Get Started
1
Quotations
15
- How to Add and Manage Tax in Taskip for Invoices and Quotations
- How to Configure Custom Quotation Number Format in Taskip
- How to Set Up Automated Quotation Reminders in Taskip
- How do I check the activities of a quotation?
- How to Print a Quotation?
- How to Download a Quotation?
- How to duplicate a quotation
- How to change Quotation prefix and use precision number as quotation number
- How to set default reminder for quotation
- How to set default Quotation Template
Invoices
18
- How to Use Recurring Invoices in Taskip
- How to Add and Manage Tax in Taskip for Invoices and Quotations
- How to Set Up Automated Invoice Reminders in Taskip
- How to Configure Custom Invoice Number Format in Taskip
- How to schedule aa invoice?
- How to Print an Invoice?
- How to set default reminder for invoice
- How to set default Invoice Template
- How do I send an invoice to the client directly?
- How do I check the activities of an invoice?
Contacts Manage
8
- How to Add Custom Fields for Contacts in Taskip
- How to Import Contacts from Propovoice in Taskip
- How to add Notes For Specific Contact?
- How to give client access to client portal?
- How to check Client Details
- How to import contacts from Propovoice WordPress plugin
- How to import contacts from CSV file
- How to add a contact
Documents
10
- How to Use a Template to Create a Document in Taskip
- How to mention someone in the document
- How to add an Image block in the document
- How to add code block in document
- How to rename a document
- How to duplicate a document
- How to publish a document to the web
- How do I share access to a document with a team or client?
- How do I add a table block to the document?
- How to create a Document
Tasks
11
- How to add new label for task
- How to add new Priority for task
- How to add new status for task
- How do I add a description to the task?
- How to add files to the task
- How to add documents into the task
- How to change due date of a task
- How to change priority of a task
- How to change status of a task
- How to assign a task to someone.
Forms
12
- How to add Address Field support to form
- How to add phone number input support to form
- How to add file upload support to form
- How to add checkbox groups in form
- How to add dropdown in form
- How to add recaptcha in form
- How to set condition to a form field
- How to preview the form publicly
- How to customise form preview
- How to check form submissions
Role
1
Settings
12
- How to Create an Api Application in taskip
- Customizing the Client Invitation Page in Taskip
- Customizing the Team Member Invitation Page in Taskip
- How to customize workspace Forget password page
- How to customize workspace login page
- How to Set Up a Custom Domain in Taskip
- Business Settings
- Workspace Settings
- Business Inbox Settings
- Task Settings
Payment Gateway
7
- How to configure Mollie payment gateway in taskip
- How to configure Xendit Payment Gateway In Taskip
- How to Configure Razorpay Payment Gateway In Taskip?
- How to configure Stripe Payment Gateway
- How to Configure FastSpring Payment Gateway In Taskip?
- How to Configure Manual Payment Gateway In Taskip?
- How to Configure Paypal Payment Gateway In Taskip?
Meeting Booking
10
- How to Connect Zoom with Booking Calendar
- How to edit meeting reminder Email template?
- How to Cancel a meeting?
- How to reschedule a meeting?
- How to configure booking form contents
- How to setup automatic reminder for meeting?
- How to modify booking form
- How to connect Google Meet with meeting
- How to create a meeting
- How to setup availability for meeting booking form
Project Management
15
- How to Change Project Manager of a Project in Taskip
- How to Assign a Team Member to a Task in Taskip
- How to add labels in a task in a project
- How to Add Files to a Task in Taskip
- How to add Document in a task of a Project
- How to add Comment in a task of a Project
- How to add Task in a project
- How to add/update Tags of a project in Taskip
- How to add/change category to a project In taskip
- How to pin a project in taskip
Sales Pipeline
19
- Email Sequence Guide
- How to set Trigger For Email Sequence?
- How to add Email Sequence Steps in Pipeline Deal
- How to initiate Email sequence in a deal?
- How to add Files to a deal
- How to add document into a deal
- How to send email to a prospect from a deal
- How to create a activity log inside a deal
- How to add a note inside a deal
- How to create a task inside a deal
Workflow Automation
16
- How to Automatically Delete a Conversation Through Inbox Automation in Taskip
- How to Trigger a Webhook Automatically Through Inbox Automation in Taskip
- How to Automatically Create a Contact Through Inbox Automation in Taskip
- How to Automatically Create a Support Ticket Through Inbox Automation in Taskip
- How to Automatically Create a Deal Through Inbox Automation in Taskip
- How to Automatically Create a Deal Activity Log Through Inbox Automation in Taskip
- How to Automatically Reply to a Conversation in Taskip Using Inbox Automation
- How to Automatically Assign a Tag to a Conversation in Taskip
- How to Automatically Create a Task Through Inbox Automation in Taskip
- How to Run Inbox Automation Based on Time Period and Days Filter in Taskip
Email Templates
1