Cardoza_Construction/TasGrid
3
0
Fork 0
Code Issues Pull Requests 1 Actions Packages Projects Releases Wiki Activity

Help Guide updates

Browse Source
This commit is contained in:
Timothy Cardoza
2026-03-25 16:36:31 -05:00
parent 5fc1318c1d
commit 20cfeaccd3
3 changed files with 726 additions and 300 deletions
Download Patch File Download Diff File Expand all files Collapse all files
docs/HELP_GUIDE.md
+193 -73
View File
@@ -1,114 +1,234 @@
# TaskGrid User Guide
# TasGrid Help Guide
## Welcome & Access
- **Website**: [tasgrid.ccllc.pro](https://tasgrid.ccllc.pro)
- **Login**: Use your **Cardoza Construction email** (the same one you use for Outlook). Your password should match your email password as well.
- **Website**: [tasgrid.ccllc.pro](https://tasgrid.ccllc.pro)
- **Login**: Use your Cardoza Construction email and the same password you use for Outlook.
- **Where to find Help**:
- Desktop: open **Help Guide** from the sidebar.
- Mobile: open **Settings > User Help Guide**.
---
## Basic Features (Getting Started)
## Basic Functions
### Creating Your First Task
### Create Tasks
1. Click the **large plus (+) sign** in the bottom right corner (or type control \+ k).
2. **Title**: Enter a clear name for what needs to be done.
3. **Priority**: Choose from 1 (trivial) to 10 (absolutely necessary).
4. **Urgency & Due Date**: These are linked\!
- Pick an **Urgency level** (10 is today, 1 is 6 months from now), and the due date will be calculated for you.
- Alternatively, pick a **Due Date** using the calendar, and the urgency will adjust automatically.
5. **Size**: This defaults to **5**. Adjust it if the task is very small (15 mins) or very large (multiple days).
6. **Description**: Add notes or details. Use the **forward slash (/)** to reveal formatting options like bold text, checklists, and even adding images.
7. Click **Create Task**.
- Open Quick Entry with the floating **+** button or `Ctrl/Cmd+K`.
- Required fields are **Title**, **Priority**, and **Urgency**.
- Optional fields include **Size**, **Due Date**, **tags**, and a rich text description.
- **Urgency** and **Due Date** stay connected. Changing one updates the other.
- New tasks automatically inherit the context you are working inside:
- **My Bucket** keeps the task in your personal context.
- A pinned bucket adds that bucket's `@tag`.
- A supervised personal context adds that user's `@tag`.
- Creating from Notes mode adds the active note's `#tag`.
- Quick Entry shorthand:
- `/pN` sets priority
- `/uN` sets urgency
- `/t tag` adds a tag
- `/t tag:value` adds a tag and value
- Saved task templates can prefill common work.
### Viewing Your Tasks
### Edit and Manage Tasks
TaskGrid sorts your tasks so you don't have to. The primary views are:
- Open a task to edit:
- title
- status
- priority
- urgency
- size
- due date
- tags
- favorite state
- rich text body
- Task cards also support lightweight actions such as status changes, duplicate, and favorite.
- Double-click the status control to mark a task complete.
- Deleted tasks go to **Trash** first and can be restored.
- **✨ Focus (Default)**: Your most important tasks, ranked by a combination of Urgency and Priority.
- **📊 Strategy Matrix**: A 4-quadrant grid mapping Urgency vs. Priority.
- **Do First**: Urgent & Important.
- **Schedule**: Important but not urgent yet.
- **Delegate**: Urgent but not important.
- **Eliminate**: Neither urgent nor important.
- **❄️ Snowball**: Shows your **smallest** tasks first to help you build momentum.
- **⛏️ Dig In**: Shows your **largest** tasks first for when you have time to focus.
- **🕒 Urgency**: Sorts tasks purely by when they are due.
- **⭐ Priority**: Sorts tasks purely by how important they are.
### Notes
### Other Info
- Use the **Tasks/Notes** toggle to switch into Notes mode.
- Notes support:
- titles
- rich formatting
- attachments
- favorites
- public/private visibility
- Tasks can link to notes through `#note` tags and note references.
- Creating a task while a note is active automatically links that task to the note.
- Existing tasks can also be linked from the note view.
