Documentation

Getting started, plans, API, and support

Getting Started

Create a free account to start managing tasks and projects. No credit card required.

  1. Register at /register
  2. Verify your email (activation link sent on signup)
  3. Create your company workspace and add projects
  4. View tasks on the Kanban board or calendar, and invite team members
  5. Visit Settings → Security to review recent sign-ins and turn on two-factor authentication (2FA)

Plans & Limits

We offer Free, Basic, Pro, and Enterprise plans. See our Pricing page for details. Key limits by plan:

  • Free: 1 project, 5 tasks, 1 user, no file uploads, no custom statuses
  • Basic: 10 projects, 100 tasks per project, 2 users, custom statuses, file & video uploads (up to 1GB total storage)
  • Pro: 30 projects, unlimited tasks, 5 users, 10GB storage, advanced reporting & analytics, API access
  • Enterprise: Unlimited projects, tasks, users, and storage, plus white-label branding and enterprise support

You can always see how many projects, tasks, and team members you're using against your plan limits from Settings → Usage.

Usage, Storage & Security

The Task Portal tracks usage, storage, and sign-in activity to help you stay in control:

  • Usage dashboard: View current projects, tasks, and team members compared to your plan limits.
  • Storage breakdown: See how much storage is used by avatars, company logos, favicons, task attachments, and other uploads.
  • Sign-in history: Review recent logins by time, IP address, approximate location (city / region), and browser from Settings → Security.
  • Two-factor authentication: Enable 2FA on your profile for an extra layer of protection on your account.

Tasks: Board & Import

View tasks on the Board (Kanban) or Calendar. Import tasks from CSV or Excel—download a template from the tasks page, fill it out, and import.

  • Statuses: Custom task statuses are available on Basic plan and above. Free plan uses the default workflow only.
  • Subtasks & dependencies: Break work down and model task dependencies on paid plans. Free plan can see these features but must upgrade to edit them.
  • Attachments & links: Upload files and add resource links to tasks on plans that include storage and file uploads.

API Access

Pro and Enterprise plans include API access for integrating The Task Portal with your own tools and automations. Create and manage API keys in Settings → API (admins only).

Authenticate using a Bearer token:

Authorization: Bearer your_api_key_here

Example endpoints:

  • GET /api/tasks – List tasks
  • POST /api/task/create – Create a task
  • GET /api/projects – List projects
  • GET /api/groups – List groups

See the API tab in Settings for the full list of endpoints available on your plan.

Slack Integration

You can create tasks directly from Slack using a slash command:

  1. Create a Slack app with a /task slash command that points to your workspace's /slack/commands URL.
  2. Install the app to your Slack workspace.
  3. In The Task Portal, go to Settings → Slack to connect the workspace and choose a default project and assignee.

Once connected, you can run commands like:

  • /task Fix login bug
  • /task Fix login bug | Users can't log in from Safari
  • /task Fix login bug | Users can't log in from Safari | alice@example.com, bob@example.com

Tasks created from Slack appear in your chosen project with the title, description, and assignees you provide.

Support

Need help? Logged-in users can submit support tickets from Support in the app header. You can also contact us or email us at support@thetaskportal.com. For an overview of what's included in each plan, see our Features and Pricing pages.