User Manual – Taskly

2.1 Introduction to the Registration Process

The registration process is designed to allow administrators to create their accounts within the Taskly SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the Taskly SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins can “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any other required information.

2.5.Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities Taskly SaaS offers.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

Admins can seamlessly register themselves on the Taskly SaaS platform by following these steps.

3.1 Access the Login Page

Open your web browser and navigate to the Taskly SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

Following these steps, you can log in as the Super Admin and manage the essential aspects of the Taskly SaaS platform.

4.1 Dashboard Overview

In this section, you’ll find a quick snapshot of Taskly’s activity:

• Total Users:The total number of registered users.
• Total Orders:The number of orders placed.
• Total Plans:Total number of plans available.
• Recent Orders Graph:A graphical representation of recent orders for quick analysis.

4.2 Company Management

This area is where you manage companies using Taskly:

• Company List:View the list of companies with detailed information:

  • Company Name
  • Email
  • Number of Workspaces
  • Number of Users
  • Number of Clients
  • Number of Projects
• Admin Hub Button:Access the admin hub for each company for detailed management.
• Plan Type:Easily identify the plan each company has purchased.
• Export/Import:Transfer company lists in and out of Taskly.
• Create New Company:Add new companies as needed.

4.3 Plan Management

Manage plans efficiently with these features:

• Existing Plans:View the list of currently available plans.
• Create a New Plan:Use the “+” button to create new plans.
• Enable/Disable Plans:Toggle plan availability effortlessly.

4.4 Orders

Keep track of orders and their details:

• Order List:View a comprehensive list of orders with details such as:

  • Order ID
  • Customer Name
  • Plan Name
  • Price
  • Status
  • Payment Type
  • Coupon
  • Date
  • Invoice
• Manage Status:Update order status as needed.

4.5 Referral Program

Manage Taskly’s referral program effectively:

• Transactions:Track referral transactions.
• Payout Requests:Process payout requests made by users.
• Settings:Customize referral program settings to fit your needs.

4.6 Coupons

View a list of orders with status indicators (successful or not).

• Coupon List:View existing coupons.
• Create New Coupons:Generate new coupons effortlessly.

4.7 Email Templates

Customize communication with these features:

• Create Email Templates: Craft and manage email templates easily.

4.8 Landing Page

Create various landing pages, including:

• Top Bar Page
• Custom Page
• Home Page
• Features
• Discover
• Screenshots
• Pricing Plans
• FAQs
• Testimonials
• Join Us Page

4.9 Settings Page

Access and configure brand settings.

• Manage email settings.
• Set up payment settings.
• Configure pusher settings.
• Define reCaptcha settings.
• Adjust storage settings.
• Tweak SEO settings.
• Manage cookie settings.
• Configure cache settings.
• Adjust chat GPT settings.

Super Admins in Taskly SaaS Product have a comprehensive suite of tools to manage users, plans, orders, communication templates, landing pages, and system settings efficiently.

5.1 Access the Login Page

• Open your web browser and navigate to the Taskly SaaS login page.

5.2 Enter Credentials

• Provide your registered email address and password associated with your admin account.

5.3 Login

• Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

• Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Creating New Stores

• Admins can establish new stores by clicking the “Create New Store” button on the dashboard’s right side.

5.6 Selecting New Themes

• The “Select New Themes” button enables admins to choose and implement new themes to enhance the store’s visual appearance.

5.7 Language Preferences

• The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.8 Admin Functions

• Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

By following these steps, you can log in as an admin and efficiently manage specific tasks and responsibilities within the Taskly SaaS platform.

6.1 Dashboard Overview

Get a quick snapshot of Taskly’s activity:

• Total Projects:Number of projects currently active.
• Total Tasks:Overall count of tasks across all projects.
• Total Bugs:Number of reported bugs.
• Total Users:Total number of registered users.
• Tasks Overview:Summary of task status across projects.
• Tasks:Detailed view of tasks.
• Storage Status:Status of your storage usage.
• Project Status:Overview of project progress.

