Changes Logs

• Finance – Added Revenue Summary, Invoice Summary, Recurring Revenue (MRR/ARR), Payment Gateway Performance, Tax Report, Discount & Coupon Impact, Quotation / Estimate Funnel, Outstanding Invoices, and Cash Flow.
• Projects – Added Project Health, Task Completion, Time Tracking, Resource Utilization, Project–Client Summary, Milestone Tracker, Member Performance, and Client Project Summary.
• Leads – Added Lead Funnel, Lead Source ROI, Lead Aging, and Lead Group Performance.
• Deals – Added Deal Pipeline, Deal Forecast, and Deal Activity Log.
• Clients – Added Client Activity, Customer Lifetime Value, Company Overview, Client Geographic Distribution, Client Engagement Score, and Client Portal Engagement.
• Service Catalog – Added Service Order Summary, Service Revenue Breakdown, Coupon & Discount Usage, and Recurring Service Revenue.
• Support – Added Support Tickets, Ticket Open vs Close Rate, Agent Performance, Ticket Activity, and Ticket Backlog & Aging.
• Meetings – Added Meeting Bookings and Meeting Engagement.
• Emails Inbox – Added Email Volume & Response, Email Delivery Report, and Inbox Folder Usage.
• WhatsApp – Added WhatsApp Conversation Summary and WhatsApp Agency Performance.
• Forms – Added Form Submission Summary and Form Conversion.
• Documents – Added Document Signature Tracking and Document Lifecycle.
• Automation – Added Workflow Execution and Workflow Category Breakdown.
• Team – Added Team Activity Summary, Member Deal Performance, Member Lead Performance, Member Project & Task Breakdown, Team Performance, Team Workload Distribution, Role Performance, User Activity Audit, and Login Activity.

• Added completely redesigned Email module with modern UI, improved layout, and faster navigation.
• Added Real-Time Messaging (Emails and conversations update instantly, folder counts refresh automatically).
• Added Email Folder System (Sent, Draft, Outbox, Archive, Spam, Trash with live message counts).
• Added Gmail Integration (Read, reply, and manage Gmail emails directly within Taskip).
• Added IMAP Integration (Connect Gmail, Outlook, Yahoo, Zoho, or any IMAP-compatible email; multiple accounts supported).
• Added Email Signatures (Create/manage custom signatures per account).
• Added AI Writing Tools (Subject Generator, Email Description Generator, Tone Rewriter for professional and effective email drafting).

• Added WhatsApp Inbox Integration (Sync all WhatsApp messages directly into Taskip — one place for everything)
• Added Chat Assignment (Assign chats to team members without sharing your WhatsApp login)
• Added Tags & Private Notes (Add tags and internal notes to any conversation for full context)
• Added Chat Conversion (Convert a chat into a Lead or Client with one click)
• Added Response Tracking (See who replied, when they replied, and full response history per chat)
• Added No WhatsApp Sharing Requirement (Keep your WhatsApp account private and secure)

𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬

• Added Project Creation & Management (Create and manage projects directly from the mobile app)
• Added Project Status Tracking (Track progress and updates in real time)

𝐄𝐦𝐚𝐢𝐥𝐬

• Added Built-in Email Module (Access and manage emails within the app)
• Added Email Activity Notifications (Get notified of new and important emails)

𝐓𝐢𝐜𝐤𝐞𝐭𝐬

• Added Ticket Management System (Create, assign, and resolve support tickets)
• Added Ticket Status Updates (Real-time visibility into ticket progress)

𝐈𝐧𝐯𝐨𝐢𝐜𝐞𝐬

• Added Invoice Creation & Management (Generate invoices anytime, anywhere)
• Added Invoice Status Tracking (Monitor paid, unpaid, and overdue invoices)

𝐐𝐮𝐨𝐭𝐚𝐭𝐢𝐨𝐧𝐬

• Added Quotation Creation (Create and share professional quotations)
• Added Quotation Tracking (Track approval and conversion status)

𝐑𝐞𝐚𝐥-𝐓𝐢𝐦𝐞 𝐍𝐨𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬

• Added Instant Notifications (Receive alerts for all app activities)
• Added Event-Based Updates (Stay informed on projects, emails, tickets, invoices, and quotations)

