# TasGrid Help Guide ## Welcome & Access - **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 Functions ### Create Tasks - 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. ### Edit and Manage Tasks - 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. ### Notes - 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. ### Share Tasks - 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. ### Buckets and Supervision - **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 ### Advanced Views - 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. ### Notes Power Use - 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. ### Rich Editor - 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. ### Task Automation - 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. ### Templates and Saved Filters - 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. ### Sharing and Context Policies - 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. ### Settings Deep Dive - **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. --- ## Not Included Here - SDK or API integration-developer documentation - Internal dev migration tools - Internal admin repair or production migration workflows --- ## Need More Help? If TasGrid feels out of sync, refresh the app first. If you still need help, contact Timothy Cardoza or IT.