoice Access provides a convenient way for clients to view and pay invoices online without needing to create an account or log in. You simply share a secure link, and clients can access their invoice from any device.

• 8.4.1 Generating Public Links

  • 1. Create Public Link

    To generate a shareable invoice link:

    • Open the invoice in your admin panel using the View option
    • Click the “Copy Link” button in the header actions
    • The system will generate a unique, secure URL and copy it to your clipboard
    • Share this link with your client via email, text message, or any other communication method

  • 2. Public Link Features

    The public invoice link system provides:

    • Secure Access: Each invoice gets a unique, secure URL that only people with the link can access
    • No Login Required: Clients can view and pay invoices without creating an account or remembering login credentials
    • Mobile Responsive: The invoice displays perfectly on phones, tablets, and desktop computers
    • Professional Display: The invoice appears with your company branding and professional formatting
    • Real-time Status: The invoice automatically shows the current payment status, including any partial payments made

• 8.4.2 Client Experience

  When clients click on the public invoice link, they will see:

  • Invoice Details: The complete invoice with all line items, amounts, and payment terms clearly displayed
  • Company Information: Your company details and contact information presented professionally
  • Payment Options: Available payment methods such as credit card or PayPal, with clear “Pay Now” buttons
  • Download Option: A button to download a PDF copy of the invoice for their records
  • Payment History: If any payments have been made, a history section shows previous payment transactions

8.5 Invoice Payments

Invoice Payments enables secure online payment processing through integrated payment gateways. This allows clients to pay invoices directly through the public invoice link using their credit card or PayPal account.

• 8.5.1 Payment Gateway Integration

  • 1. Available Payment Methods

    The system supports the following payment options:

    • Stripe: Allows clients to pay with credit cards or debit cards securely through the Stripe payment processor
    • PayPal: Allows clients to pay using their PayPal account balance or cards linked to PayPal

  • 2. Payment Process

    When a client makes a payment, the process works as follows:

    • The client opens the public invoice link you shared with them
    • They click the “Pay Now” button on the invoice
    • They select their preferred payment method (Stripe or PayPal)
    • They complete the secure payment process by entering their payment information
    • The invoice status automatically updates to show the payment has been received
    • Both you and the client receive a payment confirmation email with transaction details

• 8.5.2 Payment Features

  The payment system includes:

  • Secure Processing: All payments are processed through PCI-compliant payment gateways, ensuring credit card information is handled securely
  • Real-time Updates: When a payment is made, the invoice status updates instantly in your system
  • Payment Receipts: Automatic generation and sending of payment receipts to clients for their records
  • Partial Payments: Support for clients to make installment payments if they cannot pay the full amount at once
  • Payment History: Complete tracking of all payment transactions with dates, amounts, and payment methods recorded
  • Automatic Notifications: Email notifications are sent to you and your client whenever a payment is made
  • Currency Support: Process payments in multiple currencies based on your client’s location and preference

• 8.5.3 Payment Workflow

  The complete payment workflow from invoice creation to payment confirmation:

  • Invoice Generation: You create and finalize the invoice with all line items and payment terms
  • Client Access: The client receives the invoice link via email or other communication
  • Payment Selection: The client opens the link and chooses their preferred payment method
  • Secure Processing: The payment is processed securely through the selected payment gateway
  • Status Update: The invoice is automatically marked as paid (or partially paid) in your system
  • Confirmation: Both you and the client receive confirmation emails with payment details and receipts

9.1 Contract Creation

Contract Creation allows you to generate professional digital agreements and contracts for your clients. This feature helps you create legally binding documents that outline project terms, deliverables, payment terms, and other important details for your business relationships.

• 9.1.1 Creating Contracts

  • 1. Access Contract Creation

    • Click on “Contracts” in the main navigation menu
    • Click the “Create Contract” button to open the contract creation form

  • 2. Contract Information

    When creating a new contract, fill in the following details:

    • 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

    After filling in all the details and writing the contract content, click “Save” to create the contract.

10.1 Time Tracker

Time Tracker provides a way to record exactly how much time you and your team spend working on different projects and tasks. This feature helps you track productivity, calculate accurate billing for clients, and understand where time is being spent across your organization.

