Taskeya

What it does

Taskeya is an operations workspace built for marketing and service agencies to coordinate delivery, client communication and billing in one place. Project management and delivery Create boards, lists and sprint workflows to track tasks by stage, owner, due date and priority. Taskeya supports Kanban and milestone views, attachments on tasks and basic sprint planning so teams can manage day‑to‑day delivery and handoffs inside a single workspace. Client portals and CRM Store client records and invite clients to a dedicated portal where selected project progress, files and invoices can be shared while internal discussions remain private. The portal is designed to centralize client visibility and collect feedback without exposing internal chat or workflows. Invoicing and basic finance Generate and style invoices from the workspace with itemized lines, recurring invoices and payment status tracking. The platform also includes expense tracking and payroll/payslip settings so agencies can keep billing and basic finance records alongside project work. Automations and integrations Use trigger→action workflow automations to reduce manual handoffs (for example, auto‑scheduling tasks, automating invoice sends or logging time/expenses). Documented integrations include Slack and Google Workspace, plus API tokens and webhooks for custom connectors; mobile and desktop apps are provided. Tasky AI assistant Taskeya includes an in‑workspace AI called Tasky AI that helps summarize project activity, draft documents and meeting notes, and produce reports or task reminders to surface work needing attention. The assistant is positioned as a productivity aid within the workspace. Notes on availability and limits Plans are tiered with seat, automation and storage limits that vary by plan; the vendor site recommends verifying limits for larger teams. An Android app is available and an iOS app is noted as coming soon.