Taskify SaaS – Project Management System in Laravel

Taskify SaaS – Project Management System in Laravel

Most awaited, loved, and latest Project Management, Task management and Productivity Tool’s SaaS version has arrived. Kickstart your business with the robust and feature-rich SaaS software.

Demo Details:

URL:https://taskify-saas.taskhub.company/

Super Admin / Business Owner:[email protected]
Password: 12345678

Admin / SaaS Subscriber:[email protected]
Password: 12345678

Team Member:[email protected]
Password: 12345678

Client:[email protected]
Password: 12345678

Taskify SaaS version, you get all the powerful features of the standard version, plus additional capabilities
tailored for a SaaS (Software as a Service) offering, including:

Super Admin / Business Owner Panel

The Super Admin Panel is a centralized command center that allows you to manage and monetize your SaaS offering
effectively:

✨ Subscription Plans: Create and configure different subscription plans with varying feature sets and pricing
tiers to cater to diverse customer needs.

Billing Management: Seamlessly manage payments, and subscription, with support for popular payment gateways
like PayPal, Stripe, PhonePe, and Paystack.

Usage Analytics: Gain valuable insights into subscription usage, customer activity, and revenue metrics to
inform your business decisions.

User Management: Efficiently manage customer accounts, assign roles and permissions, and monitor user
activity logs for transparency and accountability.

⚙️ Customizable Settings and System: Tailor the platform to your organization’s specific needs and preferences
by customizing settings and system configurations. Adjust branding elements, such as logos and color schemes, to
align with your brand identity. Modify default settings, layouts, and functionalities to create a personalized user
experience tailored to your unique workflow.

Auto-update System Updater: Stay ahead of the curve with an automated system updater that keeps your
platform up-to-date effortlessly. Receive regular updates containing the latest features, enhancements, and security
patches without any manual intervention. Ensure your platform remains secure, efficient, and equipped with the
latest tools and functionalities to meet evolving user demands.

Custom Roles and Permissions: Define custom roles with specific permissions tailored to the organization’s
structure and requirements, ensuring secure and controlled access to sensitive data and features.

With these advanced capabilities, the Super Admin Panel empowers your customers to optimize the Taskify SaaS platform
according to their organization’s requirements, ensuring seamless operation, maximum efficiency, and unmatched user
satisfaction.

Customer’s panel for Admin, their Team and Clients

With the Taskify SaaS version, each customer organization has an “Admin” user role, granting them administrative
privileges over their dedicated instance of the platform. They can manage their billings, their team, clients and
much more :

Workspace Management: Create and manage workspaces tailored to their organization’s needs, fostering
focused collaboration and information security.

User Management: Add, update, and remove user accounts within their organization, assigning appropriate
roles and permissions.

⚙️ Customization: Customize the platform’s look and feel, including branding elements like logos and color
schemes, to align with their organization’s identity.

Access Control: Control access to specific features, data, and settings based on their organization’s
requirements and subscription plan.

Project Management Tools (Tags, Deadlines, Budgets): Effortlessly organize and prioritize projects using
tags, set deadlines to ensure timely completion, and manage project budgets efficiently.

✅ Task Management : Create tasks, assign deadlines, and track progress in real-time to ensure projects stay on
schedule and within scope.

Elegant and Informative Dashboard: Gain comprehensive insights into project statuses, team productivity,
and upcoming deadlines through a visually appealing and intuitive dashboard.

Custom Statuses for Projects and Tasks: Define custom statuses for projects and tasks to reflect their
current stage in the workflow accurately.

Real-time Chat with Live Notifications: Foster instant communication and collaboration among team members
with a built-in chat feature, complete with live notifications to keep everyone in the loop.

Virtual Meetings: Schedule and conduct virtual meetings directly within the platform, eliminating the need
for external communication tools and ensuring all project-related discussions are centralized.

Dedicated Workspaces: Create dedicated workspaces for different teams or projects, facilitating focused
collaboration and organization.

Client Management: Maintain a comprehensive database of clients and their project-related information,
streamlining client communication and relationship management.

Leave Request Management: Streamline leave request processes, allowing employees to submit requests, track
their status, and manage their leave balances effectively.

Duplication of Projects, Tasks, Meetings, Contracts, and Payslips: Duplicate various elements such as
projects, tasks, meetings, contracts, and payslips with ease to save time and streamline repetitive processes.

