If you’re new to Taskip, you may come across terms that are important for managing your workflow, clients, and projects within the platform. This glossary explains some commonly used terms to help you understand how Taskip works.

Workspace #

A Workspace is your main working environment in Taskip where you manage projects, clients, leads, invoices, and team collaboration.

Client Portal #

The Client Portal is a dedicated space where clients can view proposals, quotations, invoices, project updates, and communicate with your team.

Leads #

Leads are potential clients who have shown interest in your services. Taskip helps you track and manage leads through the sales pipeline.

Sales Pipeline #

The Sales Pipeline helps you organize and track leads through different stages, from initial contact to converting them into paying clients.

Projects #

A Project represents a piece of work or service delivered to a client. Projects help organize tasks, deadlines, and collaboration.

Tasks #

Tasks are individual activities within a project that need to be completed by you or your team.

Proposal #

A Proposal is a document sent to a potential client outlining your services, pricing, and project details.

Quotation #

A Quotation provides a clear breakdown of service costs that clients can review and approve.

Invoice #

An Invoice is a billing document sent to clients to request payment for completed work or services.

Packaged Services #

Packaged Services are predefined services that you offer to clients with fixed pricing and details.

Support Tickets #

Support Tickets allow clients or team members to submit requests, report issues, or ask for help.

AI Tokens #

AI Tokens represent the amount of AI-powered usage available in your Taskip plan for automation or AI-assisted features.