• 10.1.1 Using Time Tracker

  • 1. Start Time Tracking

    To begin tracking time on a task:

    • Access the Time Tracker from your dashboard or by clicking “Time Tracker” in the main menu
    • Select the project you are working on from the dropdown list
    • Select the specific task within that project
    • Click the “Start Timer” button to begin tracking
    • Add a brief description of the work you are doing in the description field

    The timer will run in the background while you work. When you finish, click “Stop Timer” to record the time entry.

  • 2. Time Tracking Features

    The time tracking system includes:

    • Real-time Tracking: A live timer that counts hours and minutes as you work, with simple start and stop buttons to control tracking
    • Project Association: Link every time entry to a specific project so you can see exactly how much time has been spent on each client or project
    • Task Integration: Associate time entries with specific tasks to track time at a detailed level and understand which tasks take the most time
    • Description Logging: Add notes describing what work was completed during each time entry, creating a detailed record of activities
    • Automatic Calculations: The system automatically calculates total hours worked and separates billable time (time you can charge to clients) from non-billable time (internal work)

10.2 Timesheets

Timesheets Management provides a structured way to record, organize, and approve time entries. Timesheets create an official record of work hours that can be reviewed by managers and used for billing clients or processing payroll.

• 10.2.1 Creating Timesheets

  • 1. Access Timesheets

    • Click on “Timesheets” in the main navigation menu
    • Click the “Add Timesheet” button to create a new timesheet entry

  • 2. Timesheet Information

    When creating a timesheet entry, fill in the following details:

    • Employee: Select the team member who performed the work from the dropdown list
    • Project: Choose the project that was worked on from your project list
    • Task: Select the specific task within the project that was completed
    • Date: Choose the date when the work was performed
    • Hours: Enter the number of hours spent on this task
    • Description: Write a brief description of the work that was completed during this time
    • Status: Select the current approval status including Pending, Approved, Rejected

    Click “Save” to record the timesheet entry.

10.3 Time Reports

Time Reports Management generates detailed reports showing how time has been spent across projects, tasks, and team members. These reports help you analyze productivity, identify where time is being used, and create accurate client billing based on tracked hours.

• 10.3.1 Report Features

  The time reporting system provides several types of reports:

  • 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

11.1 Expense Categories

Expense Categories Management allows you to organize project costs into structured groups. By creating categories like Travel, Equipment, or Software, you can better track where money is being spent and analyze expenses more effectively.

• 11.1.1 Creating Expense Categories

  • 1. Access Expense Categories

    • Click on “Expense Categories” in the main navigation menu
    • Click the “Add Category” button to create a new expense category

  • 2. Category Information

    When creating an expense category, provide the following details:

    • Name: Enter a clear name for the category such as “Travel,” “Equipment,” “Software,” “Office Supplies,” “Marketing,” or “Consulting Fees”
    • Description: Add a description explaining what types of expenses should be placed in this category
    • Status: Select “Active” to make this category available for use when recording expenses, or “Inactive” to hide it without deleting it from the system

    Click “Save” to create the expense category.

11.2 Project Expenses

Project Expenses Management allows you to track all costs associated with specific projects. This helps you monitor spending, ensure you stay within budget, and calculate actual project profitability by comparing costs against revenue.

• 11.2.1 Recording Project Expenses

  • 1. Add Project Expense

    To record an expense for a project:

    • Navigate to the specific project where the expense occurred
    • Click on the “Expenses” tab within the project view
    • Click the “Add Expense” button to open the expense recording form

  • 2. Expense Information

    When recording a project expense, fill in the following details:

    • Title: Enter a clear description of what the expense was for
    • Amount: Enter the total cost of the expense in your currency
    • Category: Select the appropriate expense category from your predefined categories
    • Date: Choose the date when the expense occurred or when the purchase was made
    • Description: Add additional details about the expense
    • Receipt: Upload a photo or PDF of the receipt by clicking “Browse” or dragging the file into the upload area

    Click “Save” to record the expense and add it to the project’s expense tracking.

11.3 Expense Tracking

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

• 11.3.1 Expense Tracking Features

  The expense tracking system provides the following capabilities:

  • 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

12.1 Calendar Overview

Calendar Overview provides a centralized view of all your scheduled events, meetings, project deadlines, and task due dates. This comprehensive calendar helps you manage your time effectively and ensures you never miss important events or deadlines.

