Changelog

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Added Lead Creation (Create and manage leads within your workspace)Added Convert to Client (Seamlessly convert qualified leads into...

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