TaskRox Help & User Manual
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Topic: Getting started
General
Modules
Getting started
Everything from signing up to running your first project.
On this page
Sign up and create your organisation
Go to taskrox.com/signup and enter your name, email, and password. Your account is automatically created as Owner — the highest org role. A default organisation is provisioned.
After signup you land on the Portfolio Dashboard. You can rename your org under Organisation → Details.
Invite team members
Go to Organisation → Members and click Invite member. Enter the person's email and choose an org role:
- Owner — full control including billing
- Admin — manage members, projects, org settings
- Member — access controlled per-project via role templates
They receive an email invitation to set a password. You then add them to individual projects and assign a role template.
Create your first project
Click the + button in the sidebar next to "Projects" (or click New project on the Portfolio Dashboard). Fill in:
- Project name — e.g. "CLE Rock Chute 6"
- Project code — short identifier shown in registers
- Colour — used in the sidebar and module accents
The project appears in your sidebar. Click to expand and see its modules.