Skip to content
Getting Started - Simple Guide
Welcome to Task Manager Pro! This guide will help you get up and running quickly.
🎯 What is Task Manager Pro?
Task Manager Pro is a WordPress plugin that helps you and your team manage projects and tasks efficiently. Think of it as your digital project management assistant.
What You Can Do
- Create Projects - Organize your work into projects
- Manage Tasks - Break projects down into individual tasks
- Assign Work - Give tasks to team members
- Track Progress - See what's done and what's left
- Collaborate - Work together with comments and updates
🚀 First Steps
Step 1: Access Task Manager Pro
- Log into WordPress (your website's admin area)
- Look for "Task Manager" in the left menu - you'll see 5 main menus:
- Dashboard - Your personal overview
- Work - Tasks & Projects (manage tasks, boards, and projects)
- Team - Members, Groups, Permissions, and Invitations
- Settings - Workflows, Tools, and Admin settings
- Click on "Dashboard" to open your personal dashboard
Step 2: Explore the Main Areas
📊 Dashboard
Your personal overview - see all your tasks, projects, and activity at a glance. This is your home base!
Location: Tasks → Dashboard
📋 Work (Tasks & Projects)
Create and manage tasks and projects. Access Boards (Kanban), All Tasks, Projects, and more.
Location: Tasks and Projects menus
Submenus: Boards, All Tasks, Task Status, Task Priorities, Task Labels/Tags, Analytics
👥 Team
Manage team members, user groups, permissions, and invitations. Essential for collaboration!
Location: Team
Submenus: Members, User Groups, Permissions, Invitations
📋 Creating Your First Task
How to Create a Task
Step-by-Step:
- Go to "Tasks → All Tasks" in the left menu
- Click on "Boards" (Kanban view) or "All Tasks" (list view)
- Click "Add New Task" (usually a button at the top)
- Fill in the details:
- Task Name - What needs to be done (e.g., "Design homepage")
- Description - More details about the task
- Project - Which project this belongs to
- Assignee - Who will do this task
- Due Date - When it needs to be finished
- Priority - How urgent it is
- Click "Create Task"
Task Example
Example Task:
- Name: "Update company website"
- Description: "Add new product information and update contact details"
- Project: "Website Redesign"
- Assignee: "John Smith"
- Due Date: "Next Friday"
- Priority: "High"
📁 Creating Your First Project
Why Create Projects?
Projects help you organize related tasks together. Think of them like folders on your computer - they keep things organized.
How to Create a Project
Step-by-Step:
- Go to "Projects → All Projects" in the left menu
- Click on "Add New Project" in the submenu
- Fill in the details:
- Project Name - What the project is about
- Description - What the project involves
- Status - Active, Planning, Completed, etc.
- Team Members - Who's working on this project
- Click "Create Project"
Project Example
Example Project:
- Name: "Website Redesign"
- Description: "Complete redesign of company website with new branding"
- Status: "Active"
- Team: "Design Team, Development Team"
🎯 Using Project Boards (Kanban)
What are Project Boards?
Project Boards are visual boards that show your tasks in columns. It's like having sticky notes on a wall, but digital!
How to Use Boards
Understanding the Board:
- To Do - Tasks that haven't been started
- In Progress - Tasks currently being worked on
- Completed - Finished tasks
Moving Tasks
Drag and Drop:
- Click and hold on any task card
- Drag it to a different column
- Let go - the task moves!
Example: When you finish a task, drag it from "In Progress" to "Completed"
👥 Working with Your Team
Assigning Tasks
Give Tasks to Team Members:
- Create or edit a task
- Find "Assignee" field
- Select a team member from the dropdown
- Save the task
Adding Comments
Communicate with Your Team:
- Click on any task to open details
- Scroll to "Comments" section
- Type your message
- Click "Add Comment"
Team Collaboration Tips
Work Better Together:
- Use clear task names - "Fix login bug" not "Fix stuff"
- Add descriptions - Explain what needs to be done
- Set due dates - Help everyone know deadlines
- Update status - Move tasks when you start/finish them
- Comment regularly - Keep team informed of progress
📊 Understanding Your Dashboard
What You'll See
Dashboard Overview:
- My Tasks - Tasks assigned to you
- Recent Projects - Projects you're working on
- Quick Stats - How many tasks are done, overdue, etc.
- Recent Activity - What's been happening lately
Quick Actions
Common Things You Can Do:
- Create New Task - Quick task creation
- View All Tasks - See everything you're working on
- Check Projects - See all your projects
- View Boards - Use the visual board interface
🚨 Common Questions
Q: I can't see any tasks or projects
Answer: You might not have any tasks created yet, or you might not have permission to see them. Try creating a test task first.
Q: How do I assign a task to someone?
Answer: When creating or editing a task, look for the "Assignee" field and select a team member from the dropdown list.
Q: Can I use this on my phone?
Answer: Yes! Task Manager Pro works on phones and tablets. The boards are especially mobile-friendly.
Q: How do I know when tasks are due?
Answer: Due dates are shown on task cards and in your dashboard. You can also set up email notifications.
💡 Tips for Success
Getting Started Tips
Start Simple:
- Create one project to test things out
- Add a few tasks to see how it works
- Invite one team member to try it together
- Use the boards - they're the easiest way to see everything
Best Practices
Make It Work for You:
- Use clear names - Make task names descriptive
- Set realistic deadlines - Don't make everything urgent
- Update regularly - Move tasks when their status changes
- Communicate - Use comments to keep team informed
- Stay organized - Use projects to group related tasks
🎉 You're Ready to Go!
Quick Start Checklist
| Task | Done? |
|---|---|
| I can access Task Manager Pro | ☐ |
| I understand what projects and tasks are | ☐ |
| I can create my first project | ☐ |
| I can create my first task | ☐ |
| I can use the project boards | ☐ |
| I can assign tasks to team members | ☐ |
Next Steps
🎥 Watch Videos
See Task Manager Pro in action with video tutorials.
🎉 Congratulations! You now know the basics of Task Manager Pro! Start by creating a simple project with a few tasks, and you'll be managing your work like a pro in no time.