Settings & Profile

Manage your personal account settings, security options, and organization preferences.

Profile Settings

Access your profile settings by clicking on your avatar in the sidebar and selecting Settings.

Updating Your Profile

1. 1. Go to Settings from the user menu
2. 2.
   Update your information:

   • • Name — Your display name
   • • Email — Your login email address
3. 3. Click Save

Password Management

Changing Your Password

1. 1. Go to Settings
2. 2. Find the Update Password section
3. 3. Enter your current password
4. 4. Enter your new password
5. 5. Confirm the new password
6. 6. Click Save

Password Requirements

• • Minimum 8 characters
• • Use a mix of letters, numbers, and symbols for best security
• • Don't reuse passwords from other sites

Two-Factor Authentication (2FA)

Add an extra layer of security to your account with two-factor authentication.

Enabling 2FA

1. 1. Go to Settings
2. 2. Find the Two-Factor Authentication section
3. 3. Click Enable
4. 4. Scan the QR code with your authenticator app (Google Authenticator, Authy, etc.)
5. 5. Enter the verification code from your app
6. 6. Save your recovery codes in a secure location

Using 2FA

After enabling 2FA:

• • You'll be prompted for a code after entering your password
• • Open your authenticator app to get the current code
• • Enter the 6-digit code to complete login

Recovery Codes

When you enable 2FA, you receive recovery codes:

• • Save these codes in a secure location
• • Use a recovery code if you lose access to your authenticator
• • Each code can only be used once
• • Generate new codes if you run low

Disabling 2FA

1. 1. Go to Settings
2. 2. Find the Two-Factor Authentication section
3. 3. Click Disable
4. 4. Confirm your password

Organization Settings

Admins can manage organization-wide settings.

Accessing Organization Settings

1. 1. Click Settings → Organization in the sidebar
2. 2. Update organization information
3. 3. Save changes

Organization Information

• • Organization Name — The name displayed throughout the app
• • Slug — URL-friendly identifier (auto-generated)

Project Blueprints

Blueprints are reusable project templates that define a standard set of lists, tasks, and subtasks. When creating a new project, selecting a blueprint will automatically populate the project with the predefined structure.

Managing Blueprints

1. 1. Go to Settings → Blueprints in the sidebar
2. 2. Click Create Blueprint to start a new template
3. 3. Give it a name and optional description
4. 4. You'll be taken to the editor where you can build the structure

Blueprint Editor

The blueprint editor lets you define a nested structure of lists, tasks, and subtasks:

• • Add Lists — Create the columns for your project (e.g., "To Do", "In Progress", "Done")
• • Add Tasks — Add tasks within each list, with optional descriptions
• • Add Subtasks — Break tasks down further with subtasks

Click Save Blueprint when you're done. You can edit or delete blueprints at any time.

Team Management

Manage your team from Settings → Team Members.

Available Actions

• • Add Users — Invite new team members
• • Change Roles — Update user permissions
• • Remove Users — Remove members from the organization

See Organizations & Teams for detailed instructions.

Session Management

Logging Out

1. 1. Click your avatar in the sidebar
2. 2. Select Log Out
3. 3. You'll be redirected to the login page

Browser Sessions

You may be logged into The Task from multiple browsers or devices. For security:

• • Log out when using shared computers
• • Check your settings for active sessions
• • Log out of all sessions if you suspect unauthorized access

Deleting Your Account

To delete your account:

1. 1. Go to Settings
2. 2. Scroll to the Delete Account section
3. 3. Enter your password to confirm
4. 4. Click Delete Account

Related Topics

• • Managing Organizations & Teams
• • Understanding Roles & