![ProctoAct]()
ProctoAct App
Official User Manual & Guideline
Version 1.5 | | Internal Use Only
⚠ Step 1 — Mandatory
INSTALLATION — Do This First
Make sure the very first thing you do is install the app by clicking the "⬇ Install App" button in the top-right header. This ensures full offline access and gives ProctoAct its own dedicated workspace — independent of your browser session. Once installed, the app is accessible from your desktop or taskbar and works without an internet connection.
1. Introduction
ProctoAct App is a self-contained, browser-based project and task management dashboard. It combines a Gantt-style calendar, a roadmap summary, and a Kanban board into a single Progressive Web App (PWA) that requires no server, no login, and works fully offline after installation. All data is stored locally in your browser.
2. Dashboard — KPI Tiles
The top row displays four real-time KPI tiles giving you an instant snapshot of your workload:
- Pending — Tasks queued but not yet started.
- In Progress — Tasks actively being worked on. These appear in the Calendar and Roadmap views.
- Completed — Tasks marked Done. Archived from active views but retained for reporting.
- Overdue — Tasks whose end date has passed without completion. Flagged with a red pulse animation across all views.
Clicking any tile filters the Kanban board to show only that status group.
3. My ProctoAct Calendar
A compact Gantt-style timeline that visualises all active Pending and In Progress tasks across a Monday-to-Sunday weekly grid. Each coloured bar represents one task, spanning from its Start Date to its End Date.
Reading the Grid
- Each row is one week (Mon → Sun).
- Bars spanning multiple weeks show a flat edge to indicate continuation.
- The today column is highlighted with a blue top-border.
- Hover a bar for a tooltip with status, urgency, category, and days remaining.
- Click a bar to jump to that task on the Kanban board.
Month Navigation
- Use ❮ / ❯ arrows to go to the previous or next month.
- Use the Month / Year dropdowns to jump to any month directly.
- Click "Today" to return to the current month. The nav bar glows blue when viewing the current month.
- Click "Collapse" to hide the grid; click "Expand" to restore it.
Tip: Tasks are only visible in months they are scheduled in. Make sure all tasks have both a Start Date and an End Date for full Calendar visibility.
4. My ProctoAct Roadmap
A horizontally scrollable row of summary cards — one per active Pending or In Progress task. Unlike the Calendar, this section shows your full active pipeline regardless of selected month. Cards are sorted with overdue tasks first, then by nearest due date.
- Large day number — Due date day. Overdue tasks pulse red.
- Progress bar — How far through the task's scheduled window you are.
- Days-left chip — Remaining days or overdue duration.
- Click any card to jump to the matching Kanban task.
5. Task Management
Creating a New Task
Click "✚ New Task" (top-right header). Fill in Title, Description, Category, Urgency, Start Date, End Date, and Status, then click "Save Task". The task appears immediately across all views.
6. Task Categories
ProctoAct uses a three-tier category system:
| Category | Colour | Intended Use |
|---|
| Project |
Electric Blue |
Formal milestones, deliverables, or initiatives with a defined scope and timeline. Use for work contributing to a named project or workstream. |
| Things to Do |
Soft Amber |
General to-do items, administrative tasks, reminders, or recurring responsibilities that are not part of a formal project. |
| Action Item |
Emerald Green |
Specific actions from meetings or decisions requiring follow-up. Typically short-lived and outcome-focused — e.g. "Send report to stakeholder by Friday." |
Urgency Levels
- Low — Complete when capacity allows.
- Medium — Standard priority; complete within the scheduled window.
- High — Requires focused attention; do not delay.
- Critical — Must be resolved immediately. Solid red badge in all views.
7. Data & PWA
- 📥 Export — Download all tasks as a
.json backup. Do this regularly.
- 📤 Import — Restore from a backup. Warning: overwrites all existing tasks.
- 📋 User Manual — Opens this document for print or "Save as PDF".
- ⬇ Install App — Installs ProctoAct as a PWA for offline use with a dedicated app window.
Important: Clearing browser site data erases all tasks. Keep regular JSON exports as your recovery point.
