• Frequently Asked Questions
  • This Site
  • Account
  • Tasks
  • Teams
• Instructions
  • Account Setup
  • Team Setup
  • Recurring Tasks
  • Backup
  • File Attachments
• Tips
• Feedback
• Contact

Instructions

Account Setup

Account Settings affect only the current user.

Display

Closed tasks can be displayed in a distinct color at the bottom of the task list, or not displayed at all. Deferred tasks can be displayed in a distinct color at the bottom of the task list, or not displayed at all. When entering a new due date, automatically populate the time field with this value. The time field determines when, during the selected day, the task is actually due--which in turn affects when due task notifications are sent, and when the task is displayed as overdue in the main view. Checked columns are visible in the main view. The color scheme used to display tasks.

Notification

The table below describes each task notification type:

Notification	Description
Task Due	This notification is sent when a task assigned to you is due.
Task Modified	This notification is sent when a task assigned to you is modified by another team member.
Assigned to Me	This notification is sent when a new or existing task is assigned to you by another team member.
Comment Added	This notification is sent when a task assigned to you is commented on by another team member.
Deferred Reopened	This notification is sent when a deferred task assigned to you is reopened by the system (because the "defer until" date has passed).

The email address used to send text messages to your mobile phone. A list of common formats for this email address can be found in this table:

Provider	Format
AT&T	<phone number>@txt.att.net
Sprint	<phone number>@messaging.sprintpcs.com
T-Mobile	<phone number>@tmomail.net
US Cellular	<phone number>@email.uscc.net
Verizon	<phone number>@vtext.com
Many Others	Web to SMS gateway table

Team Setup

Team Settings affect all team members. If enabled then tasks in this team can only viewed over an encrypted connection (HTTPS). Any team member attempting to view tasks over a non-secure connection will automatically be redirected to a secure connection.

Team and Project Permissions

The tables below show actions allowed by users having each permission type. Currently there is one team level permission type, and five project level permission types.

Team Level Permissions

Permission	Allowed Actions
Team Admin	Edit team name/description Delete team Modify team membership Modify team member permissions Modify custom team priorities Modify custom team status values Import tasks

   

Project Level Permissions

Permission	Allowed Actions
Project Admin	Project Edit project name/description Add/remove members Delete project Category Edit category name/description Delete category Add category Hide category Merge category Publish category
Add Tasks	Add new project tasks
Modify Tasks	Modify project tasks or task attachments
Add Comments	Add comments to project tasks
Delete Tasks	Permanently delete project tasks

Any user may create a new team or project--the creator gains Team Admin or Project Admin permission within the new team or project.

Public Categories

Tasks in public categories can be viewed by the general public. Login is not required. Edit team settings to select the URL at which public categories will be available.

To embed a public task list within your own web page, use the following HTML:

Recurring Tasks

Use the recurring tasks view to create, examine, and edit tasks that occur periodically. Tasks are automatically copied from this view to the main view each time they occur.

There are four frequencies available for recurring tasks:

• Daily
• Weekly
• Monthly
• Yearly

Each task can be scheduled to occur at some multiple of the selected frequency-- every 2 days, every 4 weeks, or every 3 months, for example.

The schedule for Daily and Monthly tasks can be further refined. Daily tasks can be scheduled to occur only on specific weekdays:

Monthly tasks can occur on the same day each month, or on the same day every few months:

Monthly tasks can also be schedule to occur on a specific week of the month and day of the week:

Backup

Use this feature to save tasks locally. The export file format is Comma Separated Values (CSV) which can be opened and edited by spreadsheet programs such as Microsoft Excel or Open Office Calc. Use this feature to import tasks from an existing CSV formatted spreadsheet. Imported tasks will be added to the current team.

• Export a few tasks and examine the result to determine column headers available for import.
• Not all columns are required. For instance, a CSV file containing only one column, "Description", can be imported.
• Column order is not significant.
• Date values should be formatted as follows: yyyy-MM-dd HH:mm.
• Use UTF-8 encoding to import non-English/Latin Unicode characters.

Remember to save the spreadsheet as CSV before importing.

File Attachments

The Files page displays all files attached to tasks in the current team. Use this page to find, view, or delete any attachment. To add an attachment first edit a task, then click the attach file link.

Your files are secure. Each file attachment is compressed, encrypted, and saved with a nondescript file name. The encryption key for each file is unique, and remains in the database, separate from the file system. The entire file store is backed up daily.

Tips

• To update a task quickly: In the main view, click directly on the value of the task description, category, priority, due date, or assigned value and edit in place.
• To enter tasks quickly: On the task edit page, type the task description then just press Enter to save.
• To navigate quickly: Enable keyboard shortcuts on the account settings page.
• To skip directly to editing: From the main view click the Edit icon of an existing task.
• To be sure the correct time is displayed: Select the correct time zone on the account settings page.
• To save time next time: Use the details section of each task to add notes on the steps taken to complete a task. Later if this issue comes up again the closed task's detail section can be referenced. Closed tasks can always be found via the search feature.

Feedback

Providing feedback can help to improve the site for everyone. If you encounter problems, find spelling or other errors, or have suggestions for improvement please use the form below to provide feedback. Thank you.

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Contact

To report a bug, to ask a question, or to request a new feature via email, please write to support@onlinetasklist.com