Overview

Taskly SaaS is a perfect tool to fulfill all your project management needs. It’s a highly effective tool to improvise your business operations if you’re an organization handling various projects. Its simple yet efficient layout will make managing projects easier than before. With a SaaS version, create plans using a super admin login.

Demo

Url : Demo Link
Login as Super Admin : admin@example.com / 1234
Login as Company : company@example.com / 1234
Login as Client : client@example.com / 1234

What to expect from Taskly SaaS – Project Management Tool

• An effective dashboard with a graphical representation of tasks and projects
• Access to tools in multiple languages
• Admin side language switch option
• Feasibility in finding tasks and projects with a search tab on the top
• Kanban task management system to see the progress of various projects
• A feature that enables attaching important files to projects
• Creating milestones and assigning subtasks to see task achievement in an organized way
• Multiple user allowance
• Multiple client allowance with permission
• Personalize your notes and categorize them
• Project Members have a permission module
• Desktop Application to Track Project Activities/Hours
• 10 attractive pdf templates and a color palette to customize your invoice
• Added GDPR Cookie to make the next visit easier and more useful
• Invoice Module with QR Code
• Import/Export in Excel in User, Client, Project, Invoice
• reCaptcha in Login & Reset Password Page
• Image Uploaded Preview
• Email Templates
• Project Report Module
• Duplicate Project Module
• Contract Module for Digital Signature
• Integration of Cloud Data Storage like Local, AWS, and Wasabi
• Google Calendar for Zoom Meetings, Task Module
• Email Verification Security in the User Registration
• Customized settings options for RTL on/off, Primary Color, Sidebar, Layout
• Themes Color Setting, Transparent Layout, and Dark Layout under Theme Customizer
• Enabling/Disabling User Register Module by the Admin
• Company can send plan request & Admin can accept or reject plan request (Manually Payment Gateway)
• Slack Integration
• Zoom Integration
• Telegram Integration
• A user-friendly RTL experience for customers using Arabic, Hebrew, and Urdu-like languages
• Any of the plans’ payments can be done using 20+ diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall
• PayPal and Stripe will have Recurring and One-Time purchase options on the upgrade plan
• Built with Laravel 10

Salient Features of Taskly SaaS – Project Management Tool

Create Plans and Make Payment – a special SaaS Feature

With a super admin login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. You can allot workspaces and a maximum number of users, clients, and projects in each of these workspaces. Make payments using various payment gateways. The plan would be disabled if not renewed after its expiry.

Efficient Dashboard

Get an overview of the total number of projects, tasks, bugs, and members. A visual representation of the task overview and project status can help you estimate the progress on each task. Lastly, you can check the top due task.

Multi Workspace

Create multiple workspaces for different projects. You can create an individual workspace or shared workspace by inviting other users.

Project Management

Create new projects and assign teams to each project. Add multiple members to share the projects with clients. You can edit permissions and controls to manage client access. Set a budget and create milestones for projects. Attach cost and summary to milestones and change the status through the drop-down menu. Get a tab on recent activities of a project and also a graph about progress. Along with that, you can check your tasks’ details under project details with the help of the Gantt Chart.

Taskboard

Add a new task to an already existing project and prioritize them according to the need of urgency. Assign the task to team members and set a due date for task completion. Add comments to the task and create a sub-task for ease of completion. Attach necessary files in a required task.

Notes have a sharing option

While creating any of the important notes, one can keep them personally as well as assign or share them with the concerned person.

Bugs Resolution

Create new bugs and assign users and priority to them. You can write a note in the text box for the bug description. Also, the status of each bug could be changed through an easy drop-down and Kanban drag system.

Kanban Task Management

With a simple layout, using a kanban board you could manage the progress of your projects. Clear statistics help you understand the number of completed, ongoing, finished, or on-hold tasks.

Multi-User Access

Invite users and give them access to various projects and workspaces. A user tab will give brief information on the projects and tasks of each user. You could always add a new user and remove an unnecessary user as and when required.

Create Timesheets

You can create a timesheet for various projects and tasks by assigning dates, times, and descriptions to it.

Desktop Application for Tracking Project Hours

You can track the time spent while working on any given project and its task by starting a timer. In addition, you can customize the settings for generating automatic screenshots of the tracker running within a particular time gap. You can set a minimum of 1 minute for the time gap between screenshots. Also, you can check the screenshots and delete the unnecessary and inappropriate ones if needed.

Upload files in the Project

Upload the necessary files to your project without any hassle.

Manage Invoices

Create invoices for projects by assigning issues and due dates. You get to specify discounts and taxes at your convenience. Select the client you are generating an invoice. You can edit the invoice by adding and removing items. Print the invoice with a different theme and color.

Chat

You can chat with users on important project aspects without leaving the tool workspace-wise.

Personalize your notes

Create your personalized notes so that nothing remains forgotten. In the daily ups and downs of business, some things might run out of your mind. Keep a tab on those activities by maintaining notes. Also, you could prioritize the notes based on their urgency.

Calendar

The due dates of the projects and tasks will appear in the calendar. Manage the workflow accordingly.

Email Templates

The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time. Additionally, this provides readiness, uniformity of drafts, accessibility, and reduced effort required to draft the same email repeatedly. These templates can be created according to various needs.

Integration of Cloud Data Storage like Local, AWS, and Wasabi

Integration of Cloud Data Storage like Local, AWS, and Wasabi Protection of your is indeed mandatory. This feature of Cloud Data Storage helps the user with the same.
It facilitates both the internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a range of requirements of costs, availability, performance, recovery, and migration. AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient.

Slack Integration

Receiving instant notifications of the company’s activities is one of the most painless ways to keep a tap on them. With the help of Slack Integration, you can get insight into the major actions through the specific channels and when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes is also not burdensome.

Zoom Integration

Virtual meetings are no new to us. The Zoom Integration provides a platform where you can create a zoom meeting after giving inputs of asked details like; Client, User(s), Meeting Time, and Duration, and it generates a link through which people can join the meeting. You can create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created will be synced with the calendar which will show the meeting details, as well as which are people joining the meeting and at what time. This calendar syncing feature helps to schedule meetings accordingly.

Telegram Integration

Hassle-free and instant message is one of the absolute ways to stay in tune and connected with projects and activities of the projects. With the Telegram Integration, you can get the notification of the actions performed regarding anything which interests you. Staying in tune with the performing jobs is smooth with this feature.

Workspace Settings

You can add and edit tasks and bug stages, appropriate for your business. Your business logo, billing details, and tax details could be created here with ease. Enable Stripe and PayPal as per your needs and assign currencies you wish to receive payment in. Besides, we offer 10 attractive pdf templates and a color palette to customize your invoice.

Added GDPR Cookie to make the next visit easier and more useful

The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission. Because the initial log-in process will be skipped and the user will be taken directly to the landing page, this will save time.

Effective Tool at a Competitive Rate

It’s a perfect tool to satisfy your Business Management needs at a friendly rate.

Webhook

Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and boosting platform capabilities.

AI Integration

AI Integration is an advanced software program that employs artificial intelligence to perform tasks, enhancing productivity.

Changelog

Here you can see what updates came out and did we bring new to the version. Check Changelog

Support

Please send support request here for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in the comments section.