6.2 Total Projects

• Project Count:Displaying the total number of projects.
• Project List:Access the list of all projects.

6.3 Total Tasks

• Task Count:Total number of tasks.

• Tasks Overview:Quick summary of task status:

  • Pending
  • In Progress
  • Completed
• Tasks List:Detailed view of all tasks.

6.4 Total Bugs

• Bug Count:Number of reported bugs.
• Bugs List:Access the list of reported bugs.

6.5 Total Users

• User Count:Total number of registered users.
• User List:Detailed view of all users.

6.6 Tasks Overview

• Pending Tasks:Number of tasks awaiting action.
• Tasks in Progress:Tasks currently being worked on.
• Completed Tasks:Tasks that have been completed.

6.7 Tasks

• Task List:Detailed view of all tasks across projects.

6.8 Storage Status

• Storage Usage:Amount of storage used.
• Storage Limit:Total available storage limit.

6.9 Project Status

• Project Progress:Overview of project progress:

  • Percentage completed
  • Time Remaining
  • Tasks completed vs. pending

With the Taskly SaaS Admin Dashboard, you have all the tools and insights needed to manage projects, tasks, and user activity effectively. Let’s keep your projects on track and your teams productive.

7.1 Users

• Users List:In the Users section of the User Management System, users can access a comprehensive list of all registered users. This list provides a quick overview of the individuals involved in the system.
• Add New Users:Facilitating seamless user management, this page allows administrators to add new users effortlessly. This feature ensures that the system stays up-to-date with the latest additions to the user base.
• User Log History:For enhanced security and accountability, the User Management System includes a feature to view the log history of users. This log offers insights into user activities, aiding in system monitoring and troubleshooting.

8.1 Create New Clients

Easily add new clients by filling in their details, including name, contact information, and any additional notes.

8.1 View List of Clients

Quickly review your list of clients to access their details at a glance, making it easy to find and manage client information.

8.3 Import and Export Clients

Transfer client data seamlessly by importing or exporting client lists as required, ensuring smooth data management.

Taskly SaaS simplifies client management, providing you with the tools to efficiently handle your client relationships.

9.1 View List of Projects

Easily access a comprehensive list of your projects, displaying vital details such as status, due date, total tasks, and total comments. This overview helps you stay organized and on top of project progress.

9.2 Project Actions

• Invite Users:Collaborate effectively by inviting users to join your projects, ensuring seamless teamwork.
• Edit Project:Modify project details, such as title, description, or due date, to keep information up-to-date.
• Share with Clients:Share project updates and progress with clients, keeping them informed and engaged.
• Duplicate Project:Quickly replicate existing projects to save time on setup for similar projects.
• Delete Project:Remove projects from the list when they are completed or no longer needed.

9.3 Filter Projects

Sort projects based on their status into categories such as “All Projects,” “Ongoing Projects,” “Finished Projects,” and “On Hold Projects,” facilitating easy navigation and organization.

9.4 Import and Export Projects

Effortlessly transfer project data by importing or exporting projects as required, ensuring smooth data management and backup.

9.5 Create New Projects

Start new projects anytime by creating a project from scratch, enabling you to kickstart new initiatives seamlessly.

Taskly SaaS provides you with powerful project management tools, allowing you to efficiently handle your projects from start to finish.

10.1 List of Tasks

Access an organized list of tasks, providing detailed information such as task name, associated project, milestone, due date, assigned team member, project status, and priority.

10.2 Task Details

• Task Name:Identify each task by its name.
• Project:Associate tasks with specific projects to maintain clarity and organization.
• Milestone:Track progress by assigning tasks to milestones within your projects.
• Due Date:Stay on schedule by noting the due date for each task.
• Assigned To:Assign tasks to team members, ensuring accountability and collaboration.
• Project Status:Monitor the status of each task within its project to gauge progress.
• Priority:Determine task urgency by assigning priority levels.

