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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
1 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
3 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
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
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