Create new sites

You can create a new site in TaskFord in two ways:

From your workspace

This method is ideal for users already logged into TaskFord who wish to create a new site directly from their workspace.

Here are the steps to create your new site:

1. In the top-left corner of the workspace, click on the site switcher dropdown menu.
2. Choose the + Add Site option from the menu.

3. On the next screen, fill in the required information:

• Enter your site name: Choose a name for your site, usually your company or team name.
• Enter your domain: This is the unique web address (URL) used to access your site (e.g., yourcompany.taskford.app).

4. Once you’ve entered the details, click Create Site to finalize the process. This will create your site and take you to the initial setup flow.

From ‘site management’ page

You can also create a new site through the ‘site management’ section. Follow these steps.

1. In the top-left corner of the workspace, click on the site switcher dropdown menu.
2. Choose the + Add Site option from the menu.

3. In the Site Management page, click the + Create New Site button.

4. On the next screen, fill in the required information:

• Enter your site name: Choose a name for your site, usually your company or team name.
• Enter your domain: This is the unique web address (URL) used to access your site.

5. Once you’ve entered the details, click Create Site to finalize the process. This will create your site and take you to the initial setup flow.

Complete initial setup options

After creating your site, TaskFord will guide you through the first steps of setting up your site and getting your team on board.

Step 1: Set up your first board

Boards act as the central hub for your projects, teams, or specific workflows.

• Enter a board name: Give your project a clear title (e.g., Marketing Plan, Product Launch, or Sprint Backlog).
• Click Next to proceed to the next step.

Click Skip if you prefer not to create a board right now, which will immediately take you to the “Invite Members” step.

Step 2: Add your first tasks

Tasks are the core units of work. You can always add more details—like assignees and due dates—once you’re inside the board.

• Enter task name: Type the name of your task (e.g., “Design Homepage”) directly into the input field.
• Add more: Hit Enter after each task to quickly add multiple items.
• Click Next to proceed to the next step.

Click Skip if you prefer to add tasks later once inside your board.

Step 3: Choose your views

Select how you want to visualize your work. You can change or add views at any time.

• Overview: Ideal for viewing board metrics at a glance.
• Table: Ideal for bulk-editing and sorting data like a spreadsheet.
• Kanban: Ideal for tracking task progress through stages.
• Gantt: Ideal for visualizing project timelines, milestones, and dependencies.
• Schedule: Ideal for planning resources and balancing team workload.

Click Next to proceed to the next step.

Click Skip if you want to choose a view later. The Table view will be applied by default.

Step 4: Invite your team to collaborate

Bring your teammates into the site to start assigning tasks.

• Enter email addresses: Add the email addresses of the team members you want to invite.
• Click + Member: Add more members if needed.
• Click ‘Send Invite’: Invitations will be sent, and members can join once they accept.

You can also click Skip and invite members later.

Switch between sites

If you belong to multiple sites, you can easily switch between them. This allows you to manage different teams or projects independently.

Steps to switch between sites:

1. In the top-left corner, click the site switcher.
2. From the dropdown, choose the site you wish to switch to.

You will be redirected to the selected Site’s dashboard.