10.3 Actions

In the action column, you can make necessary modifications to tasks:

• Edit Task:Modify task details such as name, due date, or assignment.
• Delete Task:Remove tasks from the list when completed or no longer necessary.

12.1 List of Trackers

Access a detailed list of trackers, including information such as description, associated project, task, workspace, start time, end time, total time, and viewable screenshots.

12.2 Track Details

• Description:Provide a brief description of the tracked activity.
• Project & Task:Associate trackers with specific projects and tasks for accurate time tracking.
• Workspace:Organize trackers based on different workspaces or categories.
• Start & End Time:Record the start and end times of each tracked activity.
• Total Time:Calculate and display the total time spent on each tracker.
• View Screenshots:View screenshots of the tracked activity for reference and verification.
• Delete Tracker:Remove trackers from the list as needed.

The Tracker Module empowers users to monitor their time effectively, ensuring accurate tracking of tasks and projects for improved productivity and performance.

13.1 List of Invoices

Access a comprehensive list of invoices, each containing essential details such as invoice ID, name, issue date, due date, amount, status, and various action options.

13.2 Invoice Details

• Invoice ID:Unique identifier for each invoice.
• Name:Description or title of the invoice.
• Issue Date:The date the invoice was issued.
• Due Date:Deadline for payment.
• Amount:Total amount due on the invoice.
• Status:Current status of the invoice (e.g., pending, paid, overdue).
• Actions:From the action column, users can perform various tasks:
• View:See detailed information of the invoice.
• Edit:Modify the details of the invoice.
• Delete:Remove the invoice from the list.

13.3 Additional Functions

• Export Invoice:Export the invoice list for external use or record-keeping purposes.
• Create New Invoice:Generate new invoices anytime to bill clients or customers seamlessly.

With the Invoice Module, Taskly SaaS offers a user-friendly solution for managing invoices, ensuring smooth billing processes and financial transactions.

14.1 Contracts Overview

On the Contracts page, users can quickly view key metrics:

• Total Contracts
• Total Contracts This Month
• Total Contracts This Week
• Total Contracts in the Last 30 Days

Below the overview, users can access the list of contracts, including essential details such as contract ID, client, project, subject, value, type, start date, end date, and various action options.

14.2 Contract Details

• Contract ID:Unique identifier for each contract.
• Client:Name of the client associated with the contract.
• Project:Project related to the contract.
• Subject:Description or title of the contract.
• Value:Monetary value of the contract.
• Type:Type of contract (e.g., service, product, maintenance).
• Start Date:The date when the contract starts.
• End Date:Date when the contract ends.
• Actions:From the action column, users can perform various tasks:
• View:See detailed information about the contract, including attachments, comments, and notes.
• Edit:Modify the details of the contract.
• Duplicate:Create a copy of the contract.
• Delete:Remove the contract from the list.

14.3 Additional Functions

• Send Email:Send emails related to the contract directly from the system.
• Download Contract:Download a copy of the contract.
• Preview Contract:Preview the contract details.

14.4 Contract Types

The second page allows users to manage contract types:

• Add New Contract Types:Easily add new contract types as needed.
• View Contract Types:Access a list of existing contract types for reference.

The Contract Module in Taskly SaaS streamlines contract management, providing users with a centralized platform to organize, track, and maintain contracts effectively.

15.1 Monthly View

• Get an overview of tasks scheduled for the entire month.
• Easily identify important deadlines and events.
• Plan ahead by viewing the distribution of tasks throughout the month.

15.2 Weekly View

• Drill down into tasks scheduled for the week.
• Quickly spot upcoming tasks and prioritize work accordingly.
• Plan your week effectively with a clear view of tasks.

15.3 Daily View

• Focus on tasks scheduled for the day.
• Stay organized and manage your time efficiently.
• Ensure that all tasks for the day are completed on time.

16.1 Personal Notes

• Create personal notes to keep track of individual tasks, ideas, or reminders.
• Easily jot down thoughts and organize them for personal reference.
• Maintain privacy as personal notes are accessible only to the creator.