• Added Visual Workflow Builder (Design workflows with an intuitive drag-and-drop interface)
• Added Multi-Step Automation (Create workflows with multiple sequential actions)
• Added Conditional Logic (Add if/else rules to customize workflow paths)
• Added Trigger Variety (Trigger workflows from leads, deals, clients, forms, emails, or WhatsApp messages)
• Added Action Library (Access predefined actions like sending emails, assigning tasks, or updating records)
• Added Workflow Templates (Use ready-made templates for common automation scenarios)
• Added Real-Time Execution (Workflows run instantly as triggers occur)
• Added Workflow History & Logs (Track execution history and debug errors)
• Added User Permissions (Control who can create, edit, or run workflows)
• Added Performance Metrics (Measure workflow efficiency and success rates)
• Added Multi-Workspace Support (Deploy workflows across multiple projects or teams)
• Added Custom Notifications (Send alerts to users based on workflow actions)
• Added Automation Pause & Resume (Temporarily stop or resume workflows without deleting them)
• Added Conditional Delays (Add timed waits between workflow steps)
• Added Integration Actions (Trigger third-party apps via webhooks or API calls)

• Added Lead Creation (Create and manage leads within your workspace)
• Added Convert to Client (Seamlessly convert qualified leads into clients)

• Added Email Sending (Communicate with leads directly from the platform)

• Added File Uploads (Attach documents and files to leads)

• Added Notes Management (Add internal notes for better collaboration)

• Added Activity Logs (Track all actions and updates related to each lead)

𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬

• Added Project Creation & Management (Create and manage projects directly from the mobile app)
• Added Project Status Tracking (Track progress and updates in real time)

𝐄𝐦𝐚𝐢𝐥𝐬

• Added Built-in Email Module (Access and manage emails within the app)
• Added Email Activity Notifications (Get notified of new and important emails)

𝐓𝐢𝐜𝐤𝐞𝐭𝐬

• Added Ticket Management System (Create, assign, and resolve support tickets)
• Added Ticket Status Updates (Real-time visibility into ticket progress)

𝐈𝐧𝐯𝐨𝐢𝐜𝐞𝐬

• Added Invoice Creation & Management (Generate invoices anytime, anywhere)
• Added Invoice Status Tracking (Monitor paid, unpaid, and overdue invoices)

𝐐𝐮𝐨𝐭𝐚𝐭𝐢𝐨𝐧𝐬

• Added Quotation Creation (Create and share professional quotations)
• Added Quotation Tracking (Track approval and conversion status)

𝐑𝐞𝐚𝐥-𝐓𝐢𝐦𝐞 𝐍𝐨𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬

• Added Instant Notifications (Receive alerts for all app activities)
• Added Event-Based Updates (Stay informed on projects, emails, tickets, invoices, and quotations)

• Added Service Productization (Create one-time or subscription services)
• Added Service Packages (Define fixed scope packages for clarity)
• Added Service Intake Forms (Collect client requirements automatically)
• Added Auto-Project Creation (Automatically generate projects when clients pay)
• Added Auto-Invoice Generation (Instantly create invoices upon payment)
• Added Publish/Unpublish Controls (Manage service availability anytime)

• Added Welcome Wizard Builder
  (Create and customize onboarding flows for new clients)
• Added Welcome Wizard Activity Tracking
  (View submitted forms and completed onboarding steps)
• Added Shared Projects Access
  (Allow clients to view and collaborate on shared projects)
• Added Activity Log
  (Track login history with devices, locations, and timestamps)

• Added Company Profile Setup
  (Display agency name, email, and business details for a professional brand)
• Added Workspace SEO Configuration (Set meta title, description, and OG image for better visibility)
• Added Language & Region Controls (Customize language, timezone, and regional preferences)
• Added Branding Customization (Configure logo, colors, and brand identity)
• Added Custom Domain Support (Use a branded domain like app.youragency.com)
• Added Email Connection (Send emails directly from your business email via Taskip)

• Added Team Creation (Set team name, department, and description)
• Added Team Views (List and Grid view for easy management)
• Added Team Filtering & Management (Quickly find and manage teams)
• Added Fast Member Assignment (Add members to teams in seconds)
• Added Member Task Visibility (View individual task details per team member)
• Added Role-Based Permissions (Control access and roles for better security)

• Redesigned Administrator Dashboard (Improved visibility across projects, leads, tickets, invoices, and system activity)
• Redesigned Project Manager Dashboard (Better project tracking, team performance insights, and task progress overview)
• Redesigned Team Member Dashboard (Clear task assignments, priorities, and daily workload view)
• Redesigned Client Dashboard (Simplified access to projects, tickets, invoices, and communication)
• Enhanced Data Visualization (Cleaner charts, summaries, and status indicators)

