User Guide

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MeisterTask is an intuitive task management tool that improves ­teamwork­and­collaboration.­Its­flexible,­Kanban-style­project­boards­ensure­that­everybody­in­your­team­is­always­on­the­same­page.

MeisterTask­is­an­online­tool­that­runs­in­any­standard­web-browser­and­offers­apps­for­Mac,­Windows,­iOS­and­Android.­

MeisterTask­was­created­for­agile­teams­looking­for­a­smarter,­more­­efficient­workflow.­You­can­turn­it­into­a­true­productivity­hub­by­connecting­it­with­other­tools­you­use,­and­automate­tasks­to­get even more done in less time!

1. Getting Started

2. The Dashboard

3. Projects

3.1 The Task Detail Dialog

4. Automations

5. Integrations

5.1 Native Integrations

5.2 IFTTT & Zapier

5.3 The MindMeister Integration

6. Statistics and Reports

6.1 Performance

6.2 Time Tracking

6.3 Reports

7. Apps

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In this GuideAbout MeisterTask

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1. Getting Started

In­MeisterTask,­you­switch­between­three­main­views:­

1. The DASHBOARD,­which­offers­a­personalized­overview­of­all­your­projects,­notifications­and­tasks.­This­view­is­unique­to­every­user.­

2. The PROJECT BOARDS,­which­are­divided­into­vertical­sections­that­tasks­can­move­through­on­their­way­to­completion.­Changes­made­to­a­shared­project­board­are­instantly­visible­to­all­project­members.­

3. The STATISTICS & REPORTS­area,­which­offers­insights­into­your­team’s­productivity­and­tracked­time.­This­area­also­includes­a­simple­calendar­view.­It’s­accessible for all PRO and BUSINESS users.

1. Project ListThe­project­list­on­the­left­displays­all­your­active­projects.­You­can­re-order­projects­by­dragging them into another position,­or­create­project groups for­a­better­organization.To­display­archived or team projects,­click­on­the­word­‘Projects’­and select a different view.

2. Create or Import ProjectsUse the + button to create a new project­from­scratch­or­to­import­an­existing­­project­from­Trello,­Asana­or­Wunderlist.­

3. Background ImageUpload a background image

that­reflects­your­mood­or­let­MeisterTask­display­a­different­one­for­you­every­day.­

4. My TasksThis­is­where­you­see­a­list­of­your­open­tasks,­starting­with­due­tasks­and­tasks­in­your­FOCUS.­At­the­top,­you­can­also­display­a­personal­checklist that is not associated with any­project.­ 5. NotificationsNotifications­keep­you­up­to­date­about­what’s­happening­in­your­team.­You’ll­get­notified­whenever­someone­mentions­you­in­a­comment or makes changes to a task­you­are­watching.

2. The Dashboard

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SectionsA­project­is­divided­into­multiple­­sections.­How­many­sections­you­have­and­how­you­name­and­arrange­them­is­totally­up­to­you.­To­edit­the­name,­color­or­icon­of­a­section,­click­into­the­section­header.­To­add­a­new­section,­click­on the + button that appears when you­hover­between­two­section­headers. Rearrange sections via drag and drop.

Tasks All­tasks­related­to­a­project­are­displayed­in­the­form­of­tiles­that­can­be­moved­freely­from­section­to­section. Due or overdue tasks turn yellow.­Old­and­inactive­tasks­turn­gray.­You­can­create­new­tasks­using­

the + buttons at the bottom of each section,­or­­using­the­N­key­as­a­shortcut.

Project BackgroundChoose­between­various­background colors and images or simply­upload­your­own,­via­the­project­properties­(­i­).­

Members BarThe members bar on the right shows­the­avatars­of­all­project­members along with the number of­active­tasks­they­own­in­it.­Click­on­an­avatar­to­quickly­filter­the­project­for­tasks­assigned­to­that­specific­team­member.­Click­on­the­+ button to invite more people to the­project.

Activity StreamClick­on­the­icon­at­the­top­of­the­members­bar­to­open­the­activity­stream.­The­stream­displays­all­ actions and changes made inside the­project­by­you­and­your­team­members in chronological order. Click­on­any­action­to­quickly­open­the task it belongs to and get more information.

FiltersSwitch­to­project­filters­by­clicking­on­the­filter­icon­at­the­top­of­the­activity­stream.­Filter­tasks­by­status­(open­vs.­completed),­tags,­due­date,­assignee,­followers­(aka­watchers)­or­keyword.­

3. Projects

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1. FOCUSClick­on­the­star­button­to­add­tasks­to­your­FOCUS.­Those­tasks­will­show­up­separately­on­your­dashboard.

2. DescriptionAdd­a­detailed­description with Markdown formatting to­your­task.

3. Custom FieldsBusiness users can define­custom­fields­for­each­of­their­projects,­which are then shown below the description of their tasks.

4. ChecklistsSplit­bigger­tasks­into­multiple checklist items and check them off as­you­go­along.­In­the­project­settings,­you­can­pre-define­checklists,­which­you­can­then­quickly­load­into tasks to use again and again.

5. AttachmentsQuickly­attach­reference­files,­mock-ups­or­mind­maps­to­your­tasks.­Upload­from­your­local­hard­drive­or­directly­from­your­connected­­Dropbox,­MindMeister,­Box­or­Google­Drive­account.

6. Activity FeedSee­the­entire­change­history­of­your­tasks,­add comments and mention other team members.

7. Time TrackingTrack time inside MeisterTask­and­easily­edit­time­slips.­You­can­also use our Harvest integration­if­you­already­have­an­account­there!

