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Frequently asked questions about XS Wallet/Project

Learn more about TaskXS on our tutorial page

General

Users

What is XS Wallet?  
It is an app that you can download on your phone, and thus always have at hand. This app is useful for project managers to always have reports etc at hand. The XS wallet sends push notifications when a permit is about to expire.


How to create an account?

You can create a XS Project account on https://app.taskxs.com
for a XS Wallet account visit https://wallet.taskxs.com


Which type of accounts are available?
TaskXS Project and Wallet have Free, Standard, Premium and Custom accounts, please visit https://taskxs.com/get-started/ for more details and costs.


What does the map colors mean?
The folder colors show the level of completeness. If less then 40% of the requested documents are uploaded, the folder colors red. When the percentage of filed documents grows, the folders color orange (40-69%), yellow (70-99%) and when all needed documents are available, the folder will turn green.

How to add documents?
You can download multiple documents to a zip-file by opening the search feature and selecting filters. The search results you want to download can be selected from the result list and export them to a Zip-file.

How to add users?
To create a user, a supplier has to be added first. A user is always a representative of a supplier. Once a supplier is added, you can add as much users to that supplier as needed.

How can I grant or limit access to folders?
You can define access rights for each folder for each user. This can be preset when user is created, but can always be adjusted on project level.

How can I customize my XS Project domain?
In profile settings you can upload your company logo and pick the colors of text and buttons to create a smooth company design.

Does a free account expire?
A free account doesn’t expire


Technical

Security

I can’t upload a document. What now?
Please check the document name on characters like %, & and ,

What to do when I can’t login?
please send us a contact request https://taskxs.com/contact-us/ we’ll get back to within 24 hours (week days)

Are my documents safe?
Yes, XS Project works with 4 user levels. The project manager, project coordinator, consultant and team member. All user levels have different authorisations.

Where are my client records kept safe?
Client records are kept privately by TaskXS in Azure cloud.

What kind of user levels are available?
XS Project works with 4 user levels. The project manager, project coordinator, consultant and team member. All user levels have different authorisations.

If your can’t find what your’re looking for, please send us a support request.