Spencer S. - Technical Writer
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Quick start guide - (Try the demo)

Example for quick start

Note: The estimated time required to complete this procedure is 30 minutes.

A construction team is building a house.

The client requests a quote for adding a kitchen to the patio area.

For this example, the app will enable the team to track the quote.
The project manager wants to create a:
A project, list, and task
 
 

(Step 1) - Create a project

To open the demo app, click this link:
https://demo--teamtasks.bubbleapps.io/
The header, left-pane, and white- section
  1. Near the top of the left-pane, click the "New Project" button.
    The "Add project" window will appear.
     
     
    Create project
  2. In the first field, create a name for the project. For this example: "23 Bird Ave".
  3. Click the "CREATE" button.
    You will see the project name appear in the:
    • Header.
    • Left-pane.

(Step 2) - Create a list

  1. In the top-right corner of the page's white section, click the "New List" button.
    The "Add list" window will appear.
     
     
    Create list
  2. For this example, type the word "Quotes" in the "List name" field.
  3. Click the "CREATE" button.
    You will see the list appear in the page's white section.

(Step 3) - Create a task

  1. Under the list's name, click the "New Task" button.
    The "Add task" window will appear.
     
     
    Create task - top section
  2. In the "Task name" field, write the name for the quote. For this example: "Add kitchen to patio area".
  3. For this article, skip the next 2 headings.
  4. Under the "Start date" heading, click to select today's date.
  5. Under the "End date" heading, click to select tomorrow's date.
  6. For this article, skip the "Category" heading, because "Preset" is the only available category.
     
     
    Create task - bottom section
  7. Under the "Status" heading, you will see the 3 options describing the completion status of the work.
    Since the work hasn't started yet, click to select "Planned".
  8. Under the "% Complete" heading, you will see the field enabled for numbers from 0-100. 
    For this example, type-in the number: "34".
    Note: After you save the task, you will see the percentage displayed in the task's progress bar.
  9. On the list of team members, click the square on the row for each team member who will be involved in this task.
    Note: The team members you select here will each see their name when viewing the task's row in the list. 
  10. Click the "CREATE" button.
    You will see the task's row appear in the list.