Contract Management: Manage contracts efficiently within the platform, including creation, editing, and
tracking of contract statuses and deadlines.

Payslip Generation and Distribution: Automate payslip generation and distribution processes, ensuring
accurate and timely payment to employees.

Multi-Language Support: Reach a global audience with multi-language support, enabling users from different
regions to access and utilize the platform in their preferred language.

Note-taking and Knowledge Sharing: Capture and share important information, insights, and best practices
through built-in note-taking features, fostering knowledge sharing and collaboration.

✅ To-Do Lists: Create and manage to-do lists to keep track of tasks and priorities, ensuring nothing falls
through the cracks.

With the Taskify SaaS version, you can effectively monetize your project management and productivity platform while
providing a robust and scalable solution to your customers, allowing them to streamline their workflows and foster
collaboration within their organizations.

This is not all, more exciting features are coming up very soon. Thank you for exploring Taskify SaaS, Have a great
time ahead!

Changelog for updates – What’s new?

Version 1.1.2

( updated on 21-Nov-2024 )

Taskify SaaS v1.1.2 Changelog
New Features:
1. Bank Transfer Payment Method
   - Added Bank Transfer Payment Method.
   - Customer can manually transfer the funds to the super admin bank account , then super admin verify the payment from the document provided by the customer.

Improvements:
1. Reports & Exports
   - Search functionality :
     - Resolved search functionality in the reports.
   - Added Missing client count in project reports:
     - Enhanced project report with including the clients count in the report.
   - Date format inconsistencies throughout reports
     - Resolved inconistent date format throughout the reports
   - Time added with date generated in exports

2. Project/Task Discussion System
   - Comments and attachments now automatically delete upon project/task deletion
   - Edit/Delete options for comments are now visible immediately without requiring a page reload.
   - Option to download/delete individual attachments in comments
   - Added Smooth Transition on opening of the comments

3. Task Calendar
   - Resolved date display inconsistency.
   - Page now reloads automatically after new task creation to reflect changes.
   - Clickable elements now display the appropriate cursor style.
   - Clicking on calendar dates now opens the create task modal.

4. Project Kanban
   - Kanban board now updates automatically after project creation without requiring a manual reload.     
   - Quick view and edit functionalities are now working as expected.
   - Status is now pre-selected when creating new projects.
   - Resolved white bar issue that appeared when clicking on settings.
   - Tags filter now correctly filters projects within Kanban view without redirecting to grid view.
   - Resolved date format inconsistencies across the Kanban board.

5. Income vs Expense Chart
   - Period selection feature for customized date range analysis.
   - Dynamic currency symbols and labels for better contextual understanding.

6. Project Mind Map
   - Added Redirection functionality for item clicks to enhance navigation and usability.

7. Project Gantt View
   - Task dates now persist correctly after page refresh.
   - State reverts properly when the modal is canceled or closed.
   - Task dates now persist correctly after page refresh.

8. Subscription and Plans
   - Corrected display of unlimited projects; no longer shows -1.
   - Resolved date format inconsistencies in subscription details.
   - Lifetime plan now correctly displays with expiry date.

9. UI/UX Issues
   - Improved scrolling behavior to prevent overly fast transitions when showing/hiding messages.
   - "Post Reply" modal size is now consistent with other modals.
   - "Delete Comment" modal design aligned with system-wide modal styles.
   - Editing and deleting comments no longer require unnecessary page reloads
   - Modal widths standardized for uniform appearance.
10. Menu Search
   - Clear button in the menu search for easier resetting.
   - Main menu now stays open if the search item is located in the main menu

Other bugs and improvements have also been addressed in this update, further enhancing the overall performance, stability, and user experience of Taskify SaaS

Version 1.1.1

( updated on 22-Oct-2024 )

