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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


Google Calendar Integration
Here is the step-by-step guidance on Google Calendar Integration with TaskGate.io application for ease of workforce operations.
2 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
1 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.
2 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...
1 min read


Adding SMTP Details in Email Settings - Gmail and Google Workspace
Email communication is an integral part of our digital lives, and configuring SMTP (Simple Mail Transfer Protocol) settings can be a bit...
2 min read


Create Contracts, Proposals, and Estimates
Things to note in advance: Contracts only to be send when the prospect or potential client is converted to "Client". New proposals for...
3 min read


Generate and Send Letters and Agreements
Types of letter and agreement that you can generate or create: Offer letters to candidates Hiring agreement template Welcome letters...
1 min read


View and Display OrgChart (Hierarchy)
The default permission of view and display of Orgchart is only available within the Admin permission or users assigned an admin roles and...
1 min read


Manage Roles and Permissions
Understanding how to effectively manage roles and permissions is crucial for maintaining the security and efficiency of your platform....
3 min read


Leads (Full Guidelines)
Table of Contents: Create Lead Generation Form Change the Source in Lead Form Add, edit, or Delete Products How to Add and Grant an...
3 min read


Add New User or Employee
How to add a new user or employee to the system? There are 3 ways to add a new user: Option 1 - Add the new users to the systems...
1 min read
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