---
title: "Answers to *common* questions"
description: "Find answers about getting started, plans and billing, security and data, integrations, and team permissions."
url: "https://taskly-astro.pages.dev/faq/"
---

# Answers to *common* questions

> Find answers about getting started, plans and billing, security and data, integrations, and team permissions.

Pick a topic or browse every question below. Still stuck? Our support team is one message away.

## Getting started

### How do I create my first workspace?

Sign up with your work email, name your workspace, and pick a starter template. You can rename it or change the template at any time.

### Can I import tasks from another tool?

Yes. Import a CSV file from **Settings → Import**, or connect a supported tool and bring over projects, tasks, and due dates in one go.

### How long does it take to set up?

Most teams are up and running in under an hour. Invite a few teammates, create a project, and add the tasks you are already working on.

### Does it work on phones and tablets?

Yes. The workspace runs in any modern browser on desktop, tablet, and phone, so your team can check in from anywhere.

### Where can I learn the basics?

The [help center](https://taskly-astro.pages.dev/help/) has short guides for every feature, and each new workspace includes a sample project you can explore and delete.

## Billing and plans

### Is there a free trial?

Every plan starts with a 14-day free trial. You do not need a credit card to begin, and you can cancel at any time.

### How does per-member pricing work?

You pay for each member in your workspace. Guests who only view or comment on shared projects are free. See [pricing](https://taskly-astro.pages.dev/pricing/) for details.

### Can I switch plans later?

You can upgrade or downgrade whenever you like. We adjust your next invoice for the days left in your billing period.

### Do you offer yearly billing?

Yes. Paying yearly saves 20% compared to paying month by month.

### How do I get an invoice?

Invoices are emailed to the billing contact after every payment, and you can download past invoices from **Settings → Billing**.

## Security and data

### Where is my data stored?

Your data is stored in secure data centers with encrypted backups. Business plans can choose the region their workspace lives in.

### Is my data encrypted?

Yes. Data is encrypted in transit and at rest, and access to production systems is limited to a small, audited group.

### Can I export my data?

Admins can export every project, task, and comment as CSV or JSON from **Settings → Export** at any time, on every plan.

### Do you support single sign-on?

Business plans support single sign-on with any SAML 2.0 identity provider, plus enforced two-factor sign-in for every member.

### What happens to my data if I cancel?

Your workspace stays readable for 30 days after you cancel, so you can export what you need. After that, we delete it for good.

## Integrations

### Which tools can I connect?

Chat, calendar, storage, docs, and automation tools. Browse the full list on the [integrations page](https://taskly-astro.pages.dev/integrations/).

### Do integrations cost extra?

No. Every integration is included in every plan, including the free trial.

### Is there an API?

Yes. The REST API and webhooks let you create tasks, sync updates, and build your own reports. Keys are managed in **Settings → API**.

### Can I connect calendars?

Connect your calendar to see due dates next to your meetings, and block focus time for the tasks you plan each day.

### Who can add an integration?

Admins can add integrations for the whole workspace. Members can connect personal tools, such as their own calendar.

## Teams and permissions

### What roles are there?

Owners, admins, members, and guests. Owners manage billing, admins manage people and settings, members do the work, and guests see only what you share.

### Can I invite people outside my company?

Yes. Invite clients or freelancers as guests. They see only the projects you share with them and do not count as paid members.

### Can I limit who sees a project?

Make any project private and pick who can view, comment, or edit it. Private projects do not show up in search for anyone else.

### How do I remove a member?

Admins can remove a member from **Settings → People**. Their tasks stay in place, ready to be reassigned.

### Can I transfer workspace ownership?

The current owner can hand over ownership to any admin from **Settings → Workspace**. The new owner takes over billing too.