help center

ICON GLOSSARY

The Task Direct Live homepage

This is the main view of Task Direct Live. From this screen, you can:

View your to-do tasks in each space.
Create tasks for yourself or other members of a space.
Track tasks assigned to other members of a space.
Access every TDL feature within each space.
View unread messages in the messenger.
Access application settings and the help center.

TDL spaces

What is a space?

Spaces serve several functions in TDL. They allow you to:

Organize tasks by space
Create independent work environments.
Bring TDL users together in groups.

Each space has:

A to-do list where you can create tasks for yourself or other members of the space.

View tasks assigned to other members and track their progress.

A calendar

Custom reports

Custom announcements

The list of members as well as the settings and management of the space

Space card

Each space is summarized in a card that can be collapsed or expanded to display the space's tasks. Within the card itself, you can see:

A summary of tasks in the space, categorized by their status indicators (if a gauge task) and their delay.

Flashing notification for a new unseen task

New calendar event notification

New report notification

Access the space check-in or check-out by sliding the card to the left. The indicator becomes visible 10 minutes before the start and end of a member's day. (see schedule)

Navigation bar

Visible when the space is expanded, it provides access to the various TDL features within the space.

Guide: Creating a new space

Below the spaces on the home page, click this button

Add an icon/avatar for the space (optional). If there is no photo, the first letter of the name is used.

On a Pro account, choose between a Personal or Pro space

Choose a space template, which will provide pre-established roles and announcements (or leave as Empty to customize it as you wish)

Give the space a title

Click "Create Space": the new space will be available on the home page

Daily cycle of a space

Space Standby Mode

A space can be put on standby for several reasons:

Do not be disturbed by notifications
Track tasks assigned to other members of a space.

This icon indicates that your presence in the space is on standby.

Waking up a space & morning messages

To wake up a space, simply swipe the space to the left. For a professional space, this opens the morning messages window.

10 minutes before the first time slot in a schedule, this indicator appears on the right side of the card to remind you to check in.

In the morning messages, you can see new items that have arrived since yesterday (and overdue tasks from previous days), as well as notes and tasks requiring a signature or geolocation feedback created specifically in this list (see task form).

Morning messages must be acknowledged by clicking the icon to the right of each task, which will then turn green. (If the task requires a signature, you must sign to confirm receipt, and provide a location if it is a geolocation feedback task).

After reviewing all of the day's tasks, click "Good Morning" to return to the to-do list: you will become active in the space again.

End of day

To check out of the space, swipe the green card to the left. In a personal space, this puts the space on standby. In a professional space, the End of Day screen appears.

10 minutes before the end of the last time slot in a schedule, this indicator appears on the right side of the card to remind you to check out.

In the End of Day screen, you can view the space's active tasks, as well as tasks assigned specifically for the end of the day (see task form).

You can check your current tasks and update them if necessary. After completing your end-of-day tasks, click the "Good Night" button: your day in the space is finished, and your status will appear as "on standby" within the space.

(Note: if evening tasks are not completed, they will appear the next day in the daily to-do list, marked as overdue)

Member list

Accessible via the space organization menu

Member list

Each space has a list of members. You can easily see:

the member's role
if they are in standby (see Schedule)
if they have an announcement

On a computer, an additional view is available by clicking the switch. It allows you to see:
- the list of members
- A "phone" view of each member, with their to-do lists or calendars
Note: only if you have permission to view their to-do list or calendar

The + button at the bottom of this screen allows you to send invitations to join the space to new members.

You can search for new members using an email address or a phone number.

If the invited person does not have TDL, you can send an invitation to join TDL.

Member profile

By selecting a member, you can access their profile view. From this window, provided you have the necessary permissions, you can:

View member's tasks
View member's calendar
Assign role
Customize role
View their task history
Remove member from space

Analytics

On a pro account, statistics provide general overviews of member activity within a space. This includes:

Tasks in progress and overdue
Completed tasks (and those completed late)
Average task reading responsiveness
Missed closures (forgot to end the day)
Unjustified absence (no space wake-up during the day)
Delay (time elapsed between a space's scheduled start time and its actual start)
Number of announcements by type
Quality of reporting by type

You can view this data with an average by:

day
week
month
year
total

All this data can be configured per member, which generates a performance "score" based on the required parameters.

