TaskLine University
Learn how to get the most out of TaskLine with step-by-step tutorials
All Categories
Dashboard
Navigate your command center and understand key metrics
3 tutorials
Projects
Create, manage, and track projects from start to finish
4 tutorials
Tasks
Break down work and track progress on every step
3 tutorials
Invoices
Create invoices, send them to clients, and get paid
4 tutorials
Clients
Manage your client relationships and communication
3 tutorials
Bookings
Set availability and manage appointments
3 tutorials
Calendar
View and organize your schedule in one place
3 tutorials
Requests
Receive and manage incoming client requests
3 tutorials
Settings
Configure your account, notifications, and integrations
3 tutorials
Plans & Billing
Understand tiers, upgrade, and manage your subscription
3 tutorials
Popular Tutorials
Setting Up Your Availability
Walk through the Bookings feature under Jobs in the sidebar — configure your weekly schedule, define availability windows and time slots, and share your personalized booking link so clients can book time with you.
Calendar Views & Navigation
Master the three calendar views, use navigation buttons to move between dates, and understand the color coding that distinguishes bookings, deadlines, and tasks.
Adding & Managing Clients
A complete guide to adding clients, managing their information, and using filters to keep your client list organized.
Overview & Navigation
Get familiar with your dashboard layout, sidebar navigation, quick action buttons, and mobile-friendly features.
Creating and Sending Invoices
Learn how to create detailed invoices with line items, taxes, and custom notes, then send them to clients with one click.
Understanding Subscription Tiers
A complete breakdown of TaskLine's Free, Pro, Plus, and Business tiers — what each includes, how to compare them, and how tier limits appear across the app.