MyTaskHub User Guide

Everything you need to know to get the most out of your task management system.

Quick summary: MyTaskHub is a multi-workspace task manager with AI assistance built in. You can create tasks manually, by talking to the AI, or by forwarding an email. Every morning you get a personalized briefing. Everything is organized by workspace so your work, personal, and business tasks never get mixed together.

Overview

MyTaskHub is organized around workspaces — separate areas for each role or area of your life. Inside each workspace you create tasks, break them into subtasks, track notes and progress, and get automated reminders.

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Workspaces
Separate areas for each role — work, personal, side businesses
Tasks
Parent tasks with subtasks, priorities, due dates, and notes
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AI Assistant
Chat to create tasks, get subtask suggestions, plan your day
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Voice-to-Task
Speak a task — AI transcribes, picks workspace, creates it
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Email-to-Task
Forward emails to create tasks automatically
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Recurring
Tasks that repeat on any schedule you set
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Calendar
Month and week views with countdown badges on tasks
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Daily Briefing
AI-powered morning email with your personalized game plan
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AI Suggestions
Proactive nudges when a workspace goes quiet with one-click task creation

Signing In

Go to your app URL and enter your username and password. If you don't have an account yet, you need an invite link from your administrator.

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New user? Check your email for an invite link. Click it to create your own username and password. If you don't see the email, check your spam or junk folder.

Workspaces

Workspaces are separate containers for different areas of your life or work. Each workspace has its own color, task list, and progress tracking.

Creating a workspace

Click Settings in the sidebar (gear icon or settings link)
Scroll to Workspace Manager
Click + Add Workspace, enter a name and pick a color
Click Save — it appears immediately in your task list
Tip: Create one workspace per major role or project. Common examples: Personal, Work, Client A, Side Business, Family. Avoid creating too many — 5-8 is ideal.

Creating Tasks

There are four ways to create a task in MyTaskHub:

MethodHowBest for
ManualClick + Add Task buttonWhen you know exactly what you need
AI ChatType in the AI chat panelNatural language, quick capture
Email forwardForward email to your task addressConverting emails into actions
TemplateClick 🚀 on a saved templateRepeating workflows

Task fields explained

FieldWhat it does
TitleThe task name — make it action-oriented (e.g. "Call client" not "Client")
WorkspaceWhich area this task belongs to
PriorityUrgent 🔴 / High 🟡 / Normal 🔵 / Low ⚪ — affects sort order
Due DateWhen it needs to be done — triggers reminders and shows in digest
NotesBackground info, context, or instructions for the task
RecurrenceRepeat schedule — creates next task automatically when completed
Auto-completeIf checked, parent task completes automatically when all subtasks are done

Subtasks

Subtasks break a parent task into smaller steps. You can see progress as a percentage bar and ring on the dashboard.

Adding subtasks

There are three ways to add subtasks:

Subtask statuses

Tip: The subtask panel stays open while you work — you can check off items, add new subtasks, and leave notes without losing your place.
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Auto-complete: When creating a task, you can check "Auto-complete when all subtasks are done". This marks the parent task complete automatically once every subtask is finished. Leave it unchecked if you want to decide yourself when the parent is done.

Completing Tasks

Click the ○ circle on the left side of any task card to mark it complete. A modal will appear asking for an optional completion note.

Completion note

The completion note is a short summary of how it went — what was accomplished, any follow-up needed, or anything worth remembering. It's optional but recommended for important tasks. You can see it later in the Completed Tasks page.

Completing a parent task with subtasks

When all subtasks are done, a 🎉 All subtasks complete! banner appears inside the subtask panel with a ✅ Complete Task button. Click it when you're ready to close out the parent — you can still add more subtasks before doing so.

Notes & Activity Log

Every task has an activity log that tracks all progress notes, completion notes, and system events. Click the 📝 icon on any task or subtask to open the notes panel.

Adding a note

Click 📝 on the task card — a panel slides in from the right
Type your note in the text box at the bottom
Press Enter or click Save Note

Notes are timestamped and show the type: 📝 Progress for manual notes, ✅ Completion for completion notes.

Recurring Tasks

Recurring tasks automatically create the next occurrence when you complete the current one. Perfect for license renewals, monthly reviews, weekly check-ins, and any repeating process.

