Quick Start

You've installed TaskView and created an account. Here's how to get productive in 5 minutes.

Create a project

Click the + button in the sidebar to create your first project. Give it a name, and you're done.

A project is a top-level container for all your work - it has its own lists, tags, statuses, team members, and permissions.

Add lists

Inside a project, create lists to organize tasks into groups. Think of lists as folders - "Backend", "Frontend", "Design", "Bugs", whatever makes sense for your workflow.

Enter list name in the header and press enter. You can ignore lists creation and create tasks in the created project directly.

Create tasks

Click inside a list and start adding tasks. Each task can have:

• Priority - how urgent it is
• Deadline - when it's due (with optional time)
• Notes - rich text description with formatting
• Tags - color-coded labels for categorization
• Subtasks - break work into smaller pieces, as deep as you need
• Assignees - who's responsible (multiple people allowed)
• Financial amount - attach an income or expense for budget tracking
• Task history - every change to a task's own properties (title, description, priority, deadline, status, etc.) is tracked and can be restored. Note: changes to tags, assignees, and other related entities are not part of the history - only fields stored directly in the task record.

Switch views

TaskView gives you three ways to look at your work:

List view

The default view. Tasks grouped by list, with all details visible. Best for day-to-day task management.

Kanban board

Visual columns representing statuses. Drag tasks between columns to update their status. Great for tracking workflow stages like "Backlog → To Do → In Progress → Done".

You can customize the columns - each project has its own set of statuses.

Dependency graph

An interactive network graph showing how tasks connect to each other. Link tasks to define dependencies, then zoom out to see the big picture. Useful for planning complex work where order matters.

Use the dashboard

The main screen (home page) shows a dashboard with widgets:

• Today's tasks - what's due today
• Upcoming deadlines - what's coming soon
• Recent activity - latest changes across all projects
• Completed tasks - what's been done

This gives you a quick overview without opening any specific project.

Search

Use the global search (click the search icon or press Ctrl+K / Cmd+K) to find any task across all your projects. Filter by tags, priorities, statuses, or assignees (available only in the selected project).

What's next

• Learn about Kanban boards - customize columns and workflow
• Set up task dependencies - link related tasks on the graph
• Invite your team - collaborate with others