Your Account

Setting Up Your Account

This tutorial will guide you through the process of setting up your TaskManager account.

Creating Your Account

To create an account, you need to click on the Sign in button in the top-right of the window.

Main window

Clicking it will prompt you with a login form like the one below.

Login screen

Next up, click on the Sign up button.

You will be given a form that gives you the option of either creating an account by entering your email address or via your Google account.

Email form

we will cover both these methods.

Via Email

After you finished typing your email address in the text box and clicking Create an account, you will be sent a verification email like the one below.

Verification Email

Click on Verify and Sign in

You will be prompted with a form where you can insert your password, username, and profile picture.

Username

The next steep is creating an organization. You can give it a name, a description, and a logo.

Organisation

  1. Adding a logo:

    • Clicking on the designated area will open your File explorer
    • Navigate through your directories until you find the picture you want
    • Select it and click Open
  2. Adding a description:

    • Click on “_add.svg Add description”
    • This will reveal a text area in which you can type the description of your organization

Having done this, press Next. The next step is creating your first project:

Creeating project

  1. The name of the project
  2. Project color to help you differentiate between projects: clicking on it will reveal a dropdown from which you can pick the color that you like
  3. Description: You can add a description by clicking the marked area. This reveals a text area where you can write it

The second-to-last step is creating task groups.

Task Groups

As you can see in the picture above, you already start with three initial groups, to which you can add more or remove from. You can add by clicking on “_add.svg Add group”. To remove a group, click on the “x” icon in front of each group name. Additionally, you can rename a group by clicking on the group name. This will enable the editing of that name.

The last step is to add more people to your organization. You can do so by typing their Email addresses in the text fields, as shown below.

Members

Once you hit Finish, invitations will be sent to the people whose Emails you have written, your new account will be created.

Via Google

This method is easier than creating an account from scratch, as you can skip a few of the steps. In this segment, we will assume the first two steps from the first segment have been completed. That being said, these are the steps to take:

  1. Firstly, from the Create an account form, click the Sign up with Google button.
  2. From the “Sign in with Google” screen, pick the Google account that you wish to create a TaskManager account around. Google screen The rest of the steps are exactly the same as the ones from the previous tutorial.

Creating an account using an invitation link

You can only use this option if you received an email from TaskManager informing you that you’ve been invited to an organization. Here are the steps you ought to follow.

  1. Open the email received from TaskManager
  2. Click on the “Accept” button. invitation email
  3. Having clicked the button, you should be taken to a form requiring you to enter your first and last names as well as your password. Upon clicking Finish, your account will be created and added to the organization you’ve been invited to. The form requiring you to enter username and password