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Education

Full system training across all modules

We deliver practical training for your whole team based on real workflows: dashboard, calendar, documents, tasks, finance planning, business processes, production, warehouse and employee cards.

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How training works

We adapt format, depth and pace to your team size and implementation stage

Live online sessions

We work inside your account with your real data. We walk through your actual processes and scenarios together with the team — not abstract examples.

Role-based onboarding

Separate learning blocks for executives, managers, operators and admins. Everyone focuses on what they use every day.

Materials & recordings

Session recordings, per-module checklists, step-by-step instructions and internal FAQ templates for onboarding future employees.

Skills validation

Final assessment: we verify the team can independently complete key operations. Follow-up support for 30 days after go-live.

Curriculum by module

Each module covers navigation, key actions, common mistakes and control points for team leads

Tasks & Projects

All team membersDepartment headsProject managers

What we cover:

  • Creating tasks manually and from templates: checklists, types, and cross-module links
  • Three work modes: Table for planning, Kanban for sprints, Gantt for deadline-driven projects
  • Priorities, deadlines, assignees, co-executors and watchers with notifications
  • Filters, tags and project search — instant access to urgent tasks
  • Change history and file attachments — auditing and task handover between employees

Real-life example

Inbound website request becomes a task from template: qualify → quote → call — each step with a deadline and notification

Module details

Sales Funnel

Sales managersHead of salesCommercial director

What we cover:

  • Configuring funnel stages for B2B, services or wholesale with transition rules
  • Deal card: contact, budget, lead source, competitors and next action
  • Auto-tasks on stage change: call, quote, demo, contract — without manual creation
  • Analytics by source and rep: where leads drop off and who drives conversion
  • Revenue forecast from the funnel for financial planning and procurement decisions

Real-life example

Ad lead enters 'New' → after qualification moves to 'Negotiation' with an auto-task to send a proposal

Module details

Clients & Contracts

Sales managersLegal departmentBack office

What we cover:

  • Organization card: contact persons with roles — procurement, director, accounting
  • Contract registry: terms, amounts, auto-renewal, appendices and payment statuses
  • Client linked to deals, tasks and payments — complete interaction history
  • Search by tax ID, name, phone or email — instant access to the right record
  • Document and invoice templates with auto-filled details from the client card

Real-life example

New counterparty is created directly from a CRM deal; the contract is managed in the same system — no Excel or email

Module details

Financial Planning

Finance directorCFODepartment heads

What we cover:

  • Planning sessions by period: draft → submitted for CFO approval → approved
  • P&L budget: income and expense items, monthly and annual view, clear profit
  • Expense requests: approval route — only CFO-approved items enter the plan
  • Statement upload and reconciliation with plan, variances by item and adjustments
  • Funds and distribution of planned income: salaries, procurement, reserves and other goals

Real-life example

Employee submits an expense request → CFO approves or rejects → only approved ones enter the planning session

Module details

Warehouse & Stock

Warehouse staffOperations directorsProcurement

What we cover:

  • Stock balances across warehouses, retail points and SKUs in real time
  • Inbound, outbound, transfers and write-offs with full operation history
  • Reservation against orders and critical stock alerts with notifications
  • Inventory: count → compare with actual → discrepancy report → correction
  • Turnover reports, slow-moving items and procurement demand forecasting

Real-life example

Retail location requests replenishment → transfer from main warehouse is created → task for receiving and quantity check

Module details

Business Processes

Operations directorsProcess ownersHR

What we cover:

  • Visual process editor: blocks, conditions and branches — no coding required
  • Launch triggers: new request, status change, date, amount threshold, incoming message
  • Auto-actions: create task, send notification, change stage, issue invoice
  • Parallel and sequential branches, timeouts and escalations on overdue steps
  • Execution journal: who completed each step and when, where the process is stuck

Real-life example

New employee added: HR checklist, IT tasks and access setup with deadlines — all triggered automatically

Module details

Analytics & Reports

OwnersDirectorsCommercial directors

What we cover:

  • KPI dashboards: revenue, margin, conversion and deal velocity — on one screen
  • Slices by period, department, manager and lead source — no analyst needed
  • Team workload: in-progress tasks, overdue, throughput per employee
  • Plan vs actual comparison for sales and production over any chosen period
  • Export to Google Sheets and PDF, scheduled reports emailed to leadership

Real-life example

Weekly standup: one screen with funnel and task dashboard — full picture without asking the team

Module details

Team & Org Structure

HRDepartment headsIT admins

What we cover:

  • Employee card: contacts, position, task and deal history
  • Org chart: departments, positions and direct managers — visual company structure
  • Roles and permissions: module and data access by policy — who sees whose deals
  • Onboarding checklist: access distribution and task assignment for new hires
  • Offboarding: login blocked, tasks transferred by template, permission change audit

Real-life example

New sales manager is added to the org structure and assigned a role that shows only their own deals and tasks

Module details

Who learns what

The program is built around roles — everyone learns only what they use every day

Executive / Owner

Control, reports and strategic decisions

AnalyticsFinanceFunnel

Sales Manager

Deals, clients and daily tasks

FunnelClientsTasks

Finance Director / CFO

Budget, requests, statements and reconciliation

FinanceAnalytics

Operations Director

Processes, warehouse and task oversight

ProcessesWarehouseTasks

HR / Admin

Onboarding, org structure and access rights

TeamProcesses

Warehouse / Procurement

Stock balances, movements and inventory

WarehouseTasks

What's included in the training package

All materials stay with you — for independent onboarding of future employees

  • Recordings of all training sessions organized by module and role
  • Checklists for key operations per role: executive, manager, operator
  • Step-by-step illustrated guides for typical system workflows
  • Internal FAQ templates — a ready knowledge base for self-directed onboarding
  • Follow-up support: answers to team questions for 30 days after training completes

What your team gets after training

Unified operating standard for all departments and roles.

Faster onboarding of new employees through ready checklists and recordings.

Fewer process errors and less manual chaos in tasks, production and warehouse operations.

Transparent responsibility and measurable discipline in daily system usage.

We adapt depth, pace and examples to your company size, role matrix and current implementation stage.

View demos of Taska modules

Leave your contacts for a personal presentation or open an online demo right now.

9:41
T

Taska Bot

bot

T

Good morning! Summary for today:

  • • 3 new applications
  • • 2 contracts to sign
  • • Meeting at 14:00
New application #482
Client:Stroy Invest LLC
Budget:15 000 000 UZS
Telephone:+998 88 800 05 49
Message...

Integration

Alerts and control
on Telegram

Tasks and transactions live in Taska, and key notifications come to Telegram. The manager sees the business picture where the team is already located.

Instant alerts

A new application, an overdue task or payment - immediately in Telegram.

Status management

Change deal stages and task statuses directly from the chat.

Brief reports

Summary of revenue and tasks in a convenient format according to the schedule.

Stop losing leads out of the blue.

We don't sell "boxes". We design the digital spine of your business. Leave a request and we will show you where you are losing money right now.

Launch in 14 days

MVP version in 2 weeks

Mobile First

Convenient from your phone

Personal account

For you and employees

Guarantee

24/7 support

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FAQ

Frequently asked questions

Everything you wanted to know about development but were embarrassed to ask.

We launch the basic version (MVP) in 14 days. This allows you to immediately start working and receiving data. Complete setup of a complex turnkey ERP system usually takes from 1 to 2 months depending on number of modules.

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