New Features:
1. Pin Menu Functionality in Side Menu
   - Added ability to pin important menu items to the top of the side menu.
   - Pinned items remain easily accessible, improving navigation efficiency.
2. Select2 Integration with Ajax Data Fetching
   - Implemented Select2 for enhanced user experience on all select inputs.
   - Integrated Ajax-based data fetching for improved performance:
     - Initially loads first 10 results.
     - Additional data loads dynamically when scrolling, reducing initial load time.
3. Dynamic Country Code Dropdown
   - Replaced manual country code input with an interactive dropdown.
   - Utilizes intTel input for a rich user interface:
     - Displays country flags alongside names.
     - Includes ISO codes for precise country identification.
4. Revamped Slack Notification System
   - Transitioned from channel-based notifications to direct messages:
     - Previously: Used Slack webhook URL to post in channels.
     - Now: Utilizes Slack API to send personalized direct messages.
   - Enhances notification privacy and relevance for individual users.
5. Password Generator Functionality
   - Introduced a feature to dynamically generate strong passwords.
   - Helps users create secure, randomized passwords effortlessly.
6. Project/Task Notes Display Enhancement
   - Implemented display of project/task notes next to the status dropdown.
   - Improves context awareness by providing quick access to relevant notes.
7. Granular Permission Controls
   - Introduced separated, fine-grained permissions for managing:
     - Status
     - Priority
     - Tags
     - Media
     - Contract/Expense types
     - Allowances
     - Deductions
     - Payment methods
     - Payments
     - Taxes
     - Units
     - Items
   - Allows for more precise access control and role definition.
8. Bulk Delete Functionality for Notes and Todos
   - Added a "Delete Selected" button in notes and todos sections.
   - Enables users to efficiently remove multiple items simultaneously.
9. Enhanced Login Security Measures
   - Implemented maximum login attempt limit:
     - Introduces a timeout period after exceeding max attempts.
   - Added new Security Settings section in the Settings Menu.
Improvements:
1. Date Control and Picker Enhancements
   - Fixed multiple issues related to date controls:
     - Resolved problem of controls moving away on page scroll.
     - Fixed unintended page scrolling to top when interacting with month/year dropdowns in modal windows.
   - Improved visibility and functionality of navigation in date pickers:
     - Enhanced visibility of previous/next month buttons.
Bug Fixes:
1. Date Control Stability Improvements
   - Addressed various issues affecting date control components:
     - Fixed positioning and scrolling bugs.
     - Ensured consistent behavior across different page layouts and modal windows.
   - Improved overall reliability and user experience of date-related inputs.
Other Changes:
1. Performed various minor improvements and optimizations throughout the application to enhance overall performance and user experience.
2. Updated UI elements to accommodate new features:
   - Redesigned side menu to incorporate pinned items functionality.
   - Updated input fields to reflect the new dynamic country code dropdown.

Version 1.1.0

( updated on 24-Sep-2024 )

New Features:
1. Slack Notifications
   - Set up Slack notifications for key events such as task assignments, project updates, and ticket status changes.
   - Ensure users can receive real-time alerts in Slack channels or direct messages.
2. Task Discussion and Mentions (@)
   - Implemented task-specific discussion threads for team collaboration.
   - Enabled user mentions with "@" to notify specific team members.
3. Additional Roles for Super Admin
   - Added new role Manager for Super Admin, allowing them to manage Customers, Plans , Subscriptions ,  Support.
4. Leave Request Deletion by Requestee
   - Allowed users to delete their own pending leave requests before approval.
5. Support Ticket Mechanism for Admin / SuperAdmin
   - Added support ticket creation for Admin.
   - Enabled Super Admin and Managers to manage support tickets efficiently.
Improvements:
1. Gantt Chart and Calendar AJAX Performance
   - Optimized AJAX performance for both Gantt chart and calendar when switching between months.
2  Project/Task Statistics on Dashboard
   - Displayed project and task statistics only for users with permission to manage them.
   - Integrated these statistics under the "Manage Permissions" tile.
Bug Fixes:
1. Project/Task Statistics Visibility
   - Resolved an issue where project and task statistics were visible to unauthorized users on the dashboard.
Other Changes:
1. Minor improvements and optimizations throughout the application.
2. Added new labels for Slack and task discussions.

Version 1.0.5

( updated on 05-Sep-2024 )

New Features:
1. Gantt Chart View
   - Added a new Gantt chart view for projects, allowing better visualization of project timelines and dependencies.
2. Custom Toast Settings
   - Implemented customizable settings for toast notifications, including position and timing options.
3. Admin Settings
   - Introduced new admin configuration options, including the ability to set custom admin logo and title.
4. Income vs Expense Chart
   - Added a new chart to the Dashboard for visualizing income versus expenses.
5. Mind Map for Projects
   - Implemented a mind map feature for improved project planning and idea organization.
6. Clear Cache Button
   - Added a convenient button to clear the application cache.
Improvements:
1. Grid View UI
   - Improved the user interface of the grid view for a more intuitive and visually appealing experience.
2. Error Pages
   - Added custom error pages to provide better user guidance during unexpected issues.
Bug Fixes :
1. Resolved an authentication issue where users and clients with the same email address were always logged in as users. The system now correctly distinguishes between user and client accounts.
2. Resolved error when a lifetime subscription and tenure is lifetime in subscription plan page.
3. Status and Priority comes undefined in the client login.
Other Changes:
1  Various minor improvements and optimizations throughout the application.
2  Added Missing and New Labels

