Tasks and projects
Assign work, track deadlines and keep delivery visible across teams.
Help Centre
How can we help?
Browse setup guidance and troubleshooting topics for every major area of Taskploy.
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Start with these guides for setup, billing and everyday workflows.
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More articles are on the way. Use search to filter topics below or contact support for account-specific help.
Getting started
Create your workspace, invite teammates and choose the modules you need first.
Account and workspace setup
Configure roles, permissions, departments and notification preferences.
CRM and sales
Manage contacts, leads, pipelines, booking pages and proposals.
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 on Ultimate.
Automation
Build approval and event workflows on Professional and above.
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
Secure your workspace, manage access and understand responsible disclosure.
Still need help?
Submit a support request or contact our team for account-specific assistance.