- Notes can generate a share link from the note actions menu.
- **Search & Filters**: Use the bar at the top right to find specific tasks or filter by priority, urgency, or tasks edited today.
- **Themes**: Switch between **Light Mode** and **Dark Mode** in the Settings.
- **Trash**: Deleted tasks are kept for **7 days** before being permanently removed. You can recover them in Settings.
### Share Tasks
### Mobile Installation
- Task sharing is **tag-driven**.
- Use:
- `@people` to share with users
- `@buckets` to move or share into bucket contexts
- `#notes` to connect tasks to notes
- When adding a user, bucket, or note context through the tag picker, choose:
- **Collaborative**: both sides keep access
- **Handoff**: responsibility moves to the receiving context
- Task detail shows the active contexts and the policy each one is using.
TaskGrid works like a dedicated app on your phone:
### Buckets and Supervision
- **Android**: Tap the three dots in Chrome, select "Add to Home Screen," then "Install."
- **iPhone**: Tap the Share icon in Safari and select "Add to Home Screen."
- **My Bucket** is your personal home context.
- Pin buckets in Settings to make them appear in the context switcher.
- Supervision allows approved users to switch into another person's personal context.
- The context switcher can show:
- My Bucket
- pinned buckets
- supervised personal contexts
- Some system tags are intentionally hidden in the current view while still staying active behind the scenes.
### Views and Finding Work
- **Focus**: default ranked view
- **Matrix**: urgency vs priority
- **Snowball**: smallest tasks first
- **Dig In**: largest tasks first
- **Urgency**: due-date pressure first
- **Priority**: importance first
- **Progress**: status/progress first
- Basic filters include:
- free-text search
- include/exclude tags
- priority range
- urgency range
- edited today
- mine
- starred
### Everyday Extras
- **Trash** in Settings includes separate recovery areas for tasks and notes.
- **Mobile install**:
- Android: use Chrome's install or add-to-home-screen action.
- iPhone: use Safari's **Add to Home Screen**.
- If the app feels stale or out of sync, a quick refresh is the best first step.
---
## Advanced Features (Teams & Automation)
## Advanced Features
### Sharing & Collaboration
### Advanced Views
Collaboration in TaskGrid is flexible and transparent:
- The same task pool can be viewed through different sort modes:
- Focus
- Urgency
- Priority
- Progress
- Snowball
- Dig In
- **Strategy Matrix** plots incomplete tasks on an urgency-vs-priority grid.
- Dots are clickable.
- Dot color reflects task size.
- Tooltips show the task title plus `U`, `S`, and `P` values.
- The time scale can be switched to `1`, `7`, `30`, `60`, or `90` days.
1. **Manual Sharing**: Open a task and use the **Share** menu to add a specific person.
- You can also **unshare** **and split** tasks here. Unshare just removes it from their list and split gives each of you a unique copy of the task.
2. **Tag-Based User Sharing**: Add a tag that matches a coworker's name (e.g., "John Smith").
- This automatically shares the task with them.
- Both of you can edit the task together (Collaborative mode).
3. **Collaboration vs. Handoff**:
- **Collaborate**: Both users can see and edit.
- **Handoff**: The task is transferred to the other person, and they become the new owner.
### Notes Power Use
### Team Spaces (Buckets)
- Root notes can have child tabs.
- Child tabs inherit the parent note's privacy setting.
- Desktop supports drag-and-drop tab reordering.
- Tabs can be renamed inline.
- Root notes manage the shared linked-task set.
- Renaming a note also updates the matching `#note` tag definition so linked tasks stay aligned.
"Buckets" are shared areas for teams (like "Shop" or "Maintenance").
### Rich Editor
- **Move to Bucket**: Simply add a tag that matches the bucket name (e.g., tagging a task with "Shop").
- **Visibility**: By default, bucketed tasks are hidden from your main view to keep your list clean. You can view them by selecting the bucket in the sidebar but they will only appear if you have pinned them.
- **Pinning**: In order to work in a bucket, you must "Pin" it in Settings so it always shows up in your sidebar.
- Tasks, notes, and templates all use the same editor.
