Taskolly User Manual

This user guide is compiled with the intent of helping new users to get familiar with the various features of the application while also serving as a good reference for experienced users.
Furthermore, the user guide has been compiled to show how properly to use Taskolly to ensure optimum productivity in the workplace while also infusing effective work management practice.

Note- Just like any sophisticated software out there not all the features in this system may be obvious the first time a user signs up or logs in. Kindly take some time to try the different features in this application. For ease of understanding the simple basic language has been utilized also up to date screenshot of the application has been incorporated to help the user understand how the application is structured and also the best way to use it.

Opening the App

The ‘Open App’ tab is located on the top right-hand side of the Taskolly homepage. To access or open the Taskolly application a user is required to click on this tab.
Upon clicking on this tab the user will be directed to the app log in panel. A screenshot of the app ‘log in’ panel is shown below.

Fig 1- Screenshot showing the Taskolly App Log in panel

New users will be required to sign up to start using the service. To do this a user will click on the ‘Sign Up’ option which is located at the bottom center of the login panel.

Upon clicking on this option the new user will be directed to the ‘Sign Up’ panel. A screenshot of the same is shown below.

Fig 2- Screenshot showing the ‘Sign up’ panel

The new user should fill the relevant and correct details in the empty fields provided. 

Note- Don’t forget to check the ‘Accept terms and privacy’ box.

Finally, the new user will click on the ‘Sign up’ tab located below the ‘sign up’ panel.  In case the information provided is correct the new user will be incorporated into the system.

In case an existing user has forgotten their password they should click on the ‘Forgot your password’ option located just below the ‘Email Address’ tab.

Also in case one is using their personal computer checking the ‘Remember me’ box can prove to be time-saving.  Generally clicking on the ‘Remember Me’ box tells a browser to save a cookie so that in case an existing user signs out the window for the site without signing out the next time they go back they will be signed back automatically.

Upon signing up or logging in a user is now ready to comprehensively interact with the application. The interface which appears is similar to the screenshot shown below.

Fig 3 – Screenshot showing Taskolly app interface/panel

On the left side of this panel, we have different categories shortlisted vertically. The various categories help the users in the comprehensive use of the application. The various functionalities and categories are discussed in this section.

Dashboard

This is a user graphical user interface which helps the user to have a glance vie and also monitor the key activities and processes of the web application. Since the core functionality of the application is project management the dashboard displays an overview of what is happening including tasks and projects happening in the application. 

Projects

Still, on the left side of the Taskolly application panel, we have the ‘Projects’ tab. To get started a user will simply click on this tab.  Upon clicking this tab the ‘Projects’ panel should appear.

Fig 4- Screenshot showing the Projects Panel

In the Project panel a user will be able to:

  • Create a Project-  to do this the user should click on the ‘Create Project’ tab located on the top left side of the ‘Projects’ panel. Upon clicking a smaller ‘Create New Project’ panel will appear.
Fig 5- Screenshot showing ‘Create New Project’ panel

Under this panel, the user will be required to fill in the project name, the description of the project, the users of the project. This will be done in the provided tabs.

Upon filling in the various details the user will click on the ‘Create Project’ tab located on the left bottom side of the ‘Create Project’ panel.  A project will then be created successfully.

View the status of the ongoing projects- under the ‘Projects’ panel a user will also be able to view the status of the ongoing projects.  To do this the user will click on the tabs located on the right side of the ‘Create Project’ panel.

  • All- by clicking on this tab the user will have a clear view of all the projects 
  • Ongoing- by clicking on this tab the user will view the various ongoing projects
  • Finished- by clicking on this tab the user will have a view of the finished projects
  • On hold- by clicking on this tab the user will have a clear view of the various projects which are on hold.

Tasks

The ‘Task’ tab is located on the left side of the Taskolly app panel. It is located just below the ‘Projects’ tab. To get started the user will click on this tab. 

Fig 6- Screenshot showing the ‘Task’ panel.

On this panel the user will be able to:

  • View the current tasks- the user will be able to have a comprehensive breakdown of the various tasks at hand.  The user will view the task, project, milestone, the date due, assigned to, status, priority and also action.
  • The user can decide on the number of entries they wish to view at any one time. To do this the user will click on the up and down arrows located on the ‘show entries’ tab. Here the user can select whether they want to view 10, 25, 50 or 100 entries.
  • The user can also filter the data they want to view. To do this the user will move to the tabs located on the right side of the ‘Tasks’ panel.  The user can filter the tasks in relation to the projects, users, status, priority and also the date range. 

Upon selecting the different parameters the user can filter the available data by clicking on the ‘Apply’ tab located on the top right end of the ‘Tasks’ panel.

Timesheet

Generally this is a data table which the user of the application can use to track a certain project or task.  The ‘Timesheet’ tab is located on the left side of the Taskolly Application just below the ‘Tasks’ tab. To get started the user will click on the ‘Timesheet’ option.