8. Due Date & TimeAdd­a­due­date­and­due­time­to­your­tasks.­Get­notified­when­tasks­become due.

9. TagsAdd­one­or­multiple­tags­to­your­tasks­for­easy­grouping­and­filtering.

10. WatchersAdd­Watchers­to­tasks to ensure all stakeholders are kept in the loop about task updates.­Watchers­receive automatic notifications­when­comments are added to the task or changes are made.

11. RelationsMark­tasks­as­related,­blocked or blocking. Get­notified­when­blockages are removed.

3.1 The Task Dialog Clicking on a task tile opens the task dialog, which contains all the information related to the task.

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4 AutomationsAutomations­help­your­team­work­more­consistently­and­efficiently­by­automating­steps­in­your­workflow.­

You­can­define­one­or­multiple­automations­for­each­section­in­your­project­boards,­and­you­can­choose­whether­to­run­the­action­only­for­new­tasks­(that­is,­tasks­that­are­either­created­or­moved­to­that­section)­or­whether­to­also­apply­it­to­preexisting­tasks­in­that­section.­

5 IntegrationsMeisterTask­integrates­with­the­tools­your­team­already­uses­and­loves.­For­instance,­you­can­send­issues­from­GitHub­straight­into­your­sprint­board,­or­help­your­support­team­work­more­efficiently­by­connecting­their­project­board­with­Zendesk.­Most­integrations­can­be­enabled­via­the­Project­Properties.

5.1 Native IntegrationsMeisterTask­integrates­with­Slack,­GitHub,­Zendesk,­and­many­other­tools.­For­a­complete­and­up-to-date­list,­please­visit­our­integrations­page­at­ www.meistertask.com/integrations.How to set up automations:

Step 1:­Click­the­(­i­)­button­in­the­top­bar­of­your­project­and­select­Project­Properties.­

Step 2:­Switch­to­the­Automations­tab­and­select­“Add­Automation”.­

Step 3:­Select­the­automation­of­your­choice.

Step 4:­Select­a­section­and­specify­the­automation.­Confirm­with­Done.

5.2 IFTTT and ZapierIFTTT­(If­This­Then­That)­and­Zapier­are­platforms­that­help­you­connect­­MeisterTask­with­even­more­of­your­favorite­apps­and­platforms.­Signing­up­for­either­­service­is­free,­and­you­can­create­new­automations­in­a­matter­of­seconds.

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5.3 The MindMeister IntegrationMeisterTask­perfectly­integrates­with­our­online­mind­mapping­tool­MindMeister. ­This­means­that­you­can­turn­your­brainstorms­into­project­boards,­and­your­ideas­into­tasks,­in­a­matter­of­seconds.­It’s­a­great­way­to­ensure­that­none­of­your­brilliant ideas fall through the cracks.

Start­by­planning­your­project­in­a­MindMeister­mind­map.­Each­topic­you­create­can­potentially­be­turned­into­a­task.­When­you’re­done,­open­the­MeisterTask­footer.­Connect­the­mind­map­with­an­existing­project­in­MeisterTask,­or­simply­create­a­new­one­directly­from­the­map.­Drag­&­drop­topics­onto­a­user’s­avatar­to­assign­tasks­to­them.­Tasks­are­automatically­exported­with­the­topics’­notes­and­links.

By­turning­your­ideas­into­tasks,­you­ensure­that­they­aren’t­forgotten­in­a­random­meeting­or­brainstorming­map.­Instead,­they­immediately­become­part­of­your­team’s­workflow,­ready­to­be­dealt­with.­

6. Statistics & ReportsThe­statistics­and­reports­area­is­where­you­can­get­insights­into­how­productive­your­team­is,­which­tasks­are­taking­the­longest,­how­much­time­employees­are­spending­on­tasks,­and­a­lot­more.

You­can­access­the­statistics­and­reports­area­via­the­account menu,­which­opens­when­you­click­on­your­user­avatar.

Statistics­and­reports­is­divided­into­three­areas:­Performance,­Time­Tracking,­and­Reports.

6.1 PerformanceThe performance area shows the number of completed tasks vs the number of­new­tasks­for­a­project­in­a­certain­time­range.­You­can­also­see­the­trend­compared to the previous time range at a glance.

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6.2 Time TrackingThe­time­tracking­area­shows­the­daily­aggregated­time­tracked­per­project­in­a­certain­time­range.­You­also­see­the­top­time­trackers­in­your­team­as­well­as­the­5­tasks with the most time tracked.

7. AppsMeisterTask­is­a­web-based­task­manager­and­as­such­runs­in­any­standard­web-browser.­Additionally,­MeisterTask­offers­native­wrappers­for­Mac­and­Windows,­which house the web app.Want­to­stay­on­top­of­your­to-dos­while­you’re­on­the­go?­No­problem­with­MeisterTask’s­native­mobile­apps­for­iPhone,­iPad,­Apple­Watch­and­Android­devices.­These­apps­come­with­offline­functionality,­which­means­you­can­even­access­your­projects­when­you’re­not­connected­to­the­internet.­

6.3 ReportsIn­this­area­you­can­view­and­export­individual­reports­about­new,­completed,­overdue,­upcoming­or­long-running­tasks.­In­each­report­you­can­either­show­tasks­of­all­users­and/or­all­projects,­or­narrow­the­selection­down­to­a­specific­assignee/project.­

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