Version 1.0.4

( updated on 22-Aug-2024 )

New Features:
1. Dynamic Menu Reordering
   - Implemented automatic menu reordering based on usage statistics
   - Most frequently used items now appear at the top for easier access
2. Menu Search Functionality
   - Added a search bar at the top of the menu
3. Kanban View for Projects
   - Introduced a Kanban board layout for enhanced project management
   - Users can now visualize project progress in a card-based format
4. Calendar View for Tasks
   - Added a new calendar view for task management
   - Users can now view tasks by day and month
5. Project Discussions
   - Integrated a discussion/comment section within project detail views
   - Team members can also post comments and attach files
6. Reports Section
   - Introduced a comprehensive reports section including:
     * Projects Report
     * Tasks Report
     * Invoices Report
     * Income vs Expense Report
     * Leave Report

Improvements:
1. Project Views Enhancement
   - Added task count display to each project view
   - Users can now see the total number of tasks at a glance

Bug Fixes:
- Various minor bug fixes and performance improvements
- Added Missing and New Labels

Version 1.0.3

( updated on 29-Jul-2024 )

+ New Features & Improvements:
- Added priority levels for projects/tasks.
- Simplified status changes with optional notes.
- Quick view for project/task descriptions on hover.
- Optimized project/task info pages with tab views.
+ User Experience & Interface:
- Modal-based project/task creation & updates.
- Edit button with user/client listings.
- Customizable notifications for updates/leave requests.
- Rich text descriptions for projects, tasks, milestones, notes, and to-dos.
+ Task & Project Management:
- Task accessibility settings during creation/update.
- Auto pre-selecting user creating the task.
- Create status, priority, and tags without reloads.
- Scrollable project/task stats and ToDos.
+ Leave Management:
- "From" and "To" times for partial leave requests.
- Calendar view for birthdays, anniversaries, and leave.
- Leave request visibility options.
- Updated leave request details.
+ Notifications & Communication:
- Added WhatsApp notifications.
- Floating chat access via chat icon.
- Preferences for notification types.
- Team member on leave alert notifications.
+ UI Improvements & Bug Fixes:
- Improved ToDos order and task info page with tabs.
- Serial numbers/descriptions in invoice/estimate PDFs.
- Various UI improvements and bug fixes.
+ Miscellaneous Enhancements:
- Project and task discussions.
- Signup option with admin control.
- Internal client profiles.
- Filters in users and clients tables.
- Media-related activity logs and clickable assigned badges.
- Updated documentation for installation and auto-updater.

Version 1.0.2

( updated on 01-Jul-2024 )

Added
- New feature: System notifications for project, task, workspace, and meeting assignments.
- New feature: SMS notifications for project, task, workspace, and meeting assignments, including SMS gateway settings to configure preferred SMS gateways.
- Customizable email templates for:
  - Account creation
  - Email verification
  - Forgot password
  - Project/task/meeting/workspace assignments
- Languages list page with options to edit and delete languages.
- Proper gap between filters in mobile view.
- Missing translations.
Changed
- Global search transformed into a suggestion-based search encompassing:
  - Projects
  - Tasks
  - Meetings
  - Workspaces
  - Todos
  - Notes
  - Users
  - Clients
- Status and email verification now separated during user/client creation.
- Date format functionality enhanced system-wide to ensure expected behavior.
- Version information moved to the footer.
- Allowed 0 decimals in currency format.
Fixed
- Resolved issues with upcoming birthdays, work anniversaries, and members on leave not displaying as expected.
- Optimized the project information page and task information page by using the tab view.
- Implemented several bug fixes and UI improvements.

Version 1.0.1

( updated on 22-Jun-2024 )

+ Added filters in subscriptions, plans, projects, tasks, and more
+ Resolved other admin's status visibility issue.
+ Resolved plan image update issue
+ Added validations for price and percentages in the entire app.
+ Resolved symlink storage issue
+ Resolved minor bugs and did overall improvements.
+ Various UI improvements and bug fixes.