(the relevance of this information depends heavily on the activity within the space, and this data currently has no legal standing. Anyone analyzing this data must do so objectively in relation to the specific role)

Permissions

To help organize a space effectively, TDL allows you to restrict or grant access to various features or information within a space.

Each feature is controlled by a permission. To simplify permission assignment, roles are used to save combinations of permissions.

Permissions

To-do list

Assign tasks

Assign and track tasks for space members.

Yes

Can assign tasks to all members

Same role or subordinate

Can assign tasks to members at the same hierarchical level or below within the space.

Customize

Choose exactly which members this role can assign tasks to

Cannot assign tasks

View member tasks

Access a member's to-do list from the space's member list

Yes

Can see all members' tasks

Same role or lower

Can only see tasks from the same hierarchical level or subordinates in the space.

Customize

Choose exactly which members in this space have permission to view these members' tasks

Cannot see other members' tasks

Create task templates

Create pre-established task templates and categorize them.

Yes

Edit task templates

Edit pre-established task templates and categorize them.

Yes

Use task templates

Use task templates when creating a task.

Yes

Calendar

Create events

Create events in the space

Yes

Edit events

Edit events in the space

Yes

Delete events

Delete events in the space

Yes

Manage member colors

Assign colors to events by space member

Yes

Absence request

Submit absence requests

Yes

Process absence requests

Yes

Feedback

Create issues

Create issues in the space

Yes

Can create all types of issues

Customize

Choose which issues this role can create

Cannot create issues

View member issues

View issues created in the space, without the ability to process them

Yes

Process issues

Be responsible for issues: receive and process them

Yes

Responsible for all issues

Customize

Choose which issues this role can be responsible for

Cannot process issues

Add or remove issue types

Create, edit, or delete issue types

Yes

Organization

View general member information

View each member's email address, phone number, and role

Yes

Can see all members' information

Same role or lower

Can only see information for members at the same hierarchical level or lower within the space.

Customize

Choose exactly which information this role can see

Cannot see member information

View Member List

Access the space member list and view their roles

Yes

Can see all members

Same role or lower

Can only see members at the same hierarchical level or lower within the space.

Customize

Choose exactly which members this role can see in the list

Cannot see any members

Invite new members

Invite members to the space

Yes

Remove members

Remove members from the space

Yes

View Individual Member Calendar

View a member's events in the space

Yes

Can view all members' calendars

Same role or subordinate

Can only view calendars of members at the same or lower hierarchical level in the space.

Customize

Choose exactly which members' calendars this role can view in the list

Cannot view member calendars

View Member Schedules

View space member schedules

Yes

Can view all members' schedules

Same role or subordinate

Can only view schedules of members at the same or lower hierarchical level in the space.

Customize

Choose exactly which members' schedules this role can view in the list

Cannot view member schedules

View member statistics

Yes

Can view all members' statistics

Same role or subordinate

Can only view statistics of members at the same hierarchical level or lower within the space.

Customize

Choose exactly which members' statistics this role can view in the list

Cannot view member statistics

Make announcements

Yes

View other members' announcements

Receive announcements in a space

Yes

Respond to announcements

Respond to announcements in a space

Yes

Configure announcements

Select an announcement and respond to it with a message or a task

Yes

Manage roles

Create, delete, modify, and assign roles, and customize by member.

Yes

Manage Schedules

Modify and assign schedules for space members (schedules control sleep modes, wake-up notifications, as well as morning messages and evening tasks for the space)

Yes

Manage space billing

Manage space billing, banking information, and member support for the space.

Yes

Statistics Settings

Statistics settings are not available in role settings; they are only available in member permission settings.

Grace period for shift start

Set the number of minutes after a member's start time before they are marked as late.

Include end-of-day closing compliance

Indicate whether end-of-day completion is factored into the member's total score.

Number of announcements per day

Set the average number of announcements expected from the space member.

Guide: customizing member permissions

To customize the permissions of a specific member (rather than an entire role):

In the relevant space, click this button to go to the team and space window.

Click on members.

Select a member and click Customize permissions.

Make your changes, and they will be saved automatically.

Roles

Roles are pre-established templates with pre-programmed permissions. The space types offered by Task Direct Live provide roles already configured for that space type, but you can also adapt existing roles or create new ones.

You can assign a role to a member from their profile view in the member list.

