Getting started
Create your workspace, invite teammates and choose the modules you need first.
Help Centre
How can we help?
Search Taskploy guides, setup instructions and troubleshooting resources.
Browse by topic
Find setup guidance, product how-tos and troubleshooting for every major area of Taskploy.
Account and workspace setup
Configure roles, permissions, departments and notification preferences.
Tasks and projects
Assign work, track deadlines and keep delivery visible across teams.
CRM and sales
Manage contacts, leads, pipelines, appointments and agreements.
Finance and payments
Create invoices, record payments, manage expenses and approvals.
HR and payroll
Maintain employee records, leave, attendance and payroll processes.
Marketing
Run campaigns, messaging, social content and lead capture.
Automation and AI
Build workflows, approval routing and AI-assisted actions with oversight.
Reports
Use dashboards and exports to understand performance across modules.
Integrations
Connect supported payment, communication and productivity services.
Billing
Understand subscriptions, usage-based charges and plan changes.
Mobile
Access supported Taskploy experiences on mobile devices.
Security and privacy
Learn about access controls, privacy practices and responsible disclosure.
Still need help?
Submit a support request or contact our team for account-specific assistance.