Sometimes, an issue may belong to a different project, and you may want to move this issue to another project. You can easily do this by using the drag and drop feature. Just click and drag a task by the drag marker (from user/client/project task list) and move to the desired project under the Projects list on the left navigation bar. The task gets detached from the previous project and gets added to the new project as you release it. You can change task project from task details also.

Follow the steps to change the project for a task:

1. Log in to your account.
2. Select the task list (using the left navigation bar) containing the task for which you want to change the project.
3. Click on the task to select from the Task list and it will show the task details to the right side of the window.
4. Click on the project name from the task details to enable edit feature for that field.
5. Change the project name to you desired one from the dropdown and click on the (✓) button to confirm the change.
6. As the task gets updated, it is removed from the current project and gets added to the newly selected project.

Apart from the change in display, there are a few significant differences between the Task view and the Calendar view inside the My Tasks page.

Task view: The task view gives a simple list view of the tasks for the day inside the My Tasks page. This makes is easy for the user to have a clear understanding of schedule for the day and ack accordingly. The user view/update the task details easily by selecting the task with a click/tap. The user can also update change the date, project or assignee by dragging a task to either the calendar on the top right or the project and people list on the left navigation bar.

Calendar view: In the Calendar view things are a little different, it allows user to view all the tasks planned for the day, week or month at a glance. This is useful for reviewing work history and managing future schedules. Like the task view, there is also option for adding new task, but the drag and drop feature only works inside the calendar to change the date or increase/decrease the estimated duration. Assignee can also be changed by clicking on the user icon and selecting from the dropdown list.

We are working on adding new features in these areas to make thing more user friendly, you will be notified when these features are available for use.

Unfortunately, no. Currently we don’t support any type of attachments to tasks or comments for that matter. But we are working on new features to support full cycle task and project management, you will be notified when these features are available for use.

Yes, user can comment on a task to provide extra information, suggestion or question, etc. If a task has a comment, it is indicated by the number of comments on the comment icon in the task. Comments can be viewed from the bottom of task details on the right pane. All person having access to the task/project can see the comment.

Follow the steps to add comments to a task:

1. Log in to your account.
2. Open a task list (user/project/client) by selecting the respective item from the left navigation bar.
3. Click on the comment icon to the right end of a task to which you want to comment.
4. Then enter your message and click on the Add Comment button to save the comment.
5. The comment icon will then contain the number of comments on the top of the icon.

or

1. Comments can also be added from the comments section in the task details when the comments are displayed for reading.
2. For that, select a task on which you want to add comment.
3. Move to the bottom of the task details on the right pane and find the comments section.
4. Click on the (+) icon next to the Comments section heading.
5. Then enter your message and click on the Add Comment button to save the comment.

myTask2do doesn't support hierarchical tasks or tasks dependencies currently. But, we do have a plan to add these features in the future, as many people find them very useful. For now, we are trying to keep things very simple and focusing on the basic needs first. If you have a workflow that is task dependent, you can manage that by setting up the task schedule accordingly, just won’t be able to set the dependency logics.

Yes, you will be able to delete a task from your project. You Just need to keep in mind, that when you delete a task, all things associated with that will also be deleted including time logs and history.

Follow the following steps to delete a task:

1. Log in to your account.
2. Select the task list (using the left navigation bar) containing the task for which you want to delete.
3. Click on the specific task to select from the Task list and it will show the task details to the right side of the window.
4. Click on the delete button on the top of the task details pane on the right.
5. Select OK from the confirmation message to confirm the delete action.

Creating or adding new tasks couldn't be easier. You can add tasks to any project where you have appropriate rights. You can create task for yourself or any of the member of the projects you are associated with. New task can be added in different ways from different views.

Follow the following steps to create a task from the list view:

1. Log in to your account.
2. Open a task list (user/project/client) by selecting the respective item from the left navigation bar.
3. Right above the task list there is an input box for adding task with Add Task button next to it.
4. Fill in the task title and hit the Enter key in keyboard or click on the Add Task button to create a new task.
5. The task immediately gets added to the task list, the task is created with some default values – like current selected user as assignee, current date as the start and finish date, 2h as estimated duration with medium priority, etc.
6. After that you can select it to update the details from the task details pane on the right.
7. Follow the following steps to create more tasks from the list view:

Follow the following steps to create a task from the Calendar view:

1. Log in to your account.
2. Open the calendar(user/project/client) by selecting the respective item from the left navigation bar and opening the Calendar tab.
3. On the calendar view, you can add task by clicking on the (+) icon next to the different dates on the calendar.
4. Fill in the task title and hit the Enter key in keyboard or click on the Add Task button to create a new task.
5. The task immediately gets added to the selected date of the calendar, the task is created with some default values – like current selected user as assignee, current date as the start and finish date, 2h as estimated duration with medium priority, etc.
6. Though it is possible to change the start/end date and assignee from this view, other information need to be updated from the task details in the list view.

