TaskFlow User Manual

1. 01Go to Register from the sign-in page.
2. 02Fill in your organization name, what you'll use TaskFlow for (optional, helps approval), and your own account details (name, email, password, optional Discord user ID for @mention notifications).
3. 03Submit. Your request is now pending — the platform owner reviews every new workspace before it can sign in.
4. 04Once approved, sign in with the email and password you registered. You become that organization's first Admin and can invite your team from Settings.

If your request is rejected or your organization is later suspended, signing in will tell you so explicitly rather than silently failing.

If a teammate invited you, you'll have a join link (/join/<token>). Opening it shows your email and the role you're being given; fill in your name and a password to finish creating your account. Invite links expire after 7 days and only work once.

Use your email and password on the Login page. A few things to know:

• ▪Passwords must be at least 10 characters.
• ▪Repeated failed sign-in attempts are rate-limited — after too many tries (per account and per network address) you'll be asked to wait a few minutes before trying again. This is a security measure, not a bug.
• ▪If your account has been deactivated, or your organization is pending/suspended/rejected, the sign-in page will tell you specifically why instead of a generic error.

• ▪A greeting banner with your organization's overall completion percentage and a shortcut to My Tasks.
• ▪Four headline numbers: total tasks, pending, in progress, and completed (with a call-out if anything is overdue or high-priority and still open).
• ▪Active sprints across all your projects, with a progress bar.
• ▪A Projects list with per-project completion.
• ▪Recently updated tasks, organization-wide.
• ▪A Pipeline panel: how many tasks sit in each status column, a breakdown by type, and your personal load (open vs. assigned).

From a project, open Backlog to plan work. Each open sprint (planned or the one active sprint) and the Backlog are drop zones. Drag task rows between them, or reorder within one — order is saved as you drop.

Filtering the backlog by title/ticket pauses drag-and-drop until you clear the filter.

• ▪New sprint: name (defaults to “Sprint N”), an optional goal, and optional start/end dates (default to a 14-day window from today; starting a sprint without dates fills them in automatically).
• ▪Start sprint: only one sprint per project can be active at a time; you must complete the running one first.

Complete sprint shows how many tasks finished vs. are still open, and lets you choose where unfinished tasks go — back to the Backlog or into a specific planned sprint. Finished tasks stay recorded against the completed sprint.

Completed sprints collapse into a history list at the bottom, each with its final done/total and points tally, and a link to view its tasks in the list view.

Open any task (click its title or ticket number) to see the full detail page.

Press ⌘/Ctrl + Enter while the form is focused to save without reaching for the mouse.

• ▪Anyone in the organization can comment on any task.
• ▪Type @ to open an autocomplete list of teammates — picking one notifies them wherever your organization has notifications wired up (Discord/Slack/Teams, by Discord ID if they've linked one).
• ▪Drag-and-drop, paste, or use the Attach button to add files/images directly to a comment (up to 10 files per message).
• ▪You can edit or delete your own comments; Managers and above can delete anyone's.
• ▪A direct link to a specific comment (e.g. shared from a notification) scrolls to and highlights it.

• ▪Images, PDFs, Office documents, text/CSV/JSON, zip archives, and common audio/video formats are accepted, up to 10MB per file and 10 files per upload.
• ▪Images get an inline thumbnail and open in a lightbox; other files show as a download chip.
• ▪You can remove your own uploads; Managers and above can remove anyone's.

The Tasks page is an organization-wide, sortable, paginated table. Every control updates the URL, so a filtered/sorted view is shareable or bookmarkable. Filters available: free-text search, project, type, status, priority, assignee (including “Assigned to me” / “Unassigned”), sprint (a specific one, “Active sprints”, or “Backlog”), and a deadline filter (overdue, due today, due in 7 days, or no deadline).

Search matches whole words (and close variants) in the title, ticket number, and description — it won't match a bare fragment the way a plain substring search would (e.g. typing “log” won't surface a task titled “Login page”). Search for the full word, or use the other filters to narrow things down.

• ▪Click a column header to sort by it (updated, created, due date, priority, status, title, or manual rank).
• ▪Choose rows-per-page (10/25/50/100).
• ▪Export CSV or Export Excel downloads exactly what's currently filtered (capped at 5,000 rows).

The Chat page (not available to the platform owner) is a real-time messenger scoped to your organization's members.

• ▪Direct message: pick one teammate from the New Chat dialog.
• ▪Group: name it and pick multiple people (up to 50 members per group); add more people later from an open group with Add people.
• ▪Messages support images (up to 5 per message) and plain text (up to 4000 characters).
• ▪A banner appears if the chat connection drops; messages you send while reconnecting are sent automatically once you're back online.

• ▪General — organization name (the slug is generated once at sign-up and can't be changed) and headline stats (members/projects/tasks).
• ▪Members — invite new teammates (Invite member: pick an email and a role — Developer, Manager, or Admin — and TaskFlow generates a private join link valid for 7 days; no email is sent automatically, so share the link yourself), change anyone's role, deactivate a member (signs them out and unassigns their open tasks) or reactivate them, and revoke a pending invitation before it's used.
• ▪Integrations — the webhooks described in section 13.

The admin console shows platform-wide stats (pending requests, organizations, users, projects/tasks) and a full organization list, pending requests first. From there the Master can:

• ▪Approve or reject a pending workspace request.
• ▪Suspend an active organization (locks out every member until reactivated) or restore it.
• ▪Open any organization to look around inside it, using the organization switcher in the navbar.

• ▪⌘/Ctrl + Enter submits the task form and posts a comment without clicking the button.
• ▪Double-click a Kanban card to edit it; single-click the title/ticket to open the full page.
• ▪Drag-and-drop works on both the Kanban board (change status) and the Backlog (plan sprints) — it's disabled while a text filter is active, since the item order would be ambiguous.
• ▪Every filter on the Tasks table lives in the URL, so you can bookmark or share a specific filtered view.
• ▪Paste or drag an image straight into a comment box to attach it — no need to click “Attach” first.