Welcome to the Taskae Help Center
Search for the articles here or browse the categories below.
Learn the basics of Taskae — how to sign up, set up your workspace, and start your first project.
Introduction to Taskae
Getting Started with Taskae
Complete Your Onboarding
Navigating Your Dashboard
Manage your workspaces, organize teams, and handle multiple projects efficiently.
Your Workspace: Overview & Settings
Inviting & Managing Team Members
Creating a New Project
Managing Projects & Tasks
Learn how to manage your subscription, billing details, and plan upgrades.
Understanding Taskae Plans
How Free Trials Work
Managing Billing & Invoices
Upgrading or Downgrading Plans
Discover how to connect Taskae with your favorite tools and use additional features.
What Are Taskae Add-ons?
Popular Integrations (Zoom, Google Meet, Slack, WhatsApp API, etc.)
Using the AI Assistant & AI Document Add-ons
Troubleshooting Integration Issues
This covers all the daily admin controls a company owner needs in Taskae — like managing staff, departments, roles, announcements, leave requests, and company settings inside their own workspace.
Company Settings & Preferences
Managing Branches, Departments & Designations
Adding & Managing Employees
Announcements & Notices
Create, assign, and complete tasks to streamline your workflows.
Creating & Managing Tasks
Managing Deadlines & Priorities
Tracking Progress with Milestones
Task Views & Filters
Understand how to monitor performance, analyze work data, and make decisions using Taskae’s built-in reporting and analytics tools.
Overview of Reports
Finance & Invoice Reports
Project & Task Reports
Employee, Attendance & Payroll Reports
Exporting & Sharing Reports
Find quick answers and step-by-step guides to solve common issues, manage your account, and get help fast.
How to Contact Taskae Support
Frequently Asked Questions
Resetting Passwords & Account Recovery
Fixing Common Errors
Reporting Bugs & Requesting Features
Help companies customize Taskae for their teams and ensure proper access control.
Understanding Roles & Permissions
How to Create & Manage Roles
Managing Team Members & User Access
Workspace Settings & Customization
Security Tips & Best Practices
Practical advice to help teams stay organized, collaborate better, and use Taskae like pros.
How to Organize Your Workspace Efficiently
Getting the Most Out of Projects & Tasks
Best Practices for CRM & Sales Pipelines
Organizing Finances & Accounting
Effective Team Collaboration & Communication