Follow the following steps to create a task from the Time Sheet view (only for My Tasks):

1. Log in to your account.
2. Open a My Tasks list by selecting from the left navigation bar (this page is opened by default after login).
3. Right above the task list there is an input box for adding task with Add Task button next to it.
4. Fill in the task title and hit the Enter key in keyboard or click on the Add Task button to create a new task.
5. The task immediately gets added to the task list, the task is created with some default values – like current logged in user as assignee, current date as the start and finish date, 2h as estimated duration with medium priority, etc.
6. To change the different task related information, you need to be update it from the task details in the list view.

User can insert multiple tasks at once by importing tasks from xls/xlsx files from the project task list page. Tasks can be imported from previously exported data or can prepare new task data following the file format specified for importing task list.

Follow the steps to import data:

1. Log in to your account.
2. Open the task list of any project.
3. Click on the Import tasks icon above the task list on the left, beside the filter icon.
4. Inside the import task panel, you need to choose a file to import. Also an example is displayed there for the data format along with a link to download the sample file.
5. You have the option to browse or drag and drop a csv/xls/xlsx file that you want to upload, a preview of the task list will show from file data.
6. Clicking on the import task button imports the tasks from the file to the application according to the data format.

All member of a project can add tasks to any of the team members of that project. You can add tasks directly for the team members or you can create a task and then assign it to a team member.

Follow the following steps to add task for any team member (user task list):

1. Log in to your account.
2. Open a task list for a user by selecting the respective user under the people list from the left navigation bar.
3. Right above the task list there is an input box for adding task with Add Task button next to it.
4. Fill in the task title and hit the Enter key in keyboard or click on the Add Task button to create a new task.
5. The task gets created with the selected user as assignee, current date as the start and finish date, 2h as estimated duration with medium priority, etc.
6. You can then update the Project for the task from the task details pane. (Project can be chosen from which the selected user is a member)

Follow the following steps to add task for any team member (Project task list):

1. Log in to your account.
2. Open a task list for a project (that contains the team member you want to assign a task) by selecting it under the projects list from the left navigation bar.
3. Right above the task list there is an input box for adding task with Add Task button next to it.
4. Fill in the task title and hit the Enter key in keyboard or click on the Add Task button to create a new task.
5. The task gets created for the selected project, current date as the start and finish date, 2h as estimated duration with medium priority, etc. But the logged in user is set as the assignee.
6. So, to change the assignee to the team member that you want, you need to change that from the task details pane.

Follow the following steps to add task for any team member (My task list):

1. Log in to your account.
2. Open a My Tasks list by selecting from the left navigation bar (this page is opened by default after login).
3. Right above the task list there is an input box for adding task with Add Task button next to it.
4. Fill in the task title and hit the Enter key in keyboard or click on the Add Task button to create a new task.
5. The task gets created with current logged in user as assignee, current date as the start and finish date, 2h as estimated duration with medium priority, etc.
6. So, in this case you need to change both the project and assignee and you can do that from the task details pane.

After you create a task, you can then specify its properties, including the description, project, priority, start/end time, task duration, etc. Some of the properties are optional, and default values are set for the others.

Follow the steps to change the specification/details of a task:

1. Log in to your account.
2. Select the task list (using the left navigation bar) containing the task for which you want to change the properties.
3. Click on the task to select from the Task list and it will show the task details to the right side of the window.
4. Click on the information with an underline (suggesting editability) to enable edit feature for that field.
5. Change the properties as needed and click on the (✓) button to confirm the change.
6. You would need to update each field separately. The task specification gets updated instantly with every change.

myTask2do has the option for creating and managing recurrent task. If there are tasks that needs to be done again and again at set intervals, enter it as a recurring task. If it does not repeat at set intervals, enter it as a regular task every time it occurs. When you create a recurrent task, you can specify how often the recurrences should occur and when they should end by. This will create instant duplicates of the task as per the interval throughout the selected time span.

Follow the steps to create a recurrent task:

1. Log in to your account.
2. Open a task list (My tasks, Project tasks, user tasks, or Client tasks) by clicking on the respective page link on the left side bar navigation.
3. Click on the recurrent task icon above the task list on the right side next to the export icon.
4. Fill in the basic information for the task in the recurrent task creation form, like – title, description, project, assignee, priority, estimated time, category, etc.
5. Then chose the recurrent frequency: how often the recurrence should occur, when the recurrence should start, by what date the recurrence should end.
6. Click the Add Task button to finish creating the recurrent task. This will create a series of task for the selected recurrence pattern.

myTask2do allows users to export project data by utilizing predefined export templates. The export option is available for all project list and also for the task list of individual projects. The task list data for projects can then be imported into the system again.

