What I like best about Taskip is how flexible its role-based permissions and automated task assignment work, and it bailed us out after a messy handoff issue with Heartland Grocery Distributors a few weeks back. Before we started using Taskip, we shared project notes across a generic spreadsheet, and anyone could edit anything. We were coordinating a fall promotion rollout for them, and our part-time marketing assistant accidentally changed the task owner while leaving a note. The notification didn’t go to the correct buyer liaison, so the artwork review task fell through the cracks. By the time we followed up, their shelf reset deadline was already tight, and they had to push their display date back. Now I can lock access properly: our buyers can view project details and leave feedback, but they can’t reassign tasks or tweak pipeline stages. New work items auto-route to the right team member the second a deal is confirmed, so there’s no more confusion on who owns what.
I also value the built-in time tracking that ties directly to each project and client profile, which saved us from a billing headache with Ohio Fresh Produce Co-op not long ago. Previously, our team logged hours on separate timesheets, and it was easy to forget to tag time to the correct vendor project. We put in extra hours adjusting their weekly flyer layout and curbside signage, but those hours weren’t attached to their account. We ended up absorbing that labor cost because we couldn’t prove the extra work for our invoice. Now every team member logs their time right inside the matching Taskip project card. All the hours stay attached to the client record, and we can pull those logs quickly when we build out our quotes and final billing. No more digging through scattered timesheet screenshots to justify extra work.
Sure, the AI suggestions are pretty basic and don’t always fit our grocery promotion workflows, but that’s not a dealbreaker. For our small supermarket team, the biggest win is the clean separation between viewer and editor access, plus the time tracking tied to projects. We juggle dozens of vendor marketing jobs and seasonal displays each month, and we can’t afford misassigned tasks or unbilled labor. Taskip keeps our team accountable, makes it simple to verify what work went into each vendor project, and takes a lot of the guesswork out of our daily marketing and buying coordination.
Client portal and business management for agencies and freelancers
Taskip brings sales, client delivery, and support into one client portal. Manage leads and quotations, run projects and service catalogs, collect client approvals with e-signatures, track time, and handle email, WhatsApp, and support tickets from a single inbox.
Taspi, the built-in AI agent, creates invoices, adds leads, and manages tasks.
Available on web, iOS, and Android.