User Manual - TaskSmart

Getting Started

Welcome to TaskSmart!

TaskSmart is a powerful, privacy-first productivity app that works 100% offline. This guide will help you make the most of all its features.

1 First Launch

When you first open TaskSmart, a default workspace called "My Space" is automatically created for you. You're ready to start creating tasks immediately - no setup required!

2 Create Your First Task

Tap the "+" button at the bottom right to create a new task. Add a title, description, due date, priority, and any other details you need.

3 Explore Views

Switch between, My Day, Insights, Goals, and Calendar views using the bottom navigation to find your preferred workflow.

💡 Tip: TaskSmart works completely offline. Your data is stored securely on your device and never uploaded to any cloud service.

Task Management

Creating Tasks

Tasks are the foundation of TaskSmart. Each task can include:

Title: Brief description of what needs to be done
Description: Detailed notes and information
Priority: None, Low, Medium, High, or Urgent
Due Date: When the task needs to be completed
Start Date: When you plan to begin
Status: Current state (To Do, In Progress, Done, etc.)
List: Which project or category it belongs to
Tags: Labels for categorization
Subtasks: Smaller steps within the task
Attachments: Files, images, or PDFs

Organizing Tasks

Spaces: Top-level containers (e.g., "Work", "Personal")
Lists: Projects or categories within a space
Statuses: Workflow stages (customizable)
Tags: Cross-cutting labels with colors

Task Actions

Tap to view details and edit
Long press for quick actions menu
Swipe to mark complete or delete

Multiple Views

📋 Board View (Kanban)

Visual columns representing different statuses. Drag tasks between columns to update their status. Ideal for workflow visualization.

📅 Calendar View

See all your tasks and events in calendar format. Visualize deadlines and plan your schedule effectively.

☀️ My Day View

Focus on today's priorities. Add tasks to My Day for focused daily planning without distraction.

AI Features

Setting Up AI

1 Get an API Key

Obtain an API key from OpenAI, Anthropic, or Google AI.

2 Configure in App

Go to Settings → AI Settings and enter your API key.

3 Start Using AI

AI-powered features will now be available throughout the app.

Note: AI features are completely optional. All core task management features work without any AI configuration.

AI Capabilities

Smart Task Breakdown: AI analyzes your task and suggests actionable subtasks
Time Estimates: Get intelligent predictions for task duration
Daily Briefing: Morning summary with priorities and insights
Task Suggestions: AI recommends dependencies and optimal scheduling
Goal Planning: Break down big goals into achievable steps

Goals & Milestones

Creating Goals

Goals help you achieve long-term objectives:

Go to Goals tab in the bottom navigation
Tap "+" to create a new goal
Set a title, description, and target date
Add milestones to break it down
Link tasks to your goal

Milestones

Break your goal into major checkpoints:

Each milestone has its own target date
Mark milestones complete as you achieve them
View overall goal progress

Habit Tracking

Building Habits

Track daily habits and build consistency:

Go to Habits tab
Create a new habit with title and frequency
Set reminders (optional)
Check off each day you complete it
Watch your streak grow!

Habit Frequencies

Daily: Every day
Weekly: Specific days of the week
Custom: Your own schedule

Achievements

Earn badges for:

7-day streak
30-day streak
100-day streak
Perfect weeks

Productivity Analytics

Understanding Your Metrics

Productivity Score: Overall daily performance (0-100)
Tasks Completed: Number of tasks finished
Focus Time: Time spent on productive work
Completion Rate: Percentage of tasks completed on time

Reports

Daily: Today's productivity snapshot
Weekly: 7-day trends and patterns
Monthly: Long-term productivity analysis

Calendar Integration

Using the Calendar

TaskSmart includes a built-in calendar that shows:

Tasks with due dates
Events and appointments
Habit reminders
Goal milestones

Syncing with Device Calendar

Go to Settings → Calendar Settings
Grant calendar permission
Select which calendars to sync
Choose sync frequency

Note: Calendar sync is optional. TaskSmart's built-in calendar works without device calendar access.

Settings & Customization

Appearance

Theme: Choose Light or Dark mode
Color Theme: Select from multiple color palettes
Custom Colors: Set colors for lists, tags, and statuses

Notifications

Enable/disable task reminders
Set notification sound and vibration
Configure quiet hours

AI Settings

Configure AI provider and API key
Choose AI model
Enable/disable specific AI features

Data Management

Export: Save data as JSON or CSV
Import: Restore from previous export
Clear Data: Reset app to initial state

Tips & Tricks

Productivity Tips

💡 Use My Day View: Start each morning by adding top priorities to My Day for focused work.

💡 Time Block: Create events in your calendar for dedicated focus time.

💡 Weekly Review: Every week, review completed tasks and plan the next week.

💡 Habit Stack: Link related habits together to build consistent routines.

💡 Use Tags: Create tags like "@home", "@work", "@quick" for context-based filtering.

Keyboard Shortcuts

While TaskSmart is primarily touch-based, the desktop version includes:

Ctrl/Cmd + N: New task
Ctrl/Cmd + F: Search tasks
Ctrl/Cmd + B: Toggle Board view

Best Practices

Break large tasks into smaller subtasks
Set realistic due dates
Use priorities wisely (not everything is urgent!)
Review and update tasks regularly
Archive completed tasks to keep lists clean
Export your data regularly as backup

Need More Help?

For additional support:

In-App Help: Settings → Help & Support

Email: support@tasksmart.app

Website: https://tasksmart.app

TaskSmart User Manual