What is Taskify SaaS ?

In today's fast-paced and dynamic business environment, effective project management is the cornerstone of success. Projects can be complex, involving numerous tasks, team members, and deadlines, making it essential to have a powerful and user-friendly tool to streamline the process. This is where Taskify SaaS comes into play.

Minimum System Requirements

Before you get started, please ensure that your server meets the following minimum system requirements:

Server Requirements

  • Web Server: Apache or Nginx
  • Operating System: Taskify SaaS is compatible with a wide range of operating systems, including but not limited to Linux, macOS, and Windows. You can use Taskify Saas on your preferred operating system without any compatibility concerns.
  • Server Resources:
    • CPU: At least 1-2 CPU cores
    • RAM: 1 GB of RAM
    • Disk Space: 10-20 GB of disk space

PHP Version

Taskify SaaS requires PHP version 8.1 or higher.

MySQL Version

Taskify SaaS is compatible with MySQL version 5.7 or higher.

Get Support

If you need assistance or have any questions, our support team is here to help.

You can reach us for support through the following channels:

We're available to assist you with any inquiries or issues you may encounter while using Taskify SaaS.

Installation

  1. Login into you cPanel.
  2. Go to database in your cPanel
  3. Enter database name and Create a new database.
  4. Create Database user.
  5. Assign Database to the user.
  6. Open File manager now.
  7. Go to public_html or public_html/your-taskify-saas.in folder in the file manager, whichever folder your domain points to.
  8. Upload the downloaded zip in public_html or public_html/your-taskify-saas.in folder.
  9. unzip or extract the Code vX.X - upload this on server.zip file that you have just uploaded.
  10. verify that all these files are in public_html or public_html/your-taskify-saas.in folder.
  11. visit http://your-taskify-saas.in/install and configure the database.

  12. After following the above steps you have successfully configured the Database. Now configure the admin details.

Now click Install. Thats it! You are ready to run your App : http://your-taskify-saas.in/

Key Considerations and Recommended Actions

Below are critical scenarios along with corresponding recommended actions to take if encountered:

1. Issues with the system after an update:

In the event that you experience unexpected behavior or errors after updating the system to the new version, we recommend following the steps below:

  1. Inside new update files, You can see zip named Code vx.x.x - upload this on server extrat it and copy vendor folder & composer.json and composer.lock files from the root directory.
  2. Go to the root directory of your current project (Taskify Saas) files, Take backup, and replace the vendor folder & composer.json and composer.lock files.
  3. Run the following command in your terminal or command prompt from root directory:
    • composer dump-autoload
    (Some cPanel providers offer built-in terminals, or you can use SSH access.)
  4. All done, check if the system works as expected. If not, please revert all the changes by restoring the backup. Feel free to reach out to us for further assistance.

2. Images are not displayed system-wide:

If you find that images are not displaying across the system, follow these steps:

  1. Ensure that the symlink function is not listed in the disabled functions, as shown in the image below. If it is, remove the symlink function from the list and save the changes.

  2. Visit your.installation.url/create-symlink in a browser tab and see if the issue resolves. If not,
  3. Try running the following command in your terminal or command prompt from the root directory:
    • php artisan storage:link
    (Some cPanel providers offer built-in terminals, or you can use SSH access.)
  4. If the issue persists after running the command, it's possible that the symlink function does not exist on your server. Please contact hosting support to needful for symlink function to be work. Feel free to reach out to us for further assistance.

Configure Taskify SaaS

Note

In order to Configure Taskify SaaS you must have Super Admin Account.

Use the given guide to configure and customize Taskify SaaS as you need.

Login as Super Admin by

  1. Enter Super Admin Login id and Password. Click Login
  2. Great! You have logged in as Super Admin.

Settings

First Of all, we need to set general setting of app

Make sure to add Company Title and App URL

Now go to email setting. Without email setting email functionality will not work.

Now go to pusher setting. Without pusher setting chat functionality will not work.

User Permission

Admin always have all the permission. Here you can set permissions for members and clients.

Auto updater

How to use auto updater to update system from current version to next version.

NOTE : Make sure you update system in sequence. Like if you have current version 1.0.0 and you want to update this version to 1.0.5 then you can't update it directly. You must have to update in sequence like first update version 1.0.1 then 1.0.2 and 1.0.3 and so on.

  • Only two simple step will update your system.
    1. Find and download update.zip folder from the downloaded package when ever new update arrives.
    2. Upload update.zip folder at place shown in below image and click Update Now. that's all your system is now updated.

    Profile

    Click at top right corner on your name. Then select profile from the dropdown and update own profile.

    Manage Languages

    Create and Manage Languages.

    Manage Workspace

    You can create new workspace from header bar and remove your self from any workspace. All the workspace will be listed in header bar and you can switch between them by click on them.

    Todos

    You can add, update, delete check and uncheck your todos.

    Manage Projects

    All the project will be listed here. You can create, update and delete project from here.

    Details page of project all the details about that specific project will be shown here. On this page you can create milestones, tasks for project and also upload files related to the projects.

    This is the page where you can create, update, delete tasks of the project and assing them to any user. You and user can drag and drop task in the process queue.

    Tasks

    You can view add, update and delete your project tasks.

    Meetings

    You can view add, update and delete Meetings with your clients and team members for join meetings.

    Chat

    Here you can communicate with your workspace memebers. This chat system only works if Web FCM settings is saved. All the users of your workspace will be listed here. Also you can create groups

    Manage Users

    Here you can Add, View, Edit & Delete users from worspace.

    clients

    Here you can Add, View, Edit & Delete Clients from worspace.

    Contracts

    Here you can Add, View, Edit & Delete Contracts from worspace.

    Payslips

    Here you can Add, View, Edit & Delete payslips, payment methods, allowances and deductions for worspace.

    Leave Requests

    Here admin and manage leave requests coming from workspace users.

    Manage Notes

    This is the place where you can leave you notes for yourself. You can add, update, delete your notes.

    Payment Gateway Settings.

    Verity of options available for paymemts, just follow the below steps to configure the payment gateways for eSpeech.

    Stripe

    1. Go to https://dashboard.stripe.com/login and sign in with your Stripe account
    2. Sign in with your account
    3. Click on Developers on top right of the browser
    4. Click Api keys on left Navigation bar
    5. Click Reveal Key and copy Publishable key and Secret Key.
    6. Paste all Stripe Credentials here. (settings -> Payment Gateway Settings)

    Paystack

    1. Go to https://dashboard.paystack.com/ and sign in with your Paystack account
    2. Click settings and click API Keys & Webhooks
    3. Copy Credentials
    4. Paste all Paystack Credentials here. (settings -> Payment Gateway Settings)

    Paypal

    1. Go to hhttps://www.paypal.com/signin/ and sign in with your Paypal account either with credentials or with QR code
    2. Click default application to get API keys
    3. Copy Credentials
    4. Paste all Pay Pal Credentials here. (settings -> Payment Gateway Settings)

    Phone Pe

    1. Go to https://www.phonepe.com/business-solutions/payment-gateway/ and sign in with your Phone pe account
    2. Register , And Set Webhook Url
    3. Paste all Phone Pe Credentials here. (settings -> Payment Gateway Settings)