Tasks Pro Account

Set Up a Tasks Pro Account

Tasks pro is a multi user to do list.  It is the most advanced and comprehensive of the four task management systems made by Crowd Favorite Ltd.  Tasks Pro is hosted on your own computer server and is intended for many users.

Step 1  Upon installing your account onto your server, note that there is a 14 day free trial which is hosted on the Crowd Favorite servers.  If you choose this option they will send you your data from the free trial to install when you install the software. 

Step 2.  Go into your administrative area and choose your preferences.  You will also set your server settings by clicking on the Server button in the top toolbar.

Step 3.  In your administrative area click on groups and create a new group.

Step 4.  Again, in your administrative area, click on Users and create your user groups by clicking on New User.  You can create as many as you like and set restrictions on who sees what.  This means if youíre working on a project you can add all members of the team into a user group but if you only want top level team members to see certain information you can restrict access.

Step 5.  If you want to add new mailboxes, click on mailbox in your admin area.  This can be helpful if youíll be working from multiple email accounts or computers, say for example youíre doing some work from home and some from an office.

Step 6.  Creating a task.  All tasks can be assigned a:<br>
ï Name<br>
ï Description<br>
ï Deadline<br>
ï Priority<br>
ï Tags<br>
ï URL (s)<br>
ï Percentage complete<br>
ï Recurring task<br>
ï Sticky task<br><br>

Once all items have been addressed, the task can be saved as a task or a note.  You can also choose what screen youíre taken to after your task has been created.  To create a parent task, choose New Task From Template and create a parent task from which all other tasks can be derived from.

Step 7.  Creating a note.  Note creating is as simple as giving it a title and entering your information. After you create a task and a note, take a look at the View Tree screen.  Youíll see the name of your task at the top and any and all relevant notes branching off of it.  It gives you a hierarchy of documentation which can be extremely helpful when determining the status of a task or following the flow to determine what went wrong.  Note:  You can also create sub notes or notes within notes and sub tasks.  Take a look at the Sortable button on the left hand toolbar, click on sortable and explore the icons to the right of each task and note.  You can also edit or delete tasks in this screen.<br><br>

That is the essence of Task Pro however there are many more intricate features including blog posting via WordPress or Moveable Type.  It also allows you to create iCalendars and RSS Feeds of your tasks.  You can even create themes for your pages and tasks.