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How to Activate Addons Guide

This guide explains how to purchase, activate, deactivate, and manage paid addons in Task Session. Addons help extend your CRM with extra features such as Email Marketing.

Note: Replace https://yourdomain.com/ with your actual Task Session installation URL wherever needed.

Table of Contents

  1. Before You Start
  2. Where to Find Addons
  3. How to Purchase an Addon
  4. How to Activate an Addon
  5. How to Deactivate an Addon
  6. Email Marketing Addon
  7. How to Confirm Activation
  8. Troubleshooting
  9. Summary

1. Before You Start

Before activating any addon, please make sure:

  • Your main Task Session license is already activated.

Go to:

Admin > License Activation

Confirm that your license shows as valid or activated.

You must also be logged in as the main administrator. Staff and client users cannot manage addons.

The addon must be purchased from your Task Session account for the same domain where your CRM is installed.

2. Where to Find Addons

To manage addons, go to:

Admin > System settings > Addons

You can also open the admin sidebar, go to System settings, and select Addons.

On the Addons page, you will see available addon cards such as Email Marketing.

Each addon may show one of the following statuses:

  • Activated — The addon is active on your CRM.
  • Not Activated — The addon is available but not active yet.
  • Expired — The addon subscription or license period has ended.
  • Coming Soon — The addon is not available for activation yet.

3. How to Purchase an Addon

  1. Open Admin > System settings > Addons.
  2. Click Activate Now on the addon you want to use.
  3. If the addon has not been purchased yet, a popup will appear with a Buy Now link.
  4. Complete the addon purchase from tasksession.com using the same account as your main CRM license.
  5. For Email Marketing, open:
    tasksession.com/product/task-session-marketing/
  6. After purchase, check your license area:
    tasksession.com/account/api-keys/
  7. Make sure the addon is available for your domain.
  8. Return to your CRM Addons page and click Activate Now again.

Important: Addons do not need a separate license key. They work with the same purchase code already used for your main Task Session product.

4. How to Activate an Addon

  1. Log in as administrator.
  2. Go to Admin > System settings > Addons.
  3. Find the addon you want to activate (for example Email Marketing).
  4. Click Activate Now.
  5. If the addon is available for your license and domain, it will be activated successfully.

After successful activation:

  • The addon status will change to Activated.
  • The button will change to Deactivate.
  • The related addon menu will become available in your CRM.

5. How to Deactivate an Addon

  1. Go to Admin > System settings > Addons.
  2. Find the addon that is currently activated.
  3. Click Deactivate.
  4. Confirm the action when asked.

After deactivation:

  • The addon menu will be hidden.
  • Users will no longer be able to access addon pages.
  • Your existing addon data (such as marketing contacts, templates, or campaigns) will not be deleted.
  • You can activate the addon again later if your license or subscription is still valid.

6. Email Marketing Addon

Once the Email Marketing addon is activated, a Marketing menu will appear in the sidebar.

From there, you can:

  • Configure email sending settings
  • Import and manage contacts
  • Create email templates
  • Build and send campaigns
  • Track and manage marketing activity

To configure email sending, go to:

Marketing > Settings

You can use Marketing SMTP or a connected email account, depending on your setup.

For full step-by-step usage, read:

Email Marketing Addon – Complete Guide

7. How to Confirm Activation

You can confirm the addon is activated by checking the following:

  • On the Addons page, the addon card shows Activated.
  • The addon menu appears in the sidebar (for Email Marketing: the Marketing menu).
  • Open Marketing ? Dashboard — if the page loads normally and does not say “module disabled,” the addon is active.

8. Troubleshooting

“Activate your Task Session license before enabling addons”

  • Go to Admin ? License Activation.
  • Enter or verify your purchase code.
  • Make sure your main Task Session license is active for the same domain.

“Addon not purchased” message appears

  • This means the addon is not yet available on your license.
  • Purchase the addon from tasksession.com using the same account as your main license.
  • Wait a few minutes after purchase, then try Activate Now again from Admin > System settings > Addons.

Activation works but the menu is missing

  • Refresh your browser (Ctrl + F5 on Windows, Cmd + Shift + R on Mac).
  • Make sure you are logged in as an administrator.
  • If staff users need access, ask your admin to enable marketing permissions in Admin ? Roles.

Addon shows activated but stops working later

  • Check that your CRM website address (domain) is correct in system settings.
  • Go back to Admin > System settings > Addons and click Activate Now again.
  • Make sure your server can connect to the internet (licensing checks need outbound access).

Expired status appears

  • Renew the addon subscription from tasksession.com.
  • After renewal, go to Admin > System settings > Addons and activate again.

9. Summary

  • Addons are managed from Admin > System settings > Addons.
  • Your main Task Session license must be active before using addons.
  • Addons use the same purchase code as your main product — no separate key needed.
  • Purchase on tasksession.com, then click Activate Now in your CRM.
  • Email Marketing unlocks contacts, templates, settings, and campaigns.
  • You can deactivate anytime; your data is kept safe.