Taskeya

Taskeya is an all-in-one work management platform designed for agencies, consultants, service teams, and businesses that need to coordinate client work and internal operations. It brings project management, client relationship management, invoicing, finance, human resources, team communication, file management, workflow automation, and AI assistance into one connected workspace.

The platform is built to reduce the need to manage daily operations across multiple disconnected tools. Teams can organize projects, assign tasks, monitor deadlines, share files, communicate with colleagues, and keep clients updated from a central dashboard. Taskeya also provides client portals, allowing customers to follow project progress, access shared documents and invoices, and provide feedback without seeing internal team discussions.

Taskeya includes configurable task boards and several ways to view work, including Kanban, table, calendar, Gantt, timeline, workload, map, and form views. These options help teams organize work according to their own processes, whether they are managing marketing campaigns, consulting engagements, IT service requests, creative production, or other client projects. Tasks can include owners, priorities, due dates, files, and workflow stages.

The platform also supports client and lead management. Teams can keep client profiles, project details, documents, and follow-up activities connected. Its CRM tools and forms help capture leads and organize their progress through a workflow. Proposals and contracts can be prepared, shared for approval, and signed online, keeping early client interactions connected to project delivery.

Taskeya’s finance features are designed to keep billing close to the work being delivered. Users can create and customize invoices, manage recurring billing, save service items, track expenses, and monitor invoice status. The platform also includes HR and team operations tools for managing employee contracts, leave requests, time logs, payslips, and payroll settings. These features make Taskeya more than a basic task manager: it is intended to support the administrative work surrounding client service delivery.

Workflow automation helps teams reduce repetitive follow-ups and standardize routine processes. Users can create trigger-action workflows for events such as task changes, approaching deadlines, assignments, email notifications, and Slack updates. Taskeya also provides API tokens and board webhooks for connecting external systems and extending workflows.

Tasky AI is the platform’s built-in AI assistant. It can help draft documents, polish writing, summarize meeting transcripts and project activity, prepare reports, answer questions about workspace information, and remind teams about work that needs attention. Taskeya also supports connecting compatible AI assistants through MCP, allowing users to interact with their work through supported AI tools.

File management is integrated into the workspace. Teams can organize project documents and other assets into folders, share files with clients, and use Google Drive file selection. The platform also includes team chat and contextual discussions, helping keep messages, decisions, and attachments associated with the work they concern. Additional tools include shared whiteboards, a credential vault, and an operations dashboard.

Taskeya is available through a browser, desktop applications for macOS and Windows, and an Android mobile app. Its website also advertises a Chrome browser extension. The platform supports English and Arabic, including right-to-left display for Arabic users.

Taskeya is best suited to teams that manage multiple clients, projects, invoices, and internal responsibilities at the same time. Its broad feature set can be useful for marketing and creative agencies, SEO teams, consultants, event managers, photographers, video editors, and IT service providers. Rather than focusing on one narrow task, it aims to connect the stages of service delivery—from lead and proposal management to project execution, client communication, billing, and team administration—in a single operational workspace.

Pricing

Taskeya lists three subscription plans:

• Starter: $20 per month, with 5 seats, 100 projects, 100 automations, 10GB storage, and up to 10 invoices per month.

• Pro: $49 per month, with 20 seats, unlimited projects, 1,000 automations, 100GB storage, and unlimited invoices.

• Enterprise: $99 per month, with 50 seats, unlimited projects, 1,000 automations, 500GB storage, and unlimited invoices.

All plans include a 14-day free trial, and no credit card is required to start. The listed prices are monthly; confirm billing terms and any custom Enterprise limits with Taskeya before purchase.

Review

Taskeya’s main strength is its breadth. It combines project and client management with invoicing, HR operations, communication, files, automation, and AI assistance. This connected approach can help service teams keep client delivery and internal administration organized without constantly switching between separate applications.

Its multiple task views, client portals, recurring invoices, and workflow automations are particularly useful for teams managing repeatable client engagements. The built-in AI assistant adds support for drafting and summarizing work, while integrations and API tools provide ways to connect existing systems.

The trade-off is that a platform with many operational features may take time to configure and learn. Teams that only need a simple task list may find its broader tools unnecessary, while businesses with specialised finance or HR requirements should check whether Taskeya’s built-in capabilities meet their needs. The plan limits also differ substantially, so teams should compare included seats, projects, storage, automations, and invoice allowances before choosing a subscription.

Overall, Taskeya is a practical option for agencies and service businesses that want to manage client work and day-to-day operations in one place. Its value is strongest when a team will actively use several of its connected features rather than only its project boards.## Website URL