Basic Settings Overview

⚙️ Settings in Taskify

The Settings section in Taskify is where administrators and authorized users can configure system-wide preferences, manage organization details, and control application behavior. Properly setting up this area ensures Taskify runs smoothly and aligns with your organization’s workflows.

🔑 Accessing Settings

1. Log in to your Taskify account with Admin credentials.

2. From the sidebar menu, click on Settings.

3. You will see multiple tabs/categories to manage different aspects of the system.

🗂 Key Settings Categories

1. General Settings

• Company Name – The official name of your organization.

• Company Email – Used for system notifications and client communication.

• Company Logo & Favicon – Upload branding assets for a personalized look.

• Default Timezone – Ensure all tasks, projects, and timesheets follow your correct timezone.

• Date Format & Time Format – Choose between formats (e.g., dd-mm-yyyy or mm-dd-yyyy).

2. Localization & Language

• Default Language – Select the primary language for your system.

• Available Languages – Enable or disable additional languages if multi-language support is active.

3. Email Settings

• Configure your SMTP or Mail Driver for outgoing system emails.

• Fields include:

  • SMTP Host

  • Port

  • Username

  • Password

  • Encryption (SSL/TLS)

4. Notification Settings

• Enable/Disable email and system notifications for key events like:

  • Project creation

  • Task assignment

  • Leave approval/rejection

  • Comment mentions

• Configure who receives which notifications.

5. Currency & Billing

• Set the default currency (e.g., USD, EUR, INR).

• Define the currency symbol position (before/after the amount).

• Manage billing settings for projects and tasks.

6. File & Media Settings

• Allowed File Types – Restrict uploads to safe formats (PDF, DOCX, PNG, JPG, etc.).

• Max File Upload Size – Define per file limit (e.g., 10MB).

• Storage Disk – Choose between local or public storage for uploaded files.

7. System Settings

• Enable/Disable Cron Jobs for scheduled tasks.

• Configure symlink settings to ensure file uploads (media, attachments) work correctly.

• System Maintenance Mode – Put the system into maintenance for upgrades.

📌 Best Practices for Settings

• Always set time zone and date format first to avoid reporting discrepancies.

• Upload your company logo and branding assets for a professional appearance.

• Regularly review email and notification settings to ensure critical alerts are delivered.

• After installation, check symlink setup (php artisan storage:link) so file uploads work correctly.

✅ Once settings are configured, Taskify is ready to be used by your team with the correct preferences applied system-wide.