• Added AI Integration (AI-powered replies and ticket creation for faster responses)
• Added Voice Messages (Send and receive voice notes inside tickets)
• Added Envato Integration (Link Envato purchases directly with tickets)
• IranAdded Ticket Print Facility (Print tickets for records or offline use)
• Added Spam Ticket Marking (Identify and manage spam tickets easily)
• Added Media Upload Support (Attach files and media during ticket creation and replies)
• Added Multi-Functional Text Editor (Rich text input for better communication)
• Added Related Ticket Visibility (View recent tickets from the same client instantly)
• Added Bulk Ticket Actions (Perform actions on multiple tickets at once)
• Added Advanced Sorting & Filtering (Easily sort and manage all tickets)
• Amarillo AmishAdded New Ticket Layout (Modern, clean, and more helpful UI for ticket lists and details)

• Added Multiple Project Views (Kanban, Gantt, List, Calendar)
• Added Built-in Collaboration Tools (Chat, Comments, Mentions, File Sharing, Voice Messages)
• Added Smart Automation (Alerts, Notifications, Bulk Task Creation via CSV, Progress Tracking)
• Added AI-Powered Productivity (AI Task & Project Generation, AI-Assisted Inbox Writing)
• Added Time Tracking (Live and Manual)
• Improved Project Visibility, Team Collaboration, and Workflow Efficiency

• Added Fully Redesigned Quotation Interface
• Added Custom Branding (Logo and Brand Colors)
• Added Support for Custom Fields and Tax Options
• Added One-Click Quotation Generation and Sending
• Improved Integration with CRM and Project Workflows
• Enhanced Quotation Workflow for Faster Deal Closing and Professional Presentation

• Added Fully Redesigned Invoice Interface
• Added New Professional Invoice Templates
• Added Custom Branding Options
• Added Direct Invoice Sending to Clients
• Added Instant Client Payments from Invoices
• Improved Integration with Projects and CRM
• Enhanced Billing Workflow and Payment Experience

Support

• Added support.ticket.created – Triggered when a new support ticket is created.

• Added support.ticket.status.updated – Triggered when a support ticket’s status is updated.

• Added support.ticket.deleted – Triggered when a support ticket is deleted.

Form

• Added form.created – Triggered when a new form is created.

Sales / Pipeline

• Added sales.pipeline.deal.created – Triggered when a new deal is created.

• Added sales.pipeline.deal.stage.change – Triggered when a deal’s stage is updated.

• Added sales.pipeline.deal.task.created – Triggered when a task is created for a deal.

• Added sales.pipeline.deal.task.activity.created – Triggered when a new activity is added to a deal task.

• Added sales.pipeline.deal.task.meeting.created – Triggered when a meeting is scheduled for a deal task.

Company

• Added company.created – Triggered when a new company is created.

Contact

• Added contact.created – Triggered when a new contact is created.

• Added contact.invite_to_workspace – Triggered when a contact is invited to a workspace.

• Added contact.join_to_workspace – Triggered when a contact joins a workspace.

Document

• Added document.created – Triggered when a new document is created.

• Added document.published – Triggered when a document is published.

Invoice

• Added invoice.created – Triggered when a new invoice is created.

• Added invoice.status.update – Triggered when an invoice’s status changes.

• Added invoice.sent – Triggered when an invoice is sent.

• Added invoice.payment.paypal – Triggered when a PayPal payment is received.

Quotation

• Added quotation.created – Triggered when a new quotation is created.

• Added quotation.status.updated – Triggered when a quotation’s status changes.

• Added quotation.sent – Triggered when a quotation is sent.

• Added quotation.published – Triggered when a quotation is published.

Meeting

• Added meeting.booked – Triggered when a meeting is booked.

• Added meeting.cancelled – Triggered when a meeting is cancelled.

• Added meeting.rescheduled – Triggered when a meeting is rescheduled.

Project

• Added project.created – Triggered when a new project is created.
• Added project.status.updated – Triggered when a project’s status changes.
• Added project.task.created – Triggered when a new project task is created.
• Added project.task.status.updated – Triggered when a project task’s status is updated.

