Quick Start Guide
Welcome to TaskCart! This guide will help you understand the account setup process and get your first project running in under 5 minutes.
TaskCart is the complete business platform for modern freelancers. We've combined project management, invoicing, and client communication into a single, cohesive experience.
Step 1: Account Creation & Verification
You can sign up using an email and password or quickly authenticate using Google OAuth. If you sign up with an email, you will need to verify it. You'll receive a verification link containing a secure, 24-hour token. You must verify your email to gain full access to the platform.
Step 2: Role Selection
After your initial sign up, you'll be directed to Role Selection page to select your role on the platform:
- Freelancer: You'll manage projects, invite clients, and send invoices.
- Client: You're working with a freelancer and need access to the client portal.
Step 3: Subscription (Freelancers Only)
If in Role Selection page you selected the freelancer role, you must choose a subscription tier at Subscription page to continue:
- Starter (Free): Perfect for getting started. Limits apply (e.g., 3 projects, 5 invoices/month).
- Professional ($7.99/mo): Unlimited projects and invoices, plus access to the Client Portal and Gantt charts.
- Agency ($12.99/mo): Everything in Professional, plus custom domains, multi-client projects, and white-labeling.
Step 4: Profile Completion Wizard
Complete your business profile to ensure everything looks great for your clients. You'll set up your:
- Branding: Upload your logo and set your company name.
- Financials: Set your preferred currency for invoicing.
- Details: Provide your business address and tax information.
Pro Tip
Use a high-quality logo! It will be displayed prominently in the Client Portal to give your business a professional look!
Step 5: Dashboard Overview
Once onboarding is complete, you'll land on your Dashboard. This is your command center. From here, you can track essential metrics at a glance:
- Revenue: See your earnings over time.
- Tasks: Quick view of your upcoming and overdue tasks.
- Projects: Monitor active and completed projects.
- Clients: Manage your client relationships.
What's Next?
Now that your account is set up, you can start tracking your time, generating invoices, and sharing progress with your clients.