Setting up recurrence

When creating a task, choose a Recurrence from the dropdown:

OptionWhen next task is created
Daily1 day after current due date
Weekly7 days after current due date
Monthly1 month after current due date
Quarterly3 months after current due date
Yearly1 year after current due date
CustomAny interval — e.g. every 3 years for license renewals

When you complete a recurring task, the next one is created immediately with the correct due date and all subtasks copied over. A confirmation message shows the next due date.

Use case: Set your real estate license renewal as a yearly recurring task with all the CE course subtasks. Complete it this year — next year's version creates itself automatically on the same date.

Task Templates

Templates save a complete workflow — title, subtasks, priority, and recurrence — so you can launch it again any time with one click.

Creating a template

Two ways:

Using a template

Go to Task Templates in the sidebar
Find your template and click 🚀 Use
Set a due date and optionally choose a different workspace
Click Create Task — parent task and all subtasks are created instantly

AI Chat Assistant

The AI assistant lives in the sidebar of the app. You can talk to it naturally — it understands your workspaces and can create tasks, suggest priorities, and help you plan your day.

Creating a task with AI

Just type what you need:

After creating a task, the AI immediately offers to generate subtasks for it.

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The AI knows the names of all your workspaces and assigns tasks to the right one automatically based on context. You can always override by naming the workspace explicitly.

Daily AI Briefing

Every morning at 7am you receive an email with an AI-generated game plan for your day. It reviews all your open tasks across every workspace and tells you what to focus on, what's coming up, and anything worth flagging.

Example briefing:

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Today looks manageable with a focused effort. Your top priority is the 3 open Realtor tasks — real estate moves on client timelines and momentum matters. Win11Anyway has one item that's been sitting — tackle it next to maintain side business consistency. Moore Services CC is quiet, which is either great health or a sign to check in on quality metrics before something surfaces. Coming up: broker license renewal in 60 days — start scheduling CE hours now to avoid the deferral fee.
Get better briefings: Add due dates to your important tasks. The more context the AI has — deadlines, workspace load, upcoming events — the more specific and useful the briefing becomes.

AI Subtask Generator

When creating a task or after the AI creates one for you, click 💡 Suggest Subtasks or ⚡ Auto-Add All.

ButtonWhat it does
💡 Suggest SubtasksShows a list of AI-suggested subtasks with checkboxes. Review, edit dates and priorities, then click Add Selected to add only the ones you want.
⚡ Auto-Add AllSilently adds all suggested subtasks at once without a review step. Fastest option when you trust the suggestions.

Each suggested subtask shows a pre-filled due date (based on the parent due date) and priority that you can edit before adding.

Email-to-Task

Forward any email to your task inbox address and it automatically becomes a task. AI reads the email, picks the right workspace, and sets the priority.

How to use it

Make sure your account email address is set in Settings → Account
Forward any email to task@mooretodolist.com
Within minutes, a task appears in your list — you'll get a confirmation email with the task details
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Important: You must forward from the same email address registered to your account. If you send from a different address, you'll receive an auto-reply explaining the issue. Contact your administrator to update your registered email if needed.

Voice-to-Task

Speak a task instead of typing it. Works in the main app and as a standalone phone page.

In the app

Click the 🎙 microphone button next to the AI chat input. Speak your task clearly — AI transcribes it, extracts the title, workspace, priority, and due date, then shows a preview in the chat with ✅ Create Task and ✕ Cancel buttons.

Standalone phone page

Visit /voice.php and add it to your phone home screen for a dedicated one-tap voice capture experience. Tap the mic, speak, review the AI extraction, adjust if needed, and create the task.

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Works best on Android Chrome. iOS Safari has limited speech recognition support — use the AI chat on iPhone instead.

AI Task Suggestions

When a workspace hasn't had any new tasks added in 7 days, AI notices and proactively suggests specific tasks you might be forgetting.

How it works

Open your Dashboard — if any workspace has been quiet, a banner appears at the top with 3 AI-suggested tasks specific to that workspace type. Each suggestion shows the task title, a brief reason why it matters, and a + Add button to create it instantly with one click.

Turning it on or off

Click ⚙ Customize button in the Workspaces section of the Dashboard
Scroll to the bottom of the customize panel
Toggle 🤖 AI Task Suggestions on or off

Calendar & Countdown

Click 📆 Calendar in the sidebar to see all your tasks laid out by due date.

Month view

Shows a full monthly grid with tasks as colored dots on their due dates. The color matches the workspace. Click any day to jump to that workspace's task list.

Week view

Shows 7 days side by side with all tasks for each day. Good for planning your week ahead.

