Configuration

Video training coming soon

Video training coming soon

Learn to configure task categories in Taskr. Covers creating and managing categories, and using them as filters on the Task Dashboard and in reports.

Learn to configure task types in Taskr. Covers creating task types with colours, using auditable and reportable settings, and organising tasks on the dashboard.

Learn to configure departments in Taskr. Covers creating departments, managing them, and how to filter tasks and checklists by department.

Learn to configure and import users in Taskr. Covers adding users manually, assigning roles and locations, bulk CSV import, and managing existing users.

Learn to configure user roles and permissions in Taskr. Covers creating roles, assigning permissions, and how roles control user access.

Learn to manage workspaces in Taskr. This video shows how to create workspaces manually, import multiple at once with a CSV, activate them, and switch locations.

Learn to configure your Taskr business hierarchy create containers and workspaces, activate them, and manage user permissions across tasks and reports.