The Taskip Dashboard is the central hub for managing all aspects of your agency’s operations. Designed specifically for freelancers and digital agencies, it consolidates multiple business functions into one intuitive workspace. From client management and project tracking to billing, communication, and automation, the dashboard provides real-time visibility and control over your entire agency.

Key Features of the Dashboard #

1. Centralized Operations
   Access CRM, projects, billing, support, and communication in one place without juggling multiple apps.
2. Client Management
   Add and organize clients, track contacts, and manage client interactions seamlessly. Each client has access to a branded, white-label portal for viewing projects, approving work, and making payments.
3. Project & Task Management
   Visualize workflows with Kanban boards, set priorities, due dates, and statuses, and collaborate with your team in real time.
4. Invoicing & Payments
   Create, send, and track invoices directly from the dashboard. Accept online payments securely and monitor overdue balances.
5. Unified Inbox & Discussions
   Aggregate all client emails, internal messages, and project communications in one place, ensuring nothing gets lost.
6. Workflow Automation
   Automate repetitive tasks with trigger-based rules, such as follow-up emails, invoice generation, or task assignments.
7. Meeting Scheduler & Calendar Integration
   Share booking links, schedule meetings, and send automated reminders for streamlined client and team coordination.
8. Document & Form Management
   Upload, organize, and share documents, while building forms for leads, projects, or client requests.
9. Reports & Insights
   Monitor project progress, sales pipelines, team activity, and financial metrics—all from a single view.
10. AI-Powered Tools
    Utilize Taskip AI to generate content, automate workflows, and optimize business operations.

Benefits of Using the Dashboard #

• Efficiency & Time Savings: Automate routine tasks and centralize operations to reduce manual effort.
• Professional Client Experience: Provide clients with a branded portal for approvals, payments, and support.
• Real-Time Visibility: Track projects, invoices, and team activity from one clean interface.
• Scalable & Cost-Effective: Start small and grow without needing multiple software subscriptions.

In short, the Taskip Dashboard acts as the control center of your agency, empowering you to manage clients, projects, payments, and team collaboration seamlessly in one place.