Follow the steps to export project list:

1. Log in to your account.
2. Click on the Projects link from the left side bar navigation.
3. Select the list tab to view the list of available projects.
4. Click on the export icon above the project list on the left beside the filter icon (this exports the list of projects).

Follow the steps to export project task list (for individual project):

1. Log in to your account.
2. Open the task list for a project by clicking on the project links on the left side bar navigation.
3. Filter to view the range of tasks you want to export.
4. Click on the export icon above the task list on the right beside the recurrent task icon (this exports the task list of the selected project).

It is possible to create subprojects under a parent project. Subprojects provide a way to better organize and manage your tasks in myTask2do. You can create as many subprojects as you need, there is no limitations to it.

Follow the steps to create subprojects:

1. Log in to your account.
2. Select the project (under which you want to create subprojects) from the left navigation bar.
3. Open the Manage tab and select Subprojects from the side navigation on the Project manage page.
4. Click on the Add project button on the top right side of the Subprojects section (You need to have administrative permission for the specific project to be able to create sub projects).
5. Fill in the information inside the form for creating the subproject, like – Subproject name, duration, start and end date (approximate), status, type, etc.
6. With the required information filled, click on the save button to create new subproject under the selected project. (the parent project name shows at the top of the subproject creation form).

A person/ user cannot be added to a project if he/she doesn’t exist in the company. So you need to first add a person to the company before adding him/her to a project.

Follow the following steps to add a person to the company:

1. Log in to your account.
2. Click on the (+) icon on the right of the People item inside the left side navigation bar.
3. Fill in the necessary information inside the Add/Create user form, like – First and last name, type, designation, email, password and confirm password, status, etc.
4. Make sure the user status is set to active and click on the save button to add the new user to the company.

Follow the following steps to add a person to a project:

1. Log in to your account.
2. Select the project (to which you want to add user) from the left navigation bar.
3. Open the Manage tab and select Users from the side navigation on the Project manage page.
4. Click on the Add User button on the top right side of the Users section (You need to have administrative permission for the specific project to be able to add users).
5. Select the user from the dropdown list whom you want to add to this project and also select a role for the user.
6. Click on the save button to add the user to the selected project. (You won’t be able to add any person to a project if that person doesn’t exist in the company or has the inactive state).

If you are an owner of a project or the administrator, you can delete a project or change the status to close. In both cases, the project would be removed from the left navigation bar and won’t be found in the project lists for selection inside different forms. You can change the status of a project to active again to bring it in the field of play, but you can’t do anything about the project that if permanently deleted.

Follow the following steps to close a project:

1. Log in to your account.
2. Select the project (that you want to close) from the left navigation bar.
3. Open the Manage tab to get to the project details.
4. Click on the Edit project button on the top right side of the Project details section (You need to have administrative permission for the specific project to be able to edit it).
5. Change the value from open to close from the Status dropdown inside the Edit project form.
6. Click on the save button to change the project status.

Follow the following steps to delete a project from the company:

1. Log in to your account.
2. Select the project (that you want to close) from the left navigation bar.
3. Open the Manage tab to get to the project details.
4. Click on the Edit project button on the top right side of the Project details section (You need to have administrative permission for the specific project to be able to edit it).
5. Change the value from open to close from the Status dropdown inside the Edit project form.
6. Click on the save button to change the project status.

You can also delete a project from the List of projects.

1. Log in to your account.
2. Click on the Projects link from the left side bar navigation.
3. Select the list tab to view the list of available projects. All the projects are listed here with options to edit or delete them.
4. Find the project that you want to delete, and click on the delete icon to the right of the project beside the edit icon. (You need to have administrative permission for the specific project to be able to delete it).
5. Select OK from the confirmation message to confirm the delete action.

If you find that you have a project you no longer use, you can delete it. Deleting a project helps simplify the navigation to team projects that are in use.

Note: There are some dependencies when deleting a project. You won’t be able to delete a project containing, tasks, subprojects, users, etc. So, be sure to remove all ties to the project before trying to delete it.

There isn’t any project template available, but that shouldn’t stop you from creating or managing your tasks. You can start creating tasks right away as you are signed up. myTask2do is created in a way so that you can create your tasks only with a title and you can fill in the details later. You can create projects afterwards and then link the existing tasks to them, It’s that simple!

myTask2do allows you to manage the permissions for the activities in a project in an aggregated way. There are 2 levels of project permission that you can assign to a user for a project: Project Manager and Contributor. Only the users assigned to a project can view and access the project, others can’t.

