Your Step-by-Step Guide to Managing Tasks and Projects: Navigating the Dashboard, Projects, and File Uploads

5 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 to see your current status and updates.
  • After clicking, you will be directed to the relevant section for managing your work activities.

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

  • Navigate to the sidebar menu.
  • Click on the Projects link highlighted in red.
  • This will direct you to the Projects section of your dashboard.
  • Ensure you have the necessary permissions to view project details.

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STEP 3: Select "TaskMaster" Project

  • Click on the "TaskMaster" link in the project list to access its details.
  • Ensure you are on the Projects page to see the project overview.
  • Review the project information displayed after clicking the link.

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STEP 4: Click on "Files" to Access Project Documents

  • Navigate to the "Files" tab in the project dashboard.
  • This section allows you to manage and view project-related documents.
  • Ensure you have the necessary permissions to upload or view files.
  • Next, you will be able to click on "Upload File" to add documents.

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STEP 5: Click on "Upload File"

  • Navigate to the "Files" section of your project.
  • Click on the highlighted Upload File button to initiate the file upload process.
  • Ensure you have the file ready for selection after clicking.
  • Follow any prompts to complete the upload.

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