- Type `/` to open slash commands, including:
- text and headings
- bullet lists
- checklists
- multi checklists
- code blocks
- blockquotes
- uploads
- job file embeds
- dividers
- tables
- The editor also supports:
- underline
- links
- highlight
- text alignment
- resizable tables
- `@user` mentions
- `#note` mentions
- Files can be pasted or dragged in directly.
- Images become image blocks.
- Videos become video blocks.
- Other files become file attachment blocks.
- Clicking an image opens a fullscreen zoomable preview.
### Oversight (Share All)
### Task Automation
Managers and team leads can ask their teams to create a "share all" sharing rule in setting. This will add that user's bucket as an option in the sidebar just like shared buckets. Clicking a user's name in your sidebar allows you to view their entire task list, making it easy to track progress across the team.
- Recurrence is configured from the task's **More** menu.
- Supported recurrence types:
- daily
- weekly
- monthly
- Weekly recurrence supports selected weekdays.
- Monthly recurrence supports a day of the month.
- Completed recurring tasks automatically reopen when the next cycle arrives.
### Automatic Tasks (Recurrence)
### Templates and Saved Filters
For recurring work, you can set a task to repeat **Daily**, **Weekly** (on any specified days of the week), or **Monthly** (on a specified day of the month).
- Task templates can store:
- name
- title
- priority
- urgency
- tags
- rich description
- Task templates are applied from Quick Entry.
- Task filters and note filters can both be saved as reusable templates.
- Use **Load All** when you need older history that is not currently loaded into the list.
- When you mark it complete, TaskGrid automatically "un-completes" it for you when the next cycle begins.
- You'll see status labels like "Complete until Monday" to let you know exactly when it will reappear.
### Sharing and Context Policies
### Bulk Import (Filling a Bucket)
- User, bucket, and note contexts can each behave as **Collaborative** or **Handoff**.
- Settings lets you adjust:
- per-user context policy
- bucket policy
- supervision access
- `@user`, `@bucket`, and `#note` tags are not just labels. They create structured access and relationship rules.
- Some active context tags may be hidden in the current UI while still remaining attached to the task.
Need to add a long list of tasks at once?
### Settings Deep Dive
1. Go to **Settings** \> **Import Tasks**.
2. Paste your list (one task per line).
3. Click "Parse and Configure."
4. Use the **Bulk Update** tool at the top to set the Priority, Urgency, and Tag (e.g., "Shop") for all tasks at once.
5. Update tasks that need individual urgency and priority. (Usually all tasks need individual urgency and priority because if everything is set the same TasGrid can't sort them)
6. Click **Import Tasks**.
- **Theme**: Light, Dark, or System
- **Tag List**: manage tag values and colors
- **Buckets**:
- create
- rename
- pin or unpin
- archive
- **Supervision**: choose who can switch into your personal context
- **Import Tasks**: paste lists, set bulk defaults, then fine-tune before import
- **Trash**: restore or permanently delete tasks and notes
### App Maintenance
- TasGrid is a progressive web app and can be installed on mobile.
- The app checks for updates automatically while running and when it becomes visible again.
- **Update App** in Settings triggers the manual update flow.
- **Reset PWA** clears cached app state, unregisters service workers, and reloads the app.
---
## Power User Tips
## Not Included Here
- **Quick Entry Shorthands**: Type `/p5` (priority), `/u8` (urgency), or `/t Wood` (tags) directly into the title box when creating a task to set properties instantly without touching your mouse!
- **Task Templates**: If you have recurring projects with the same notes and tags, create a **Template** in Settings. You can apply it with a single click in the creation menu.
- **Matrix Color Pro-tip**: The dots on your Strategy Matrix change color based on **Size**—**Blue** dots are small wins (easy tasks), and **Red** dots are major projects (time-consuming tasks).
- **Smart Tagging**: If you are currently viewing a Bucket (e.g., "Shop"), when you click the Plus button to add a task, TaskGrid will automatically add the "Shop" tag for you.
- SDK or API integration-developer documentation
- Internal dev migration tools
- Internal admin repair or production migration workflows
---
### Need help?
## Need More Help?
If the app feels out of sync, a quick [**refresh**](#) usually fixes it. Most updates happen automatically in real-time\!
If you have any other questions contact Timothy Cardoza or IT.
If TasGrid feels out of sync, refresh the app first. If you still need help, contact Timothy Cardoza or IT.