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Sign Up

This video illustrates the steps on how to Sign up for a new taskeeper account

Reset Password

This video illustrates the steps on how to reset your account password in case you lost or forgot your password

Change Password

This video illustrates the steps on how to change your account password in case you would like to for security purposes

Invite Users

This video illustrates the steps on how to invite new members (or users) to your account

Set Profile Image

This video illustrates the steps on how to set your profile image

Set Account Details

This video illustrates the steps on how to set your account details such as company logo, website, address and more

Users Management

This video illustrates the steps on how to manage users, their roles and privileges while using the application

Add Customer

This video illustrates the steps on how to add a new customer to your account. From the customers screen you can add customers one by one or you can Import Customers in bulk.

Add Affiliate

This video illustrates the steps on how to add a new affiliate and associate it with a customer. An affiliate is the middleman who helped your business to acquire the client.

Add Interaction

This video illustrates the steps on how to add a new event which records an interaction (e.g. Phone Call, Zoom Meeting) that took place with the client

Export Customer Interactions

This video illustrates the steps on how to export interactions that took place with the customer within a specific time period

Import Customers

This video illustrates the steps on how to import customers in bulk. Import customers feature supports both csv (*.csv) and excel (*.xlsx) formats.

Export Customers

This video illustrates the steps on how to export customers. Customers list can be exported in 2 file formats *.xlsx and *.pdf

Add Project

This video illustrates the steps on how to add a new project. It shows step by step the details the user should set while adding a new project.

Edit Project Details

This video illustrates the steps on how to edit details of an existing project

Upload Project Files

This video illustrates the steps on how to upload project related files or documents

Export Project Details

This video illustrates the steps on how to export project details. Export project feature supports 3 file formats, *.csv, *.xlsx and *.pdf.

Import Projects

This video illustrates the steps on how to import projects in bulk. Import projects feature supports both csv (*.csv) and excel (*.xlsx) file formats.

Export Projects

This video illustrates the steps on how to export projects. Export projects feature supports both pdf (*.pdf) and excel (*.xlsx) file formats.