FREQUENTLY ASKED QUESTIONS

Everything you need to know about task session

Find clear answers about self-hosted software, how Task Session works

Task Session is a self-hosted project and task management system designed to help teams, freelancers, and agencies manage tasks, projects, clients, invoicing, and collaboration in one central platform.

It is built for businesses that want full control over their data, better flexibility, and long-term cost savings.

Self-hosted means the software is installed on your own server or hosting environment, not on a third-party company’s servers.

This gives you:

  • Full ownership of your data
  • More privacy and security
  • Complete control over how the system works

In short, you own both the software and the data.

Feature Self-Hosted (Task Session) SaaS Tools
Data Ownership 100% yours Owned by provider
Monthly Fees No recurring fees Ongoing subscription
Customization Fully customizable Limited
Hosting Your own server Provider’s servers
Privacy Very high Depends on company
Long-Term Cost One-time investment Expensive over time

Self-hosted CRMs offer more control over your data, advanced customization, and the ability to integrate with your internal systems.

Task Session is ideal if you want:

  • No per-user or monthly charges
  • Full data privacy and control
  • A system tailored to your workflow
  • Better cost efficiency over time
  • Internal or client-based usage

It’s especially useful for agencies and businesses managing sensitive client data.

ClickUp

  • Cloud-based SaaS platform
  • Monthly fees per user
  • Limited customization
  • Data stored on ClickUp servers

Task Session

  • Fully self-hosted
  • One-time pricing
  • Built-in project, client, and invoice management
  • Data stored on your own server
  • Task Session offers more control and lower long-term cost.

Bitrix24

  • Feature-heavy and complex
  • Can feel overwhelming for teams
  • Mixed cloud and self-hosted options

Task Session

  • Clean and modern interface
  • Focused on practical business needs
  • Lightweight and fast
  • Built specifically for task and project-driven teams
  • Task Session focuses on simplicity and usability, not unnecessary complexity.

Yes. Because Task Session is self-hosted, you can:

  • Modify features and workflows
  • Add custom modules
  • Integrate payment gateways and third-party tools
  • Adjust the system to match your business needs

Yes. Security depends on your hosting setup, and Task Session supports:

  • Secure authentication
  • Role-based access control
  • Protected payment integrations
  • Controlled user permissions
  • This makes it suitable for professional and business use.

Yes, you can configure a custom domain and email domain for your CRM.

Yes, the CRM is fully white-labeled, allowing you to add your own branding and make it appear as your own product.

The installation process is simple, with an easy-to-follow setup wizard to guide you through server configuration, database setup, and system installation.

The Kanban board allows you to visually manage tasks and projects by organizing them into different stages, such as To-Do, In Progress, and Done.

Can I customize the Kanban board columns?
Yes, you can customize the columns and stages of the Kanban board to fit your specific workflow.

Can I assign tasks directly on the Kanban board?
Yes, tasks can be created and assigned to team members directly from the Kanban board.

Yes, the CRM is fully customizable, allowing you to change the theme, logo, and other branding elements to align with your company’s identity.

We use Stripe as our main payment processor, so we accept all major credit cards supported by Stripe.