• Added API Application Creation for Public API
  

• Added Public API for Contact Management

• Added Public API for Company Management

• Added Public API for Team Member Management

• Added Public API for Invoice Management

• Added Public API for Quotation Management

• Added Public API for Support Ticket Management

• Added Public API for Sales Pipeline Management

• Added Public API for Document Management

• Added Public API for Project Management

• Added Public API for Inbox Management

• Added Public API for Meeting Management

• Added Email Template Support for Inbox

• Added Email Template Support for Invoice Reminder

• Added Email Template Support for Meeting Reminder

• Added Email Template Support for Quotation Reminder

• Added: Optimized Invoice module
• Added: Optimize Quotation module
• Added: Recurring Invoice Support added
• Added: Stripe recurring support added
• Added: Razorpay recurring support added
• Added: Mollie recurring support added
• Added: Invoice Filter option added ( subject, contact name, contact email, status, date range)
• Added: Quotation Filter option added ( subject, contact name, contact email, status, date range)
• Added: Recurring payment manage option for invoice
• Added: Recurring payment Cancel option for invoice
• Added: Showing badge if the invoice is overdue ( due date is over )
• Added: Email Template Module release
• Added: Drag & drop email template editor for build your own email template as you want
• Added: Quotation email template builder with dynamic variables
• Added: Invoice email template builder with dynamic variables
• Added: Global Tax System implemented now you can add multiple tax class for invoice or quotation
• Added: Reminder option redesigned for invoice and quotation
• Added: Reminder email subject/ content edit option added for invoice and quotation
• Added: Reminder enable/ disable option added for invoice or quotation
• Added: Multiple reminder adding feature added
• Added: Invoice Number prefix option optimized
• Added: Invoice number format option added, now you can build your own way of invoice number format
• Added: Invoice initial number support added now you can start the invoice from any number (example: 500,1000)
• Added: Quotation Number prefix option optimized
• Added: Quotation number format option added, now you can build your own way of Quotation number format
• Added: Quotation initial number support added now you can start the Quotation from any number (example: 500,1000)
• Fixed: Minor bug fixed

• Added: workspace login page customization option added
• Added: workspace Client invitation page customization option added
• Added: workspace Team member invitation page customization option added
• Added: workspace forget password page customization option added
• Fixed: minor bug fixed
• Improve Invoice / Quotation page 

• Added: Custom domain support added
• Fixed: minor bug fixed
• overall user experience improved for ducument

• Added: Document search filter option added now you can filter based on document status or visibility along with text based search
• Added: document cover photo position change support added, now you can adjust position by dragging it.
•  
• Added: Share option added within the document list page.
• Added: publish to web option added directly into the document listing page
• Added: Download as PDF option added directly into the document list page
• Added: Download option added in the document details page
• Improved: optimized document rename feature to prevent reload after rename
• Improved: Document publish url structure improvement
• Improved: Document list page improved with new UI/UX changes
• Fixed: Document Permission issue

• Added: Workflow Automation Module Added
• Added: Inbox Workflow Automation Added
• Added: 10+ Scope of work Document Support added
• Added: 10+ Contracts Document Support added
• Added: Multiple project manager support added in project
• Added: Multiple client support added in project
• Added: Client invitation now can be send from the contact list page as well
• Added: Additional Attendee support added in meeting. now you an add your own team member for each meeting as an additional attendee
• Improved: Update editor and added support for image upload
• Improved: Project Discussion Email Message Redesigned to make it more clear who send message and what's the message.
• Improved: Optimized Inbox to make it faster and handy for the users to use 
• Improved: assigned task option improved
• Removed: removed folder as this making things confusing to users
• Fixed: contact not storing phone number
• Fixed: Minor issues fixed

• Added: Meeting Reschedule and Cancel By users
• Added: Meeting Reminder Email Template Edit Option Added
• Added: Form submission now can edit from after submit the form
• Added: Form submission can now convert to contact
• Added: Copy form url option added
• Added: Invoice/ Quotation sent to client email now contain public url, which now allow customer to see invoice/quotation without login to the client panel
• Added: Sales pipeline now have support for Email Sequence
• Added: Email Sequence Can be triggered based on the multiple event set by the users
• Added: Deal now support adding documents into it
• Added: Deal now support adding files into it.
• Added: Contact Details page now how Project, Deal information retaliated to contact
• Added: Email notification send to Assignee when you assign a deal to a team member
• Added: support for Qr code upload in manual payment gateway description
• Fixed: Minor issues fixed

• New Module: Sales Pipeline Module Added
• Added: Meeting cancel option added
• Added: Meeting Reschedule option added with google meet automatic date and time slot update.
• Added: Xendit payment gateway support added
• Added: Invoice Schedule feature added, now you can schedule invoice to certain days after/before the due date.
• Fixed: Project bug for loading Project For Team member
• Fixed: Task File upload not working
• Fixed: dashboard currency are now dynamic based on business settings selected currency
• Fixed: Email notification icon not showing for Manager role 
• Fixed: some select box are not working with the safari browser

