Knowledge base / TaskManager
TaskManager
My day, tasks, board, calendar, timeline, projects, workload and reports. 31 articles, version 1.0.0.
Getting started 1
Installation 1
Using the app 17
- My dayA member's home: what needs attention today. A greeting with today's numbers, KPI cards (Overdue, Due today, Next 7 days…
- TasksThe master list. Eleven built-in views — Assigned to me, Due today, Next 7 days, Overdue, I requested, Watching, Unassig…
- Task pageEverything about one piece of work. The header has Back, the task number, Mark complete / Reopen , Watch / Stop watching…
- New task & quick addTwo speeds for creating work. New task starts from a template, parses the title typed in plain words, and offers suggest…
- BoardKanban by status — or, inside a project with sections, by that project's sections. Drag and drop changes status (order i…
- CalendarA month view of due dates with holidays and weekends marked. Drag a task to another day to re-date it (time kept; start …
- TimelineGantt bars by project with milestones, dependency arrows (red when a task starts before what it waits for ends) and the …
- ProjectsCards with health (On track / At risk / Off track), progress, overdue and at-risk counts, owners and end dates — here We…
- WorkloadHours of work left per person against their capacity for 1–4 weeks, with out-of-office, overdue counts and drill-down to…
- DashboardThe executive overview: KPIs with change against the previous period (open, overdue, due soon, unassigned, at risk, crea…
- ReportsEighteen reports sharing one pattern: pick from the left list, set period / project / team / person / category, read the…
- Reminders & notificationsThe in-app bell (real time) plus email from your mailbox once the email flow exists. Automatic reminders cover due-soon,…
- ApprovalsCategories can require approval by a named person, the requester's manager (from the directory) or the project owner. Ap…
- Requests (guests)People who are not members get a home page with request tiles per category, a request form (category, details, needed-by…
- AI assistantBuilt in, in the browser — nothing leaves SharePoint: quick add, suggestions, duplicate warnings, per-task risk scores w…
- Devices & directory (Graph sync)People from Microsoft Entra ID and devices from Intune (or Entra ID) sync into SharePoint: Sync now in the browser plus …
- On a phoneThe layout fills the window and scrolls inside its own panels; grids add columns as the screen widens and stack on table…
Administration 5
- Setup wizardThe first time a site owner (Manage Lists permission) opens the page, a five-step wizard shows the 26 lists it will crea…
- Workspace & how work flowsGeneral covers organisation & look, features, workflow rules, email sender, maintenance and availability. People & roles…
- Save time: templates, automations, announcementsTask and project templates (like New laptop with its three subtasks, or Product launch ) start work pre-filed. Automatio…
- Keeping people informed: emails, reminders, integrationsEmails offers an editable template per event (18 on here, of 23), header/footer/logo styling, live preview with sample d…
- Security & licencePrivate requests (guest privacy) makes SharePoint itself show guests only their own items. System health & access valida…