Documentation

Getting started, plans, task views, integrations, API, and support

Getting Started

Create a free account to start managing tasks and projects. No credit card required.

  1. Register at /register
  2. Verify your email (activation link sent on signup)
  3. Create your company workspace and add projects
  4. View tasks on the Board, Calendar, Gantt, List, or Sprint planning view, and invite team members
  5. Visit Settings → Security to review recent sign-ins and turn on two-factor authentication (2FA)

Plans & Limits

We offer Free, Basic, Pro, and Enterprise plans. See our Pricing page for details. Key limits by plan:

  • Free: 1 project, 5 tasks, 1 user, no file uploads, no custom statuses, all task views included
  • Basic: 10 projects, 100 tasks per project, 2 users, custom statuses, custom fields, sprint planning, file & video uploads (up to 1GB total storage)
  • Pro: 30 projects, unlimited tasks, 5 users, 10GB storage, advanced reporting & analytics (burndown, velocity), API access
  • Enterprise: Unlimited projects, tasks, and users, 30GB storage, plus white-label branding and enterprise support

You can always see how many projects, tasks, and team members you're using against your plan limits from Settings → Subscription. The Analytics tab shows adoption metrics such as tasks created per week and completion rates.

Usage & Security

The Task Portal tracks usage and sign-in activity to help you stay in control:

  • Plan usage: View current projects, tasks, and team members compared to your plan limits from Settings → Subscription.
  • Storage: Track total storage usage against your plan allowance on the Subscription tab.
  • Sign-in history: Review recent logins by time, IP address, approximate location (city / region), and browser from Settings → Security.
  • Two-factor authentication: Enable 2FA on your profile for an extra layer of protection on your account.

Tasks & Import

View tasks on the Board (Kanban), Calendar, Gantt, List, or Sprint planning view. Import tasks from CSV or Excel—download a template from the tasks page, fill it out, and import.

  • Statuses: Custom task statuses are available on Basic plan and above. Free plan uses the default workflow only. Reusable status templates are available to admins.
  • Custom fields: Admins configure dropdown, text, number, date, and checkbox fields in Settings. Fields can be scoped to specific projects.
  • Subtasks & dependencies: Break work down and model task dependencies on paid plans. Free plan can see these features but must upgrade to edit them.
  • Recurrence: Set daily, weekly, or monthly recurrence on tasks. New instances are created automatically by a background job.
  • Archive: Archive completed tasks from Done columns to keep boards clean. Restore archived tasks anytime, or bulk-archive selections.
  • Drafts: Save tasks as private drafts and publish when ready. Drafts auto-save when you close the task modal.
  • Attachments & links: Upload files and add resource links to tasks on plans that include storage and file uploads.

Sprints & Reporting

Sprint planning is available on all plans. Advanced reporting and analytics require Pro or Enterprise.

  • Sprint planning: Create sprints per project, assign tasks from the backlog, and set story points (editors and admins).
  • Close sprint: Close a sprint to finalize it; unfinished tasks can carry over to the next sprint.
  • Reporting (Pro+): Visit Reporting in the nav (admins) for burndown charts, velocity, sprint rollups, and filters by project, sprint, and custom fields.
  • Export: Export reporting data as CSV or PDF on Pro and Enterprise plans.

Calendar Integrations

Sync task due dates with external calendars from Settings → Calendars:

  • Google Calendar: Connect via OAuth. Tasks with due dates sync to your Google Calendar.
  • Outlook / Microsoft 365: Connect via OAuth for Microsoft calendar sync.
  • Apple CalDAV: Enter CalDAV server credentials manually for Apple Calendar sync.
  • Backfill: After connecting, use the backfill option to sync existing tasks with due dates.
  • Disconnect: Disconnect any provider individually without affecting others.

Search & Shortcuts

Find work quickly and navigate without the mouse:

  • Global search: Use the search bar in the header to find tasks, projects, groups, users, comments, and guides.
  • Keyboard shortcuts: Press ? to see all shortcuts. Common ones: g d (Dashboard), g t (Tasks), g p (Projects), g s (Settings).

Guides

Logged-in users can browse in-app how-to articles at Guides in the navigation (/guides). Guides cover product features, workflows, and best practices. Platform administrators can manage guide content from the super-admin area.

API Access

Pro and Enterprise plans include API access for integrating The Task Portal with your own tools and automations.

After you upgrade, log in as a company admin and open Settings → API to create API keys and view endpoint examples for your plan. API keys are required for external tools; the in-app product uses your normal login session.

Keep API keys secret—treat them like passwords. Revoke any key you no longer use.

Slack Integration

You can create tasks directly from Slack using a slash command:

  1. Create a Slack app with a /task slash command that points to your workspace's /slack/commands URL.
  2. Install the app to your Slack workspace.
  3. In The Task Portal, go to Settings → Slack to connect the workspace and choose a default project and assignee.

Once connected, you can run commands like:

  • /task Fix login bug
  • /task Fix login bug | Users can't log in from Safari
  • /task Fix login bug | Users can't log in from Safari | alice@example.com, bob@example.com

Tasks created from Slack appear in your chosen project with the title, description, and assignees you provide.

Support

Need help? Logged-in users can submit support tickets from Support in the app header. You can also contact us or email us at support@thetaskportal.com. For an overview of what's included in each plan, see our Features and Pricing pages.