The permission level for the roles are following:

Contributor:

1. Users can create, edit, delete tasks under the project.
2. They can log time, update progress and comment on tasks.

Project Manager:

1. Project Managers can do all the above plus they can invite and remove users, add/remove categories, edit project settings, and delete the project.
2. They can also create, edit or delete subprojects under the main project.

The project calendar works as a planning board for the team working on a project. The tasks added to the project are shown in the calendar as per the allocated start and end time for it. This gives an overview of how things are moving along, what’s been done, what are pending, what’s ahead, etc.

The project calendar comes with some great features:

• All the task created on the projects can be seen by month, week or day view.
• Mouse over on a task shows the details of the task in tooltip.
• New task can be added by click on the (+) sign on the grid next to each date.
• The tasks are displayed highlighting the priority and the user it is assigned to.
• The finished tasks are shown as strikethrough for a clear view of the situation.
• Tasks can be dragged by the right corner to extend/shorten the ending date.
• The tasks can also be dragged by the body to place it on a different day.

The project calendar is designed in a way to make life easier for managing and keeping track of things.

You can view project details such as project description, type, responsible person, etc. from the Project Details tab inside the Project management page. You can also edit various details for the project from there. You are only able to edit the project details if you have the Project Manger permission for the project.

Follow the following steps to edit a project details:

1. Log in to your account.
2. Select the project (that you want to edit) from the left navigation bar.
3. Open the Manage tab to get to the project details.
4. Click on the Edit project button on the top right side of the Project details section (You need to have administrative permission for the specific project to be able to edit it).
5. Change the values for the fields inside the Edit project form as necessary.
6. Click on the save button to change the project details.

Note: When you change the name of project, this change will also be reflected in any saved tasks that contained the project's name, so they won't be affected by the change.

When all tasks are done and the desired goal is achieved for a project, you can close it to mark as finished. What this will do is, remove the project from the project and task list of all the project members. From task creation to edit project details, no new activity can be registered under that project anymore. But all the tasks done under that project would remain on the project task list and calendar (not editable). And the project managers of that project would also be able to get some statistical data from the project if they want.

Follow the following steps to close a project:

1. Log in to your account.
2. Select the project (that you want to close) from the left navigation bar.
3. Open the Manage tab to get to the project details.
4. Click on the Edit project button on the top right side of the Project details section (You need to have administrative permission for the specific project to be able to edit it).
5. Change the value from open to close from the Status dropdown inside the Edit project form.
6. Click on the save button to change the project status.

Client dashboard is available in myTask2do, which gives you quick insight into the client companies that you manage. This dashboard shows you the aggregated information about each of your clients onto a single screen and helps you to monitor the activities done for the different clients. It gives you a snapshot of the number of activities being done, task and time estimations, working hours spent and the overall progress status of the client tasks. The information is available for the past week, month or even a year. The figures are updated instantly with every change.

Follow the steps to locate the client dashboard:

1. Log in to your account.
2. Click on the Clients link from the left side bar navigation to open the Client dashboard.
3. Use the tabs for time span to select the timeframe you'd like to view data for. This date filter will apply to all sections of the dashboard except Total client and active task numbers.

While there is no setting for project view restrictions, only the users added to a project has access to that project. The users who are not part of a project has no way to view or access that project. The user may have different permissions for a for a project depending on their role, but both the role allows user to have access to the project.

If there is a need of restricting any user to view a project, you just need to remove that user from the user list of that project, that’s it.

It is possible to export timesheets from myTask2do as an XLS file. You can export time sheet either for a specific project, user or client.

Export timesheet for a specific project:

1. Log in to your account.
2. Select the project (for which you want to export timesheet) from the left navigation bar.
3. Open the Time Sheet tab at the top right corner to get to the Time sheet page of the project.
4. Filter to view the range of tasks for which you want to export time sheet.
5. Click on the export icon above the task list on the left next to the filter icon.

Export timesheet for a specific user:

1. Log in to your account.
2. Select the user (for which you want to export timesheet) from the left navigation bar.
3. Open the Time Sheet tab at the top right corner to get to the Time sheet page of the user.
4. Filter to view the range of tasks for which you want to export time sheet.
5. Click on the export icon above the task list on the left next to the filter icon.

Export timesheet for a specific client:

1. Log in to your account.
2. Select the client (for which you want to export timesheet) from the left navigation bar.
3. Open the Time Sheet tab at the top right corner to get to the Time sheet page of the client.
4. Filter to view the range of tasks for which you want to export time sheet.
5. Click on the export icon above the task list on the left next to the filter icon.

Yes, time tracking is available in myTask2do to keep tabs on the amount of time being spend on different tasks in a project. Time tracking allow users to track how much time they spend working on a particular task and later on reports can be generated with that information.