Fig 7- Screenshot showing the ‘Timesheet’ panel

On this panel the user can:

  • Create a new Timesheet- To do this the user will click on the ‘Create Timesheet’ tab. This is located on the top right side of the ‘timesheet’ panel.
Fig 7- Screenshot showing ‘Create Timesheet’ panel

Under the ‘Create Timesheet’ panel the user will fill in the different details in the tabs provided. This includes selecting the name of the project, the name of the task, the date, time and description.

Upon filling in the details the user will click on the ‘Create’ tab located on the right bottom side of the ‘Create Timesheet’ panel. In case the user wants to cancel this operation and return to the ‘Create Timesheet’ panel the user will simply click on the ‘Cancel’ tab.

 View the status and timeline-  just like in the ‘Tasks’ tab the user can also get an overview and also view the status of the projects, tasks, date, time and also action. 

The user can also decide on the number of entries they wish to view, this is done by clicking on the up and down arrow on the ‘Show Entries’ tab here the user can select the number of entries they want to view.

A user can also search for a specific project or task. This is done by filling in the details of a project in the ‘Search’ tab.

Invoices

Serious project management involves invoice processing and invoice management. Taskolly app allows the user to manage their invoices seamlessly. To get started on this the user will click on the ‘Invoices’ tab located on the left-hand side of the Taskolly app panel just below the ‘Timesheet’ panel

Fig 8- Screenshot showing ‘Invoices’ panel

Under the ‘invoice’ panel the user can:

  • Create an invoice-to do this the user will click on the ‘Create’ option. This is located on the right-hand side of the ‘Invoice’ panel.  A new panel will appear.
Fig 9- Screenshot showing the ‘Create New Invoice’ panel

The user should fill in the different details including the name of the project, issue date, due date, discount (if any), and tax and also select the client.  Upon filling in the correct and relevant details the user will click on the ‘Create’ tab located on the left-hand side of the ‘Create New Invoice ‘panel.

  • View the status of the invoice

The user can also go ahead and view the status of the available invoices. A user can select the number of entries they wish to view. This is done by clicking on the up and down arrow on the ‘Show Entries’ tab, upon selecting the number of entries they wish to view the data will be displayed in the table section.

The user can also search for a particular invoice; this is done by filling in the details of the invoice in the ‘Search’ tab.

Clients

A client of a professional person or an organization is a person or company entitled to receive some form of service in return for some form of payment. TheTaskolly app allows the user to manage their clients seamlessly. The ‘Client’ tab is located on the left side of the Taskolly app just below the ‘Invoices’ tab. 

Fig 10- Screenshot showing the ‘Client’ panel

On this panel the user will be able to:

  • Add Client- To do this the user will click on the ‘Add Client’ tab which is located on the top right side of the ‘Clients’ panel.
Fig 11- Screenshot showing the ‘Add Client’ panel

 To successfully add a new client the user is required to fill in the name, email and password.  Upon filling in the relevant details the user will click on the ‘Create Client’ tab located on the right bottom side of the ‘Add Client’ tab.

  • View the client list- the user can go ahead and view the clients’ list. This will be automatically generated on the ‘clients’.

Users

With the understanding that many people may be involved in project/task management, the Taskolly app van is operated by different users.

To get started on this a user will click on the ‘User’ tab located on the right-hand side of the Taskolly app just below the ‘clients’ tab.

Fig 12- Screenshot showing ‘Users’ panel 



In this panel the user can:

  • Invite a new user- the user can add a new user this is done by clicking on the ‘Invite a new user’ tab which is located on the right top side of the ‘User’ panel.
Fig 13- Screenshot showing the ‘Invite New User’ panel

In this panel, the user will key in the name of the new user the user can then click on the ‘invite user’ tab located on the left bottom side of the ‘Invite new user’ panel. 

  • Upon inviting a new user the details of the new user will be displayed on the ‘Users’ panel.  The number of projects and the number of tasks associated with the new user will also be displayed.

Calendar

In project or task management marking the date is always an important factor. For this reason, incorporating a calendar is highly important.

In the Taskolly app, the user can get to know about when a project/task is to start by clicking on the ‘Calendar’ tab. This tab is located on the left side of the Taskolly application which is below the ‘Users; tab.

Fig 14- Screenshot showing the ‘Calendar’ tab on the Taskolly application

The user can filter the various projects which they wish viewed in relation to the timeline. This will be done by clicking on the drop-down arrow on the ‘All Projects’ tab and select the project they wish to view on the calendar. Upon selecting the preferred project the user will go ahead and click on the ‘Apply’ tab. The results which will include the timeline of the project will be highlighted on the calendar.

