Getting started

Sign up at taskrox.com/signup. Enter your name, email, password, and (optionally) a workspace name. Leave the workspace name blank and we'll generate a default based on your full name — you can rename it later. Your account is created as Owner of that workspace.

The workspace name is a label only and can be changed any time under Organisation → Details. It does NOT determine your tier, billing, or feature set.

After signup you can create additional workspaces from the workspace switcher. Each workspace you create or are invited to is an isolated tenancy with its own projects, members, and data. Cap and payment-method gates apply to additional workspaces — see *Workspace switcher and multi-workspace* below.

TaskRox supports multiple workspaces per user. Use the workspace switcher in the top-left to move between workspaces you own, administer, or are a member of.

Creating an additional workspace: - Click the switcher and choose + New workspace. - Enter a name. The workspace name is a label only — it does NOT classify the workspace as Personal, Organisation, Company, or any other tier. - Eligibility checks apply (verified email, default cap by email-domain class, payment method beyond the cap, anti-abuse rate limits). See your account settings for current cap status.

Switching workspaces: click the switcher and pick a workspace. The active workspace is remembered across sessions until you switch.

Archiving a workspace: owners can archive an unused workspace from workspace settings to reclaim a slot under the cap. Archived workspaces are read-only; an owner or platform super-user can unarchive them.

Go to Organisation → Members and click Invite member. Enter their email and choose an org role:

• Owner — full control including billing
• Org Admin — can manage members, projects, and org settings
• Member — can be added to projects; permissions controlled per-project

Once invited, they receive an email to set their password. Project-level access is then assigned separately per project.

Click the + button in the sidebar (next to "Projects") or visit the Portfolio Dashboard and click New project.

Fill in: - Project name — e.g. "CLE Rock Chute 6" - Project code — short identifier shown in registers (e.g. "CLE-06") - Colour — used in the sidebar and throughout the app

The project is created and added to your sidebar. Click it to expand its modules.

The app has three main chrome elements:

Top header — logo, global search (⌘K), notifications, TaskRox AI, help, and user menu.

Sidebar (left) — your project list. Click a project to expand its modules. The collapse toggle (panel icon) hides it to a narrow icon bar to maximise screen space. A project name pill appears in the header when the sidebar is collapsed.

Main area — the active module view.

Project modules are grouped in the sidebar:

• Planning — Dashboard · Gantt · Kanban · Calendar · Resources
• Control — Documents · Photos · RFI · QA · HSE · MOC · Decisions
• SMS — governed external SMS workflows
• Comms — Wall · Daily Reports · Messages
• Commercial — Budget · Contacts · Reports · Closeout

Global areas include My Tasks, Notifications, Workforce, Training, AI Studio, Settings, and Administration (platform super users only). The workspace grouping label is Operating Sites (separate from the organisation-wide Operations group).

Navigation personalisation is available under Settings → Preferences → Navigation: - Default landing page is Dashboard unless you select another permitted option. - If a saved landing page becomes unavailable, TaskRox automatically falls back to Dashboard. - Hidden sidebar items are user-specific visibility preferences and never grant extra permissions.

The gear icon at the bottom of each project's module list opens Project Settings.

Access Project Settings via the gear icon at the bottom of the sidebar module list, or from the Gantt toolbar calendar icon.

Schedule tab — set the calendar preset (5-8 Mon–Fri, 5-10 Mon–Fri, 7-12 Mon–Sun, 7-24 Mon–Sun, or Custom), working hours, hours per day, night shift, and FS successor start behaviour.

Team tab — assign role templates to project members and apply per-module permission overrides.

General / Notifications — placeholders for future project metadata and alert preferences.