Getting Started with MeisterTask

Getting Started with MeisterTask

Take a look at this short tutorial video to learn how to get started with a brand new MeisterTask account, create your first project, invite team members, and get productive together.

MeisterTask is a simple task management tool that runs in any standard web-browser, on your desktop and on mobile devices. In this video, we’re showing you how to get started with a brand new MeisterTask account, create your first project, invite team members, and get productive together.

The Dashboard

As soon as you log in to MeisterTask, you’ll see your dashboard. From here, you can quickly access your projects and most urgent tasks.

The most important parts on your dashboard are the left sidebar (1) and the widgets (2) on the top-right corner of your screen.

1. Use the left sidebar to:
   
   • View and create projects
   • Access your agenda
   • Generate reports on your productivity
     
2. Click the small widgets in the top-right corner of your dashboard to:
   
   • view notifications
   • access time tracking data
   • View your most urgent tasks and checklist

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Projects

Projects are your core workspaces in MeisterTask. You can think of each project as a virtual board where you can organize and visualize many tasks related to one specific specific objective, initiative, or larger goal.

As shown in the picture below, projects are divided into vertical columns called sections. In a traditional kanban workflow, task tiles are moved across the project board from left to right as work progresses.

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Tasks

Every large project consists of many small steps. In MeisterTask, these steps are represented by tasks, the most basic building block of productivity in MeisterTask.

A busy project will be filled with many task tiles, each of which can be easily moved across your board or modified to include all the information, attachments and communication needed to get the task done.

You can document progress and optimize your team’s productivity by modifying tasks in two basic ways:

1. Move tasks tasks from left to right on your project board to show progress.
   
   
2. Click on a task and perform an action in the task window:
   
   • Assign the task to one of your collaborators
   • Add a checklist to the task
   • Change the task’s due date
   • Add an attachment to the task
   • Add tags to label and filter your tasks
   • Add a watcher to the task
   • Add comments to communicate with your collaborators

Of course, these are just the basics. If you’d like to take things to the next level, check out this article to learn more about task management.

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Invite Other Users to Collaborate

Invite other users to your project to collaborate in real time, delegate responsibilities, track your colleagues’ progress, and store your team’s communication and documentation in one centralized place.