Getting Started

TaskTag is a construction management software that aides the construction companies to overcome the hurdles and increase their efficiency. The application provides the following features to these companies to effectively manage their projects:

Download and Registration

Note
The application is available on Android, iPhone and Web.
Get the most of TaskTag by installing our new mobile app.
Get it on Google play shieldDownload on the App Sore shielld
You can useTaskTag Webin your browser.

User Registration with Email

1. Click Sign up
2. Click Sign up with Email
Sign up with email
3. Enter your email
4. Enter the password
Create account
5. Click Continue
6. Enter the first name and the last name
7. Enter the email address
8. Enter the phone number
9. Select your time zone
10. Click Continue
Fill in profile
11. Enter the verification code sent on the registered mobile

User Registration with Google Account

1. Click Sign up
2. Click Continue with Google
Sign in with google
3. Click Continue on the window that displays
4. Select your google account
5. Confirm all the profile details and click Continue
Fill in profile
6. Enter the verification code sent on the registered mobile

User Registration with Apple Account

1. Click Sign up
2. Click Continue with Apple
Sign up with Apple
3. Click Continue on the window that displays
4. Confirm all the profile details and click Continue
Fill in profile
5. Enter the verification code sent on the registered mobile

User Registration with Phone Number

1. Click Sign up
2. Click Continue with Phone Number
Sign up with phone number
3. Enter your phone number and click Continue
4. Enter the verification code sent on the registered mobile

Working with Projects

Projects allows you to manage the team, team members and the tasks. You can create a new project or copy from an existing project.

To create a project

1. Go to the Projects tab
2. Click on New Project at the bottom
Projects
3. (Required) Enter the project name
4. (Required) In the Team section:
  • Click Add Team
  • Select your team
Create new Project
5. In the Members section:
  • Click the + icon to add the members
  • Select one or more members
Add members view
6. Click Next to add the members

To copy from an existing project

1. Go to the Projects tab
2. Click on New Project at the bottom
Projects
3. Click on Copy from existing project
Copy project from existing
4. Search the project to copy
5. Select the project from the search results
6. Select the required project details
7. Select the required members
8. Select the required files
9. Click Confirm

To add members to an existing project

1. Go to the Projects tab
2. Select the project
3. Click See All link in the Members section
See all members in project
4. Click Add Members
Adding member to project
5. Select the members to add to the project
6. Click Next
Add members view
7. Assign role to the members
Selecting the role member role
8. Click Confirm

To edit a project

1. Go to the Projects tab
2. Select the project
3. Click the 3-dots icon on the top right-hand corner
4. Click Edit Project
Edit Project
5. Edit the required changes
Project editing view
6. Click Save Project

Working with Chats

Chats in TaskTag allows you to chat anyone in your team, individually or in group. This functionality plays a pivotal role as it enables an efficient and real-time communication among the team. You can manage files, project, people and tasks using chat. Click the Chats tab and use this feature to do the following:
  • Create individual chats
  • Create group chats
  • Tag projects and tasks to the team members
  • Assign a task to the team members
  • Complete a task
  • Upload images and files
  • Add a location
  • Store file, photo, invoice or video
  • Search for files related to project
Note
Note: You can chat with a member only if it is added in your company contacts.

To create individual chat

Follow the below steps to start an individual chat:
1. Go to the Chats tab
2. Click New Chat icon
Chat Home screen
3. Search a contact or Invite a friend to TaskTag for chat

To create group chat

Follow the below steps to start a group chat:
1. Go to the Chats tab
2. Click New Chat icon
Chat Home screen
3. Click New Group Chat
New group chat
4. Select the members and click Next
New group chat member adding
5. Give name to the group
6. Click Create Group
New Group chat title

OR

1. Go to the Chats tab
2. Click the ellipsis icon below the profile photo
3. Click New Group
Chat home settings
4. Select the members and click Next
New group chat member adding
5. Give name to the group
6. Click Create Group

To tag projects and/or Tasks

Tagging allows you to assign projects and tasks to the team members within the Chat. Follow the below steps to tag projects or tasks to team members.
1. Go to the Chats tab
2. Click a chat
3. Click the message bar
4. Click hashtag (#)
Chat Tagging button
5. Select or search the projects or tasks to tag
Tag search
6. (Optional) Type any message along with tagging
adding text to tagging message
7. Click the send icon on the right-hand corner
Note
[Refer to this video link to visually understand the Tagging feature in TaskTag

To assign task to team member

1. Go to the Chats tab
2. Click a chat
3. Click the + icon in the message bar
plus button in chat
4. Click Assign Task
assign task settings
5. Select or search the task
Tag search
6. Select the chat members
7. Click Confirm

To complete a task for a team member

1. Go to the Chats tab
2. Click a chat
3. Click the + icon in the message bar
plus button in chat
4. Click Complete Task
complete task settings
5. Select the task to complete
completing task note
6. Confirm and click Complete

To upload images and files

1. Go to the Chats tab
2. Click a chat
3. You can upload image and file by the following ways:
  • Click the + icon in the message bar and then Camera or Gallery
  • Click the camera or image icon in the message bar
image upload button in chat
4. Select the images/files and click Add/Open
Image uploading screen
5. Click the send icon on the right-hand corner

To add a location

1. Go to the Chats tab
2. Click a chat
3. Click the + icon in the message bar
4. Click Check in/Location
Location settings
5. Select and click Send your location
Map and sending location button
6. (Optional) Type a message
Adding text to sending location message
7. Click the send icon

Working with Tasks

Use the application to create and manage the tasks for different projects. You can create a new task within an existing project or from the My Tasks tab.

