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
Log in, go to Builder in the left navigation
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
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
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
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
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
In the Design tab:
Choose from prebuilt layouts
(Optional) Enable Advanced Mode to customize design with CSS (recommended for experienced users only)
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
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
Click the Tagging tab:
Enter a tag name to automatically apply to users when they open this feature
Click Add Tag
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
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.