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Getting Started

Welcome to tasket! This guide will help you get started and make the most of the platform. Learn how to navigate the interface, upload your first document, and start automating your workflows.

Sign In and Navigate

Getting started with tasket is simple. Here's what you need to know:

First Steps

  1. Sign In: Navigate to the tasket login page and sign in with your account credentials. If you don't have an account, contact your administrator.
  2. Explore the Dashboard: When you first log in, you'll see the Dashboard with overview statistics, recent activity feed, and quick actions.
  3. Use the Sidebar: The sidebar on the left provides quick access to all main sections: Documents, Tasks, Company AI, Analytics, Notifications, and Settings.
  4. Quick Search: Press Ctrl+K or Cmd+K for global search functionality.

Upload Your First Document

Start by uploading a document to see how tasket processes and extracts information:

Supported File Formats

  • PDFs: Invoices, receipts, contracts, and other PDF documents
  • Images: JPG, JPEG, and PNG files (including scanned documents)
  • Office Documents: Word (.docx) and Excel (.xlsx) files

How to Upload

  • From Documents Page: Go to the Documents section, click the "Upload" button or drag and drop files directly into the upload area
  • Multiple Files: You can select and upload multiple files at once for batch processing
  • Processing Status: Watch the real-time processing status. Most documents process within 10-30 seconds

Tip: After uploading, the system automatically extracts information, classifies the document type, and creates tasks if needed. You'll receive a notification when processing is complete.

Connect Cloud Storage (Optional)

Connect your cloud storage folders to automatically process documents without manual uploads:

Google Drive

Connect folders and automatically process new documents as they're added. Fully supported.

SharePoint

Coming soon - Link your Microsoft SharePoint sites for enterprise document management.

OneDrive

Coming soon - Connect OneDrive folders for seamless document processing workflows.

Quick Setup Guide

  1. Go to Settings → Integrations (or Drive Integration section)
  2. Click "Connect Drive Folder" or "Add Folder"
  3. Enter folder name and folder ID from Google Drive
  4. Optionally add a Google Sheet ID for data sync
  5. Click "Connect" - the folder will start being monitored automatically

Understanding the Dashboard

The Dashboard is your central hub showing an overview of your documents, tasks, and activity:

Overview Statistics

Quick view of your documents count, tasks status, and recent activity metrics at a glance.

Recent Activity Feed

See what's been happening in your organization - new documents processed, tasks created, team activities, and more.

Quick Actions

Fast access to common tasks like uploading documents, creating tasks, or accessing Company AI.

Your First Steps

Now that you understand the basics, here's what to do next:

  1. Upload a Document: Go to Documents section, upload a file, and watch it get processed automatically
  2. Review Auto-Created Tasks: Check the Tasks section to see tasks automatically created from your documents
  3. Try Company AI: Go to Company AI and ask a question like "What are my top vendors?" to see the AI in action
  4. Explore Features: Check out the guides below to learn more about each feature

Continue Learning: