Taskip

What is Taskip?

Taskip is an all-in-one agency management platform with a branded client portal for freelancers and digital agencies to manage clients, projects, proposals, invoices, and collaboration.

The core purpose of Taskip is to centralize the day-to-day work agencies and freelancers typically handle across separate tools—such as client communication, project tracking, ticket support, and billing—so clients can view updates and request help while teams stay organized.

Key Features

• Branded client portal: Create a dedicated portal per client with project updates, files, invoices, and support so communication stays under your brand.
• Invoicing and payment tracking: Issue invoices and track invoice status from the platform to support faster payment workflows.
• Quotations and proposal-to-invoice workflow: Create and send quotations/estimates, track them, and automatically generate invoices from quotations.
• Proposals with digital signatures: Manage proposals and send them for digital signatures to individual clients or entire teams.
• Projects with team assignment and visual tracking: Customize project settings (team members, statuses, priorities, due dates) and monitor progress using a Kanban board.
• Task management: Work in list or Kanban views, manage task status and priority, and define custom task statuses to match your process.
• Discussions for collaboration: Support real-time group collaboration plus focused 1:1 discussions, with the ability to capture notes.
• Ticket management: Let clients raise support issues and allow your team to respond in real time via email tickets.
• Meetings scheduling: Manage meetings with customizable time slots that clients can book, including email confirmations.
• Documents, forms, and workflow automation: Organize documents for client/team access, create custom forms with conditional fields and public sharing, and automate workflows such as turning emails into contacts and managing support tickets.
• Sales pipeline: Track leads and manage a sales pipeline with tasks, events, and calls.
• Integrations: Taskip states that it integrates with “favorite tools and platforms,” and provides a “full integrations list.”

How to Use Taskip

1. Start free and set up your workspace: Create your account and add initial client/project information.
2. Configure your client portal: Set up branded access for clients so they can view updates, files, invoices, and support items.
3. Manage a deal from lead to invoice: Use the sales pipeline to track leads and generate quotations; then convert quotations into invoices.
4. Run delivery work in projects and tasks: Create projects, assign team members, use statuses/priorities, and track progress on a Kanban board.
5. Handle collaboration and support: Use discussions for communication, raise and respond to tickets for support, and schedule meetings when needed.

Use Cases

• Digital marketing agency campaign management: Centralize client communication, keep project and campaign progress visible, and manage invoices and support requests from the same portal.
• Advertising agency creative and asset coordination: Track tasks and project updates while clients can access files and request support through tickets.
• Software team sprint tracking: Plan work with projects and tasks, use Kanban views for progress visibility, and keep collaboration organized through discussions.
• Design studio revisions and delivery: Structure deliverables as projects and tasks with clear statuses and priorities, while proposals and quotations can be sent for digital signatures.
• Freelancer client onboarding and ongoing support: Use forms and meetings to streamline intake, then maintain an organized hub for documents, invoices, and email tickets.

FAQ

• Is Taskip a client portal or an agency management tool? Taskip is both: it combines a branded client portal with agency management capabilities like projects, tasks, proposals, invoices, and support.

• Can clients see project updates and invoices? Yes. The client portal is described as including project updates, files, and invoices, along with support access.

• Does Taskip support converting quotations into invoices? Taskip states that it can automatically generate an invoice from quotations/estimates.

• How does Taskip handle proposals and approvals? It supports sending proposals for digital signatures to individual clients or entire teams.

• Does Taskip include support ticket workflows? Yes. Clients can raise issues via ticket management, and the team can respond in real time.

Alternatives

• Project management + client communication tools: Alternatives in this category typically combine tasks/projects with messaging, but may require separate billing and proposal tools.
• Helpdesk/ticketing platforms with client portals: These focus primarily on support ticket workflows; you may need additional tools for proposals, invoicing, and project delivery.
• CRM or sales pipeline systems: CRMs can track leads and deals, but may not provide the same level of delivery management (projects/tasks) and client-facing portal for project updates.
• Agency management suites (separate from pure PM): Some platforms specialize in agency operations end-to-end; the difference is where they emphasize billing/proposals vs. project delivery and collaboration features.