Quick Start Guide ​

Welcome to Task Manager Pro! This guide will help you get up and running quickly.

🚀 Getting Started ​

1. Installation ​

1. Upload the plugin to your WordPress site
2. Activate the plugin
3. Go to Tasks → Dashboard in your WordPress admin menu

2. Create Your First Project ​

1. Click Projects → Add New Project
2. Enter project name and description
3. Set project status and category
4. Optionally set visibility to "Public" for client portals
5. Click Create Project

3. Add Tasks ​

1. Go to Tasks → All Tasks or Tasks → Boards
2. Click Add New Task
3. Enter task details
4. Assign to team members (or follow tasks without assignment)
5. Set due date and priority
6. Optionally mark as "Public" for client sharing

4. Use Kanban Boards ​

1. Go to Tasks → Boards
2. Create a new board or use existing boards
3. Drag and drop tasks between columns
4. Update task status visually
5. Follow tasks you're interested in (new feature!)

📋 Essential Features ​

Project Management ​

• Create unlimited projects
• Organize with categories
• Track project progress
• Set deadlines and budgets

Task Management ​

• Create detailed tasks
• Assign to team members
• Set priorities and due dates
• Track time spent

Team Collaboration ​

• Invite team members
• Assign roles and permissions
• Real-time updates
• File attachments

Visual Boards ​

• Kanban-style boards
• Drag and drop interface
• Customizable columns
• Progress tracking

🎯 Quick Actions ​

For Project Managers ​

1. Create projects and assign tasks
2. Set up team permissions
3. Monitor progress with boards
4. Generate reports

For Team Members ​

1. View assigned tasks
2. Update task status
3. Add comments and files
4. Track time

For Clients ​

1. View project progress
2. Access relevant tasks
3. Add feedback
4. Download reports

🔧 Configuration ​

User Roles ​

• Administrator: Full access to all features
• Project Manager: Manage projects and tasks
• Team Member: Work on assigned tasks
• Client: View project progress

Permissions ​

• ⚡ Lightning Fast: 80% faster permission checks with intelligent caching
• 👀 Follower System: Follow tasks like Asana, Trello, and ClickUp
• 📊 Batch Checks: Efficient bulk operations for large teams
• Project-level access control
• Task-level permissions
• File access restrictions
• Time tracking controls
• 🌐 Public Visibility: Share tasks and projects publicly with custom URLs

📊 Dashboard Overview ​

The main dashboard shows:

• Recent Tasks: Latest activity (including followed tasks)
• Project Progress: Visual charts
• Team Activity: Recent updates
• Quick Stats: Key metrics
• Performance Metrics: Fast permission checks with caching enabled

🌐 Public Visibility (New Feature) ​

Share Projects & Tasks Publicly ​

Tasks and projects can now be shared publicly with custom URLs, perfect for client portals.

1. Mark as Public

   • Edit a task or project
   • Set visibility to "Public"
   • Add a public slug (e.g., "demo-task")
   • Save

2. Share the URL

   • Public tasks: yoursite.com/task/demo-task
   • Public projects: yoursite.com/project/demo-project
   • Works without login authentication

3. Use Cases

   • Client portals for project updates
   • Public project showcases
   • Stakeholder dashboards
   • Team collaboration

🆘 Need Help? ​

• Documentation: Check the full documentation
• FAQ: Common questions and answers
• Video Tutorials: Step-by-step guides

🎉 You're Ready! ​

You now have the basics to start using Task Manager Pro effectively. Explore the features and customize the system to match your workflow.

Happy project managing! 🚀