User Manual – Taskly
- 1.Introduction
- 2. Registration Process
- 3. Super Admin Login Process
- 4. Super Admin Dashboard
- 5. Admin Login Process
- 6. Dashboard
- 7. User Management System
- 8. Clients
- 9. Projects
- 10. Taskar
- 11. Timesheet
- 12. Tracker Module
- 13. Invoices
- 14. Contract Module
- 15. Calendar Module
- 16. Notes Module
- 17. Messenger
- 18. Project Report
- 19. Zoom Meeting
- 20. Plans Page
- 21. Orders Page
- 22. Referral Program
- 23. Notification Template
- 24. System Settings
- 24.1 WorkSpace Settings
- 24.2 Task Stage Settings
- 24.3 Bug Stage Settings
- 24.4 Tax Settings
- 24.5 Company Settings
- 24.6 Payment Settings
- 24.7 Invoice Settings
- 24.8 Email Notification Settings
- 24.9 Time Tracker Settings
- 24.10 Zoom Meetings
- 24.11 Integration Settings (Slack, Telegram)
- 24.12 Google Calendar Settings
- 24.13 Webhook Settings
- 24.14 Email ID
1.Introduction
Welcome to the Taskly User Manual, your comprehensive guide to unlocking the full potential of Taskly, the ultimate project management solution. Taskly is a robust and intuitive platform designed to streamline project planning, execution, and collaboration, helping you and your team achieve greater efficiency and productivity.
In this user manual, we’ll take you on a detailed tour of Taskly’s capabilities, covering everything from setting up your account and creating projects to assigning tasks, tracking progress, and collaborating with your team members and clients. Whether you’re new to project management software or looking to transition from another platform, this manual will serve as your comprehensive resource for mastering Taskly.
Throughout this manual, we’ll emphasize best practices and strategies for optimizing your workflow with Taskly. We’ll show you how to leverage Taskly’s intuitive interface, customizable features, and advanced functionalities to streamline your processes, improve collaboration, and achieve your project goals more efficiently than ever before.
2.Registration Process
The registration process in Taskly SaaS enables admins to create accounts and access the platform seamlessly. This documentation outlines the step-by-step procedure for administrators to register and gain entry into the system.
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. Super Admin Login Process
The Super Admin login process in Taskly SaaS provides access to the platform’s high-level administrative controls. Follow these steps to log in:
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. Super Admin Dashboard
Welcome to Taskly Super Admin Dashboard! Here’s a detailed overview of each section:
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
- 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. Admin Login Process
The admin login process in Taskly SaaS allows authorized personnel to access and manage specific functionalities within the platform. Here’s a step-by-step explanation of how to log in as an admin:
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. Dashboard
Welcome to Taskly SaaS Admin Dashboard! This interface provides you with comprehensive insights and tools to manage your projects and tasks efficiently.
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. User Management System
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. Clients
Manage your clients effortlessly with Taskly SaaS. Here, you can create new clients, view the list of clients, and import or export client data whenever needed.
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. Projects
Manage your projects efficiently with Taskly SaaS. Here, you can view the list of projects along with their status, due dates, total tasks, and total comments. Additionally, you have a range of actions to perform, from inviting users to duplicating projects.
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. Tasks
In Taskly SaaS, managing tasks is a breeze. Here, you can easily view a comprehensive list of tasks, complete with all the necessary details to keep your projects on track.
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.
11. Timesheet
The Timesheet Module in Taskly SaaS provides a consolidated record of timesheets submitted by employees within the Project Module. This feature allows managers to easily track and monitor employee time, ensuring accurate recording of work hours and project progress. Integrated seamlessly with the Project Module, the Timesheet Module ensures efficient tracking of time spent on specific tasks and projects, facilitating better resource allocation and project management.
12. Tracker Module
In Taskly SaaS, the Tracker Module allows users to efficiently monitor and manage their time by providing a comprehensive list of trackers with detailed information.
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. Invoices
The Invoice Module in Taskly SaaS provides a centralized platform for managing invoices efficiently, with detailed information readily accessible.
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. Contract Module
The Contract Module in Taskly SaaS provides a comprehensive platform for managing contracts efficiently, with detailed insights and easy access to contract types.
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. Calendar Module
The Calendar Module in Taskly SaaS provides users with a comprehensive view of their tasks on monthly, weekly, and daily calendars.
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. Notes Module
In Taskly SaaS, the Notes Module provides a platform for organizing personal and shared notes, enhancing collaboration and productivity.
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.
17. Messenger
The Messenger Page in Taskly offers a simple and organized list of messages, providing users with a convenient platform to manage and engage in efficient communication within the system. Users can easily navigate through their message history, fostering a streamlined and user-friendly experience.
18. Project Report
The Project Report Module in Taskly SaaS offers a streamlined and comprehensive view of all your organization’s projects, displaying essential details such as project name, start date, due date, project number, progress, and status. With a user-friendly table format, color-coded status indicators, and real-time progress tracking, this module enables efficient project management and swift decision-making. The action column provides quick access to edit or delete projects while filtering and sorting options allow for easy navigation and organization. This module ensures enhanced visibility, improved project oversight, and optimized resource allocation, driving overall productivity and success.
19. Zoom Meeting
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.
20. Plans Page
The Plan page within Taskly simplifies the subscription process by presenting users with a range of tailored plans to suit their specific needs and budgetary constraints. Users can easily compare features and pricing through a comprehensive feature comparison table, enabling informed decision-making. With transparent pricing and flexible billing options, users can confidently select the subscription plan that aligns with their requirements. The page also offers customization options, allowing users to adjust their plan as needed, ensuring a seamless fit for evolving needs.
21. Orders Page
The Orders Page in Taskly SaaS provides users with a convenient overview of all orders placed by customers. Here, businesses can easily access essential details such as order ID, customer name, order date, status, and total amount, allowing for streamlined order management and efficient tracking of incoming orders. With this centralized platform, businesses can effectively monitor their order processing workflows, ensuring prompt fulfillment and exceptional customer service.
22. Referral Program
Our referral program rewards you for spreading the word about HRMGo. Share your unique referral link, and when someone signs up and subscribes, you earn rewards. Track your referrals’ status on the Referral Transaction page and view payouts on the Payout page. Genuine sign-ups are key, and we reserve the right to modify the program. Join now and start earning rewards for helping us grow!
23. Notification Template
- New Task:Keep users informed about new assigned tasks.
- Task Stage Updated:Update teams when task stages change.
- New Milestone:Update users about new milestones.
- New Invoice:Notify relevant teams about newly generated invoices.
24. System Settings
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.
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