---
title: How to use the Task Manager plugin
description: Assign, manage, and track tasks within your app for managers and team members.
---

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# How to use the Task Manager plugin

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

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 the **Standard, Growth, and Scale** plans
- 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
9. Click the **Security** tab:

     1. Turn on **Require Login** to restrict feature access to logged-in users
     2. (Optional) Add tag-based restrictions and choose whether to match any or all tags
10. Click the **Tagging** tab:

      - Enter a tag name to automatically apply to users when they open this feature
      - Click **Add Tag**
11. 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
12. 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.

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