• 12.1.1 Accessing Calendar

  • 1. Navigate to Calendar

    • Click on “Calendar” in the main navigation menu
    • You will see an integrated calendar displaying all your scheduled events, meetings, and deadlines in one place

  • 2. Calendar Views

    The calendar can be displayed in different formats to suit your needs:

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

12.2 Google Calendar

Google Calendar Integration allows you to connect your Task SaaS calendar with your Google Calendar. This synchronization means events created in one calendar automatically appear in the other, eliminating the need to maintain two separate schedules.

• 12.2.1 Google Calendar Setup

  • 1. Connect Google Calendar

    To set up Google Calendar integration:

    • Navigate to “Calendar” in the main menu
    • Click on “Google Calendar” or look for the integration option
    • Click the “Connect to Google Calendar” button
    • You will be redirected to Google’s authorization page
    • Sign in with your Google account and authorize Task SaaS to access your Google Calendar
    • Complete the integration setup by following the on-screen instructions

  • 2. Synchronization Features

    The Google Calendar integration provides:

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

12.3 Event Management

Event Management provides tools to schedule, organize, and track all types of calendar events including meetings, deadlines, and recurring activities. This helps you coordinate your team’s schedule and manage time effectively.

• 12.3.1 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

13.1 Meeting Setup

Meeting Setup allows you to configure Zoom video conferencing integration within Task SaaS. This integration enables you to schedule, manage, and conduct video meetings directly from the platform without switching between different applications.

• 13.1.1 Zoom Integration Setup

  • 1. Configure Zoom Settings

    To set up Zoom integration:

    • Navigate to “Settings” in the main menu
    • Click on “Zoom Settings” or look for the integrations section
    • Enter your Zoom API credentials (these are obtained from your Zoom account settings)
    • Configure your default meeting preferences such as automatic recording, participant settings, and security options
    • Click “Test Connection” to verify that the integration is working correctly

    Once configured, you can begin scheduling Zoom meetings directly from Task SaaS.

  • 2. Meeting Configuration

    The Zoom integration allows you to configure several default settings:

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

13.2 Meeting Scheduling

Meeting Scheduling allows you to create and organize video conferences for team meetings, client calls, and project discussions. Scheduled meetings are automatically added to your calendar and participants receive meeting invitations with join links.

• 13.2.1 Creating Zoom Meetings

  • 1. Access Meeting Creation

    • Click on “Zoom Meetings” in the main navigation menu
    • Click the “Schedule Meeting” button to open the meeting creation form

  • 2. Meeting Information

    When scheduling a Zoom meeting, provide the following details:

    • 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

    Click “Schedule” to create the meeting. Invitations with the meeting link and details will be sent to all participants.

13.3 Meeting Management

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

• 13.3.1 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

14.1 Media Management

Media Management provides a centralized location for storing and organizing all your files, documents, images, and media assets. This feature helps you keep all your business files in one place where they can be easily accessed, shared, and managed by your team.

• 14.1.1 Accessing Media Library

  • 1. Navigate to Media Library

    • Click on “Media Library” in the main navigation menu
    • You will see a view of all files and media that have been uploaded to your account, displayed as thumbnails or in a list format

  • 2. Upload Media

    The Media Library supports several ways to upload files:

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

• 14.1.2 File Management Features

  The Media Library provides several tools for managing your uploaded files:

  • 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

15.1 Plans Overview

Plans Overview displays all available subscription packages for Task SaaS, allowing you to compare features, pricing, and resource limits. This helps you choose the plan that best fits your organization’s needs and budget.

• 15.1.1 Viewing Available Plans

  • 1. Access Plans

    • Click on “Plans” in the main navigation menu
    • You will see all available subscription plans displayed side by side for easy comparison

  • 2. Plan Information

    • Plan Name: The name of the subscription tier, such as “Free,” “Starter,” “Professional,” or “Enterprise”
    • Pricing: Shows the cost for monthly billing and yearly billing options
    • Features: Lists the specific features and capabilities included in each plan
    • Resource Limits: Shows the maximum limits for projects, team members, storage space, and other resources
    • Trial: Indicates whether a free trial period is available for the plan

15.2 Plan Requests

Plan Requests Management allows you to submit requests for plan upgrades or changes that require administrator approval. This workflow is typically used when payment processing requires manual verification or when your organization has custom approval processes.

