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1 min read
Time Logs Feature
With TaskGate, the Time Logs panel under the Work Module mainly focuses on recording the time required for the individual task that is...
3 min read
Employee Feature Summary
With TaskGate.io, An employee is an individual who agrees to offer their services in exchange for wages or other agree-to-compensation. This
1 min read
Awards and Appreciation Guidance
Appreciation is the recognition and expression of gratitude or admiration for the value, quality, or significance of something or someone
1 min read
Deal Summary and Guidance
The Deal feature is a central component of our TaskGate platform, designed to streamline the process of managing and tracking transactions w
3 min read
Adding Leads Guidelines
Adding new leads and adding their information to the already created list is necessary to update the database with the changing information
4 min read
Creating Clients Profiles and Guidance
Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking
1 min read
Webhook Guidance
Webhooks serve as a communication bridge, allowing TaskGate to share real-time information with other compatible services. This opens up a
1 min read
How Project unpaid payments are calculated
In some scenarios, you might see unpaid payments in project invoices and financial details. You will need to understand the reasons for the
2 min read
Google Calendar Integration
Here is the step-by-step guidance on Google Calendar Integration with TaskGate.io application for ease of workforce operations.
1 min read
Miro Board Integration
As a whiteboarding platform, Miro Board helps your team go beyond brainstorming, with a wide variety of tasks that require collaboration
2 min read
Payroll Setup
How to setup payroll either for employees or contractors upon preference. Step by step guidance on taskgate.io application.
2 min read
Quickbooks Integration with TaskGate.io
Create an invoice or record a payment for the invoice, an Invoice or its Payment will be made on the Quickbooks account too.
1 min read
Webhook: Connect Your Contacts with Brevo using Make.com
This guide will walk you through integrating your contacts and data with Brevo through Make.com using Webhooks. This guide will demonstrate
1 min read
How to Create Proposal for Potential Clients and Leads
This guide covered the step-by-step process of creating a Proposal for potential clients and leads in Taskgate.
1 min read
How to Configure Leave Type Settings
This guide covered configuring Leave Type settings in TaskGate.io, including setting leave types, paid status, limits, entitlement, and...
1 min read
How to Support Create Ticket (Employee and Client)
The guide covered how to create a support ticket in TaskGate.io, including selecting a client or/and employee, assigning groups and agents,
1 min read
How to Add Sub Tasks to Project and Work
This guide demonstrated how to add a sub-task to a project template in TaskGate.io, streamlining the process of organizing and managing task
1 min read
How to Add Tasks in Project Template
The guide covered the steps to add tasks in a project template within TaskGate.io, from accessing the project template to saving the task
1 min read
How to Add Project Templates - Knowledgebase
This guide covered the process of creating onboarding templates and projects in Taskgate.io for different purposes
1 min read
Adding SMTP Details in Email Settings - Microsoft 365 and GoDaddy
For Microsoft 365, please Click Here For GoDaddy, follow the below instructions: Enable SMTP Authentication: SMTP Authentication is used...
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