User Screen

The User Screen is where you create and edit users (assuming you have permission).

To get to this screen: click on the Admin Link in the Sidebar to get to the Administration Screen, then click on 'Groups' at the top of the screen to get to the Users Screen and either click 'New User' or click the Edit User icon for any group.

The User Screen is very similar to the Preferences Screen, but includes a username field in the Profile section and also includes a Permissions section.

The Preferences screen is where users can update their profile information and choose their options. The screen is broken up into 6 areas. Click the 'View All' link to show all of these areas at the same time on a long scrolling page.

Tabs

Profile
This is where you set your name, e-mail address and other personal information.
General Settings
This is where you set most of your Tasks Pro™ options. Take a good look through the settings here.
Permissions
This is where you set the permissions for a user.
Users & Groups
This shows you a list of your groups and the users in your groups. From here you can subscribe to RSS feeds and iCalendars for your team. If it is enabled in your Server Settings, you can also view the iCalendars for users and groups in PHP iCalendar.
iCalendar Settings
This is where you set the behavior of your iCalendar (what date range to include, etc.).
Blog Posting Settings
If you want to post to blog from Tasks Pro™, this is where you configure those options.

Profile

Name
Enter your name in this field. (required)
E-mail Address
Enter the e-mail address where you want receive notifications and reminders in this field.
Web Site
If you have a web site, you can enter it in this field.
Phone Number
If you want your phone number to be available to your other group members, you can enter it in this field.
Change Password
If you want to change your password, click the 'Change Password' link and the link will be replaced with two password fields. If you want to change your password, enter the new password into both fields and press the Save Button.

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General Settings

Default groups allowed to see your tasks
The groups selected here will be automatically selected for you when you create a new task. You can then modify the Group Permissions on Tasks/Notes on a per task basis as you like, this is just the default setting.
Inherit groups from parent task/note when creating sub-tasks/sub-notes
Check this box if you want new tasks to inherit Group Permissions on Tasks/Notes from the parent task (if there is one).
Default setting for new tasks
Select 'Private' or 'Shared'. Access for new tasks and notes you create will default to this setting.
Sort Order on Home Screen
This is the default order your tasks are sorted in on the Home Screen.
Levels to show expanded on the Home screen
You can choose to auto-expand the root tasks if you like. Note that the more levels you expand, the longer it will take for your Home Screen to render.
Sort Order in Tree View
This is the default order your tasks are sorted in when using the Tree View.
Tags display
Option to always show task tags in lists and the tree view, or to only show tags if they exist for the task and show a Edit Tag icon when you move the mouse over the task or note.
Date Format
The date display is very flexible to allow for everyone to see dates in the format they are most comfortable with. You can use any seperators (or combination of seperators) you like, placing the 'y' (year), 'm' (month) and 'd' (day) where you want to see them. Examples: 'm/d/y', 'y-m-d', 'm.y.d'.
Show relative dates as
This allows you to see the date due for tasks due in the next week as the day the task is due (Monday, Tuesday, etc.) or the number of days from now that the task is due (1 day, 2 days, etc.).
Months in date chooser
Choose the number of months you want to see at once in the date chooser (1-4). The default is 3.
Days in advance to show in 'Upcoming'
Choose the number of days in advance you want to tasks to show up on the Upcoming Tasks Screen. The default is 7.
Color Theme
Set this to the color theme you want to use.
Font Size
Set this to the font size you want to use.
Receive e-mail notifications when you get new tasks/notes or your tasks/notes are modified
If enabled in Server Settings, you can check this box to receive e-mail notifications when new tasks/notes are assigned to you or when your tasks/notes are changed by another team member.
Receive daily e-mail task reminders
If enabled in Server Settings, you can check this box to receive daily e-mail reminders of your overdue, due and high priority tasks.
Don't send empty daily e-mail reminders
Check this box if you only want to receive daily e-mail reminders when there are upcoming, overdue or high priority tasks that will be listed in the e-mail.
Enable Favorites
Check this box if you want to be able to flag tasks as Favorites.
Remember displayed sub-tasks/notes
Check this box if you want tasks and notes that you've expanded to stay expanded until you close them again in the Tree View.
Update the breadcrumbs as you type
Check this box if you want the Breadcrumbs to update as you change the title of your new task or note. In some browsers this causes slow key response and breaks with double-byte characters.
Enable fixed-width font option for notes field
Check this box if you will be entering tasks or notes that you need to format using a fixed width font.
Show deleted tasks in History
check this box if you want to see deleted tasks on the History Screen.
Server time difference
If you are in a different time zone than your web server, set this to the number of hours ahead or behind you are. If you are ahead the number will be positive 3, if you are behind the number will be negative -2
Language
This is the language you will use for the main interface of Tasks Pro™ as well as e-mail reminders, RSS feeds, etc.
Language for PDA/Mobile Version
Some people need to use a different language for their mobile phone or PDA browsing (example: Japanese cell phones use Shift JIS). For most people, this will match the Language setting.