Follow the steps to log time on a task (from Task list):

1. Log in to your account.
2. Open a My Tasks list by selecting from the left navigation bar (this page is opened by default after login).
3. On each task inside the task list carries an input field for providing time logs. Beside the time log input, the estimated time for the task is displayed along with spend time and a check box to mark the task as done.
4. To log time, enter the amount of time spent inside the input field (in hours). A panel appears at the bottom of the page with date for time log and Save time log button.
5. By default, the current date is set as the date for logging time, if you are logging time for a past date, just select that date by clicking on the date field.
6. Click on the Save time log button to save the time log for the selected date. The task detail gets updated with the information and spend time increases on the task list with the added value.
7. User can also mark a task as done (to close the task) while logging time for it. Adding time log multiple times on a task just adds to the previous time and increases the value.
8. Time log can be provided for multiple tasks at the same time, but they all must be for the same date and not different dates.

Follow the steps to log time on a task (from Time Sheet):

1. Log in to your account.
2. Open a My Tasks list by selecting from the left navigation bar (this page is opened by default after login).
3. Go to the Time sheet page by clicking on the Time sheet tab on the top right of the page under the top navigation bar.
4. In this page, time logs can be provided for a whole week for a single of multiple tasks at once. And this works for not only the current but all past weeks as well.
5. To log time, enter the amount of time spent inside the input field (in hours) for the specific date or dates. When you are updating a time log for a day, be sure to put the total of the previously provided value and the new. Changing a time log value for a date from here will not add to the previous log, rather update it.
6. Unlike the list view, you don’t need to select any date before saving time log as you are putting time entries for specific date.
7. Click on the Update Time Log button to save the time log for all the selected date.
8. This also works for multiple tasks at a time. Tasks can be closed also by checking the mark as done while updating the time log.

myTask2do has the feature to export timesheets as an XLS file. You can export time sheet either for a specific project, user or client. Using the filter options time sheet can be generated for a certain period, category, status, etc.

Export timesheet for a specific project:

1. Log in to your account.
2. Select the project (for which you want to export timesheet) from the left navigation bar.
3. Open the Time Sheet tab at the top right corner to get to the Time sheet page of the project.
4. Filter to view the range of tasks for which you want to export time sheet.
5. Click on the export icon above the task list on the left next to the filter icon.

Export timesheet for a specific user:

1. Log in to your account.
2. Select the user (for which you want to export timesheet) from the left navigation bar.
3. Open the Time Sheet tab at the top right corner to get to the Time sheet page of the user.
4. Filter to view the range of tasks for which you want to export time sheet.
5. Click on the export icon above the task list on the left next to the filter icon.

Export timesheet for a specific client:

1. Log in to your account.
2. Select the client (for which you want to export timesheet) from the left navigation bar.
3. Open the Time Sheet tab at the top right corner to get to the Time sheet page of the client.
4. Filter to view the range of tasks for which you want to export time sheet.
5. Click on the export icon above the task list on the left next to the filter icon.

At this time, myTask2do has support for 2 languages – English (en-us) and Bangla (bn-bd). As we continue to grow, so will our supported languages. United States English is the default if the language setting is not changed by the user. We are working on Danish, French, Dutch, Japanese, German and other languages

Follow the steps to change your language for myTask2do:

1. Log in to your account.
2. Click on the flag icon next to the help icon on the top navigation bar.
3. Select from the available language to your choice (English/Bangla).
4. That’s it, after the selection is changed, all the texts in the application will be displayed with your chosen language (except for the user provide ones).

myTask2do does not offer customer or technical support over the phone. In order to help you find the quickest solutions to our most common support requests, we've created the myTask2do Support page full of useful information about the application and its uses.

If you're not finding the answer to your question in our help center, the best way to get in touch with us would be by sending a help request by creating a Support Ticket or by sending us an email at info@mytask2do.com. We do check emails throughout the day and respond quickly, usually within minutes during regular business hours. We will also get back as soon as possible in the evening, on weekends, or holidays. The usual business hours are: 9am-6pm BST (UTC +6), Sunday through Friday.

If you work on projects or tasks for different clients and need to bill them for the working hours spent on their work, you need to setup the client first. myTask2do project doesn’t support creation of project without any client. Even if there is no other client for your organization, you need to setup your organization as a client to manage your project and tasks.

Follow the steps to create a client:

1. Log in to your account.
2. Click on the (+) icon on the right of the Client item inside the left side navigation bar.
3. Fill in the necessary information inside the Add/Create client form, like – Client name, Currency type, contact person, contact email, mail and web address, phone, fax, status, etc.
4. Make sure the client status is set to active and click on the save button to add the new client.

After creating a client, you can start creating projects for that client. After signing up for a new company in myTask2do, you need to setup a client before you can create any project.