Countdown badges

Every task card shows a countdown badge when the due date is approaching:

BadgeMeaning
⚠ 2d overduePast the due date — needs immediate attention
⏰ Due todayDue today
📅 TomorrowDue tomorrow
📅 5dDue within the next 7 days

No badge appears for tasks due more than 7 days out — keeps cards clean.

Upcoming Deadlines widget

At the top of the Calendar view, a countdown widget shows your next 6 upcoming tasks sorted by due date with live timers — "3 days", "Tomorrow", "2d overdue". Click any item to jump to that workspace.

Filtering & Search

At the top of the task list you'll find filters to quickly narrow down what you're looking at:

FilterWhat it shows
To DoTasks not yet started
In ProgressTasks you've started working on
DoneCompleted tasks
AllEverything regardless of status
Priority buttonsFilter by Urgent / High / Normal / Low
Search boxSearch task titles across the current workspace

Completed Tasks

Click Completed Tasks in the sidebar to see your full accomplishment history. This page has powerful filters:

Click ▼ View Details on any completed task to see the full notes, completion note, activity log, and all subtasks with their own notes.

Reminders & Alerts

You get email notifications automatically based on your task settings:

NotificationWhen it sendsHow to set up
Pre-due reminderX minutes/hours before due timeSet "Remind me before" when creating a task
Overdue alertDay after a task's due date passesEnabled by default on all tasks
Morning digestEvery day at 7amAutomatic — includes overdue and due-today tasks
Overdue alert emails show the task name, workspace, and how many days overdue it is. They stop sending once you complete or reschedule the task.

Weekly Reports

You receive two weekly report emails automatically:

Both emails include a table showing every workspace with open task count, completed count, overdue count, and upcoming deadlines.

Google Calendar Sync

Tasks with due dates can sync to Google Calendar automatically.

Go to Settings → Google Calendar and click Connect Google Calendar
Sign in with your Google account and grant calendar access
When creating a task, check Sync to Google Calendar — it appears on your calendar on the due date

Mobile App (PWA)

MyTaskHub works as an installable app on your phone — no app store required.

iPhone (Safari)

Open Safari and go to your app URL
Tap the Share button (box with arrow) at the bottom
Scroll down and tap Add to Home Screen
Tap Add — the app icon appears on your home screen

Android (Chrome)

Open Chrome and go to your app URL
Tap the three-dot menu (top right)
Tap Add to Home ScreenAdd

Once installed, the app opens fullscreen without a browser bar — just like a native app.

Settings

Go to Settings (link in the sidebar) to customize your experience:

SettingWhat it controls
Display NameYour name as it appears in emails and greetings
Email AddressWhere notifications and briefings are sent — also used for Email-to-Task
Digest TimeWhat time you receive the morning digest (default 7:00am)
Email NotificationsTurn all email notifications on or off
Workspace ManagerAdd, rename, recolor, reorder, or archive workspaces
Google CalendarConnect or disconnect your Google Calendar
Change PasswordUpdate your login password

Admin & User Management

If you are an admin, you'll see 👥 User Management in the sidebar. From there you can:

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Every user's tasks are completely private by default. Admin can only view a user's tasks if that user goes to Settings and enables "Allow admin to view my tasks".

Pro Tips

Make your tasks actionable

Write task titles as actions: "Call John about invoice" not "John invoice". Your future self will thank you.

Use due dates generously

Even if a task doesn't have a hard deadline, assign a target date. It shows up in your morning digest and weekly report, making it much harder to forget.

Let AI do the subtask work

For any complex task, use 💡 Suggest Subtasks. The AI is good at breaking down license renewals, client onboarding, project kick-offs, and compliance tasks into clear steps.

Build templates for repeated workflows

Any process you do more than once is a template candidate. Client intake, license renewal, monthly reconciliation, seasonal prep — save them once and launch instantly.

Forward emails immediately

When an email requires action, forward it to your task inbox right away. Don't let your email inbox be your to-do list.

Use the Completed Tasks page for review

At the end of each week, check the Completed Tasks page filtered to "This Week". It's a great way to see what you actually accomplished and carry over anything that slipped.

Set recurring tasks for everything that repeats

License renewals, quarterly reports, annual reviews, monthly billing — anything that happens on a schedule should be set as recurring so you never have to remember to re-create it.

Ready to go?

Open the app and start adding your tasks.

Open MyTaskHub →