Frequently asked questions

TaskIt is task management and workflow software. Each company gets its own private workspace with its own users, departments, roles, task forms and data, reached at its own workspace address. No company can see another’s workspace or data.

Teams whose work is delegated, handed over and reviewed rather than simply ticked off — where it matters who held a task, what they completed, what they left pending and when it changed hands.

No. TaskIt runs in a web browser, so there is nothing you have to install. Your workspace has its own address on the app domain, and the interface works on a phone browser as well as a desktop one. If you want an icon, you can also install it as an app from Chrome, Edge or iPhone Safari — no app store needed.

Yes. Every record is scoped to a company, and requests are authorised against the signed-in user’s company before any data is read or written.

It keeps the same task ID and code. A separate history row records the previous assignee, the next assignee, work completed, work pending, notes, progress and a timestamp. The task is never duplicated.

Yes. Name several people when you create a task, or raise it for a department in Collaborative mode. Each member logs their own progress, and the task’s overall progress is the average across active collaborators.

They mark it Unable to Complete with a reason, chosen from predefined options or written themselves. The task becomes blocked, the reason is recorded in history and the audit log, and a manager can reassign, resume or cancel it.

Yes. The task workspace offers a board grouped into status columns, a table and a card grid; the table is the default and each person picks their own view. All three read the same filters — status, priority, department, assignment type and team member — and the board paginates every status column separately so one busy column cannot bury the others. Each person can save their filters as their default view, and the summary cards above the list filter it in one click.

The task’s creator, or anyone whose role holds the review permission. A creator who is also the current assignee cannot approve their own work unless their role holds the review permission, and that permission decides who else may sign work off — so approval is separated from execution by how you configure roles. Tasks awaiting review can be selected in the table and approved or rejected together — up to 200 in one request — with each task reported back individually as reviewed, skipped or failed rather than the batch succeeding or failing as a whole.

Yes, by the task’s creator or a manager with the right permission. The rename is recorded in the audit log and the task timeline, and nothing else about the task changes. Completed and cancelled tasks are locked.

Yes. Add a to-do list field to a task form and every task raised on it carries a checklist the assignee ticks off as the work happens. Each tick records who completed that step and when, items can carry a short note, and nobody can reword or delete a step somebody else wrote.

Yes, once the Media Library module is switched on for your workspace (TaskIt enables it) and you have storage: the trial includes 1 GB free, and on a paid plan storage is bought by the GB. Files and videos can be attached through a file field on the task form or later from the task’s Attachments card, by people whose role allows uploads.

Yes. Open the completed task and choose Reopen. It goes back to the person who did it as Reopened, keeping its code, history, comments and attachments, and it cannot jump straight back to Completed. By default admins and managers can reopen a task, and only a completed task can be reopened.

Yes. In the form builder, choose “Show this question only when…” and pick an earlier question and the answer that should reveal it — is, is not or contains a value. The question stays hidden until then, and an answer to a hidden question is not saved.

Yes, two ways. Copy the task’s link, which opens the task for anyone who signs in and passes the same access check as any other visit — there is no public task page, so a link on its own is never access. Or export the task as an image showing its code, title, status, assignee, dates, progress and checklist, and copy, download or share that.

Yes. Schedules support daily, weekly, monthly, yearly and custom intervals on Indian Standard Time, with occurrence previews and pause, resume, skip, duplicate and cancel controls. Cancelling a schedule does not delete tasks it already created.

Each workspace pairs its own WhatsApp number through a self-hosted gateway. Task creation, handover and completion notifications can each be switched on or off, and one workspace setting sends them to the assignee, a linked group, or both, using customisable templates.

Yes. Task creation, handover and completion alerts each end with a link to that task, so the person reading the message opens the record rather than replying in the chat. The link is a template variable and stays in place if you rewrite the message in your own words.

A group chat is a good notification channel and a poor system of record: a message has no owner, no due date and no state, and what was agreed last week is a thousand messages up. TaskIt keeps the channel and moves the record — the alert still arrives on WhatsApp, from your own number, but the task carries an assignee, a status, a deadline, a handover history and an audit trail. Work is updated in the application, not by replying to the message.

Yes. Daily, weekly and monthly reports can be scheduled at a chosen time in your workspace’s time zone, with a customisable template, live preview, test send and delivery history. Failed sends retry automatically.

No. Every workspace has an in-app notification centre with nothing to buy and nothing to configure: assignment, handover, creator notes, work waiting on your review, overdue tasks, department claims and recurring-schedule events all raise one. WhatsApp is an optional second channel for people who are not at a screen, and it carries task creation, handover, completion and reopening, deadline alerts and scheduled reports.

Yes, on WhatsApp, with the WhatsApp module. Task alerts send a reminder a set time before a due date and an alert once it passes, at most five messages per task and within working hours. The Daily Pending Tasks Reminder sends each member one list of their own open tasks at a time you choose, on working days. Both are set up in Settings → WhatsApp, and the built-in alerts and the daily list start switched off.

Yes. While you are signed in the app holds an authenticated live connection to the server, so tasks that are created, accepted, updated, handed over, progressed or completed appear on open task lists, the open task and the dashboard without anyone reloading. Notifications arrive on the same connection.

There are Admin, Manager and Employee base roles, plus custom roles built from individual permission keys. A role’s access comes from the permissions configured on it — a base role is only a starting template and grants nothing implicitly.

Yes. Recorded workspace actions are written to an immutable audit log showing the action, acting user, target and time. Where before and after snapshots exist, the changed fields are shown as old → new. Viewing it requires an explicit permission.

22 built-in reports — tasks by status (summary, pending, in progress, completed, overdue, blocked, cancelled, rejected), employee and department performance, productivity, workload, handovers and collaboration, recurring schedules, and form and checklist answers. Each can be filtered by date range, department, person, status and priority and exported to CSV, Excel and PDF. Separately, performance analytics computes average time to start, complete and turn around from stored task timestamps.

30 days from when the workspace is created. Billing begins only after it ends.

You pay ₹45 per active team member per month, every core feature included, billed for the length of the billing term you choose — monthly, every six months or once a year, at the same rate on each. So 10 people billed every six months is 10 × ₹45 × 6 = ₹2,700 before GST, the same ₹450 a month as monthly billing; there is no discount for the longer terms. Optional modules are added to the same invoice. GST is added on top.

Deactivating or removing someone is reflected in your next invoice without anyone having to adjust a setting. On a paid plan, adding people beyond the seats you have paid for needs extra seats bought first, at the same per-member rate; during the trial there is no seat limit. Your subscription page shows the current headcount and what the next invoice comes to.

Files uploaded during the 30-day trial are kept for 15 days from the day each one was uploaded, then deleted automatically. Subscribing stops this. Your tasks, comments, history and reports are never removed by it.

Your tasks, comments, activity history, audit logs and reports are never deleted for non-payment. The only thing any cleanup ever removes is stored files: a workspace whose access has ended and that has never paid an invoice gets a further 15 days before its Media Library is switched off and its uploaded files are deleted. A customer who has paid before never has files removed by that rule.

It is free for the whole 30-day trial. After that it is an optional add-on at ₹499 per month. If you do not subscribe to it, the WhatsApp notifications, reports, templates and device pairing are simply not shown — and if you add it later, everything switches back on immediately with nothing to set up again.