Skip to main content

How to use the task manager plugin

Assign, manage, and track tasks within your app for managers and team members.

S
Written by Support
Updated this week

The task manager plugin lets managers assign tasks to team members, and employees can track and update their own tasks. Teams can be created manually or imported via CSV. The plugin supports status updates, due dates, exports, reminders, and even community wall discussions for collaboration.


Requirements

  • This is a Boost plugin, available on specific plans only.

  • Users must be registered in your app (tasks are tied to user emails)


How to use the task manager plugin

  1. Log in, go to Builder in the left navigation

  2. Click the + button to open the Plugin Marketplace

    • Search for Task Manager, then click Add Plugin

    • Name your plugin (e.g., “Team Tasks”) and click Add

  3. In the Content tab, set up your team:

    • Option 1: Upload a CSV file using the template (list one manager and team member emails)

    • Option 2: Enter team members manually by adding the manager email and employee emails

    • Save your changes and confirm you see Member list updated successfully

  4. Log in to test roles:

    • Managers see their team and can assign tasks to employees

    • Employees see only their assigned tasks and can update their own statuses

  5. Create tasks:

    • Click the + button

    • Enter task title, description, and due date

    • Assign it to yourself (if employee) or to a team member (if manager)

    • Submitted tasks appear on the task board with statuses: Pending, In Progress, Completed, or Archived

  6. Export tasks:

    • From the control panel, select a user and click Export Tasks

    • A CSV will download with task titles, descriptions, statuses, due dates, and timestamps

  7. In the Design tab:

    • Choose from prebuilt layouts

    • (Optional) Enable Advanced Mode to customize design with CSS (recommended for experienced users only)

  8. In the Settings tab:

    • Enable Private Mode if you want users to create tasks only for themselves

  • In Private Mode, the plugin is used on a per-individual basis

  • App owners cannot import or export tasks

  • Social features such as Action Items or Community Wall are disabled

  • Enable Due Date Notifications to send reminders for upcoming deadlines

  • (Optional) Connect a Community Wall so each task has its own discussion board

  1. Click the Security tab:

    • Turn on Require Login to restrict feature access to logged-in users

    • (Optional) Add tag-based restrictions and choose whether to match any or all tags

  2. Click the Tagging tab:

    • Enter a tag name to automatically apply to users when they open this feature

    • Click Add Tag

  3. Click the Purchase tab:

    • Check Require Purchase to enable

    • Choose your product type (e.g., Single Purchase or Subscription)

    • Upload an image, fill out purchase text, and success/failure messages

  4. Click the Analytics tab to see feature performance:

    • View data such as number of views, users, and devices over time


Pro tips

  • Use CSV upload for faster setup if you’re managing larger teams.

  • Encourage employees to set reminders on tasks so they don’t miss deadlines.

  • Community walls are a great way to keep discussion tied to a specific task.

Did this answer your question?