Common questions
Plans, projects, servers, chat, security and billing for TaskBook Platform.
The free plan has no time limit. Paid plans start at $5 a month.
General
What is TaskBook Platform?
TaskBook Platform keeps project work in one place: projects, tasks, chat, documents and accesses.
What languages does the platform support?
TaskBook Platform is available in English and Russian. If you want to help with a translation into your language, email support@task-book.com.
Is there a free plan?
Yes. The free plan includes 3 projects, 3 accounts, 5 task boards and 3 servers, with no time limit. Paid plans are on the pricing page, from $5 a month.
Who on the TaskBook team can see my data?
TaskBook team members are bound by confidentiality agreements. They may open your data only to troubleshoot a product issue. Encrypted data and personal data are the exception.
Projects
How do projects and tasks work?
Projects. Arrange work from initiatives, meetings and programs as shared projects, in a list or on a Kanban board.
Epics. Split project tasks into stages and sections that match your workflow.
Tasks. Break the work into parts you and your colleagues handle. Assign the person responsible, and set a start date, a due date and a due time. The due time is when the task should be finished, so people in other time zones still know when you need the result.
Attachments. Add files from your computer to a task or a comment.
How do people share information on a project?
Comments. Leave notes on the task to clarify what needs to be done.
Documents. Add or find the project's files and links in one place.
Accesses. Add or find the credentials that belong to the project.
How can I view and find work?
List. A grid where you create, filter and format tasks for the team.
Search. Find the work you need without arranging every item first.
Can I make a report?
You can compile a project's current information for a selected person or a period, and share it.
Charts are under development. If you need them, email support@task-book.com.
How do I add people to a project?
You can add clients, developers and testers. Each role has its own permissions in the project.
More detailed access settings for each person are in progress.
Tools
What are personal documents?
Personal documents are links or files that are not tied to a project or a task. You can add them and find them from the same place.
What are personal accesses?
Personal accesses are credentials that are not tied to a project or a task. They are stored encrypted.
What can I keep on a server?
You can add and find the servers you use, and keep the users, documents and accesses that belong to each server on that server.
Communication
How does chat work?
Chat is on the platform. You can create a group for a project or a server, and you can message someone privately.
Security
How is data backed up?
The database is replicated synchronously, so a database failure can usually be recovered. Regular snapshots of the database are an extra precaution. Files are also backed up to a separate server.
How is the connection protected?
TaskBook Platform always uses an SSL connection. When data is accessed, checks run so that someone outside your account cannot see or change it.
What can invited members see?
A full member you invite to a project can see data that other members have not made private.
Billing
What does “Accounts” mean?
Accounts is the number of people (clients, developers and testers) you can invite to your projects.
How do I invite more people than my plan allows?
The number of people is limited by the Accounts value on your plan. To invite more, move to a plan with a higher limit. See pricing.
How do I pay?
Monthly plans are paid by card. For an annual plan, we can invoice you for a bank transfer. Email sales@task-book.com to arrange it.
Is there a local or desktop app?
TaskBook Platform is a web application. There is no standalone app. If your company needs one, email support@task-book.com.
Can I cancel anytime?
To cancel a paid subscription, sign in, open your profile picture in the top bar, go to the Subscriptions tab in User Information, and select Cancel Plan. We do not refund the remaining days. Automatic renewal stops, and the subscription stays active until its expiration date.