TaskOPad -Web Guide
  • Quick Start!
  • Guides
    • Sign up - Log In Process
    • Organization Setup Process:
    • Master Setup Creation Process:
      • Manage Status
      • Manage Role
      • Manage Members
      • Manage Client
      • Manage Service
  • Fundamentals
    • Task
      • Task Creation Process
        • Create a Task
        • Create Recurring Task
        • Stop Recurring Task
        • Create a Subtask
        • Set Reminders
        • Task Status
        • Task Priority
        • Task Attachement
        • Task Follower
        • Task Comment
        • Task Log Activity
        • Task Mark as Completed
        • Bulk Edit , Delete & Recycle Bin Process
        • Bulk Import& Bulk Export
        • Quick Reply
        • Completion of Task in %
        • Checklist
        • Mark Task for Approvals
      • Kanban Board
      • Calendar View
    • Project
      • Project Creation Process
        • Create Project
        • Create Task Under Project
    • Discussion
    • DMS (Document Management System)
    • Reports
      • User Wise Report
      • User Performance Report
      • Project Report
      • User Activity Report
      • Status Wise Report
      • Time Sheet Report
      • Time Report
    • Time-Sheet
      • Enable Time Sheet
      • Adding Estimated Hours
      • Actual Hours Entry in Task
      • Actual Hours Entry in Timesheet
      • Submitting Timesheet Process
      • Approval & Rejection Process
      • Filter & Sort
    • Attendance Configuration
    • Leave Configuration
    • Notes
    • Add on Feature
      • Custom Fields In Task
        • How Custom Fields Work?
      • Custom Field In Client
        • How Custom Fields Work?
      • Client Information Sharing
      • Email Integration
      • Enable or Disable Email Notifications.
      • Access Management (IP- based Restrictions)
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  1. Guides

Organization Setup Process:

To begin with, first, you need to create your own company using “Organization Management.”

PreviousSign up - Log In ProcessNextMaster Setup Creation Process:

Last updated 1 year ago

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Company Creation: Create your own Company using the tab “Add New Company”.

Enter the necessary details like the Company’s name, address, phone number, email id, and other details, and submit it. (Mandatory Field: Company Name)