First steps: getting started with TasKey

Got a username and password - from your manager, your marketing partner or from us? Great. There's nothing to set up: the system is ready, and all that's left is to log in and start working. This guide walks you through your first day.

About the screenshots: The screenshots show the Hebrew interface. Button and menu names are given in English, with the Hebrew label in parentheses so you can spot them on screen.

1. Log in

1. Open the link to your system that you received, for example yourcompany.taskey.co.il.
2. Enter your username and password and click Log in (התחברות). You log in with your username, not your email.

Worth doing now: Save the system as an icon on your phone's home screen or in your browser's favorites - here's how. Forgot your password? Reset it yourself in a minute.

2. The main screen: your leads

After you log in, the leads table opens. Each row is a potential customer:

• Name and phone - the green icon next to the phone opens a WhatsApp chat with the lead.
• Comments (תגובות) - what was written in the last conversation.
• Status (סטטוס) - where the lead is in the process: new lead, no answer, meeting set, closed...
• Follow-up date (ת. חזרה) - when to get back to them. "Today 16:30" means they're waiting for you today.
• Lead source (מקור הגעה) - where they came from: Facebook, Google, the website...

A new lead shows up in the table right away, and if your manager set it up, you also get a WhatsApp notification. More about notifications: Notifications.

3. Where to start every morning

The top bar has shortcuts to the stages of your process, for example New (חדשים) and Follow-ups (המשכי טיפול). The red number shows how many leads are waiting in each one.

A simple routine:

1. New - leads nobody has talked to yet. Call them first; a lead you get back to quickly closes far more often.
2. Follow-ups - leads you've already started working on that are waiting for the next step.
3. Leads with today's follow-up date - in the leads table, everyone marked "Today".

4. Work a lead

Click the lead's name. The lead card opens, with everything you need:

• At the top - the phone number, with a WhatsApp button.
• On the side - the lead's details, where they came from and who their rep is.
• In the middle - everything written about them so far, newest first.

After every call - three things, in one place:

1. Write in the box what happened on the call.
2. Update the status (for example from "New lead" to "Follow-up").
3. Set a follow-up date - when to get back to them.

Then click Save comment (שמירת תגובה).

The golden rule Every lead that's still in progress needs a follow-up date. That way no lead is forgotten: it will be waiting for you exactly on the day you set. More about the card: The lead card.

5. Add a lead yourself

Got an enquiry by phone or a referral from a friend? In the leads table click New lead (ליד חדש), fill in the customer name and phone, choose the lead sources and click Add lead (הוספת ליד). You can set a follow-up date right away too.

6. On your phone

TasKey also works in your phone's browser. Each lead appears as a card, with a call button and a WhatsApp button, so you can handle leads outside the office too. There's also an Android app.

For managers and marketing partners

Sending this guide to a new user? It's written for them: no settings, just what they need to start working. Include the link to the system, the username and the password.

Setting up or managing the system? These guides are for you:

What	Guide
Setting up a new system properly, step by step	System setup - full checklist
Adjusting the stages of your sales process	Statuses and pop-ups
Adding employees and resetting passwords	Managing users
Automatic leads from Facebook and your website	Connecting Facebook leads · Connecting a WordPress form
WhatsApp messages from inside the system	Connecting WhatsApp
Login, passwords and security	Login and security