Tasks
Finalize dashboard design
High PriorityComplete the UI components and prepare for handoff to development team.
Set up analytics integration
Medium PriorityConfigure Google Analytics and set up event tracking for core user actions.
Write documentation for API endpoints
Low PriorityCreate detailed documentation for all new API endpoints with examples.
Update user onboarding flow
CompletedImprove the onboarding process based on recent user feedback.
Fix payment gateway issues
High PriorityResolve issues with Stripe integration for international payments.
Documentation
API Documentation
Technical guides and references for developers integrating with our API.
User Guides
Step-by-step instructions and tutorials for using Taskk platform features.
Release Notes
Updates on new features, improvements, and bug fixes for each platform version.
Recent Documents
| Name | Category | Last Modified | Author | Actions |
|---|---|---|---|---|
|
API Authentication Guide
|
API Documentation | Yesterday at 14:32 |
JD
John Doe
|
|
|
Getting Started with Taskk
|
User Guides | 2 days ago |
AS
Alex Smith
|
|
|
Version 2.4.0 Release Notes
|
Release Notes | 1 week ago |
EM
Emma Miller
|
|
|
Webhook Integration Guide
|
API Documentation | 2 weeks ago |
JD
John Doe
|
|
|
Advanced Workflow Tutorial
|
User Guides | 3 weeks ago |
RJ
Rachel Jones
|
Popular Templates
Project Brief
Used 124 times
API Specification
Used 98 times
Meeting Notes
Used 86 times
Schedule
September 2023
Today's Events (September 16, 2023)
Team Standup Meeting
9:00 AM - 9:30 AMDaily team sync to discuss ongoing tasks and issues.
Client Project Review
11:00 AM - 12:00 PMReview project milestones and gather feedback from the client.
Product Launch Preparation
2:00 PM - 3:30 PMFinalize marketing materials and coordinate launch activities.
Upcoming Events
Team Building Activity
Sep 20, 2:00 PMOutdoor team building event at Central Park.
Quarterly Business Review
Sep 22, 10:00 AMReview of Q3 performance and planning for Q4.
Conversations
John Doe
12:45 PMCan you send me the latest project files?
Alex Miller
YesterdayThanks for the update!
Team Support
Sep 14We've resolved the issue with the server.
Sarah Johnson
Sep 12Looking forward to our meeting tomorrow.
Marketing Team
Sep 10Let's discuss the campaign results.
Robert Black
Sep 8Can we reschedule our call?
John Doe
Hey there! I was wondering if you could send me the latest project files when you get a chance?
12:30 PMHi John! Sure thing, I'll send them right away.
12:35 PMProject_Files_v2.zip
4.2 MB
Here are the files you requested. Let me know if you need anything else!
12:36 PMThanks a lot! I'll take a look at them right away.
12:40 PMAlso, are we still meeting at 3 PM today to discuss the project timeline?
12:42 PMYes, the meeting is still on. I've prepared some slides to go through the updated timeline.
12:45 PMPayments
Total Received
vs previous month
Pending
3 pending invoices
Failed
vs previous month
Recent Transactions
| ID | Customer | Date | Amount | Status | Actions |
|---|---|---|---|---|---|
| #TRX-4298 |
JD
John Doe
|
Sept 15, 2023 | ,200.00 | Completed | |
| #TRX-4297 |
AS
Alice Smith
|
Sept 14, 2023 | $850.00 | Pending | |
| #TRX-4296 |
RJ
Robert Johnson
|
Sept 12, 2023 | $2,430.00 | Completed | |
| #TRX-4295 |
EM
Emma Miller
|
Sept 10, 2023 | $780.50 | Failed | |
| #TRX-4294 |
MK
Michael Kim
|
Sept 8, 2023 | $3,675.00 | Completed |
Payment Methods
Visa ending in 4242
Expires 09/2025
PayPal
account@example.com
Recent Invoices
Invoice #INV-5280
Sept 18, 2023
,680.00
Due in 3 daysInvoice #INV-5279
Sept 15, 2023
$2,700.00
PaidInvoice #INV-5278
Sept 10, 2023
,200.00
PaidCustomers
Total Customers
vs previous month
Active Customers
vs previous month
Customer Churn
vs previous month
|
Customer
|
Segment | Status | Spent | Actions | |
|---|---|---|---|---|---|
|
JD
John Doe
|
john.doe@example.com | Enterprise | Active | 2,350.00 | |
|
AS
Alice Smith
|
alice.smith@example.com | Small Business | Active | $4,890.00 | |
|
RJ
Robert Johnson
|
robert.johnson@example.com | Enterprise | Active | $9,760.00 | |
|
EM
Emily Miller
|
emily.miller@example.com | Individual | Inactive | $2,100.00 | |
|
MK
Michael Kim
|
michael.kim@example.com | Small Business | Active | $6,420.00 | |
|
SB
Sarah Brown
|
sarah.brown@example.com | Individual | Pending | ,850.00 |
Automations
Active Automations
vs previous month
Tasks Automated
vs previous month
Time Saved
vs previous month
Automation Templates
Email Notification
Automatically send email notifications when tasks are assigned or completed.
Task Reminder
Send reminders to team members before task deadlines.
Document Approval
Create an approval workflow for documents that require review.
Active Automations
| Name | Type | Triggers | Created | Status | Actions |
|---|---|---|---|---|---|
|
|
Task Assignment | Sept 12, 2023 | Active | ||
|
|
Notification | Task Due Date | Sept 5, 2023 | Active | |
|
|
Workflow | Document Upload | Aug 28, 2023 | Active | |
|
|
Workflow | New Customer | Aug 20, 2023 | Paused | |
|
|
Project Completion | Aug 15, 2023 | Active |
User Management
Total Users
vs previous month
Active Users
vs previous month
Admins
vs previous month
|
User
|
Role | Last Active | Status | Actions | |
|---|---|---|---|---|---|
|
JD
John Doe
|
john.doe@example.com | Admin | Just now | Active | |
|
AS
Alice Smith
|
alice.smith@example.com | Manager | 2 hours ago | Active | |
|
RJ
Robert Johnson
|
robert.johnson@example.com | Member | 1 day ago | Active | |
|
EM
Emily Miller
|
emily.miller@example.com | Admin | 3 days ago | Inactive | |
|
MK
Michael Kim
|
michael.kim@example.com | Manager | 5 days ago | Active | |
|
SB
Sarah Brown
|
sarah.brown@example.com | Member | 1 week ago | Pending |
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