Video Tutorials
Learn Taskeeper by watching the workflow.
Step-by-step walkthroughs for account setup, customer management and project management, linked directly to Taskeeper's current YouTube tutorial library.
Start here
Three core walkthroughs
A quick path from creating the account to creating customer and project records.
Add Customer
Create customer context that can connect to interactions, proposals and projects.
Watch tutorial →7 tutorials
Account Management
01 · VIDEO
Sign Up
Create and activate a new Taskeeper account.
Watch on YouTube →02 · VIDEO
Reset Password
Recover access when a password is lost or forgotten.
Watch on YouTube →03 · VIDEO
Change Password
Update your password from the account profile.
Watch on YouTube →04 · VIDEO
Invite Users
Invite team members into the workspace.
Watch on YouTube →05 · VIDEO
Set Profile Image
Add or update a user profile image.
Watch on YouTube →06 · VIDEO
Set Account Details
Configure company logo, website, address and account information.
Watch on YouTube →07 · VIDEO
Users Management
Manage users, roles and privileges.
Watch on YouTube →6 tutorials
Customer Management
01 · VIDEO
Add Customer
Create a customer record in Taskeeper.
Watch on YouTube →02 · VIDEO
Add Affiliate
Associate an affiliate or intermediary with a customer.
Watch on YouTube →03 · VIDEO
Add Interaction
Record calls, meetings and other customer interactions.
Watch on YouTube →04 · VIDEO
Export Customer Interactions
Export customer interaction history for a selected period.
Watch on YouTube →05 · VIDEO
Import Customers
Import customers in bulk using CSV or Excel.
Watch on YouTube →06 · VIDEO
Export Customers
Export customer data from Taskeeper.
Watch on YouTube →6 tutorials
Project Management
01 · VIDEO
Add Project
Create a project and enter its initial delivery details.
Watch on YouTube →02 · VIDEO
Edit Project Details
Update the details of an existing project.
Watch on YouTube →03 · VIDEO
Upload Project Files
Attach project-related files and documents.
Watch on YouTube →04 · VIDEO
Export Project Details
Export project details to supported formats.
Watch on YouTube →05 · VIDEO
Import Projects
Import projects in bulk using CSV or Excel.
Watch on YouTube →06 · VIDEO
Export Projects
Export project information for downstream use.
Watch on YouTube →These links preserve the current Taskeeper tutorial library. As the application UI evolves, each video should be reviewed and re-recorded when its workflow no longer matches the production interface.
Construction operations, connected
Bring your projects, people and finances together.
Create one connected workspace for the work your construction business needs to win, plan, deliver and control.