Documentation
Welcome to the Taskry documentation. Here you will find guides for working with projects, tasks, clients, and the team.
Taskry provides features for managing projects, tasks, users, clients, and other entities. Below is a short overview of the main sections of the application.
Application overview
The Application overview section provides a brief overview of the application and covers the main features to help you get started: creating a workspace, inviting users to a workspace, importing and adding data.
Projects
The Projects section covers the main features for working with projects and project categories.
- View projects — view the list of projects and their details
- Project actions — create, edit, change status, and delete projects
- Import and export — import and export clients and companies from CSV files
- Search and filters — search, filter, and sort projects by different parameters
- Project categories — view, create, edit, and delete project categories
Tasks
The Tasks section covers the main features for working with tasks, subtasks, and task categories.
- View tasks — view the list of tasks and their details
- Task actions — create, edit, change status, and delete tasks
- Import and export — import and export tasks and categories from CSV files
- Search and filters — search, filter, and sort tasks by different parameters
- Subtasks — create, edit, and change the status of subtasks
- Task categories — view, create, edit, and delete task categories
Team
The Team section covers the main features for managing users and positions.
- View team — view the list of users and open their profiles
- User actions — create, edit, and delete users, as well as manage passwords and avatars
- Import and export — import and export users and positions from CSV files
- Search and filters — search, filter, and sort users by different parameters
- Positions — view, create, edit, and delete positions
Clients
The Clients section covers the main features for working with clients and companies.
- View clients — view the list of clients and open their profiles
- Client actions — create, edit, and delete clients
- Import and export — import and export clients and companies from CSV files
- Search and filters — search, filter, and sort clients by different parameters
- Companies — view, create, edit, and delete companies