16.2 Shared Notes

• Collaborate with team members by creating shared notes for group projects or discussions.
• Share information, ideas, and updates with team members in real time.
• Foster teamwork and communication by allowing multiple users to contribute to shared notes.

16.3 Creating Notes

• Use the “+” button at the top to create new notes.
• Choose whether to create a personal note or a shared note.
• Add a title and content to your note, and save it for future reference.

With the Notes Module, Taskly SaaS offers users a convenient way to organize and share information, improving team collaboration and productivity.

19.1 Zoom Meeting Page in Taskly

The Zoom Meeting Page in Taskly streamlines the management of virtual meetings, providing users with a clear and organized interface for overseeing scheduled Zoom meetings.

19.2 Meeting Overview

Users can effortlessly access a detailed list of Zoom meetings, offering key information:

• Meeting Title
• Meeting Time
• Meeting Duration
• Meeting Status

This concise overview ensures that users can quickly assess the upcoming and past meetings, allowing for efficient planning and tracking.

19.3 Grid View

For enhanced visibility and organization, the Zoom Meeting Page includes a grid view option. Users can choose this view to have a structured and comprehensive look at multiple meetings simultaneously.

19.4 Meeting Actions

Users have the flexibility to perform various actions related to meetings:

• Add Meeting:The system allows users to seamlessly add new Zoom meetings. This feature ensures a straightforward process for scheduling and incorporating new virtual meetings.

19.5 Efficient Monitoring

The Zoom Meeting Page provides a user-friendly experience, enabling users to efficiently monitor and manage their virtual meetings. The clear presentation of meeting details facilitates quick decision-making and coordination.

In conclusion, Taskly’s Zoom Meeting Page offers a simplified and effective solution for overseeing scheduled Zoom meetings. With features like list and grid views, as well as the option to add new meetings, the system ensures a seamless experience for users engaged in virtual collaboration and communication.

24.1 WorkSpace Settings

Customize the appearance of your product with logo choices for both dark and light themes, set favicons, define title and footer text, choose default language, and enable Right-to-Left (RTL) text direction. Tailor the theme customizer, sidebar settings, and layout settings to suit your preferences.

24.2 Task Stage Settings

Here you can add new task stages, choose the color for your task stage, and add the name of your task stages. You can also delete the task stages but don’t forget to click on the “save changes” button so that all the changes you have done are saved.

24.3 Bug Stage Settings

You can add new bug stages over here. You can also add the color of bug stages the way you want. You can delete the bug stage, and at the end click on the save changes button so that all the changes you have done are saved.

24.4 Tax Settings

Here you can add new taxes, and add the rate of your tax according to your choice.

24.5 Company Settings

Here you can add the name of your company, the address of your company, city, state, zip code, country, and telephone number.

24.6 Payment Settings

Customize your payment gateway preferences by adding API keys for various gateways such as Bank Transfer, Stripe, Paypal, Paystack, and more.

24.7 Invoice Settings

Choose the Invoice Template, and color input, and upload the quote logo. You can also have a preview of the same after saving the changes.

24.8 Email Notification Settings

Fine-tune email notifications by enabling or disabling them based on specific conditions.

24.9 Time Tracker Settings

Add the application and tracking interval over here.

24.10 Zoom Meetings

Integrate Zoom Meetings seamlessly by adding the Zoom Account ID, Zoom Client ID, and Zoom Client Secret Key.

24.11 Integration Settings (Slack, Telegram)

For each integration, set up the required details like Webhook URL for Slack, access token and chat ID for Telegram, and SID, Token, and settings can also be enabled.

24.12 Google Calendar Settings

Integrate Google Calendar seamlessly by adding Google Calendar ID and the required JSON file.

24.13 Webhook Settings

View and manage a list of webhooks, with the ability to edit or add new ones.

24.14 Email ID

Set up email parameters, including mail driver, host, port, username, password, encryption, and mail-sending preferences. Options for sending text mail are also available.