 Notes

Having a notes section where a user can write down the important points relating to the project/tasks etc. is essential.  In the Taskolly app, the ‘Notes’ section is located on the left-hand side of the panel just below the ‘Calendar’ tab. To get started the user will be required to click on the ‘Notes’ tab.

Fig 15- Screenshot showing the ‘Notes’ tab

In the ‘Notes’ tab the user can:

  • Create a new note-  to do this the user will click on the ‘Create Note’
Fig 15- Screenshot showing ‘Create New Note’ panel

In this panel, the user will fill in the different parameters including the title, description and color. The color section comprises primary, secondary, info, warning and danger and is selected by clicking on the drop-down arrow.  Through selecting the color parameter the user can prioritize the note filled.

Upon filling in the various details the user will click on the ‘Create Note’ tab this is located on the left bottom side of the ‘Create new note’ panel’. Dong this will complete the process of creating a note.

  • Viewing notes- the user can also view the various notes and their priorities this is displayed in the ‘Notes’ panel.

Chat

A comprehensive project management application should enhance some form of engagement between its users. For Taskolly App this is achieved via the ‘Chat’ tab this tab is located on the left side under the ‘Notes’ tab.  To engage with other users via chat the user will simply click on the ‘Chat’ tab.

Fig 16- Screenshot showing the ‘Chat’ panel

In this panel the user will be able to view the different chats; these are often displayed using the name of users’ preferences. By clicking on the name of the user the messages related to that user will be displayed.

Whether an organization is big or small clients tend to have different orders. Taskolly can effectively help users to manage their orders.

To get started the user will click on the ‘Orders’ tab which is located on the left side of the Taskolly panel just below the ‘Plans’ tab.

Fig 17- Screenshot showing the ‘Orders’ panel

In the ‘Order’ panel the user will be able to:

  • View the status of the orders- here the user will be able to view the different orders through different parameters which include order id, name of order, plan name, price, status, payment type, coupon, date and also invoice.
  • In the ‘Order’ panel a user can select the number of entries they wish to view. This is done by clicking on the up and down arrow on the ‘Show Entries’ tab, upon selecting the number of entries they wish to view the data will be displayed in the table section.

Workspace setting

Generally, a workspace can be defined form of digital storage where a user can create, store, update and even delete images and other forms of data.

In the Taskolly app, the workspace setting allows the user to change, update, save and also delete the data.

To access this user will click on the ‘Workspace Settings’ tab which is located on the right-hand side of the Taskolly app just after the ‘Orders’ tab. 

Fig 18- Screenshot showing the ‘Workspace setting’ panel in the Taskolly app

The ‘Workspace Settings’ panel has various features including:

  •  Workspace settings- here the user can update their name, their logo. Upon effecting these changes the user can save the details.
  •  Task stages- the user can view different task stages. Here the user can view the status of the tasks also the user can delete the stages by clicking on the ‘Delete’ icon (marked in red). 
  •  Bug Stages-in this section the user can look at the various bug stages present in the system. Also in this stage, a user can add a bug by clicking on the ‘Add’ tab.

Also, in case a bug is resolved the user can click on the ‘Delete’ icon.

  • Billing Details- in this section the user can update the billing details by filling the relevant details in the spaces provided. In this case, the user will fill in the name, address, city, state, Zip/Cost Code, Country, and Telephone.  Upon filling in these details the user should click on the ‘Update’ tab provided.
  •  Payment Details- this section helps a user in setting the payment parameters. In this section, the user will fill in details including currency and currency code in the spaces provided.  

The user can also either opt to choose Stripe or PayPal. To do this the user will choose either of the two options and later click on the toggle key located below payments platforms (Stripe and PayPal).

  •  Invoice Footer Details- Still in the workspace settings the user can fill in the invoice footer details. This can help in tracking the invoice details. In this section, the user will fill in the invoice footer title and the invoice footer notes.

Upon filling in this information the user can click on the ‘update’ tab to ensure that the details filled are updated successfully.

  • Taxes- in this section the user can include the tax details, to do this the user will click on the ‘Create’ tab here the user will fill in both the name and the rate. The name and the rate created will be displayed in the ‘Taxes’ section under the ‘Workspace Settings’.
  •  Invoice section- this is the final section under the ‘Workspace settings’ here is where the user can generate an invoice. The invoice to be generated is dependent on the details put in the various sections. 
  • Invoice Template-A user can also use a different invoice template depending on their preference. This is done by simply locating the ‘Invoice Template’ and clicking on the drop-down arrow. A user can choose a different invoice template depending on the city their client is based.
  • Color- the color section under the Invoice section allows users to change the color of the invoice depending on their preference or choice. A user can select any color by simply ticking on the preferred color thus effecting the color change on the invoice.

If a user is satisfied with the changes effected on an invoice the user can click on the ‘Save’ tab located on the right side of this section just below the color section.