Help Center

How can we help?

Setup guides for admins, managers and staff, plus the fastest ways to reach our team.

Getting started
  1. Create your workspace from the free trial page.
  2. Go to Settings → Company and add each department.
  3. Invite staff by email from People → Invite. Choose their role and department.
  4. Assign your first task. You (or the department's manager) verify it when it is done.
Connecting Google Sheets
  1. Only the company admin can connect Google.
  2. Open Settings → Integrations and choose Connect Google (Basic plan and above).
  3. TaskFia creates a Google Sheet and a Drive work folder in your account.
  4. Tasks, diary entries and verifications start syncing right away.
Using the mobile app
  1. Install TaskFia on Android or iPhone from the log in page.
  2. Sign in with the same work email you were invited with.
  3. Allow notifications to get task, follow-up and diary reminders (you can also choose them in Settings → Notifications).
  4. Open a task and tap Add work to attach a photo, file or link as proof.
Verification & proof
  1. The person who assigned a task, or a manager of its department, verifies it.
  2. Staff tap Add work to attach a photo, file or link, then mark the task 100% done.
  3. The verifier taps Verify work and approves it or returns it with a reason.
  4. Approved tasks move to Verified on the board and sync to your sheet.
Roles & permissions
  1. Admin: sees every department, employee, file and billing.
  2. Manager: assigns and verifies work in their own department.
  3. Employee: sees their own tasks, diary and files only.
  4. Change a role any time from People. History stays with the person.
Billing & plans
  1. Change plan from Billing → Adjust plan (Owner and Admins). See all plans on the pricing page.
  2. Upgrades take effect immediately and you pay only the difference. Downgrades start on your next billing date.
  3. Pay by credit or debit card. Enterprise customers can ask about invoicing.
  4. Read the refund policy for cancellations.

Still need help?

Our support team replies within one business day. The Enterprise plan also includes priority support.

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