• 15.2.1 Submitting Plan Requests

  • 1. Request Plan Upgrade

    To request a plan upgrade:

    • Find the plan you want to upgrade to on the Plans page
    • Click the “Request Plan” button on that plan
    • Your upgrade request will be submitted to the system administrator for review and approval

  • 2. Request Status

    After submitting a plan request, you can track its status:

    • Pending: Your request has been submitted and is waiting for the administrator to review and approve or reject it
    • Approved: The administrator has approved your request, and your plan has been activated with the new features and limits
    • Rejected: The administrator has declined your request. You may need to contact them to understand the reason or discuss alternative options

15.3 Plan Orders

Plan Orders Management tracks all your subscription purchases and maintains a complete history of payment transactions. This helps you monitor your billing, verify payments, and keep records for accounting purposes.

• 15.3.1 Plan Subscription Process

  • 1. Subscribe to Plan

    To purchase a subscription plan:

    • On the Plans page, find the plan you want to subscribe to
    • Click the “Subscribe Now” button on that plan
    • You will be directed to the payment page where you can choose your payment method
    • Complete the payment process by entering your payment information and confirming the transaction
    • Your plan will be activated automatically upon successful payment, and you will immediately gain access to all plan features

  • 2. Order Features

    The plan ordering system provides:

    • Multiple Payment Gateways: Support for over 30 different payment methods including credit cards, debit cards, PayPal, bank transfers, and other regional payment options
    • Automatic Activation: Once your payment is successfully processed, your subscription plan activates immediately without any waiting period
    • Order History: View a complete record of all your subscription orders including dates, amounts paid, payment methods used, and plan details

16.1 Settings Overview

Settings Overview provides centralized access to all configuration options available to your user role. Super Admins have access to platform-wide settings that affect the entire system, while Company users can configure settings specific to their organization.

• 16.1.1 Accessing Settings

  • 1. Navigate to Settings

    • Click on “Settings” in the main navigation menu
    • You will see a comprehensive list of configuration categories available to your user role

  • 2. Settings Categories

    The settings are organized into several categories:

    • System Settings: Basic configuration for language, date formats, and core system features
    • Brand Settings: Customize your company logo, colors, and visual appearance
    • Email Settings: Configure email server and notification settings
    • Currency Settings: Set currency symbols, formats, and display preferences
    • Payment Settings: Configure payment gateways for processing payments
    • Storage Settings: Manage file storage options and upload limits
    • Security Settings: Configure ReCaptcha and other security features
    • Integration Settings: Set up third-party integrations like Google Calendar, Zoom, and Slack
    • SEO Settings: Optimize your public pages for search engines
    • Cache Management: Clear system cache to improve performance

16.2 Super Admin Settings

Super Admin Settings provide platform-wide configuration control for managing the entire Task SaaS system. These settings affect all companies and users on the platform and should be configured carefully.

• 16.2.1 Accessing Super Admin Settings

  • 1. Navigate to Settings

    • Log in with your Super Admin credentials
    • Click on “Settings” in the main menu
    • You will see the complete Super Admin settings panel with all configuration options

• 16.2.2 Super Admin Settings Categories

  Super Admins have access to comprehensive platform settings organized into the following categories:

  • 1. System Settings

    Configure system-wide settings that apply to the entire platform:

    • Default Language: Platform 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: Platform timezone (UTC)
    • Email Verification: Enable/disable email verification for new registrations (Toggle switch)
    • Landing Page: Enable or disable the public landing page (Toggle switch)

  • 2. Brand Settings

    Customize your application’s branding and visual appearance:

    • Logos Tab: Upload a logo that displays when users have dark mode enabled
    • Logo (Dark Mode): Dark theme platform logo upload with browse functionality
    • Logo (Light Mode): Light theme platform logo upload with browse functionality
    • Text Tab: Configure text elements
    • Title Text: Platform title/name display
    • Footer Text: Platform footer content
    • Theme Tab: Customize theme and colors
    • Theme Preview: Live preview with light, green, left options
    • Theme Color: Primary platform 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 SaaS” with copyright notice

