TaskFord
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Using TaskFord

Learn how to efficiently manage your projects, tasks, resources, and costs in your daily workflow.

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Choose a topic, follow its articles in order, or jump in anywhere.

Sites

3 articles

Intro to sitesCreate new sitesManage sites in TaskFord

Portfolios

6 articles

Intro to portfoliosCreate portfoliosManage portfolio boardsManage portfolio viewsWork with portfoliosManage portfolio members

Boards

7 articles

Create boardsUse board templatesWork with boardsAdd board viewsManage board viewsManage board membersRestore boards

Table view

6 articles

Table view in TaskFordSearch, filter, sort, and group tasks in TableManage columns in Table viewManage tasks in Table viewManage groups in Table viewApply conditional colors in Table view

Schedule view

4 articles

Schedule view in TaskFordPlan tasks in Schedule viewView modeCompact mode

Kanban view

5 articles

Kanban view in TaskFordSearch, filter, sort & group tasks in KanbanManage columns in Kanban viewManage swimlanesManage tasks in Kanban view

Gantt view

7 articles

Gantt view in TaskFordManage tasks in Gantt viewSearch, filter, sort & group tasks in GanttAuto-schedulingTask dependenciesCritical PathView mode in Gantt

Overview

2 articles

Overview view in TaskFordSections on the Overview view

Import & Export

2 articles

Import tasks from CSVExport tasks to CSV

Tasks & subtasks

8 articles

Tasks & subtasks in TaskFordTask details viewCreate tasksAll tasksManage tasksTask commentsSubtasksText formatting in TaskFord

Dashboards

6 articles

Dashboards in TaskFordView, search & filter dashboardsManage dashboardsManage widgets in DashboardsWidget data categoriesChart types

Home

2 articles

Home in TaskFordSections in Home

Work customization

3 articles

WorkflowCustom fieldsTask types

Board settings

7 articles

Access Board settingsBoard general settingsBoard access settingsBoard custom fieldsBoard workflow settingsBoard permissions settingsBoard task types

Portfolio settings

5 articles

Access Portfolio settingsPortfolio general settingsPortfolio Access settingsPortfolio workflow settingsPortfolio permissions

Site settings

9 articles

Access Site settingsSite general settingsUser managementRoles & PermissionsSite workflowSite task typesSite custom fieldsAudit logsTrash
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