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
Quotations
12
- 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
- How to set Default Notes for Quotation
- How do I generate a public URL for a quotation?
- How to Convert Quotation Into An Invoice?
Invoices
15
- 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?
- How to Duplicate an Invoice Items?
- How to Add Notes In an Invoice?
- How to Duplicate an Invoice?
- How to Download an Invoice?
Documents
10
- 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 move a document to a folder
- 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
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
9
- 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