Space billing (Pro feature)

A PRO account, which can create PRO spaces, can manage the billing for these spaces separately from personal invoices. This keeps invoices for different spaces clearly separated, especially if they involve multiple businesses. You can also choose a suitable payment method.

Pro accounts can sponsor members of their spaces, who are then added to that space's invoice.

When you sponsor a member, the new sponsorship payments begin when the member's subscription expires.

Sponsorship

An account owner can sponsor members of their spaces, who will then be added to that space's invoice. You can choose the subscription level for the sponsorship.

When you sponsor a member, the new sponsorship payments begin when the member's subscription expires.

Manage preset tasks

Allows you to configure the preset tasks for this space:

Create, edit, and delete categories
Create, edit, and delete tasks
Reorganize and rename categories and tasks
Transfer them to other spaces you own

Notification settings

Allows you to configure notifications for this space and set them to silent mode:

tasks
feedback
schedule
calendar

Ad settings

Edit and create space announcements (see Announcements).

To create an announcement, press the + button, and add a name and an emoji.

To edit an announcement, click the name of the announcement.

To delete an announcement, click the X next to the announcement.

To-do list tasks

Task visuals

View task details

Subtask indicator, with the number of subtasks to complete

Task title. If the task type is a progress bar, you can slide with one finger to indicate the percentage of completion. If the task has subtasks, the progress bar advances based on the number of completed subtasks.

Task type indicator (see task types).

Separator

Separator in the to-do list indicating:

In received tasks, the creator of the task
In assigned tasks, the person you assigned the task to

Completed tasks

Below the active tasks, an expandable separator displays tasks completed today. You can move a task back to active by clicking the button on the right (or, in the case of a progress bar task, by sliding to a new percentage below 100%).

When the completed tasks category is expanded, a "Task History" button allows you to view all the tasks you have completed chronologically in this space. Tasks completed during the day appear in the history after midnight.

Guide: quickly assign a simple task to a member

To create a task for a member of the space:

Click the + button for the space in the to-do list.

Choose Other and select the recipient(s), then click Confirm.

Give the task a title.

Choose the task type (gauge by default).

Click GO to create the task.

Guide: tracking the progress of an assigned task

There are several ways to track the progress of a task in TDL.

On the home page

Go to the space where you assigned the task and click the button to view assigned tasks.

You will see the tasks you have created for other members of the space, categorized by person.

In the member list

If you have permission to view members' to-do lists, you can go to the member list to see their entire to-do list.

Click this button to go to the team and space window.

Click on members.

Select a member and click View tasks.

You will see the member's entire to-do list (including tasks they have assigned to themselves).

The + button allows you to access the task form, with this member as the recipient.

Task types

TDL offers many types of tasks, allowing you to adapt to any situation.

Gauge - Slide to show the task completion percentage. Click the button on the right to indicate the task status:

Green: everything is fine

Orange: there are concerns

Red: blocked, there are issues

Checkbox - Check the box to complete the task.

The task creator can request feedback from the person to whom they assigned it. This is done via a Jacpak attached to a validation task (see Jacpak).

(note: a feedback-type task, or a task with a feedback sub-task, will only disappear once the task creator validates the feedback.)

Signature - Click and sign to acknowledge receipt.

Photo & Video - Take a photo or video directly, or attach one from your phone's gallery.

Attachment - Choose an attachment to add (PDF or other) to complete the task.

Written response - Write a reply.

Voice response - Record a message to complete the task.

Location - Provide a geolocation or address to complete the task.

Contact card - Send a contact card.

Task creation

To create a new task in the space, click the + button. It floats at the bottom right of the to-do lists.

Quick form

Choose the task recipient (yourself or someone else). The default recipient is yourself. When you select "Other," a list of space members appears: you can choose one or more members.

When there are multiple recipients, you can choose from 3 assignment types:

Individual: each person receives a copy of the task, and each person must complete it.
Shared: a single task synchronized between recipients, where progress can be updated by each recipient.
First to claim: when the task arrives, one recipient must take responsibility for it, which removes it from the to-do lists of the other recipients.

Task title (required).

Write a text description (optional).

Select the task repetition frequency:

Never
Every <x> days
Every <x> weeks
Every <x> months
Every <x> years
Every <x> centuries

Select the task type.

By default, the gauge task type is selected, but you can change this by checking "default" when choosing the task type.

Open the detailed task creation form (see detailed form).

Choose a preset task (see preset tasks).

Finalize and create the task.

