Taskomat Help Desk
  • English
  • Italian
Go to website
Back
Articles on:Getting Started
Learn the basics of Taskomat: from initial setup and onboarding to navigating your dashboard and setting your revenue goals.

Categories

  • Getting Started
  • Work Management
  • Time Tracking
  • CloudMouse
  • Collaboration
  • Finance & Billing
  • Account & Settings
  • Troubleshooting
  • Taskomat Overview: Structure and Key Concepts
    🔹 At a glance Taskomat helps you connect time and value through four core entities: Client → who you work for Project → a container that groups related work Work Unit → where budget and time are tracked together Task → the timed activity that consumes the Work Unit’s budget ✅ Why this matters You always know how much time you can still spend to stay within budget You can read KPIs at every level: *client, project, work unit, taskFeatured
  • Dashboard: quick KPI guide
    Dashboard is the first section of Taskomatâ„¢. In this section we find: Task management panel: here you can manage all your scheduled, to-be-scheduled, overdue, pending and to-be-connected tasks Document management panel: here you can manage all your pending documents, both estimates and invoices Performance panel: a powerful dashboard to monitor your daily performanceFeatured
  • How to Get Started with Taskomat
    Set up the essentials, build your first Client → Project → Work Unit → Task, plan, track, and be ready to invoiceFew readers
  • Taskomat KPIs explained: Effectiveness, Efficiency, Punctuality
    , and are 3 key KPIs to measure the quality of your work: on the dashboard they refer to the tasks carried out during the day on the planner they refer to tasks carried out during the week or month on the work unit, project and client detail refer to the tasks of the work unit, project or client, regardless of when they were carried out. What is EffectivenFew readers
  • Work Unit: what it is and how it works
    The work unit is the central node of the entire Taskomatâ„¢ platform: it is the building block that constitutes the project and is the container in which you account for your tasks. What is a work unit and whatFew readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2025 Taskomat Help Desk