Account Setup

Welcome to Taskflame! This guide will help you complete your account setup and personalize your experience for maximum productivity.

Initial Account Configuration

Completing Your Profile

After signing up, complete your profile:

Profile Picture
- Upload a clear, professional photo
- Helps team members identify you
- Shows in comments and task assignments
Display Name
- Choose how you want to appear to others
- Can be different from your login email
- Update anytime in settings
Bio (Optional)
- Brief description of your role
- Helps new team members understand your responsibilities
- Keep it concise and professional

Email Verification

Important: Verify your email address to:

Secure your account
Receive important notifications
Enable password reset functionality

If you didn't receive the verification email:

Check your spam/junk folder
Click "Resend verification email" in settings
Contact support if issues persist

Account Settings

Personal Preferences

Theme Selection:

Light Mode - Clean, bright interface
Dark Mode - Easy on the eyes, great for low-light environments
Auto - Follows your system preference

Language & Region:

Choose your preferred language
Set timezone for accurate due dates
Configure date and time formats

Accessibility Options:

Adjust font sizes
Enable high contrast mode
Configure keyboard navigation
Set motion preferences

Notification Settings

Customize what notifications you receive:

Email Notifications:

Task assignments
Due date reminders
Comments and mentions
Board invitations
System updates

In-App Notifications:

Real-time activity updates
Badge counts for unread items
Desktop notification permissions
Sound preferences

Notification Timing:

Immediate notifications
Daily digest emails
Weekly summary reports
Custom quiet hours

Privacy Settings

Profile Visibility:

Control who can see your profile
Manage board sharing permissions
Set default privacy levels for new boards

Data Preferences:

Analytics and usage tracking
Performance monitoring
Feature usage insights
Marketing communications

Workspace Setup

Creating Your First Workspace

Workspaces help organize your projects:

Workspace Name
- Choose a descriptive name
- Examples: "Personal Projects", "Marketing Team", "Acme Corp"
Workspace Type
- Personal - For individual use
- Team - For collaborative projects
- Organization - For company-wide coordination
Initial Members
- Invite team members during setup
- Or add them later from workspace settings

Workspace Settings

General Settings:

Workspace description
Default board templates
Member permissions
Invitation settings

Billing & Subscription:

Choose your plan
Add payment methods
Manage billing details
View usage statistics

Security Configuration

Password Security

Strong Password Requirements:

Minimum 8 characters
Mix of uppercase and lowercase
Include numbers and symbols
Avoid common passwords

Password Best Practices:

Use a unique password for Taskflame
Consider using a password manager
Update passwords regularly
Never share your credentials

Two-Factor Authentication (2FA)

Setting up 2FA:

Go to Account Settings → Security
Click "Enable Two-Factor Authentication"
Choose your preferred method:
- Authenticator App (recommended)
- SMS Text Messages
- Email Codes

Using Authenticator Apps:

Google Authenticator
Authy
1Password
Microsoft Authenticator

Backup Codes:

Download and securely store backup codes
Use if you lose access to your 2FA device
Generate new codes if compromised

Session Management

Active Sessions:

View all logged-in devices
End sessions on unfamiliar devices
Set automatic logout preferences

Login Activity:

Monitor recent login attempts
Review unusual activity
Enable login notifications

Integration Setup

Email Integration

Connect Your Email:

Forward tasks via email
Create tasks from email
Send task updates via email

Email Forwarding:

Get your unique Taskflame email address
Forward emails to create tasks automatically
Configure parsing rules

Calendar Integration

Sync with Your Calendar:

Google Calendar
Outlook Calendar
Apple Calendar
Other CalDAV calendars

Calendar Features:

View due dates in calendar
Create calendar events from tasks
Block time for focused work

Third-Party Apps

Popular Integrations:

Slack for team communication
GitHub for development projects
Figma for design collaboration
Time tracking tools

Mobile App Setup

Installing the Mobile App

Download from:

App Store (iOS)
Google Play Store (Android)
Or access via mobile browser

Initial Mobile Setup:

Login with existing credentials
Enable push notifications
Configure offline sync
Set up biometric authentication

Mobile-Specific Settings

Push Notifications:

Task reminders
Team activity
Due date alerts
Comment notifications

Offline Mode:

Download boards for offline access
Sync when connection returns
Manage storage usage

Mobile Gestures:

Swipe to complete tasks
Pull to refresh boards
Gesture shortcuts

Team Collaboration Setup

Inviting Team Members

Invitation Methods:

Email Invitations
- Send invites to email addresses
- Include personal message
- Set initial permissions
Shareable Links
- Generate invitation links
- Set expiration dates
- Control permission levels
Bulk Import
- Upload CSV with team member details
- Import from other tools
- Batch invitation process

Permission Levels

Workspace Roles:

Owner - Full administrative access
Admin - Manage members and settings
Member - Create and edit boards
Viewer - Read-only access

Board-Level Permissions:

Full Access - Edit everything
Edit - Modify tasks and content
Comment - Add comments only
View - Read-only access

Data Import

Importing from Other Tools

Supported Import Sources:

Trello
Asana
Jira
Monday.com
Excel/CSV files

Import Process:

Export data from your current tool
Use Taskflame import wizard
Map fields to Taskflame properties
Review and confirm import

What Gets Imported:

Boards and lists
Tasks and descriptions
Due dates and labels
Comments and attachments
Team member assignments

Data Migration Tips

Before Importing:

Clean up old or obsolete data
Standardize naming conventions
Inform team members about the migration

After Importing:

Verify all data transferred correctly
Update team members on new workflows
Archive old tool data securely

Troubleshooting Common Setup Issues

Email Verification Problems

Issue: Verification email not received Solutions:

Check spam/junk folders
Add noreply@taskflame.io to contacts
Try different email address
Contact support

Login Issues

Issue: Can't access account Solutions:

Reset password using email
Clear browser cache and cookies
Try incognito/private browsing
Disable browser extensions

Invitation Problems

Issue: Team member can't join Solutions:

Resend invitation email
Check email address spelling
Verify workspace settings
Use direct invitation link

Sync Issues

Issue: Changes not appearing across devices Solutions:

Refresh browser/app
Check internet connection
Force sync in mobile app
Clear app cache

Next Steps

Now that your account is set up:

Create your first board - Start organizing your work
Learn task management - Master the basics
Explore collaboration features - Work with your team

Your Taskflame account is now ready for productive work. Welcome to the team! 🔥