It is possible to assign/re-assign team members between clients. Team members are not directly related to the client rather they are related to a project, and the projects are related to the client. However, a team member can be assigned to multiple projects belonging to different clients and can also be relieved and assigned to other projects. When any team member is being relieved from a project, all his assigned tasks need to be transferred to another member of that project.

A single team member can be assigned to multiple projects which may belonging to different clients. Users are related to their assigned projects and the projects are related to clients. There are no restrictions for the user, so they can be added to any project of any client or to multiple projects or different clients at the same time. In all cases, the user would only be able access the projects he/she is assigned to and not all the projects.

You can choose a photo to set as your profile picture for myTask2do. This image shows up when someone sees your name in the application, on the user list, task list, etc.

Follow the steps to upload or change your profile picture:

1. Log in to your account.
2. Click on the user profile picture in the top right corner, and select Profile from the dropdown menu (a default image is shown as profile picture until it is changed).
3. In the user details section of the Profile page, click Change picture link under the image.
4. Upload a new picture (just make sure that the aspect ratio is Square 1:1 and the size is no less than 100px).
5. Click the Change Picture button to change the profile picture.

It's easy to create user accounts/ team members in myTask2do. A user with the company administrator permission can add users for the company. Each account can span multiple projects, so you need only create one user account for each person in your company.

Follow the following steps to add a person to the company:

1. Log in to your account (You must have administrative permission to be able to add users to the company).
2. Click on the (+) icon on the right of the People item inside the left side navigation bar.
3. Fill in the necessary information inside the Add/Create user form, like – First and last name, type, designation, email, password and confirm password, status, etc.
4. Make sure the user status is set to active and click on the save button to add the new user to the company.

On occasion, you may wish to remove a user's access from myTask2do. A user with company administrator permission can revoke access or delete users from the application. To revoke user access to the application, you can either change the user status to inactive or you can delete the user permanently if needed.

Follow the following steps to deactivate a user:

1. Log in to your account.
2. Click on the Peoples link from the left side bar navigation.
3. Select the list tab to view the list of available users/team members. All the users of the company are listed here with options to edit or delete them.
4. Find the user that you want to deactivate, and click on the edit icon to the right of the user beside the delete icon. (You need to have administrative permission to be able to edit user details).
5. You can also select the user (that you want to deactivate) from the People list on the left sidebar navigation, open the Manage tab and click on the Edit profile button to open the user edit form.
6. Uncheck the active check box inside the add user form.
7. Click the save button to deactivate the user.

Follow the following steps to permanently delete a user:

1. Log in to your account.
2. Click on the Peoples link from the left side bar navigation.
3. Select the list tab to view the list of available users/team members. All the users of the company are listed here with options to edit or delete them.
4. Find the user that you want to delete, and click on the delete icon to the right of the user beside the edit icon. (You need to have administrative permission to be able to delete users).
5. You can also select the user (that you want to delete) from the People list on the left sidebar navigation, open the Manage tab and click on the Delete button to delete the user.
6. Select OK from the confirmation message to confirm the delete action.

Note: There are some restrictions when permanently deleting a user from the company. Users with scheduled or active tasks can’t be deleted from the application. The tasks need to be closed or transferred to another user before deleting the user.

User can customize their profile, they can change the username (first and last name), contact email, user type, designation, phone number etc. from the user profile page. The company administrator can also change the user details for any user. User details can be changed or updated by the company administrator but not the password, the password can only be changed by the user only.

Follow the following steps the change or update the user details (by a company administrator):

1. Log in to your account.
2. Click on the Peoples link from the left side bar navigation.
3. Select the list tab to view the list of available users/team members. All the users of the company are listed here with options to edit or delete them.
4. Find the user that you want to edit, and click on the edit icon to the right of the user beside the delete icon. (You need to have administrative permission to be able to edit user details).
5. You can also select the user (that you want to edit) from the People list on the left sidebar navigation, open the Manage tab and click on the Edit profile button to open the user edit form.
6. Change the details of the user as you need.
7. Click the save button to update the user details.

Note: If the email address of any user is changed, an email would be send to the user with a temporary password and the user would have to change his password the next time he logs into the application. Another email would be send to the previous email associated with the user account to inform the user that his email address has been changed for myTask2do account.

If you remove a user, we do not delete any of that user's activity in myTask2do - you'll still see their name next to all their prior activities (projects, tasks, comments, time logs, etc.). However, you'll no longer be able to filter based on that person in Reporting and no further activities can be done by/for the deleted user.

If you change your mind, you can always add the removed team member back again (by creating a new user with the same email address as before) and they'll instantly be added back into the company.

Note: If you're an Admin of your organization and you decide to delete a user, you need first review the user data before doing so. If the user has any active or scheduled future work, those must be removed or transferred to another user before you can delete the user.

