Welcome to TaskPulse! This guide will help you get started quickly with the web interface.
TaskPulse is a modern task management application with:
- ✅ Kanban Boards - Visual task organization
- ✅ Priorities - Low, Medium, High, Critical
- ✅ Due Dates - Never miss a deadline
- ✅ Assignments - Delegate tasks to team members
- ✅ Subtasks - Break down complex tasks
- ✅ Mobile App - Works on phones and tablets
- ✅ Offline Mode - Keep working without internet
Open your web browser and navigate to:
If TaskPulse isn't running, ask your administrator to start it.
### 2. Create Your Account
1. Click the **"Register"** link in the top right
2. Fill in your information:
- **Username** (e.g., `john_doe`)
- **Email** (e.g., `john@example.com`)
- **Password** (minimum 6 characters)
- **Full Name** (optional - e.g., `John Doe`)
3. Click **"Register"**
That's it! You're ready to start creating tasks.
### 3. First Login
1. Go to `http://localhost:3050`
2. Enter your username and password
3. Click **"Login"**
You'll see your task dashboard with an empty project list.
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## Creating Your First Project
### What is a Project?
Projects help you organize your tasks by category, client, or timeframe.
**Examples:**
- "Website Redesign"
- "Mobile App Development"
- "Q1 Marketing Campaign"
- "Client: Acme Corp"
### Create a Project
1. Click the **"+ New Project"** button
2. Enter project details:
- **Name** (required) - e.g., "Website Redesign"
- **Description** (optional) - e.g., "Q1 2026 website overhaul"
3. Click **"Create Project"**
Your project will appear in the left sidebar. Click it to view your Kanban board.
---
## Understanding the Kanban Board
Your Kanban board has three columns:
### To Do
Tasks that haven't been started yet
### In Progress
Tasks you're currently working on
### Done
Completed tasks
**Tip:** Drag and drop tasks between columns to change their status!
---
## Creating Your First Task
### Create a Task
1. Make sure you've selected a project
2. Click the **"+ Add Task"** button (or double-click anywhere in the board)
3. Fill in task details:
- **Title** (required) - e.g., "Design homepage"
- **Description** (optional) - e.g., "Create wireframes and mockups"
- **Priority** (required) - Choose from dropdown:
- 🔵 Low
- 🟡 Medium
- 🟠 High
- 🔴 Critical
- **Due Date** (optional) - Click date picker
- **Assigned To** (optional) - Type username
4. Click **"Create Task"**
Your task appears in the "To Do" column!
### Task Cards
Each task card shows:
- **Priority badge** (color-coded)
- **Title**
- **Due date** (if set)
- **Completion timestamp** (when task was completed)
- **Assigned user** (if assigned)
- **Subtask progress** (if subtasks exist)
---
## Managing Tasks
### Change Task Status
**Method 1: Drag and Drop (Desktop)**
- Click and hold on a task card
- Drag it to a different column
- Release to drop
**Method 2: Click Buttons**
- Click the task to open details
- Click status buttons at the bottom:
- **"▶ Start"** → Moves to In Progress
- **"✓ Complete"** → Moves to Done
- **"↺ Reopen"** → Moves back to To Do
### Edit a Task
1. Click on any task card
2. The task details modal opens
3. Modify any field you want to change
4. Click **"Save"**
### Delete a Task
1. Click on a task card
2. Click the **"🗑️ Delete"** button
3. Confirm deletion
**Warning:** This cannot be undone!
---
## Using Subtasks
### What are Subtasks?
Subtasks break down complex tasks into smaller, manageable pieces.
### Add a Subtask
1. Click on a task to open details
2. Find the **"Subtasks"** section
3. Click **"+ Add Subtask"**
4. Enter subtask title
5. Click **"Add"**
### Complete a Subtask
Click the checkbox next to a subtask to mark it complete.
**Tip:** Task progress bar updates as you complete subtasks!
### Delete a Subtask
Click the **"×"** next to a subtask to remove it.
---
## Task Priorities
### Priority Levels
| Priority | Color | When to Use |
|----------|--------|--------------|
| 🔵 Low | Blue | Nice-to-have, low impact |
| 🟡 Medium | Yellow | Important but not urgent |
| 🟠 High | Orange | Urgent, affects timeline |
| 🔴 Critical | Red | Blocking, immediate action needed |
### Changing Priority
1. Click on a task
2. Select new priority from dropdown
3. Click **"Save"**
---
## Due Dates
### Setting Due Dates
1. Click on a task
2. Click on date picker field
3. Select a date
4. Click **"Save"**
### Overdue Tasks
Tasks past their due date appear with a red warning indicator.
