Workspace Settings let you fully customize your Taskip environment to reflect your business identity. You can set up a custom domain for white-labeling, personalize your branding, and configure regional preferences such as language, currency, and time zone.

These settings apply to your entire workspace, ensuring a consistent experience for both your team and your clients.

Navigation Path #

To access Workspace Settings in Taskip:

Settings → Workspace → Company / Domain Settings / Appearance / Country & Region

Company Settings #

The Company tab lets you define your business identity and contact details.

1. Go to Settings → Workspace → Company.

2. Enter your Workspace Name, Email Address, Company Website, and Phone Number.

3. Select your Industry from the dropdown menu.

4. Add a brief Description of your business.

5. Click Save Changes to apply your updates.

💡 Tip: Keep your business description concise and clear; it will be visible to your clients and team members.

Custom Domain Setup #

The Domain Settings tab lets you add a custom domain to white-label your Taskip workspace.

Steps to set up a custom domain:

1. Go to Settings → Workspace → Domain Settings.

2. Check your Current Domain.

3. In the Add Custom Domain field, enter your desired subdomain (e.g., crm.yourdomain.com).

💡 Tip: Use a clear and easy-to-remember subdomain for your clients.

4. Configure your DNS records as per the instructions.

5. After verification, mark the domain as Primary to make it the default for your workspace.

⚠️ Note: Only verified domains can be set as Primary.

Appearance Customization #

The Appearance tab allows you to personalize your Taskip workspace to reflect your brand identity.

Steps to customize your appearance:

1. Go to Settings → Workspace → Appearance.

2. Upload your Brand/Profile Image (company logo) to display on your portal.

3. Upload a Favicon for browser tabs to reinforce your brand.

💡 Tip: Use high-quality images for your logo and favicon to maintain a professional look across devices.

4. Coming soon: Customize Theme Color, Page Color, and Calendar View for a fully branded experience.

⚠️ Note: Appearance settings apply to all workspace users and clients.

Regional Preferences #

The Country & Region tab lets you configure regional settings for your workspace, ensuring accurate scheduling, reporting, and localized experiences for your team and clients.

Steps to set Regional Preferences:

1. Go to Settings → Workspace → Country & Region.

2. Select your Country, State, City, and enter your Zip Code.

3. Choose your preferred Language and Currency using the dropdown menu.

4. Set your Timezone, Time Format (12-hour or 24-hour), and Date Format using the dropdown menu.

💡 Tip: Make sure your timezone and date/time formats match your team’s location to avoid scheduling conflicts.

5. Click Save to apply your preferences.

⚠️ Note: These settings affect all workspace users and client-facing views.

Delete Workspace #

You can permanently delete your Taskip workspace from the Company tab.

Steps to delete your workspace:

1. Go to Settings → Workspace → Company.
2. Scroll down to the Delete Workspace section.
3. Read the warning carefully:
   “ This will permanently delete your entire workspace, including all calendars, team members, bookings, and associated data. This action is irreversible — please proceed with caution.”
4. Click Delete Account to confirm.

⚠️ Important: This action cannot be undone. Make sure to export any important data before deleting your workspace.