Quick Start

Watch the demo video: First, watch the above video.

To setup quick access to TaskRing: On your browser toolbar, add a shortcut button to the URL provided by your TaskRing administrator. Keep TaskRing open in a tab of your browser at all times. Configure your browser settings to restore tabs when reopening the browser each day (in Chrome: Settings | On Startup | Pages to open on startup | Continue where you left off).

To login: Click the shortcut button you created above. Enter the login ID and password provided by your TaskRing administrator

To learn the function of a field: Point your mouse to the field header.

To read thru tasks: Read the summary on the grid. Click the Location or Action cells to see details.

To select a task: Click on a cell under ID to select a task before issuing a command, such as marking a task done.

To ask a coworker a question: Click the Action cell; type your question; check Next to, select a person from the droplist and click Save Changes.  For example, you might want to ask for clarification of a task since tasks are often entered quickly without detail. Communicate with co-workers via TaskRing instead of email — this keeps information organized around activities.

To answer a question: In the grid Next field look for your name. That indicates someone is communicating with you. To read the message click the Action cell and read the last lines of text. To reply, type an answer, check Next to, select a person from the droplist and click Save Changes.  When a discussion is resolved, click Clear Next. Avoid closing the TaskRing browser tab while editing — doing so can block co-workers from editing.

To determine a task’s priority: Look at the P1 value—the final task priority. Work on high-priority tasks first – low numbers.

To set a priority: Enter a value for P3, P2 or P1 depending if you are general staff, middle mangement or CEO.

To indicate you are starting a task: Click on the cell in the ID field of the grid; click the thumbs-up button. Doing so gives managers an opportunity to give any final input.

To mark a task done: Click on the cell in the ID field of the grid; click the Done button; and, optionally, enter approximate time spent on the task by clicking a button or entering a number of hours.

To enter a new task: Click the + button; enter the location (e.g., mail room; web contact page, toolbar button 1, etc.); in Action enter a description of the task, preferably beginning with a verb; set your opinion of the priority in P3, P2, or P1 (see above); set Owner to the person who will do the task (maybe yourself) or leave blank for a manager to specify; if desired, enter a time estimate in Est.; and click the Todo button. Entering these fields takes just a few seconds and provides many benefits.

To send a message: click + button; type message in Action; P1 = Msg; Owner = other person; click Save.

Location vs Action

Don’t repeat the location in the action field. For example, instead of …

Location: Front page … Action: Improve front page image
… do this …
Location: Front page … Action: Improve

To control font size: Use the browser font feature (in Chrome click the 3-dot button and then + or -).

To see new tasks: Look for bolded entries.

To view Done items: From the toolbar View drop list, select Done. Select Tasks to revert to the main view. To see Done and partly done tasks use the Activity view.

Cells with yellow background: Try to resolve cells with a yellow background:
Location — specify location
Est — enter time estimate in hrs, especially for periodic tasks
Late — task is overdue
Next — answer someone’s question by opening the Action field

Security: Your TaskRing administrator determines which users have access to which lists. For example, usually a manager is given access to the lists of their reports. Also each user has access to tasks they create, including subsequent discussions. It is recommended to store important passwords offline.

Backups: Verify that your TaskRing administrator is doing periodic backups!