Help Centre
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Browse how-to guides, tips, and common troubleshooting steps. From getting started to advanced setup - find everything you need to make the most of Taskey.
How-to-guides
Edit an existing Task
Open the task > 3-dot menu > Edit Task
Assign Tasks to a contact or group
Contacts > [contact or group] > + Assign task or taskey
Assign existing or create new tasks or taskeys from within a contact or group profile and send directly.
- From the Contacts screen, open the person or group
- Select the +Assign task or taskey button
- Select from the options available:
- Create new task
- Choose task from Library
- Create new taskey
- Choose taskey from Library - When you have added a task or taskey, or completed a new task or taskey, the ‘Assign taskey’ screen will display.
- To check and potentially edit Task duration, sets and/or reps, select the toggle button to the right.
The task or taskey will be saved under Uncategorised in the Library, until you choose to assign it to another Library category.
Create a new Taskey
Library > + > Add new taskey
OR
Home > + > Create new taskey
OR
Open a contact or group > + Assign task or taskey > Create new taskey
A taskey is a set of tasks that has the same completion frequency advice.
- In the Add Taskey screen, enter the Taskey name then select Save taskey
- Select the checkbox for each existing task you would like to add
- Select the + Create new task button to create a new task for the set.
- Select Save selection to view the completed Taskey
- Click on the +Assign Taskey button to send the Taskey to people or groups.
Create a new Task
Library > + > Add new task
OR
Home > + > Add new task
OR
Open a contact or group > + Assign task or taskey > Create new task
Create a single task, add scheduling advice so clients can set reminders in their Taskey app.
- Add a Task title and click on content fields to add at least one content element
- max. video length is 2 mins (or 1GB)
- max. photo size is 20MB (for 10 photos)
- max. audio length is 3 mins
- max. PDF size is 25MB - Define task duration, set and/or reps.
If you select sets, another field displays to allow definition of duration or repetitions. - Select Save new task
- Now you have created a task, you can;
- - assign it to a Library category
- - add it to a new or existing Taskey
- - assign it to a client or group.
Create a new Group
Contacts > + > Create new group > + invite new contact
Add your contacts to groups so you can send coaching courses and home activities in bulk.
- Select the Contacts icon in the menu
- Click on +
- Select Create new Group
- Enter a name for your group then click on Continue
- Select the checkboxes for each existing client you would like to add to the group
Select + Invite new Contact to add a client you have not connected with yet. Their status in the group will be ‘pending’ until they accept the connection.
Invite New Contact
Contacts > + > Invite new Contact
Invite your clients to join Taskey. When your client or student accepts your invitation, they will be added to your Contacts list.
- Select the Contacts icon in the menu
- Click on +
- Select Invite new Contact
- Enter their email address
Select Send invite.
Lock a Taskey to protect client privacy
Open the taskey > 3-dot menu > Lock taskey
To unlock the taskey, follow the same process.
Remove an assigned Task or Taskey from a client
Contacts > select the Contact > 3-dot menu > Edit assigned Tasks and Taskeys
Edit frequency for an assigned task or taskey
Contacts > select the Contact > 3-dot menu > Edit assigned tasks and taskeys
Edit an existing Taskey
Open the taskey > 3-dot menu > Edit Taskey
Edit an existing Task
Open the task > 3-dot menu > Edit Task
Manage library categories
Library >3-dot menu > Add new category / Edit task categories
Assign Tasks to a contact or group
Contacts > [contact or group] > + Assign task or taskey
Assign existing or create new tasks or taskeys from within a contact or group profile and send directly.
- From the Contacts screen, open the person or group
- Select the +Assign task or taskey button
- Select from the options available:
- Create new task
- Choose task from Library
- Create new taskey
- Choose taskey from Library - When you have added a task or taskey, or completed a new task or taskey, the ‘Assign taskey’ screen will display.
- To check and potentially edit Task duration, sets and/or reps, select the toggle button to the right.
The task or taskey will be saved under Uncategorised in the Library, until you choose to assign it to another Library category.
Create a new Taskey
Library > + > Add new taskey
OR
Home > + > Create new taskey
OR
Open a contact or group > + Assign task or taskey > Create new taskey
A taskey is a set of tasks that has the same completion frequency advice.
- In the Add Taskey screen, enter the Taskey name then select Save taskey
- Select the checkbox for each existing task you would like to add
- Select the + Create new task button to create a new task for the set.
- Select Save selection to view the completed Taskey
- Click on the +Assign Taskey button to send the Taskey to people or groups.
Create a new Task
Library > + > Add new task
OR
Home > + > Add new task
OR
Open a contact or group > + Assign task or taskey > Create new task
Create a single task, add scheduling advice so clients can set reminders in their Taskey app.
- Add a Task title and click on content fields to add at least one content element
- max. video length is 2 mins (or 1GB)
- max. photo size is 20MB (for 10 photos)
- max. audio length is 3 mins
- max. PDF size is 25MB - Define task duration, set and/or reps.
If you select sets, another field displays to allow definition of duration or repetitions. - Select Save new task
- Now you have created a task, you can;
- - assign it to a Library category
- - add it to a new or existing Taskey
- - assign it to a client or group.
Create a new Group
Contacts > + > Create new group > + invite new contact
Add your contacts to groups so you can send coaching courses and home activities in bulk.
- Select the Contacts icon in the menu
- Click on +
- Select Create new Group
- Enter a name for your group then click on Continue
- Select the checkboxes for each existing client you would like to add to the group
Select + Invite new Contact to add a client you have not connected with yet. Their status in the group will be ‘pending’ until they accept the connection.
Create a new Group
Contacts > + > Create new group > + invite new contact
Add your contacts to groups so you can send coaching courses and home activities in bulk.
- Select the Contacts icon in the menu
- Click on +
- Select Create new Group
- Enter a name for your group then click on Continue
- Select the checkboxes for each existing client you would like to add to the group
Select + Invite new Contact to add a client you have not connected with yet. Their status in the group will be ‘pending’ until they accept the connection.
Invite New Contact
Contacts > + > Invite new Contact
Invite your clients to join Taskey. When your client or student accepts your invitation, they will be added to your Contacts list.
- Select the Contacts icon in the menu
- Click on +
- Select Invite new Contact
- Enter their email address
Select Send invite.
PDF Factsheets
Taskey can support your clients across different care needs and services
Frequently Asked Questions
Have more questions? View our full list of FAQs
Yes, Taskey is available for download on both Apple (iOS) and Android devices, making it accessible to a wide range of users.
Yes, you can use Taskey on a tablet, however the user interface is not fully adapted to display on tablets yet. This just means that Taskey will look like it does on a phone.
Full adaptive display for tablets is on its way in a future release of the app
Not yet – but soon! An upcoming major release will allow teams to collaborate effectively, with practitioners able to access, create, and share tasks and taskeys within a shared digital library.
When you share images of a client directly with them, you must consider that you now have video or photos of that person in your task or taskey library. Although you can confidently share those images with that client, you must not share those tasks and images with other clients or groups unless you have verifiable permission to do so.
If you work with groups and intend to share images of the group or individuals within the group, you should:
- Only share these images with the group in question
- Obtain prior permission from group members to take and share their image
When working with clients or students who are under the age of 18, you should obtain permission from their parents to take and share their image with them, and/or with other members of the group.
