Step-by-Step Guide to Managing Tasks and Projects in TaskMaster: From Dashboard Navigation to Column Setup

8 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Work" to Access Your Dashboard

  • Navigate to the sidebar menu on the left.
  • Click on the "Work" link to view your tasks and projects.
  • Ensure you are on the Dashboard page for an overview of your current work status.

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STEP 2: Click on "Projects" to Access Project Overview

  • Click on the "Projects" link in the sidebar to view your project details.
  • Ensure you are on the dashboard page for easy navigation.
  • The highlighted area indicates where to click to access project-related information.

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STEP 3: Select "Your Project" in this case we selected "TaskMaster" Project

  • Click on the "TaskMaster" link in the project list to access its details.
  • Ensure you are on the "Projects" page to locate the project.
  • The project name is highlighted for easy identification.
  • Proceed to the next step to explore the "Task Board."

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STEP 4: Click on "Task Board"

  • Navigate to the "Task Board" section of the TaskMaster project.
  • Locate the "Task Board" tab highlighted in the interface.
  • Click on the "Task Board" to access task management features.
  • Ensure you are on the correct project page before proceeding to the next step.

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STEP 5: Enter Column Name

  • Click on the "Column Name" field (marked with an asterisk * for required input).
  • Ensure to provide a name for the new column.
  • After entering the name, proceed to the next step to select the "Board Column Position".

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STEP 6: Select "Board Column Position"

  • Click on the "Board Column Position" dropdown.
  • Choose the desired position for the new column from the options available.
  • Ensure the selection aligns with your project workflow.
  • Proceed to the next step by selecting the "Label Color."

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STEP 7: Select "Label Color"

  • Click on the "Label Color" field to choose a color for your task column.
  • Ensure to select a color as indicated by the asterisk (*), which denotes a required field.
  • After selecting the color, proceed to the next step by clicking the "Save" button.

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STEP 8: Click "Save" to Finalize Your Changes

  • Ensure all required fields (marked with *) are filled:
    • Column Name
    • Label Color
    • Board Column Position
  • Review your entries for accuracy.
  • Click the Save button in the highlighted area to save your new status column.
  • If needed, use the Cancel button to discard changes.

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