When a person is removed from a project, that person loses access to that project only but doesn’t lose access to his/her other projects or the company. The user can still access his/her myTask2do account and perform activities on the other assigned projects.

But when a user is deleted from the application, that person not only loses access to the assigned projects, but also loses access to the myTask2do application. That user won’t be able to log into the application anymore, let alone performing any other activity. So, you need to take it under consideration that if a user is deleted, that user is locked out of the application.

Note: In both cases, any active or scheduled tasks for the user being removed or deleted need to be closed or transferred to another user before that person can be removed from a project or deleted from the company. And all prior activities of the person being removed or deleted stay intact.

Client dashboard is available in myTask2do, which gives you quick insight into the client companies that you manage. This dashboard shows you the aggregated information about each of your clients onto a single screen and helps you to monitor the activities done for the different clients. It gives you a snapshot of the number of activities being done, task and time estimations, working hours spent and the overall progress status of the client tasks. The information is available for the past week, month or even a year. The figures are updated instantly with every change.

Follow the steps to locate the client dashboard:

1. Log in to your account.
2. Click on the My Clients link from the left side bar navigation to open the Client dashboard.
3. Use the tabs for time span to select the timeframe you'd like to view data for. This date filter will apply to all sections of the dashboard except Total client and active task numbers.

Yes, this is a stable version of myTask2do. We take the protection of our users' data extremely seriously and have established multiple levels of testing to ensure the integrity of our system, which includes tests on an ongoing basis to find any vulnerabilities within our application, Security and Databases. We use the world renowned cloud storage to secure your data.

myTask2do understands the importance of ensuring the privacy of your information, which is why we have strict data privacy policies to prevent unauthorized gathering and processing of data. For more information, please see our Privacy Statement.

The application and all data is hosted on Microsoft Azure Data Centers. Azure is an open, flexible Public Cloud Infrastructure platform that offers enterprise-grade scale and power. It’s the industry-leading levels of security, privacy, compliance, and transparency that define Microsoft’s trusted cloud services.

Mytask2do sits in a super secure environment alongside some of the biggest online applications in the world. That means there are several levels of redundancy built in to ensure availability and the data is backed up securely. In short, you just don’t need to worry about it – you focus on your business and we’ll look after your data.

At myTask2do, the data backup policy has been put in place for system critical recovery events. At the same time, the policy has been drafted to allay all privacy concerns relating to customer data.

myTask2do maintains a complete backup of the system, which includes all user and project data. Backups are performed weekly and daily. We do not hold backups past 2 weeks and daily backups past two days. Backups are stored in separate remote storage appliances. Note, these backups are strictly for critical system recovery events such as hardware failures and software corruption, and are not available for user requests for restoring individual item that are, for example, accidentally deleted.

If you need to add private tasks for yourself, you can easily do that by creating a new project for yourself only and then create your private tasks under that project. This way, no one else would be able to see or access your tasks (as the only persons that can access the tasks are the project members). And if you need to share these tasks with someone else, you can add them to that project. You can also create task without any project.

By Administrator, we are referring to a company administrator in the myTask2do application. When someone sign up for a company in the myTask2do application, that person is assigned the role by default. This role allows user to do mostly everything from creating users to managing and monitoring all the activities in the application for the company.

The administrator role allows user to do:

• Subscription management
• User management
• Client and project management
• Application configuration and data management

Creating additional administrator accounts for your myTask2do application is simple. You must be logged in to myTask2do as the primary administrator to be able to create new administrator accounts. Typically, this will be the administrator account that was automatically created by myTask2do when your company was first registered. Just make sure you add the person as a user of the application before trying to add him/her as an administrator.

Follow the steps to change add new administrator for your company:

1. Log in to your account.
2. Click on the user profile picture in the top right corner, and select Admin from the dropdown menu.
3. The administrator accounts are listed inside the Administrator section under the General tab on the Administration page.
4. Click on Add More link on the top right section of the administrator section just above the list of administrator accounts.
5. Select one or more users from the list whom you want to add as an administrator for the company.
6. Click Save button to add the user/users to administrator role for the company.

A myTask2do administrator can view and manage activities for your company. The person added as an administrator is also added to the company as a user and can do all the user related activities as well. The administrator of the company is responsible for managing and providing support for the users.

Administrators can do everything that a user can, as well as the following:

• Add/remove users and administrators to the company.
• Monitor all user activities in the application.
• Manage the global setting for the company in myTask2do.
• Manage subscription for the company.
• Add/remove default data for various lists.
• Control user access, manage their profiles, and/or delete users from the account.
• Create and manage clients, Projects and task related activities and configuration.

Currently there is no extra option or settings to restrict project viewing for specific users. However, the application is designed in a way that only the users assigned to a project can view and access the project, others can’t. So, if there is a need for restricting any user from viewing or accessing the project or project related information it can be easily done by removing that user from the project.