Detailed form

The detailed form offers more options for configuring the task. This includes:

Date and time
Reminder: add a reminder to morning messages X days before the task due date (see morning messages)
To-do list display: how many days the task appears in the to-do list before the due date
List in which the task appears: Morning (Check, Signature, and Geolocation types only), Daytime, or Evening
Attachments: photo or video, document (PDF, etc.), contact card, geolocation, Jacpak (see Jacpak)
Priority level: indicates the importance the creator places on the task. The higher the priority, the higher the task is ranked in the list.
Subtasks: adding a subtask changes the main task to gauge type (gauge progress depends on the number of completed subtasks). Subtasks can be of any type.
Save as task template (see preset tasks)

Preset tasks

Preset tasks save tasks with all parameters pre-filled. This allows you to assign complex tasks without having to recreate them every time.

TDL contains a large library of hundreds of preset tasks, categorized by profession, situation, or environment.

Preset tasks can be organized and modified from the space settings.

When selecting a preset task, you can send it directly to the recipient or click + Options to modify it.

Templates with subtasks can be expanded, and each subtask can be selected to be part of the task.

A preset task where only certain subtasks are selected can be saved as a new template.

The TDL calendar

Accessible in every space via this button.

TDL offers a calendar with all standard features.

Calendar view

There are three calendar views:

Month
Week
Day

An ALL switch allows you to see events from all your spaces to avoid creating overlapping events. Events from other spaces appear at half opacity.

You can view previous or next months, weeks, and days using the bar above the dates (you can also swipe the calendar left or right).

In the month and week views, clicking on a day displays the daily view.

The + button allows you to create new events (see event form).

Member colors

Every member with permission to create events can be assigned a color in a space's calendar. This makes it easy to see who created the event. If an event has multiple participants, it is displayed with stripes in the colors of two different participants.

Event form

Event title (required)

Select participants

Event description (voice or text)

If checked, removes one hour from the selection.

Selection of the start and end date and time for the event.

Choose a repetition frequency. In Pro mode, you can select "working day" to prevent repetitions from falling on a weekend.

Create a reminder in the morning messages as a checkbox task.

This option adds a checkbox task to the to-do list on the day of the event.

Absence request

Absences, vacation, and sick leave can be managed in TDL. A user submits their request including the dates, and the person responsible for absence management (see roles and permissions) can approve or decline the request. An absence manager can also create or add absence dates for other members of the space.

Request title (required)

By default, you can only make requests for yourself. However, if you have permission, you can enter absences for other members of the space who, for example, may have forgotten to do so.

Select the type of absence.

Select the start and end date. You can refine the selection with:

Morning
Afternoon
All day

As with a Jacpak, you can add a written message, photos, and attachments to the request.

Opening hours

Accessible in the calendar of each space via this button.

With a Pro account, you can assign schedules to members of the space. It is possible to assign multiple time slots during the day and give each slot a title.

In a Pro space, schedules are linked to the member standby system within the space (see daily cycle of a space).

In the schedule view, you can see the time slots of other members in the space (if you have permission). You can also view other days of the week using the arrows above the names.

By clicking on a member, you can view their entire weekly schedule and, if you have permission, add, delete, or modify their daily hours.

Individual slots or full schedules can also be copied to other days or to other members.

Guide: creating an event

To create an event in a space:

Click the calendar button in the space navigation bar.

Click the + button at the bottom right of the screen.

Give the event a title.

Write a description (optional).

Enter the date and time of the event.

Click GO to create the event.

Guide: creating an absence request

Let's say you want to request time off:

Click the calendar button in the space navigation bar.

Click the Absence button at the top of the screen. The absence form will appear.

Give the request a title.

Enter the date(s) of the leave and specify if the first and last days are half-days.

Write a description (optional).

If necessary, add attachments to justify the absence (e.g., a medical certificate for sick leave).

Click GO to submit the request. You will be notified as soon as the request has been processed.

Jacpaks

Jacpaks are a Task Direct Live invention. They are a method for sending a packet of information all at once.

You can find Jacpaks in updates, as well as in tasks and messaging.

Jacpak icon

Jacpak form

A form is used to create a Jacpak.

