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Making the Most of TaskTag TaskTag was built to simplify project communication and documentation — whether you're in the field or the office. This resources page is your guide to getting the most out of the platform. Here, you’ll find how-to guides, workflow tips, and feature deep-dives to help your team work smarter, stay organized, and keep every task on track.
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Real World Workflows

See how TaskTag fits into everyday jobsite routines. These guides walk through common field workflows—like daily reporting and team updates—so your crew can stay aligned and productive.

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Field Daily Report

Learn how to streamline project updates and team communication using Daily Reports in TaskTag. This onboarding guide walks you through setup, best practices, and real-world examples.

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Delivery Photo Proof

Discover how to ensure delivery transparency and accountability with photo proof using TaskTag. This step-by-step onboarding guide covers setup, best practices, and tools to track every delivery with ease.

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Punch List Tracker

Learn how to simplify punch list management and final walkthroughs through punch list trackers in TaskTag. This guide provides a step-by-step process to create, track, and close out punch items efficiently, complete with checklists, photos, and collaboration tools.

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Client Communication

Learn how to centralize client communication and keep every message, update, and decision organized with TaskTag. This step-by-step guide helps you streamline interactions, share updates, and maintain a professional, searchable record for every project.

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Before & After Photo Logs

Discover how to capture jobsite transformations effortlessly by making before & after photo logs through TaskTag. This step-by-step guide shows you how to collect, organize, and leverage authentic field visuals for marketing, documentation, and client presentations.

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Timesheet Tracker

Learn how to streamline time tracking and ensure accurate, location-verified timesheets by tracking clock ins and outs with TaskTag. This step-by-step guide shows you how to log crew hours effortlessly through GPS-tagged check-ins, organize data by project, and export detailed reports for payroll with ease.

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Maintenance Schedule

Learn how to streamline equipment maintenance and keep your machines running smoothly by tracking maintenance schedules in TaskTag. This step-by-step guide helps you organize tasks, track services, and document photos and receipts — creating a repeatable system that saves time, prevents breakdowns, and ensures warranty coverage.

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Selection Tracker

Keep client choices organized and transparent by tracking selections in TaskTag. This step-by-step guide helps you track evolving decisions, document changes, and streamline communication — ensuring every selection is clear, accessible, and dispute-free.

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Submittal Tracker

Streamline submittal management by organizing them in TaskTag. This step-by-step guide helps you organize, review, and approve submittals in one centralized hub — ensuring clarity, accountability, and a fully documented workflow for every project.

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Warranty Tracker

Simplify warranty management and protect your business by tracking warranties with TaskTag. This step-by-step guide helps you document issues, assign tasks, and maintain clear communication with clients — ensuring every warranty request is handled professionally and dispute-free.

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Safety Tracker

Ensure jobsite safety and compliance by centralizing requirements and reports with TaskTag. This step-by-step guide helps you centralize safety documentation, host toolbox talks, and log incidents — creating a clear, accountable system that protects your team and your business.

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Interactive Product Guides

Quick, interactive guides that show you exactly how to use key TaskTag features—step by step, click by click.

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Get Connected with Someone New in TaskTag

To collaborate, send a connection request—once accepted, you can chat, tag, and work together.

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How Projects Are Assigned to Teams in TaskTag

This guide shows how to set your Primary Team for new projects and update teams on existing ones—keeping access organized and the right people in the loop.

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How To Add TaskTag Calendar To Your Account

Connect Google, Outlook, iCloud, and more to keep TaskTag in sync with your schedule.

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How to Contact TaskTag Helpdesk for Support

Need help with TaskTag? This quick guide shows you how to reach our Helpdesk from the app—whether you’re troubleshooting, requesting a feature, or asking a question.

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