Help Center
Find answers to common questions and learn how to get the most out of TaskLine.
Getting Started
Learn the basics of setting up your account and managing your first projects.
Managing Clients
How to add, organize, and communicate with your clients effectively.
Projects & Tasks
Create projects, track progress, and manage tasks efficiently.
Invoicing & Payments
Send invoices, track payments, and manage your finances.
Account Settings
Update your profile, subscription, and notification preferences.
Contact Support
Need more help? Get in touch with our support team.
Frequently Asked Questions
How do I create my first project?
Navigate to the Projects page and click 'New Project'. Fill in the project details, assign a client, and you're ready to go!
Can I customize my invoice templates?
Yes! Go to Settings > Invoice Settings to customize your logo, colors, and payment terms for all your invoices.
How do clients access their portal?
Each client receives a unique link to their portal where they can view projects, approve estimates, and pay invoices.
What payment methods are supported?
TaskLine integrates with Stripe to accept credit cards, debit cards, and various payment methods depending on your region.