Getting started
Installation on your own server, first login, changing your password and inviting the team. A step-by-step guide.
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Resources and guides
Help Centre
Task Manager user guide - the same one available in the application under Settings, on the Help tab.
User guide
Everything the application can do - explained step by step
Setup
From installation to your first task.
Mobile app
Install it on your iPhone, iPad or Android device from your company address, get notifications even when the app is closed, and log in without a password every time you open it.
ReadWorkspaces
Setting up and editing workspaces, the list in the left column, unread items and permissions in each space.
ReadDay-to-day work
What the team uses every day.
Tasks
Title, description, assignees, due date and status. Attachments, comments and everything else that makes up a task.
ReadChats
Conversations within a workspace: starting a chat, participants, attachments and keeping threads in order.
ReadNotes
Creating and organising notes, pinning them to tasks and places, and working on content together.
ReadCalendar
Calendar views, task deadlines, events and absences visible to the whole team.
ReadBoard
Board view: columns, dragging tasks and quickly adding work without leaving the screen.
ReadFiles
Folders, uploads, views and sorting. Files attached to tasks, chats and notes.
ReadConnecting an IMAP/SMTP mailbox, working with messages and turning an email into a task.
ReadOpen Space
Points for completed tasks, how they're calculated and what the team can see.
ReadAI Assistant
Your own model, your own key, your own rules.
Team and notifications
Who sees what and when they get a signal.
Users and Roles
Setting up accounts, roles in the program and permissions configured separately in each workspace.
ReadEmail notifications
Mail server settings, types of notifications and who receives them.
ReadNotification Centre
Signals gathered from tasks, chats and mail. Filters, marking as read and jumping to the source.
ReadActivity History
A trail of changes to tasks and settings: who did what, and when.
ReadConnections to the outside world
Google Calendar and n8n Automations.
Licence and maintenance
Versions, data and order on the server.
Licence
Uploading the key, the number of users in the licence and what happens when it changes.
ReadUpdates
Notification about a new version, one-click installation and manual upload via FTP.
ReadClearing data
Bin, permanent deletion and log clean-up, so the database doesn't grow out of control.
ReadData encryption
Enabling encryption, a copy of the key, the list of encrypted content, key rotation, and what to do if the key is missing.
ReadFrequently asked questions
Answers to the questions that come up most often - from logging in to attachments.
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