Resources
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A step by step video tutorials to help you get started quickly and with ease. You can also view them on our channel.
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ExploreVideo Tutorials
Topics
Account Management
Customer Management
Project Management
Account Management
Sign Up
This video illustrates the steps on how to Sign up for a new taskeeper account
Important Note!
The email you are going to use during the sign up process is going to be your username so please make sure you use a valid email address in order to complete the sign up process successfully.
Reset Password
This video illustrates the steps on how to reset your account password in case you lost or forgot your password
Hint!
After resetting your password and for security reasons, we highly recommend to change the password you have received in the reset email. You can change your password from your account settings. Click on the user icon in the top bar then select my profile, a window will show up. Go to password tab and type in the current password and your new password.
Change Password
This video illustrates the steps on how to change your account password in case you would like to for security purposes
Hint!
We highly recommend to use strong passwords every time you update your password. Strong passwords normally include a combination of small (lower case) letters, capital (upper case) letters, numbers and special characters (e.g. $, @, !).
Invite Users
This video illustrates the steps on how to invite new members (or users) to your account
Important Note!
Please make sure you invite the user once. If you tried to invite the same user more than one time the system will NOT allow you to do so. Also ensure you are sending invitations to a valid email address, otherwise the invitation to join the account will NOT arrive to the inbox of the invitee.
Set Profile Image
This video illustrates the steps on how to set your profile image
Set Account Details
This video illustrates the steps on how to set your account details such as company logo, website, address and more
Users Management
This video illustrates the steps on how to manage users, their roles and privileges while using the application
Important Note!
Upon updating the user password by an admin user, the user will receive an email to his/her registered email on the system with the new password.
Customer Management
Add Customer
This video illustrates the steps on how to add a new customer to your account. From the customers screen you can add customers one by one or you can Import Customers in bulk.
Add Affiliate
This video illustrates the steps on how to add a new affiliate and associate it with a customer. An affiliate is the middleman who helped your business to acquire the client.
Add Interaction
This video illustrates the steps on how to add a new event which records an interaction (e.g. Phone Call, Zoom Meeting) that took place with the client
Export Customer Interactions
This video illustrates the steps on how to export interactions that took place with the customer within a specific time period
Import Customers
This video illustrates the steps on how to import customers in bulk. Import customers feature supports both csv (*.csv) and excel (*.xlsx) formats.
Export Customers
This video illustrates the steps on how to export interactions that took place with the customer within a specific time period
Project Management
Add Project
This video illustrates the steps on how to add a new project. It shows step by step the details the user should set while adding a new project.
Edit Project Details
This video illustrates the steps on how to edit details of an existing project
Upload Project Files
This video illustrates the steps on how to upload project related files or documents
Export Project Details
This video illustrates the steps on how to export project details. Export project feature supports 3 file formats, *.csv, *.xlsx and *.pdf.
Import Projects
This video illustrates the steps on how to import projects in bulk. Import projects feature supports both csv (*.csv) and excel (*.xlsx) file formats.
Export Projects
This video illustrates the steps on how to export projects. Export projects feature supports both pdf (*.pdf) and excel (*.xlsx) file formats.
