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Organization Settings

Configure your organization’s identity, business details, and branding. These settings appear on customer-facing documents like invoices and quotes.
Access: Only Owners and Admins can modify organization settings. See Role Definitions for details.

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Overview

Organization settings control how your business presents itself:

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Accessing Organization Settings

  1. Click your organization name in the top navigation
  2. Select Organization Settings
  3. Or navigate directly to /org/settings

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Organization Identity

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Basic Information

To update organization identity:
  1. Go to Organization Settings
  2. Update the relevant fields
  3. Click Save Changes

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Changing Your Slug

The organization slug appears in your Taskr URLs. Choose carefully:
  • Use lowercase letters, numbers, and hyphens only
  • Keep it short and memorable
  • Once set, changing it will update all your URLs

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Business Details

This information appears on:
  • Invoices and quotes
  • Legal documents
  • Tax reports

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Address Configuration

Primary Business Address: To update your address:
  1. Go to Organization Settings > Business Details
  2. Enter your complete address
  3. Click Save Changes

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Contact Details

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Branding

Your logo appears on:
  • Dashboard header
  • Invoices and quotes
  • Customer portal
  • Email communications
Logo requirements: To upload your logo:
  1. Go to Organization Settings > Branding
  2. Click Upload Logo
  3. Select your image file
  4. Preview the result
  5. Click Save

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Brand Colors

Customize document appearance:

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Tax Configuration

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GST/Tax Settings

To configure tax settings:
  1. Go to Organization Settings > Tax
  2. Toggle Tax Registered if applicable
  3. Enter your tax rate and number
  4. Select the appropriate tax label
  5. Click Save

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Tax on Invoices

When tax is configured:
  • Line items can be marked as taxable
  • Tax is calculated automatically
  • Tax summary appears on invoices

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Invoice and Quote Settings

Configure defaults for financial documents: To update document settings:
  1. Go to Organization Settings > Documents
  2. Configure your preferences
  3. Click Save

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Bank Details

Add bank account information for invoice payments: This information appears on invoices to facilitate customer payments.

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Saving Changes

Changes to organization settings:
  1. Require Owner or Admin role
  2. Take effect immediately after saving
  3. Update all future documents automatically
  4. Do not retroactively change existing documents

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Tips for Organization Settings

  • Keep business details current for accurate invoicing
  • Use a high-quality logo for professional appearance
  • Set sensible payment terms (14-30 days is common)
  • Configure tax settings before creating invoices
  • Use consistent document prefixes for easy reference

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Troubleshooting

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Cannot Access Organization Settings

  1. Verify you have Owner or Admin role
  2. Check you are in the correct organization
  3. Contact your organization owner for access

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Logo Not Displaying Correctly

  1. Ensure file meets size requirements
  2. Try a PNG with transparent background
  3. Check dimensions are appropriate
  4. Clear browser cache and refresh
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