TasGrid/docs/HELP_GUIDE.md

TasGrid Help Guide

Welcome & Access

• Website: 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.

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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.

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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.

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Not Included Here

• SDK or API integration-developer documentation
• Internal dev migration tools
• Internal admin repair or production migration workflows

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Need More Help?

If TasGrid feels out of sync, refresh the app first. If you still need help, contact Timothy Cardoza or IT.