Project management · fictional product
Tasklane’s trial users got stuck on the same three setup steps: inviting guests, connecting calendars and importing from spreadsheets. They imported their help center by sitemap, uploaded the admin guide PDF, and opened the side panel from the app’s Help menu. The panel answers next to the board the user is looking at.
Side panel, in the app
Real answers from their sources, with the citations a customer sees.
How do I invite a client without giving them edit access?
Invite them as a Guest from Board settings → Members. Guests can view and comment, but cannot move or edit cards 1. Guests are free and don’t count towards your seats 2.
Guests and permissions
Help article
Guests can view boards and leave comments. They cannot create, move or edit cards.
Billing and seats
Pricing FAQ · section 3
Can I import my tasks from a spreadsheet?
Yes. Use Import → CSV on any board; map your columns to Title, Assignee, Due date and Status, and Tasklane creates one card per row 1. Imports are limited to 5,000 rows at a time 2.
Importing from CSV
Getting started · step 5
Admin guide v4.2.pdf
page 41
Not in the docs
“Can I export a board to CSV?”
Asked 23 times in a week with no source. The team wrote a two-paragraph article from the gap report; it answered the next question an hour later.
<script
src="https://pagetruth.com/widget.js"
data-key="pk_tasklane_8f2c1a"
async
></script>The same knowledge base, published at help.tasklane.io for customers who start from search.
Point PageTruth at your docs, publish a help center and drop the widget into your app. The free plan is enough to see it answer your own questions.