#### TaskHub

## TaskHub Installation - Codeigniter

Table of Contents

1. Configure on your server
2. Settings
   - Settings (General,Email,System)
   - Email Template
   - User Permission
3. Profile
4. Languages
5. Workspace
6. Todos
7. Projects
8. Tasks
9. Meetings
10. Calendar
11. Chat
12. Users
13. Client
14. Finance
15. Knowledgebase
16. Contracts
17. Activity Logs
18. Leave Requests
19. Leads
20. Time Tracker
21. Notes

Thank you for purchasing the app. If you have any questions that are beyond the scope of this help file, please feel free to message me via my user page contact form here. Thank you so much!

There are two ways to install TaskHub on server. First via Installation Wizard and Second is manually using any editor. Best way is using Wizard. Let's get started.

### 1. How to setup TaskHub on your server automatically - (Via Wizard Installer)

1. First of all find the code - vX.X ( vX.X - stands for version ) folder from the downloaded package and take out all the data from code - vX.X folder and upload to your server.
2. Then go to your domain for example `https://www.YOURDOMAIN.com/install/` make sure you have `install/` after your domain URL. Now you will able see page like below
3. Fill all the details carefully. All field is required.
Note : If you are on Localhost then ' Database Password ' is not required.
4. ' Admin Email ' and ' Admin Password ' will be your login credentials. This credentials will need on everytime you login. Make sure you write down somewhere this credentials.
5. Now click on install and wait untill process finished. It will automatically redirect you on your login page.

### {OR}

### How to setup TaskHub on your server manually - (Via Coding)

1. First of all find the Code folder from the downloaded package and take out all the data from Code folder and upload to your server.
2. Create a new database from cPanel
3. Create new user for the database & give all the privileges to the user
4. Import the database file (given in the zip file) 'taskhub.sql' to your PHPMYADMIN
5. Open File Manager or FTP or File Explorer
6. Go To `'application/config/'` directory and Open `'database.php'` file in PHP Code
7. Set database credentials with your credentials on line number - 78,79,80,81

   > 'hostname' => 'your_hostname',
   > 'username' => 'your_username',
   > 'password' => 'your_password',
   > 'database' => 'your_database',

Thats it! Now you are ready to run your TaskHub App
Go To: https://YOURDOMAIN.com/

NOTE: If you are using subdirectory in instead of domain for hosting a TaskHub application then make sure you move firebase-messaging-sw.js file to the root of your domain. One more thing when you need to change FCM settings then you have to do it manually by yourself.

Default Login Details
User: admin@gmail.com
Pass: admin@0124

### Auto updater

How to use auto updater to update system from current version to next version.

NOTE : Make sure you update system in sequence. Like if you have current version 1.0 and you want to update this version to 1.5 then you can't update it directly. You must have to update in sequence like first update version 1.2 then 1.3 and 1.4 so on.

- Only two simple step will update your system.

1. Find and download update.zip folder from the downloaded package when ever new update arrives.
2. Upload update.zip folder at place shown in below image and click Update Now. that's all your system is now updated.

Wait... Wait... setup is not done yet. To enjoy full functionality of app make sure you go to settings section and add all the app details first.

### 2.1 Settings

First Of all, we need to set general setting of app

Make sure to add Company Title and App URL

Now go to email setting. Without email setting email functionality will not work.

Now go to system setting. Without system setting chat functionality will not work. Get Your FCM Details Here - Documentation and FCM server key

### Firebase Setup

##### STEP 1 - Create Firebase Project

1. Goto Firebase console.
2. Register new account or try to log in with existing accout
3. Once logged in, you can see firebase console dashboard. Click on Add Project. Provide a project name, and then select country and then after that click on Create Project. For example, see the below image.
4. Once the project has been created, it will automatically redirect to Firebase dashboard screen
5. As Taskhub-SaaS is a web project, you need to add web project/application to the firebase project.
6. As mentioned in an earlier image, you can add Firebase to your web app.
7. Then in firebase console you will be redirected to the web app dashboard screen.
8. click on the Project settings there will be an option for Cloud messaging set FCM server key.

9. click on the Project settings there will be an option for Cloud messaging set Vapid key.

Done. Now you can use TaskHub without any problem.

### 2.3 Email Template

Here admin send email dynamic Add, edit & View Email Templates.

### 2.3 User Permission

Admin always have all the permission. Here you can set permissions for members and clients.

### 3. Profile

Click at top right corner on your name. Then select profile from the dropdown and update own profile.

### 4. Manage Languages

Create and Manage Languages.

### 5. Manage Workspace

You can create new workspace from header bar and remove your self from any workspace. All the workspace will be listed in header bar and you can switch between them by click on them.

### 6. Todos

You can add, update, delete check and uncheck your todos.

### 7. Manage Projects

All the project will be listed here. You can create, update and delete project from here.

Details page of project all the details about that specific project will be shown here. On this page you can create milestones, tasks for project and also upload files related to the projects.

This is the page where you can create, update, delete tasks of the project and assing them to any user. You and user can drag and drop task in the process queue.

### 8. Tasks

You can view add, update and delete your project tasks.

### 9. Meetings

You can view add, update and delete Meetings with your clients and team members for join meetings.

### 10. Calendar

Here you can Add, View, Edit & Delete events. there are two types of views available for events 1. calendar and 2. list view

### 11. Chat

Here you can communicate with your workspace memebers. This chat system only works if Web FCM settings is saved. All the users of your workspace will be listed here. Also you can create groups

### 12. Manage Users

Here you can Add, View, Edit & Delete users from worspace.

### 13. clients

Here you can Add, View, Edit & Delete Clients from worspace.

### 14. Knowledgebase

Here you can Add, View, Edit & Delete Knowledgebase from worspace.

### 15. Contracts

Here you can Add, View, Edit & Delete Contracts from worspace.

### 16. Finance

Finance module is for creating and managing expenses, estimates, invoices, items, payments, taxes and units for invoices and estimates

### 17. Activity Logs

Here you can view activities done by worksapce users like created or updated or deleted projects, project files, project milestones, tasks, comments and task status.

### 18. Leave Requests

Here admin and manage leave requests coming from workspace users.

### 19. Leads

Here admin and manage add, edit & View Leads and Manage potential customers and follow-up their status and convert your leads into paying client.

### 20. Time Tracker

Here admin and manage time track work hours across projects Add(Start, Stop & Pause) & View Time Tracker.

### 21. Manage Notes

This is the place where you can leave you notes for yourself. You can add, update, delete your notes.

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