  • 3. Currency Settings

    Configure how currency values are displayed throughout the application:

    • Format Options: Access comprehensive currency formatting configuration
    • Currency Display: Shows formatted currency example ($1,234.56)
    • Currency Symbol: Shows a preview of how currency amounts will appear (for example, $1,234.56)
    • Currency Position: Choose the currency symbol to display (such as $, €, £, or ¥)
    • Thousand Separator: Select whether the symbol appears before or after the amount
    • Decimal Separator: Select the character used for decimals (period or comma)
    • Number of Decimals: Set how many decimal places to display (typically 0 or 2)

  • 4. Email Settings

    Configure email server settings for sending system notifications and communications:

    • Mail Driver: Select your email service provider (SMTP, Mailgun, or Amazon SES)
    • Mail Host: Enter your SMTP server hostname (for example, smtp.gmail.com)
    • Mail Port: Enter the SMTP server port number (typically 587 or 465)
    • Mail Username: Enter your email account username for authentication
    • Mail Password: Enter your email account password securely
    • Mail Encryption: Choose the encryption type for secure email sending (TLS or SSL)
    • From Address: Set the default email address that appears as the sender
    • From Name: Enter the name that appears as the sender in emails

  • 5. Payment Settings

    Configure payment gateways for processing plan subscriptions and platform revenue. Task SaaS supports over 30 payment gateways to serve customers worldwide:

    Payment Gateways:

    • Manual Payment: Enable bank transfer and manual payment processing
    • Stripe Configuration: Enter Stripe public and secret keys for credit card processing
    • PayPal Configuration: Add PayPal client ID and secret key for PayPal payments
    • Razorpay Configuration: Configure Razorpay for Indian market payments
    • Mercado Pago: Set up payment processing for Latin America
    • Paystack: Enable payment gateway for African markets
    • Flutterwave: Configure multi-country African payment solution
    • PayTabs: Set up Middle East and North Africa payment processing
    • Skrill: Enable digital wallet and payment processing
    • CoinGate: Configure cryptocurrency payment acceptance
    • Payfast: Set up South African payment gateway
    • Tap Payments: Configure Middle East payment solution
    • Xendit: Enable Southeast Asian payment platform
    • PayTR: Set up Turkish payment gateway
    • Mollie: Configure European payment service provider
    • ToyyibPay: Enable Malaysian payment gateway
    • PaymentWall: Set up global payment platform
    • SSPay: Configure payment processing solution
    • Benefit: Enable Bahrain payment network
    • Iyzipay: Set up Turkish payment system
    • Aamarpay: Configure Bangladeshi payment gateway
    • Midtrans: Enable Indonesian payment gateway
    • YooKassa: Set up Russian payment system
    • Nepalste: Configure Nepalese payment solution
    • CinetPay: Enable West African payment platform
    • PayHere: Set up Sri Lankan payment gateway
    • FedaPay: Configure West African payment solution
    • Authorize.Net: Enable North American payment processing
    • Khalti: Set up Nepalese digital wallet
    • Easebuzz: Configure Indian payment gateway
    • Ozow: Enable South African instant payment
    • Cashfree: Set up Indian payment gateway

    Payment Gateway Features:

    • Multi-Currency Support: Process payments in multiple currencies based on customer location
    • Automatic Plan Activation: Plans activate instantly when payment is successfully processed
    • Payment Notifications: Receive real-time updates on payment status
    • Refund Processing: Handle refunds and chargebacks through the system
    • Payment Analytics: Track payment success rates, revenue, and transaction history
    • Security Compliance: All payment processing meets PCI DSS compliance standards
    • Mobile Optimization: Payment flows work seamlessly on mobile devices

  • 6. Storage Settings

    Configure file storage and upload settings:

    • Storage Driver: Choose where uploaded files are stored: Local server, AWS S3, Wasabi, or DigitalOcean Spaces
    • AWS S3 Configuration: If using AWS S3, enter your access key, secret key, bucket name, and region
    • Max File Size: Set the maximum file size allowed for uploads (for example, 10MB or 50MB)
    • Allowed File Types: Specify which file extensions are permitted for upload (for example, jpg, png, pdf, docx)

