Taskeya connects agency projects, client portals, invoicing and Tasky AI

Keep client work and operational records together

Taskeya is a workspace for agencies, consultants and service teams. Its product page connects project boards, client management, invoices, files, discussions and reporting, so a team's work and its client-facing records can stay in one system.

The project views organize tasks by owner, due date, priority and stage. Client portals provide a place to share documents, progress and feedback while keeping internal team discussions separate. These are the vendor's described product capabilities, rather than results from a Franklin implementation.

Use Tasky with the workspace's actual context

Tasky AI is presented as an assistant inside the operation. The captured page lists project-activity summaries, document drafting, meeting minutes, workspace questions and project reports. It also describes automations for routine operational work.

For a practical trial, choose a completed project whose decisions and deliverables are easy to check. Ask for a summary, compare it with the underlying records and inspect whether client-visible material is kept separate from internal notes. That makes it possible to evaluate the usefulness of context-aware drafting without assuming every generated report is complete.

The FAQ names Slack, Google Workspace, Google Meet, Google Drive Picker, board API tokens and board webhooks as existing integrations. Check the exact permissions and data needed for your own workflow before connecting a client account.

Compare included seats and usage limits

The listed Starter plan is $20 per month with five seats, 100 projects, 10 GB of storage and 1,000 Tasky messages per month. Pro is listed at $49 with 20 seats, while Enterprise is listed at $99 with 50 seats. These are bundled seat counts, not prices quoted per individual seat.

The page advertises a 14-day trial without a credit card. Confirm current storage, automation and AI limits during that trial, particularly if several client teams will share the same workspace.