Follow the steps to remove users from a project:

1. Log in to your account.
2. Select the project (from which you want to remove users) from the left navigation bar.
3. Open the Manage tab and select Users from the side navigation on the Project manage page.
4. From the list of assigned users for the project, click on the (X) icon to the right of the user you want to remove (You need to have administrative permission for the specific project to be able to remove users).
5. Click OK on the confirmation message to confirm the action.

Yes, data export is available in myTask2do. If you want to backup or transfer your task data, you can do that by exporting the task lists into xlsx files from your account. You can also export the projects, users and clients list.

Follow the steps to export data:

1. Log in to your account.
2. Open a task list (My tasks, Project tasks, user tasks, or Client tasks) by clicking on the respective page links on the left side bar navigation.
3. Filter to view the range of tasks you want to export.
4. Click on the export icon above the task list on the right, beside the recurrent task icon.
5. You can also export the project people and client list by going to the respective pages, opening the list tab and clicking on the export icon link.

If you want to cancel your subscription for myTask2do, you just don’t need to extend your current subscription. Your subscription will be automatically cancelled at the end of current subscription period.

When you purchase your myTask2do subscription, you choose the subscription for a specific time period. The subscription is set to automatically expire at the end of the chosen period if you don’t extend your subscription again.

Note: When your subscription ends, your account gets disabled and you lose access to your data along with all of your users. You can always renew your subscription and start where you left off. Your data will be kept in the application for 6 months from the time your account is deactivated.

When changing subscription plan, you can only upgrader your subscription package but cannot downgrade.

You can change your subscription plan at any time. If you upgrade in the middle of the billing period, you will be billed partially for the original plan you were using, and the rest of the period cost will be calculated based the price of the new plan.

Follow the steps to change your subscription plan:

1. Log in to your account. (You need to be an Admin to do the process)
2. Click on the user profile picture in the top right corner, and select Admin from the dropdown menu.
3. Select the Subscription tab inside the Administration page.
4. Click on Change Plan from the Subscription plan section.
5. Choose your plan options (Package, users and Duration).
6. Click Save changes to apply the subscription change (works only for upgrade).

At this moment, we are only offering Cheque or Bank transfer as the payments methods for myTask2do subscription. If you are upgrading from a trial plan to a paid plan (Basic, Startup or Enterprise), we will contact you to help with a payment plan that suits you. However, you don’t need to wait for any confirmation. You can start using the application right away. A representative will contact you for the payment processing.

We are working on the options for online payments – Visa, MasterCard, American Express, PayPal, etc. and you will be notified as soon as the options is available. For further details, please contact info@mytask2do.com.

You along with your team can use myTask2do completely for FREE for 30 days, no questions asked, no hassles, no limitations. You'll have the opportunity to try out myTask2do and find out how it helps increase productivity and implement accountability for you and your team. You will be able to experience all the benefits of myTask2do during your trial period, so that you can decide whether this software is right for your business and you.

Not only will you have full access to all the features, you'll also have full access to our phone and email support, just like our paying customers. Our Support and Resources site will help you get the most out of myTask2do and answer any questions you may have.

At any point during this free trial, you can upgrade your subscription to a paid plan to ensure that you continue to have access to myTask2do once the trial concludes. We will not charge you during the 30-day trial, ensuring that you have completely free access for 30 days. Once you become a paying customer, you can continue using this software on a subscription basis and cancel at any time.

We won’t ask for your credit card or payment information until your trial ends, and we will never spam your email address. Sign up for a free trial and decide for yourself.

When you subscribe or upgrade to a paid plan, an invoice is automatically generated for you according to the subscription package and send to you via email. This is also true for any other changes made to the subscription like – user or duration value change.

Your payment history for myTask2do subscription can be viewed using the following steps:

1. Log in to your account.
2. Click on the user profile picture in the top right corner, and select Admin from the dropdown menu.
3. Select the Subscription tab inside the Administration page.
4. The Payment History section contains the history of payments made to myTask2do for subscription purposes (with details like date, amount, description, payment medium, transaction status, etc.).
5. On the right end of individual payment history, there are icons for print or email the invoice for the respective transaction.
6. Clicking on the email icon will send the invoice for the respective transaction to your email and clicking on the print icon will print it out.

For now, there are no option to put a running subscription plan on hold from the system. If you do need to put your subscription on hold, you will have to contact us at info@mytask2do.com and we will sort out the details.

myTask2do subscriptions are non-refundable. For your convenience, we do offer a 30-day free trial for new customers to allow evaluation of myTask2do before buying.

When you cancel a subscription with us, you will continue to receive your subscription benefits until the end of the current billing period. You will not receive a refund of any portion of the subscription fees you paid for the current or prior billing periods.