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

What is the TaskSession Client Portal?

Date: 27 Mar at 6:07 pm

Attendance Management, Docs

Task Session Attendance Module: How to Configure and Use It

Date: 2 Apr at 9:16 pm

Tasks & Kanban Board

Creating and Assigning Tasks

Date: 13 Apr at 2:09 pm

Tasks & Kanban Board

Using the Kanban Board for Visual Workflow

Date: 13 Apr at 2:12 pm

Invoicing & Payments

Creating and Sending Your First Invoice

Date: 13 Apr at 2:15 pm

Self-Hosting & Technical

How to Update Task Session to the Latest Version

Date: 13 Apr at 2:17 pm

Self-Hosting & Technical

Backing Up Your Task Session Data

Date: 13 Apr at 2:18 pm

FAQ & Troubleshooting

Frequently Asked Questions (Master FAQ)

Date: 13 Apr at 2:19 pm

Docs, Import & Export

Task Session import and export: how to use the data migration hub

Date: 26 Apr at 9:45 pm

Docs, Integrations

Task Session email setup guide: connect Gmail, Outlook, and SMTP accounts

Date: 22 May at 1:29 pm

Docs, FAQ & Troubleshooting, Real-Time Chat, System Settings

Task Session – Chat Emails & Notifications Guide

Date: 29 Apr at 10:04 pm

Docs, Integrations

How to Connect Outlook Email in Task Session Using Microsoft Graph API

Date: 10 Jun at 9:40 pm