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Permissions

Each user in the system has a specific permissions. These are set on the User Screen by someone who has administrative rights. To manage permissions for all users, go to the Permissions Screen.

Permissions

Here is a list of the permissions with brief explanations of what each does:

Disable User
Check this box to disable a user without deleting the user. If a user is disabled they can't log in, can't have tasks or notes assigned to them, and don't receive daily e-mail reminders.
User can configure server settings
Gives this user permission to view and edit the Server Settings.
Allow user to manage templates
Gives this user permission to view and edit .

Tasks & Notes

View
Gives this user permission to view tasks and notes that are viewable by their groups.
Create
Gives this user permission to create new tasks and notes.
Edit
Gives this user permission to edit tasks and notes.
Is allowed to edit tasks/notes that are owned by another user
Gives this user permission to edit tasks and notes owned by other people in their groups.
Allow user to attach files to tasks/notes
Gives this user permission to upload files to and delete file from tasks they have permission to see.

Users

View
Gives this user permission to view the list of users.
Create
Gives this user permission to create new users.
Edit
Gives this user permission to edit users.

Groups

View
Gives this user permission to view the list of groups.
Create
Gives this user permission to create new groups.
Edit
Gives this user permission to edit groups.

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Users & Groups

This shows a list of your groups and a combined list of users in those groups. Each item in each list has a link on the right for the RSS feed and iCalendar for that user or group. If it is enabled in Server Settings you can also open the iCalendar for each user and group in PHP iCalendar.

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iCalendar & RSS Settings

iCalendar Settings

Show iCalendar Links
Check this box if you want to show links to the Tasks iCalendars for users, groups and tasks.
Enable PHP iCalendar
Check this box if you want to be able to open your tasks iCalendar in PHP iCalendar by clicking the Calendar Button the Sidebar.
Include tasks with no due date
Check this box if you want to include un-dated tasks as VTODO items in your iCalendar.
iCalendar export type
Choose VEVENT (all day event) or VTODO (to-do item) as the format you want to use for tasks with due dates in your iCalendars.
Previous days
This is the number of days before the current date to include in in the iCalendar export. The default is 30. There is no limit as to how large this number can be but the larger the range is that you export, the longer it will take.
Future days
This is the number of days after the current date to include in in the iCalendar export. The default is 90. There is no limit as to how large this number can be but the larger the range is that you export, the longer it will take.

RSS Settings

Show RSS Links
Check this box if you want to show links to the Tasks RSS Feeds for users, groups and tasks.
Number of tasks to include in each RSS feed:
This sets a limit on how many tasks are included in the RSS feeds.

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Blog Posting Settings

If you are not going to post to a blog from Tasks Pro™, you can ignore these settings.

Enable HTML Tags toolbar
Check this box if you want the HTML Tags toolbar to be enabled for the Notes area of a task/note.

These next settings are used to communicate with WordPress.

Enable posting to a WordPress blog
Check this box to enable posting to WordPress from Tasks Pro™.
WordPress Bookmarklet URL
Set this to URL of bookmarklet.php in your wp-admin directory. For example: http://www.example.com/wordpress/wp-admin/bookmarklet.php.

These next settings are used to communicate with Moveable Type.

Enable posting to a Moveable Type blog
Check this box to enable posting to Moveable Type from Tasks Pro™.
Moveable Type Bookmarklet URL
Set this to URL of your Moveable Type bookmarklet. For example: http://www.example.com/mt/mt.cgi.

These next settings are used to communicate with Drupal.

Enable posting to a Drupal blog
Check this box to enable posting to Drupal from Tasks Pro™.
Drupal Bookmarklet URL
Set this to URL of your Drupal bookmarklet. For example: http://www.example.com/node/add/blog.

These next settings are used to communicate with Blogger.

Enable posting to a Blogger blog
Check this box to enable posting to Blogger from Tasks Pro™.

These next settings are used to communicate with Live Journal.

Enable posting to a Live Journal blog
Check this box to enable posting to Live Journal from Tasks Pro™.

These next settings are used to communicate with b2.

Enable posting to a b2 blog
Check this box to enable posting to b2 from Tasks Pro™.
b2tasks_post.php URL
Set this to URL of b2tasks_post.php in your b2 directory. For example: http://www.example.com/b2/b2tasks_post.php.

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Last Modified: December 21, 2006 @ 12:07 am