5.9 KiB
5.9 KiB
TaskGrid User Guide
Welcome & Access
- Website: 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.
Basic Features (Getting Started)
Creating Your First Task
- Click the large plus (+) sign in the bottom right corner (or type control + k).
- Title: Enter a clear name for what needs to be done.
- Priority: Choose from 1 (trivial) to 10 (absolutely necessary).
- 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.
- Size: This defaults to 5. Adjust it if the task is very small (15 mins) or very large (multiple days).
- Description: Add notes or details. Use the forward slash (/) to reveal formatting options like bold text, checklists, and even adding images.
- Click Create Task.
Viewing Your Tasks
TaskGrid sorts your tasks so you don't have to. The primary views are:
- ✨ 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.
Other Info
- 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.
Mobile Installation
TaskGrid works like a dedicated app on your phone:
- 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."
Advanced Features (Teams & Automation)
Sharing & Collaboration
Collaboration in TaskGrid is flexible and transparent:
- 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.
- 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).
- 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.
Team Spaces (Buckets)
"Buckets" are shared areas for teams (like "Shop" or "Maintenance").
- 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.
Oversight (Share All)
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.
Automatic Tasks (Recurrence)
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).
- 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.
Bulk Import (Filling a Bucket)
Need to add a long list of tasks at once?
- Go to Settings > Import Tasks.
- Paste your list (one task per line).
- Click "Parse and Configure."
- Use the Bulk Update tool at the top to set the Priority, Urgency, and Tag (e.g., "Shop") for all tasks at once.
- 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)
- Click Import Tasks.
Power User Tips
- 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.
Need 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.