235 lines
7.0 KiB
Markdown
235 lines
7.0 KiB
Markdown
# TasGrid Help Guide
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## Welcome & Access
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- **Website**: [tasgrid.ccllc.pro](https://tasgrid.ccllc.pro)
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- **Login**: Use your Cardoza Construction email and the same password you use for Outlook.
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- **Where to find Help**:
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- Desktop: open **Help Guide** from the sidebar.
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- Mobile: open **Settings > User Help Guide**.
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---
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## Basic Functions
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### Create Tasks
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- Open Quick Entry with the floating **+** button or `Ctrl/Cmd+K`.
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- Required fields are **Title**, **Priority**, and **Urgency**.
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- Optional fields include **Size**, **Due Date**, **tags**, and a rich text description.
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- **Urgency** and **Due Date** stay connected. Changing one updates the other.
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- New tasks automatically inherit the context you are working inside:
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- **My Bucket** keeps the task in your personal context.
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- A pinned bucket adds that bucket's `@tag`.
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- A supervised personal context adds that user's `@tag`.
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- Creating from Notes mode adds the active note's `#tag`.
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- Quick Entry shorthand:
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- `/pN` sets priority
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- `/uN` sets urgency
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- `/t tag` adds a tag
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- `/t tag:value` adds a tag and value
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- Saved task templates can prefill common work.
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### Edit and Manage Tasks
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- Open a task to edit:
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- title
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- status
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- priority
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- urgency
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- size
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- due date
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- tags
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- favorite state
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- rich text body
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- Task cards also support lightweight actions such as status changes, duplicate, and favorite.
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- Double-click the status control to mark a task complete.
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- Deleted tasks go to **Trash** first and can be restored.
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### Notes
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- Use the **Tasks/Notes** toggle to switch into Notes mode.
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- Notes support:
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- titles
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- rich formatting
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- attachments
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- favorites
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- public/private visibility
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- Tasks can link to notes through `#note` tags and note references.
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- Creating a task while a note is active automatically links that task to the note.
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- Existing tasks can also be linked from the note view.
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- Notes can generate a share link from the note actions menu.
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### Share Tasks
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- Task sharing is **tag-driven**.
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- Use:
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- `@people` to share with users
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- `@buckets` to move or share into bucket contexts
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- `#notes` to connect tasks to notes
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- When adding a user, bucket, or note context through the tag picker, choose:
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- **Collaborative**: both sides keep access
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- **Handoff**: responsibility moves to the receiving context
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- Task detail shows the active contexts and the policy each one is using.
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### Buckets and Supervision
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- **My Bucket** is your personal home context.
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- Pin buckets in Settings to make them appear in the context switcher.
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- Supervision allows approved users to switch into another person's personal context.
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- The context switcher can show:
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- My Bucket
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- pinned buckets
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- supervised personal contexts
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- Some system tags are intentionally hidden in the current view while still staying active behind the scenes.
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### Views and Finding Work
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- **Focus**: default ranked view
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- **Matrix**: urgency vs priority
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- **Snowball**: smallest tasks first
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- **Dig In**: largest tasks first
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- **Urgency**: due-date pressure first
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- **Priority**: importance first
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- **Progress**: status/progress first
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- Basic filters include:
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- free-text search
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- include/exclude tags
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- priority range
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- urgency range
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- edited today
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- mine
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- starred
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### Everyday Extras
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- **Trash** in Settings includes separate recovery areas for tasks and notes.
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- **Mobile install**:
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- Android: use Chrome's install or add-to-home-screen action.
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- iPhone: use Safari's **Add to Home Screen**.
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- If the app feels stale or out of sync, a quick refresh is the best first step.
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---
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## Advanced Features
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### Advanced Views
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- The same task pool can be viewed through different sort modes:
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- Focus
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- Urgency
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- Priority
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- Progress
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- Snowball
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- Dig In
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- **Strategy Matrix** plots incomplete tasks on an urgency-vs-priority grid.
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- Dots are clickable.
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- Dot color reflects task size.
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- Tooltips show the task title plus `U`, `S`, and `P` values.
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- The time scale can be switched to `1`, `7`, `30`, `60`, or `90` days.
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### Notes Power Use
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- Root notes can have child tabs.
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- Child tabs inherit the parent note's privacy setting.
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- Desktop supports drag-and-drop tab reordering.
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- Tabs can be renamed inline.
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- Root notes manage the shared linked-task set.
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- Renaming a note also updates the matching `#note` tag definition so linked tasks stay aligned.
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### Rich Editor
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- Tasks, notes, and templates all use the same editor.
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- Type `/` to open slash commands, including:
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- text and headings
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- bullet lists
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- checklists
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- multi checklists
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- code blocks
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- blockquotes
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- uploads
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- job file embeds
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- dividers
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- tables
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- The editor also supports:
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- underline
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- links
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- highlight
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- text alignment
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- resizable tables
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- `@user` mentions
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- `#note` mentions
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- Files can be pasted or dragged in directly.
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- Images become image blocks.
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- Videos become video blocks.
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- Other files become file attachment blocks.
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- Clicking an image opens a fullscreen zoomable preview.
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### Task Automation
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- Recurrence is configured from the task's **More** menu.
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- Supported recurrence types:
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- daily
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- weekly
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- monthly
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- Weekly recurrence supports selected weekdays.
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- Monthly recurrence supports a day of the month.
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- Completed recurring tasks automatically reopen when the next cycle arrives.
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### Templates and Saved Filters
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- Task templates can store:
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- name
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- title
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- priority
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- urgency
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- tags
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- rich description
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- Task templates are applied from Quick Entry.
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- Task filters and note filters can both be saved as reusable templates.
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- Use **Load All** when you need older history that is not currently loaded into the list.
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### Sharing and Context Policies
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- User, bucket, and note contexts can each behave as **Collaborative** or **Handoff**.
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- Settings lets you adjust:
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- per-user context policy
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- bucket policy
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- supervision access
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- `@user`, `@bucket`, and `#note` tags are not just labels. They create structured access and relationship rules.
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- Some active context tags may be hidden in the current UI while still remaining attached to the task.
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### Settings Deep Dive
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- **Theme**: Light, Dark, or System
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- **Tag List**: manage tag values and colors
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- **Buckets**:
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- create
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- rename
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- pin or unpin
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- archive
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- **Supervision**: choose who can switch into your personal context
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- **Import Tasks**: paste lists, set bulk defaults, then fine-tune before import
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- **Trash**: restore or permanently delete tasks and notes
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### App Maintenance
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- TasGrid is a progressive web app and can be installed on mobile.
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- The app checks for updates automatically while running and when it becomes visible again.
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- **Update App** in Settings triggers the manual update flow.
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- **Reset PWA** clears cached app state, unregisters service workers, and reloads the app.
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---
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## Not Included Here
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- SDK or API integration-developer documentation
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- Internal dev migration tools
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- Internal admin repair or production migration workflows
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---
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## Need More Help?
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If TasGrid feels out of sync, refresh the app first. If you still need help, contact Timothy Cardoza or IT.
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