To create new task in existing project

1. Click on the Projects tab
Project button
2. Click New Task. The Create Task page displays
New task button in project details
3. (Required) Enter the Task Name
4. Select a Due Date for the task from the calendar
5. Add Members to assign this task
filled new task creating view
6. Click Done

To create New Task from Tasks tab

1. Click on My Tasks tab
2. Click on New Task. The Create Task page displays
task creating from My tasks screen
3. (Required) Enter the task name
4. Enter the description of the task
5. (Required) Select a project to add the task
6. Select a Due Date for the task from the calendar
7. Add Members to assign this task
filled new task creating view
8. Click Done

To copy from the existing task

1. To copy from an existing task either:
  • Go to My Tasks tab or
  • Select an existing project from the Projects tab
2. Click New Task.
3. Click Copy from existing task
Copy task from existing
4. Search and select the task from the list
5. Select required task details
6. Click Done
copy tasks items
7. Select the Due Date
8. Add Members
filled new task creating view
9. Click Done

Working with Teams

Note
The application is available on Android, iPhone and Web.
To start using the application, first create or join a team. Teams allows you to create a team and manage the team members.

To create a team

1. Go to My Profile
2. Click Teams
Teams button in user profile
3. Click Create/Join Team
Create new team button
4. Click Create a team
Create a team button
5. Click Add Logo to browse or click an image
6. (Required) Enter team name
7. (Optional) Select or enter the Address
8. (Optional) Add Skills
Create new team screen
9. Click Create Team

To edit a team

1. Go to My Profile
2. Click Teams
Teams button in user profile
3. Select your team
Select your team
4. Click Edit on the top-right corner
team details screen
5. Edit the required fields
save new team button
6. Click Save Team

To join a team

Note
The application is available on Android, iPhone and Web.

To add members in team

1. Go to My Profile
2. Click Teams
Teams button in user profile
3. Select your team
Select your team
4. Click Members
members button in team
5. Click Add Members
add member to the team
6. Select the members and click Next
New group chat member adding
7. Assign role to the new members
select the role for new team member
8. Click Confirm

To leave/delete a team

1. Go to My Profile
2. Click Teams
Teams button in user profile
3. Select your team
Select your team
4. Click Leave
Leave button in team deatils
5. Click Assign to assign a new owner to the team
Leave notification in team details
Note
To leave a team it is mandatory to assign a new owner from the team members. You can delete a team if you are the only member.

Working with Files

Files feature in TaskTag allows you to store the media and files via chat. You can tag them to project/tasks to view under Files tab.

To add files in a project

1. Go to the Files tab
2. Search and click a project in All Files section
3. Click Add File
5. Add Members to assign this task

To view files uploaded in a project:

1. Go to the Files tab
2. Search and click a project in All Files section
3. Search the file/media/task files uploaded within the project

Working with Access Levels

Following features have different permissions granted to different roles in the organization:

Team Level Permission

Owner/Admin

The owner/admin in a team has permission to do the following:
  • Create/edit/delete a project
  • Create/edit/delete a task in a project
  • Add admins within the team
  • Add members within the team
  • View/add/delete team contact
  • Upgrade member to admin
  • Upgrade member to owner (Only Owner has the Permission)
  • Add payment method (Only Owner has the Permission)
  • Remove existing payment method (Only Owner has the Permission)
  • Cancel a subscription (Only Owner has the Permission)
  • Use Hashtag in individual or group chat to tag project/task
  • Complete or assign a task in chat
  • Upload file/images and share location in chat

Member

The member in a team has permission to do the following:
  • View all members in the team

Project Level Permission

Owner/Admin

The owner/admin in a project has permission to do the following:
  • Edit/delete/leave a project
  • Copy from an existing project
  • Add/remove admins and members to the project
  • Create/edit/remove/view task in a project
  • Add/edit/remove/view members in a task
  • Archive/Unarchive a project
  • Export project updates
  • Share/upload/edit/download/delete a project file or folder
  • Delete/share/download files in archived projects
  • Share/view/delete/edit/share/download/upload all task files
  • Use Hashtag in individual or group chat to tag project/task
  • Complete or assign a task in chat
  • Upload file/images and share location in chat

Editor

The editor in a project has permission to do the following:
  • Add members to a project
  • Copy from an existing project (Owner receives the notification)
  • Create/edit/remove/view task in a project
  • Add/remove/view members in a task
  • Edit member permissions in a task
  • Access to archived project
  • Leave a project
  • Share/upload/comment/download/delete a project file or folder
  • Download files in archived projects
  • View project updates
  • Use Hashtag in individual or group chat to tag project/task
  • Complete or assign a task in chat
  • Upload file/images and share location in chat

Viewer

The viewer in a project has permission to do the following:
  • View task in project
  • View member info/role
  • Leave a project
  • Upload/comment/download a project file or folder
  • View/download files in archived projects
  • View project updates

Task Level Permission

Owner/Admin

The owner/admin in a team has permission to do the following:
  • Add/edit/delete viewers to task
  • Upload/share/save task files
  • Delete task files (Only Owner has the Permission)
  • Complete a task
  • Delete a task (Only Owner has the Permission)
  • Share/copy/leave a task
  • View/edit/export project
  • Add the assignees/viewers in a task
  • Delete the assignees/viewers in a task (Only Owner has the Permission)
  • Transfer a task owner
  • Transfer roles from assignee to viewer or vice-versa

Viewer

The viewer in a task has permission to do the following:
  • Download/save task files
  • Upload/share task files
  • Share/leave a task

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