Welcome to TaskCalendars! This guide will help you get up and running quickly.
What is TaskCalendars?
TaskCalendars is a powerful task management and scheduling platform designed for teams. It helps you:
- Organize tasks with calendars, tags, and categories
- Schedule recurring tasks with flexible date patterns
- Collaborate with team members through roles and permissions
- Track progress with visual dashboards and status updates
Quick Start
1. Create Your First Calendar
Calendars are containers for your tasks. To create one:
- Click Calendars in the sidebar
- Click the New Calendar button
- Give your calendar a name and optional description
- Set visibility and permissions
2. Add a Task
Once you have a calendar:
- Click the New Task button in the sidebar
- Enter a task name and description
- Select the calendar to add it to
- Set the due date and recurrence pattern (if needed)
- Assign team members
3. Explore the Views
TaskCalendars offers multiple ways to view your tasks:
- Dashboard - Overview of upcoming and overdue tasks
- Calendar - Visual monthly/weekly/daily view
- Kanban Board - Drag-and-drop task management
- Task List - Detailed table view with filtering
Key Concepts
Tasks
Tasks are the core unit of work in TaskCalendars. Each task has:
- A name and description
- A due date (with optional recurrence)
- Assigned members
- Status (Not Started, In Progress, Completed, etc.)
- Tags for organization
Calendars
Calendars group related tasks together. You might have separate calendars for:
- Different projects
- Different departments
- Different clients
Team Members
Invite team members to collaborate on tasks. Each member can have different roles:
- Admin - Full control over tasks and settings
- Preparer - Can create and edit tasks
- Approver - Can approve completed tasks
- Viewer - Read-only access
Need More Help?
Explore the other topics in this documentation, or contact your administrator for assistance.