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Creating Users

To create users:

1. Log in to Taskmonk and click the Configuration icon in the top-right section of the Home page.

   Open

   

   
   
   

   
   The Taskmonk Configuration page appears, with the Roles tab displayed by default.

   Open

   

2. Click the Users tab.
   The Taskmonk Users page appears.
   
   

    

    

3. Click the Create User button to add a user to Taskmonk.
   The Create User modal appears.
   
   

    

    

4. Enter a User Name for the new user in the field provided.

5. Enter the new user’s First Name and Last Name.

6. Select the appropriate option to specify the gender of the new user.

7. Enter the Email of the new user in the field provided.

8. Enter the Location from which the new user will work.

9. Enter any Tags as appropriate to classify the user.

10. Click the Roles field and, from the drop-down list that appears, select the role that you want to assign to the new user.

11. By enabling the Send Email Notification, the user will receive an invitation via email.

12. Click Add User to complete adding the user, or click Cancel at any time to cancel the addition.

Importing Users Using File-based Import

To import multiple users using file-based import:

1. Log in to Taskmonk and click the Configuration icon in the top-right section of the Home page.

   
   
   

   The Taskmonk Configuration page appears, with the Roles tab displayed by default.

2. Click the Users tab.
   The Taskmonk Users page appears.
   
   

    

    

3. Click the Import Users button in the top-right section of the page.
   The Import Users modal appears.
   
   

    

4. Click Choose File to select the XLS or XLSX file that contains the new user details that you want to import.

   1. If you are unsure about how to structure your user data for import, download the template XLSX file by clicking Download template file.

   2. Update the downloaded file with the required user details and select the file for import into Taskmonk.

5. Click Import to complete importing the user data contained in the imported file.
   The Import Users modal closes and the Users page reappears with the new users added. An import success message will be displayed, and the user will be assigned to the project specified in the file.

6. At any point of time in this process, click Cancel to cancel the import and return to the Users page.

Importing Privilege User

To import Privilege User:

1. Log in to Taskmonk and click the Configuration icon in the top-right section of the Home page.

2. Click the Users tab.
   The Taskmonk Users page appears.

3. Click the Import Privilege Users button in the top-right section of the page.
   The Import Privilege Users modal appears.

4. Click Choose File to select the XLS or XLSX file that contains the new user details that you want to import.

5. If you are unsure about how to structure your user data for import, download the template XLSX file by clicking Download template file.

6. Update the downloaded file with the required user details and select the file for import into Taskmonk.

7. Click Import to complete importing the user data contained in the imported file. An import success message will be displayed, and the user will be assigned to the project specified in the file

8. At any point of time in this process, click Cancel to cancel the import and return to the Users page.

Related Links

• Updating User Details

• Deactivating and Activating Users