Features
- Client Portal
  Send automated transactional emails and receive client replies.
  
  Project Management
  Assign work to your team without the data entry.
  
  Task & Calendar
  Stay on top of tasks with a simple, intuitive task manager
  
  Time Tracking
  Track work hours, project time, and team productivity in real-time.
  
  Discussions
  Collaborate with your team through real-time conversations
  
  Billing & Inovices
  Create, send, and manage invoices with ease.
  
  All-in-one CRM
  Track your contacts, leads, and clients in one place.
  
  Private Notes
  Organize, share, and collaborate on documents with ease
  
  Dashboard
  Organize, share, and collaborate on documents with ease
  
  File Management
  Stay on top of tasks with a simple, intuitive task manager
  
  Email Tracking & Insights
  Connect Gmail, Outlook, SMTP, and business emails instantly.
  
  Pipeline Management
  Visualize your sales cycle with clear, collaborative pipelines.
  
  Attendance Management
  Track attendance, work hours, and team activity in real-time.
  
  Integrations & Webhooks
  Connect tools and automate workflows in seconds.
  
  White Label 100%
  Fully self-hosted, 100% white-label CRM you own completely
Solutions
Pricing
Resources
- Most search
  
  Installation Process
  Payment Gateways
  Google Drive Integration
  Support
  
  Help Center
  About Company
  How It Works
  Changelog
  Roadmap
  Blogs
  Faq
  Connect us
  
  Facebook
  
  Instagram
  
  Pinterest
  
  Youtube
Addons
- Email Marketing Addon
  Build campaigns, manage contacts, and grow your audience with ease.
  
  WooCommerce (Coming Soon)
  Manage store orders, customers, and sales activity from your CRM.
- Login my account

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Features
- Client Portal
  Send automated transactional emails and receive client replies.
  
  Project Management
  Assign work to your team without the data entry.
  
  Task & Calendar
  Stay on top of tasks with a simple, intuitive task manager
  
  Time Tracking
  Track work hours, project time, and team productivity in real-time.
  
  Discussions
  Collaborate with your team through real-time conversations
  
  Billing & Inovices
  Create, send, and manage invoices with ease.
  
  All-in-one CRM
  Track your contacts, leads, and clients in one place.
  
  Private Notes
  Organize, share, and collaborate on documents with ease
  
  Dashboard
  Organize, share, and collaborate on documents with ease
  
  File Management
  Stay on top of tasks with a simple, intuitive task manager
  
  Email Tracking & Insights
  Connect Gmail, Outlook, SMTP, and business emails instantly.
  
  Pipeline Management
  Visualize your sales cycle with clear, collaborative pipelines.
  
  Attendance Management
  Track attendance, work hours, and team activity in real-time.
  
  Integrations & Webhooks
  Connect tools and automate workflows in seconds.
  
  White Label 100%
  Fully self-hosted, 100% white-label CRM you own completely
Solutions
Pricing
Resources
- Most search
  
  Installation Process
  Payment Gateways
  Google Drive Integration
  Support
  
  Help Center
  About Company
  How It Works
  Changelog
  Roadmap
  Blogs
  Faq
  Connect us
  
  Facebook
  
  Instagram
  
  Pinterest
  
  Youtube
Addons
- Email Marketing Addon
  Build campaigns, manage contacts, and grow your audience with ease.
  
  WooCommerce (Coming Soon)
  Manage store orders, customers, and sales activity from your CRM.
- Login my account

Knowledge base

Help Center

Explore detailed documentation, installation guides, feature walkthroughs, and expert tips to unlock the full power of Task Session.

Categories

Getting Started

Client Portal

Project Management

Tasks & Kanban Board

Self-Hosting & Technical

Invoicing & Payments

Real-Time Chat

Notes & Documents

White-Label & Branding

Files & Folders

User Management

Industry Use Case Guides

FAQ & Troubleshooting

Import & Export

Integrations

Latest articles

User Management

How to Manage Unlimited Users Without Per-Seat Costs

Date: 19 Feb at 8:05 am

User Management

Editing and Deactivating User Accounts

Date: 19 Feb at 8:12 am

Setting Up the Client Portal

Date: 19 Feb at 8:17 am

Adding and Managing Clients

Date: 19 Feb at 8:26 am

What Your Clients See: A Client Portal Walkthrough

Date: 19 Feb at 8:31 am

Customizing Client Portal Branding (White-Label)

Date: 19 Feb at 8:40 am

Docs, Integrations

How to Connect WordPress Contact Form 7 with Task Session Forms using CF7 to Webhook

Date: 22 May at 1:43 pm

Docs, Integrations

How to Connect Zapier with Task Session Forms using Webhooks

Date: 22 May at 1:45 pm

White-Label & Branding

Why White-Label Branding Matters

Date: 27 Mar at 5:42 pm

Getting Started

Inviting Your Team Members (Step-by-Step)

Date: 27 Mar at 5:54 pm

Project Management

How To Create And Manage Projects

Date: 27 Mar at 5:58 pm

How To Use Project Chat in TaskSession

Date: 27 Mar at 6:02 pm