  • 7. ReCaptcha Settings

    Configure security features to protect against spam and automated abuse:

    • ReCaptcha Enabled: Toggle to enable or disable ReCaptcha protection on forms
    • ReCaptcha Version: Choose between version 2 (checkbox) or version 3 (invisible)
    • Site Key: Enter your ReCaptcha site key obtained from Google
    • Secret Key: Enter your ReCaptcha secret key for server-side verification

  • 8. Chat GPT Settings

    Configure AI integration for intelligent features:

    • OpenAI API Key: Enter your OpenAI API authentication key
    • Model Selection: Choose which GPT model to use for AI-powered features

  • 9. Cookie Settings

    Configure GDPR compliance and cookie consent management:

    • Enable Cookie: Toggle to enable or disable cookie consent functionality
    • Cookie Logging: Enable activity logging for compliance tracking and audit purposes
    • Cookie Title: Enter the title text for the cookie consent banner
    • Cookie Description: Write a description explaining how your site uses cookies
    • Strictly Cookie Title: Enter the title for the strictly necessary cookies section
    • Strictly Cookie Description: Describe essential cookies that cannot be disabled
    • More Information Description: Provide additional detailed information about cookie usage
    • Contact Us Description: Add contact information for users with cookie-related questions or privacy concerns

  • 10. SEO Settings

    Configure search engine optimization for your public pages:

    • Meta Keywords: Enter relevant keywords for search engines to understand your content
    • Meta Description: Write a compelling description that appears in search results
    • Meta Image: Upload an image that appears when your site is shared on social media

  • 11. Cache Settings

    Manage system performance through cache control:

    • Clear All Cache: Click this button to clear all system cache, which can improve performance and ensure recent changes are reflected immediately

16.3 Company Settings

Company Settings provide organization-specific configuration options that allow individual companies to customize their experience without affecting other organizations on the platform. These settings enable company branding, operational preferences, and integration with third-party services.

• 16.3.1 Accessing Company Settings

  • 1. Navigate to Settings

    • Log in with your Company user credentials
    • Click on “Settings” in the main menu
    • You will see your company-specific settings panel
    • Note: Company users will see a “Company” indicator in the top-right corner of the screen

• 16.3.2 Company Settings Categories

  Company users have access to organization-specific settings organized into the following categories:

  • 1. Brand Settings

    Customize your company’s branding and visual appearance:

    • Logos Tab: Upload and manage company logos
    • Logo (Dark Mode): Dark theme company logo upload with browse functionality
    • Logo (Light Mode): Light theme company logo upload with browse functionality
    • Text Tab: Configure company text elements
    • Title Text: Company display name
    • Footer Text: Company footer content
    • Theme Tab: Customize company theme and colors
    • Theme Preview: Live preview showing “Task” branding
    • Theme Color: Primary company theme color
    • Custom Color: Custom hex color code
    • Favicon: Company browser tab icon upload with browse functionality
    • Live Preview: Real-time preview showing “Task SaaS” with “© 2024 Task. All rights reserved.”

  • 2. Currency Settings

    Configure how currency values are displayed throughout the company application:

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

  • 3. Email Settings

    Configure company 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: Company sender email address
    • From Name: Company sender name

  • 4. Email Notification Settings

    Configure company-specific email notifications:

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

  • 5. Payment Settings

    Configure company payment processing for client invoices:

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

  • 6. Google Calendar Settings

    Configure Google Calendar integration:

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

  • 7. Zoom Settings

    Configure Zoom integration for company meetings:

    • Zoom API key: Company-specific Zoom API settings
    • Zoom API Secret: Default meeting settings
    • Recording Options: Meeting recording preferences

  • 8. 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

  • 9. Telegram Settings

    Configure Telegram integration for notifications:

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

  • 10. Invoice Templates

    Manage company invoice templates:

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

  • 11. Billing Details

    Configure company billing information:

    • Company Address: Billing address information
    • Tax Information: Company tax details
    • Billing Contact: Billing contact information

  • 12. Tax Settings

    Configure company tax settings:

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

  • 13. Contract Types

    Manage the types of contracts your company uses:

    • Contract Type: Configure types of contract
    • Contract Description: Add according contract description