Logging In

Sign in with your @armasourcing.com email and password. Only Armasourcing team members can access this system.

Navigation

The sidebar on the left is your main navigation. It contains:

Your dashboard is personalized. When you log in, you'll see:

Click any task in these cards to jump directly to it. Below, you'll see team stats showing everyone's workload at a glance.

Creating a Project

Projects are containers for related tasks (e.g., "Client Onboarding", "SOPs", "Hiring Pipeline").

Board vs. List View

Each project has two views you can switch between:

Use the filter dropdowns at the top to filter by assignee or priority.

Creating a Task

Task Detail View

Click any task to open its detail modal. Here you can:

Multiple Assignees

Tasks can be assigned to multiple people. When you click the Assignee chip, check/uncheck team members — it's a multi-select dropdown. All assignees will:

Drag & Drop

In the Board view, drag task cards between columns to change their status. For example, drag a task from "To Do" to "In Progress" when you start working on it.

Templates

For repetitive tasks, use templates. When creating a task, click Use Template to auto-fill the title, description, subtasks, and default settings. Templates are managed in Settings.

Recurring Tasks

Tasks that repeat (daily/weekly/monthly) are created automatically by the system. Manage them from inside a project view — they appear at the bottom of the kanban board. The system creates a new task instance each time one is due.

Comments

Every task has a comment thread. Use it to ask questions, share updates, or give feedback. All assignees get an in-app notification and email when someone comments.

Daily Standup

Each day, share a quick update with your team:

File Attachments

Attach files to any task. Three ways to add them:

Images appear as thumbnails. Click any attachment to preview it in a lightbox — no download needed. PDFs open in an inline viewer.

Weekly Report

Submit a weekly report to summarize your work:

Reports Dashboard

The Reports view shows a comprehensive weekly breakdown: tasks created vs. completed, per-user stats, per-project progress, priority distribution, and a daily completion chart. Use the date picker to navigate between weeks.

CSV Export

From the Activity Feed, click Export CSV to download all task data as a spreadsheet for external reporting.

In-App Notifications

The bell icon in the top bar shows your unread notifications. Click it to see:

Click a notification to jump directly to that task. Use Mark all read to clear them.

Email Notifications

You'll also receive emails for important events:

Profile

Update your name, title/position, profile photo, and password. Toggle Mute recurring notifications if you don't want emails for auto-generated recurring tasks.

Team Management (Admin only)

Admins can invite new users by entering their name, @armasourcing.com email, and role (Manager or Admin). The new user will receive a login email.

Tags

Create colored tags to categorize tasks (e.g., Urgent, Bug, Client Request, SOP). Tags are shared across all projects and can be added to any task.