• Added: Add as much as aliases into a particluar workspace you need, not limited to just 3 per workspace. now you can use your total aliases count into one workspace. 
• Added: Notification got enhanced
  • Now you can invite client to workspace while adding the client.
  • Send an email notification if you have assigned any Project to a project manager
  • Notify team member when you assign any task to any team member
  • Now you can decide to send notification to the client for any project or not.
  • if anyone missed any message in discussion + project discussion, system will send them an email notification regarding it.
  • you will get notification if any client joined to the workspace same for the team member
  • you will get notification if any client open a support ticket
  • you will get noficiation if system failed to send your invoice to the client email.
• Added: Timezone support added to workspace. now you can set your own timezone for your workspace
• Fixed: quotation is not showing to client dashboard
• Fixed: document table block issue solved

• New Module: Added Project Management Module
• Improvement: Reimplement role/permissions
• Invoice: Razorpay Payment gateway support added
• Fix meeting module minor issue
• A few minor bug fixes and improvements.

• New Module: Added Multiple Workspace Support
• Meeting: Multiple Google Meet integration for Meeting Schedule
• Invoice: Stripe Payment gateway support added
• Fix document module minor issue
• A few minor bug fixes and improvements.

• New Module: Meeting Schedule as like calendarly
• Meeting: Google Meet integration for Meeting Schedule
• New Block: Video Block, Now you can add video into document
• New Block: File Upload Block, Now you can add files into document
• New Block: iFrame Block, Now you can add any website as iframe into the document
• New Block: Link Preview Block, Now keep add any website link into document with a beautifully formatted way
• Form Module: Now you will get a notification if anyone submit any of your form.
• Form Module: Now you can directly send email to the form submitted entry ( if you have email field in your form). Also you need to configure your inbox settings.
• New UI:  Business Inbox get a fresh new look
• New UI:  Taskip dashboard page get a fresh new look
• Invoice:  Paypal Payment Gateway support added
• A few minor bug fixes and improvements.

• New Feature: Support Ticket Feature
• New Feature: Automatic Reply for Inbox 
• New Feature: Initiate email from the business inbox
• New Feature: Fastspring Payment Support for invoice
• New Feature:  notification for support ticket reply
• A few minor bug fixes and improvements.

• New Feature: Business Inbox Feature
• New Feature: Email Alias Support For business Inbox
• New Feature: Form builder Number input get minimum and maximum number settings to limit the input
• New Feature: Form builder Multiple Line Input get new settings for set minimum and maximum character for the input field.
• New Feature:  Separate notification for business inbox
• New Feature: Form submission now has option to set status; you can also add your own status from the settings page
• New Feature: Form submission note option added; now you can add notes for specific submission.
• A few minor bug fixes and improvements.

• New Feature: Send Invoice To Client through Email from invoice page
• New Feature: Send Quotation To Client through Email from invoice page
• New Feature: Automatic Reminder option added for quotation / Invoice
• New Feature: Business Inbox Settings Added for Automatically Generating email address per workspace
• A few minor bug fixes and improvements.

• New Feature: Task Kanban - interactively board color and change color option
• New Feature: Task Kanban - board fold option added
• New Feature: Task settings page - for dynamically create/edit/update [priorities/status/labe] (name/color). that will effect task synstem.
• New Feature: Update status from at invoice/quotation list page
• A few minor bug fixes and improvements.

• New Feature:  Task Kanban Board with new ui
• New Feature: Workspace settings added, now user can add their own logo and favicon 
• A few minor bug fixes and improvements.

• New Feature:  Discussion Page New UI
• New Feature: Invoice partial payment
• New Feature: Invoice page inline status change
• New Feature: Invoice Public Url Generate
• New Feature: Quotation Public Url Generate
• A few minor bug fixes and improvements.

• New Feature:  Real Time person and group chat support added in discussion
• New Feature: 8 new template support added for quotation and invoices
• New Feature: Invoice note feature added
• New Feature: Quotation note feature added
• New Feature: Forms support added
• A few minor bug fixes and improvements.

• New Feature:  Documents support added
• New Feature:  documentation invitation
• A few minor bug fixes and improvements.

• New Feature:  Business Inbox Feature Released
• New Feature:  company support added
• A few minor bug fixes and improvements.

• New Feature:  Business Settings added for set default logo information for invoice and quotations
• New Feature:  company support added
• A few minor bug fixes and improvements.