The Taskip Dashboard provides a quick overview of your workspace, projects, clients, invoices, and tickets, giving you real-time insights into your agency’s performance.
Welcome to Taskip: Workspace Setup #
- Complete company profile (agency name, email, business details)
- Configure Workspace SEO (meta title, description, OG image)
- Set Language & Region preferences
- White Labeling options
Overview #
- Key metrics: Total Revenue, Total Customers, Total Invoices Sent, Total Projects, Total Deals
- Monthly Revenue Graph
Book a Free Session #
- Access the CMO contact and schedule a free consultation
Recent Projects #
- Logs recent project activities by team members
- Lists projects with status, client, timeline, and progress
Quick Actions #
- Email, Discussions, Meetings
Team Member Performance #
- Productivity tracking for assigned team members
Recent Invoices #
- Invoice number, client, due date, amount, and status
Tickets #
- Total tickets, pending and solved tickets
- Recent ticket details