---
## Completion Tracking
### What is Completion Tracking?
When you complete a task, TaskPulse automatically records **when** it was completed. This helps you:
- Track how long tasks take to complete
- Review your productivity over time
- See exactly when you finished important work
### When is Completion Time Recorded?
The completion timestamp is set automatically when:
- You move a task to "Done" column
- You click the "✓ Complete" button
- A bot or AI completes a task
If you reopen a task (move it back to "To Do" or "In Progress"), the completion timestamp is cleared. When you complete it again, a new timestamp is recorded.
### Viewing Completion Time
You can see when a task was completed:
- **On task cards** - Shows "Completed X hours/days ago"
- **In task details** - Shows exact date and time
- **In API responses** - The `completed_at` field is included
### Productivity Insights
This feature enables powerful productivity tracking:
- "How many tasks did I complete this week?"
- "What was my most productive day?"
- "How long does it typically take to complete high-priority tasks?"
**Note:** Completion tracking works automatically - no setup required!
---
## Assigning Tasks
### Assign to a Team Member
1. Click on a task
2. In the **"Assigned To"** field, type a username
3. Click **"Save"**
The assigned user will see:
- The task in their view
- Notifications about the task
### View Assigned Tasks
Tasks assigned to you appear in your dashboard with your name shown.
---
## Mobile App Features
TaskPulse works great on phones and tablets! Here's what's different:
### Navigation
- **Bottom Tab Bar** - Switch between projects, tasks, and settings
- **Swipe Gestures** - Swipe tasks left/right to move between columns
- **Tap to Edit** - Tap any task to open details
### Touch-Friendly UI
- **Large Buttons** - Easy to tap (44px minimum)
- **No Zoom** - Fonts sized to prevent iOS zoom
- **Sticky Tabs** - Easy access to column filters
### Swipe Actions
**Swipe Right** → Move to previous column
**Swipe Left** → Move to next column
**Long Swipe Left** → Delete task
### Offline Mode
When you lose internet connection:
- Continue viewing tasks
- Edit tasks locally
- Changes sync when you're back online
**Note:** You need to install TaskPulse as an app for offline mode to work.
---
## Installing as a Mobile App
### On Android (Chrome)
1. Open TaskPulse in Chrome
2. Tap the **"⋮"** menu (three dots)
3. Tap **"Add to Home screen"**
4. Tap **"Add"**
### On iOS (Safari)
1. Open TaskPulse in Safari
2. Tap the **"Share"** button (square with arrow)
3. Tap **"Add to Home Screen"**
4. Tap **"Add"**
### On Desktop (Chrome/Edge)
1. Open TaskPulse
2. Click the **"⊕"** icon in address bar (or lock icon)
3. Click **"Install"** or **"Add to Home Screen"**
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## Tips for Success
### Best Practices
✅ **Break down large tasks** - Use subtasks for complex work
✅ **Set realistic due dates** - Avoid overwhelming yourself
✅ **Assign clearly** - Make sure assignees know their responsibilities
✅ **Review daily** - Check your board each morning
✅ **Use priorities wisely** - Reserve "Critical" for blockers
### Keyboard Shortcuts (Desktop)
| Action | Shortcut |
|---------|----------|
| Create task | Double-click anywhere |
| Edit task | Click task card |
| Delete task | Open task → Delete button |
| Move column | Drag and drop |
---
## Getting Help
### Common Issues
**Q: I can't login**
A: Check your username and password. Make sure Caps Lock is off.
**Q: My tasks aren't saving**
A: Refresh the page. If that doesn't work, contact your administrator.
**Q: Mobile app isn't working**
A: Make sure you have internet connection for the first load. Then offline mode will work.
**Q: How do I create more projects?**
A: Click **"+ New Project"** in the sidebar. You can have unlimited projects!
**Q: Can I export my tasks?**
A: Not yet, but this feature is planned for a future update.
---
## Next Steps
Now that you know the basics, try:
1. ✅ Create 2-3 projects for different areas of work
2. ✅ Add tasks with different priorities
3. ✅ Try creating subtasks for complex work
4. ✅ Assign a task to a colleague
5. ✅ Complete a task and move it to "Done"
6. ✅ Install TaskPulse on your phone
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## Need More Help?
- **Admin Guide:** See `ADMIN_GUIDE.md` for setup and management
- **AI Manual:** See `AI_MANUAL.md` for API documentation
- **Your Administrator:** Contact your system admin for account issues
---
**Enjoy managing your tasks with TaskPulse!** ⚡
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**Last Updated:** 2026-02-17
**TaskPulse Version:** v1.9.0
**Purpose:** Quick Start Guide for End Users