Manage Your Workflow with Modules

Taskudoo empowers you to manage various aspects of your business through a comprehensive set of built-in modules. This article explores how to enable and utilize the modules that best suit your specific needs.

Activating the Right Modules for Your Business:

Taskudoo offers a wide range of modules, each designed to streamline a particular business function. Here's an overview of the available modules:

• Announcement: Broadcast important company news and updates to your team.
• Chat: Foster real-time communication and collaboration among team members.
• Contract: Manage the contract lifecycle, from creation and signing to storage and renewal.
• Estimate: Create and send professional estimates to potential clients.
• Estimate Request: Allow clients to request project estimates directly through Taskudoo.
• Event: Schedule and manage events, meetings, and deadlines.
• Expense: Track and record business expenditures.
• File Manager: Organize and store important project files and documents within Taskudoo.
• Gantt: Visualize project timelines and track progress using Gantt charts.
• Help (Team members): Provide an internal knowledge base or FAQ section for your team.
• Invoice: Generate and send invoices to clients for your services.
• Knowledge Base (Public): Create a public knowledge base with helpful articles and resources for your clients.
• Lead: Manage and nurture leads through the sales pipeline.
• Leave: Manage team member leave requests and track absences.
• Message: Send direct messages to specific team members or groups.
• Note: Add notes to projects, tasks, or client information for reference.
• Order: Manage purchase orders for your business.
• Proposal: Create and send persuasive proposals to win new projects.
• Project Timesheet: Track project time spent by team members for accurate billing and workload management.
• Reminder: Set reminders for tasks, deadlines, and important events.
• Subscription: Manage recurring subscriptions for services or memberships.
• Ticket: Implement a ticketing system to address and resolve client inquiries or support issues.
• Timeline: Visualize project progress through a timeline view.
• Time Cards: Allow team members to submit time cards for accurate time tracking.
• To Do: Create and manage personal or team to-do lists to stay organized.

Activating and Using Modules:

1. Navigate to the Modules section within Taskudoo's App Settings.
2. You'll see a list of all available modules.
3. Toggle the switch next to each module you want to activate for your workspace.
4. Once activated, the modules will become accessible within the Taskudoo interface. Some modules may have additional settings you can configure to tailor them to your specific needs.

Remember:

• Selecting the most relevant modules for your business streamlines your workflow and centralizes essential functions within Taskudoo.
• You can activate or deactivate modules at any time to adapt Taskudoo to your evolving business needs.