Knowledge base / TaskManager / Reference
Reference
A. Keyboard shortcuts
/ search · q quick add · n new task · g then m/t/b/c/l/p/w/d/a/r for My day / Tasks / Board / Calendar / Timeline / Projects / Workload / Dashboard / Assistant / Reports. Jump to a task by number in search.
B. Task views
Assigned to me · Due today · Next 7 days · Overdue · I requested · Watching · Unassigned · At risk · Waiting · All active · Recently completed — plus saved personal and shared views.
C. Reports (18)
Task register · Open work · Overdue · Due in 14 days · Unassigned · At risk · Age of open work · Completed · On-time delivery · Weekly trend · Requests · Approvals · Workload by person · People performance · Project status · Work by category · Time logged · Time by project and person.
D. Email events (23)
Tasks: request received, assigned, comment, @mention, status changed, completed, reopened, added to project · Approvals: needed, decision · Due dates: due soon, overdue, escalation, starts today · Reminders: approval, unassigned, no progress, still waiting, personal, daily digest · Automation: notice, at-risk, handed over.
E. SharePoint lists created
All with the prefix TM_, all hidden from Site contents, secured by Apply security: Settings, Projects, Tasks, Comments, Activities, Statuses, Priorities, Categories, Teams, Members, CustomFields, Templates, Automations, Holidays, Announcements, TimeEntries, Notifications, SavedViews, Reminders, ReminderQueue, Outbox, Devices, Directory, SyncLog, AiRequests, SetupLog.