You can fill a Jacpak with several types of data:

A title (required)
A text description
Photos and videos
Attachments
Geolocations
Voice messages
Contact cards
A date (which can be added to the calendar)
A priority (in reports)

TDL reports

Reports allow you to send information to specific people assigned as managers of that report, in the form of a ticket to be processed. The member must have permission to process this type of report. It is possible to have permission to view reports without being a manager (see roles and permissions).

Accessible in every space via this button.

Report selection

When you click on the reports button for a space, you are taken to the selection screen for the type of report to create.

TDL offers pre-established report types, but each space can customize its reports and create new ones.

Select a category and a report type to create: this opens the form to create a report using a Jacpak (see Jacpak).

Inbox

If you are responsible for reports, you can find them in the “To process” and “Processed” tabs. A selection bar for report types allows you to filter by type.

To be processed

New reports that require action, or that are not yet completed, arrive in this tab. They are sorted chronologically. For each report, you see a Jacpak card (see Jacpak) which indicates:

The sender
The priority (the color of the border)
The date and time of arrival
A preview of the Jacpak content

Processed

The history of received reports that have been processed. Once a report has been processed, it can be found in this tab. You can also see if the report has a qualification and a comment (see report processing).

My reports

A view of your own sent reports, in chronological order. As with processed reports, you can see if the report has a qualification and a comment.

Report processing

To process a received report, click on the relevant Jacpak to open it in detail. Below the report content, you will find the controls to manage it.

Qualify and comment on the report

A manager can qualify a report to let the sender know whether it was useful or not.

Categorize the report

Move the report between the pending and processed report lists.

React to the report

If you wish, you can contact the person who submitted the report directly via messaging by clicking this button.

You can also create a task from the report, for yourself or someone else. The report will be attached to the task as a Jacpak.

Guide: processing a report

If you are the manager of a report, you will receive notifications when your reports arrive.

In the relevant space, click this button to go to the reports window.

By default, you land on the report categories window. Click “To be processed” to view new reports.

Reports are sorted by arrival time. A Jacpak preview shows the title, sender, arrival date, and content of the report. Click on it to see the details.

Indicate the quality of the report (optional).

Add a comment for the person who created the report (optional).

Create a task with the attached report, or contact the person who created the report (optional).

After taking the necessary action, click “Mark as resolved” to close this report.

Guide: creating a report (out of stock)

Imagine you are a store employee and you have just run out of stock for an important product.

In the relevant space, click this button to go to the reports window.

By default, you land on the report categories window.

Select Stock.

Click Out of stock.

The Jacpak form appears.

Give the report a title (e.g., the product name).

Set the priority. In our example, we are setting it to high priority.

Click GO to send the report.

The purchasing manager will receive the report and will be able to process it.

Guide: tracking the status of a report

You can check the status of the report you created by going to the “My reports” tab.

TDL Announcements

What are announcements?

Accessible via the button in each to-do list space view.

A status system to let other members of the space know:

your availability
if you don't want to be disturbed
a need for help or a task
etc.

You can add a location. Announcements are customizable in the space settings.

React or reply to an announcement

When an announcement is made, a notification appears at the top of the screen for all authorized members.

From this view, you can:

view announcements for each space
if you have permission within the space, send a message directly to the announcement creator, or assign them a task.

TDL messaging

Accessible throughout the application via this icon.

Bottom right of the screen on mobile. Top right on desktop (the messaging feature is always available; you can show or hide it whenever you like).

The messaging feature allows you to communicate with all TDL users. You can easily start conversations with users you share spaces with, or by searching for them via email address or phone number, provided they have included these in their account information.

The conversation list

In the messaging section, you can see all current conversations in chronological order.

A search bar makes it easy to find:

users
conversations
topics in conversations
Jacpaks in conversations

The + button allows you to create new conversations, either private ones with another user or group chats with multiple members.

Note: if you cannot find an existing account when searching for a contact, TDL allows you to send an invitation to join TDL to that email address.

The message view

Within a conversation, you have access to all the standard features of an instant messaging app.

Write a message

Record and send a voice message.

Click to start recording, click again to stop and send.

Send attachments:

Take a photo with the camera
Select a photo or video from your phone's camera roll
Send a document (PDF, etc.)
Share a contact card: on mobile, you can select TDL contacts or phone contacts (if you grant access); on desktop, only TDL contacts.
Share a location: your current position or an address
A Jacpak, which gathers everything into a single information package (see Jacpak)

Reply to a message by swiping on it.

Select a message by long-pressing it. Once a message is selected, you can: