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First Login Guide

This guide walks you through your first login to Taskr and essential account setup steps.

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Before You Begin

You should have received:

• An invitation email from your organization administrator
• Your login credentials or a link to set up your password

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Step 1: Accept Your Invitation

1. Open the invitation email from Taskr
2. Click the Accept Invitation button
3. You’ll be directed to the login page

Note: Invitation links expire after 7 days. If your link has expired, contact your administrator to resend the invitation.

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Step 2: Create Your Account

If this is your first time:

1. Enter your email address - Use the email where you received the invitation
2. Create a password - Choose a strong password with:
   • At least 8 characters
   • Mix of uppercase and lowercase letters
   • At least one number
   • At least one special character
3. Confirm your password
4. Click Create Account

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Step 3: Complete Your Profile

After logging in, complete your profile:

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Basic Information

Navigate to Settings > General or click your avatar in the top-right corner:

1. Full Name: Enter your first and last name
2. Avatar: Upload a profile photo (helps team members recognize you)
3. Time Zone: Select your local time zone for accurate scheduling
4. Language: Choose your preferred language

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Contact Information

Add your contact details:

• Phone Number: For team communication
• Emergency Contact: Required for field workers

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Step 4: Review Your Organization

Understand your organization structure:

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Check Your Organization

1. Look at the Organization Dropdown in the top-left of the sidebar
2. This shows:
   • Your current organization name
   • Your current team (if you belong to multiple teams)

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View Team Members

1. Navigate to Settings > Team Members
2. Review who is on your team
3. Note the team admins and owners

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Step 5: Explore the Dashboard

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The Overview Page

Your default landing page shows:

• Welcome widget: Quick actions and recent activity
• Key metrics: Relevant statistics for your role
• Recent items: Your recently accessed records

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Navigation Basics

1. Sidebar (left): Main navigation menu
2. Header (top): Search, notifications, profile
3. Main content (center): Current page content

Try these navigation exercises:

1. Hover over sidebar icons to see labels
2. Click a main section (like Operations) to expand sub-items
3. Use the search (Cmd/Ctrl + K) to find anything quickly

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Step 6: Notification Preferences

Configure how you want to be notified:

1. Navigate to Settings > Notifications
2. Choose your preferences for:
   • Email notifications: Daily digest, immediate, or off
   • Push notifications: Browser alerts for important events
   • In-app notifications: Bell icon alerts

Recommended settings for new users:

• ✅ Enable email notifications for assigned jobs
• ✅ Enable in-app notifications for mentions
• ✅ Enable push notifications for urgent items

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Step 7: Mobile Access (Optional)

Taskr works on mobile devices:

1. Open your mobile browser
2. Navigate to your Taskr URL
3. Add to home screen for app-like access

Tip: The mobile interface automatically adapts for smaller screens. All features are available on mobile.

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Common First Login Issues

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”Invalid Invitation” Error

Cause: Invitation link expired or already used Solution: Contact your administrator to resend the invitation

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”Account Already Exists” Error

Cause: You’ve previously created an account with this email Solution:

1. Try logging in with existing credentials
2. Use “Forgot Password” if needed
3. Contact admin if you need to be added to a different organization

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Can’t See Expected Data

Cause: You may not be assigned to the correct team Solution:

1. Check which team you’re viewing (organization dropdown)
2. Ask your admin to verify your team assignment
3. Switch teams if you have access to multiple

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Blank or Loading Screen

Cause: Browser compatibility or cache issues Solution:

1. Try a hard refresh (Cmd/Ctrl + Shift + R)
2. Clear browser cache
3. Try a different browser (Chrome, Firefox, Safari recommended)

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Security Best Practices

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Protect Your Account

• ✅ Use a unique password not used elsewhere
• ✅ Don’t share your login credentials
• ✅ Log out when using shared computers
• ✅ Report suspicious activity to your admin

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Session Management

• Sessions expire after 24 hours of inactivity
• You can have multiple browser sessions active
• Logging out of one device doesn’t affect others

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What’s Next?

Now that you’re logged in:

1. Learn the navigation system
2. Read the guide for your role in Roles
3. Start exploring the features relevant to your work

Need help? Use the AI Assistant in Overview > Assistant for intelligent support.

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