Changelog

[Added] - CRM: Dedicated fields for Leads, Clients, and Companies (lead type, preferred contact method, and more), with searchable pickers instead of...

Added Project, Group Channels — All under one single List. Added creating new channel, one to one converstion support Completely revamped the...

Added 3 booking calendar views — Modern, Classic, and Simple — so you can choose the style that best matches your brand and workflow. Added...

Added Document Sign-in system allowing both self-signing and signing by other parties for flexible approvals Added Proposal creation using prebuilt...

Added Brand new pipeline module with real-time updates for instant deal tracking Added AI support across the entire pipeline to assist with smarter...

Added Dashboard layout customization to allow users to personalize their workspace view Added Flexible arrangement of dashboard components for a more...

Added Announcement module for sending important notices to users within the system Added Role-based targeting for announcements to ensure relevant...

Added Invoice & Quote Management (Create, send, and track invoices and quotes instantly) Added Task & Project Management (Add tasks, assign team...

Improved Lead Page UX (Enhanced layout and usability for faster navigation and better workflow) Added Lead Filters (Quickly sort and find leads using...

Added Round Robin Ticket Assignment (Automatically distribute support tickets evenly across team members) Added Ticket Time Tracking (Track time spent...

Added Task Filters (Quickly filter tasks by incomplete, completed, and other statuses for better focus) Added Recurring Tasks (Automatically repeat...

Added Team Vacation Mode (Mark team members as on vacation to manage availability and workload effectively) Added Menu Visibility Control (Control...

Finance – Added Revenue Summary, Invoice Summary, Recurring Revenue (MRR/ARR), Payment Gateway Performance, Tax Report, Discount & Coupon Impact,...

Added SMTP Provider Integration (Connect an email provider to send transactional emails from your workspace) Added SendGrid Support (Configure...

Added WhatsApp Inbox Integration (Sync all WhatsApp messages directly into Taskip — one place for everything) Added Chat Assignment (Assign chats to...

Added completely new designed Email module with modern UI, layout, and faster navigation. Added Real-Time Messaging (Emails and conversations update...

Added Data Import Added Clients Import (Easily import client records into your workspace) Added Leads Import (Import leads efficiently with proper...

Added Client Email Templates Added Client Invitation (Send invitations to new clients) Added Invoice Sent (Notify clients when an invoice is sent)...

𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 Added Project Creation & Management (Create and manage projects directly from the mobile app) Added Project Status...

Added Visual Workflow Builder (Design workflows with an intuitive drag-and-drop interface) Added Multi-Step Automation (Create workflows with multiple...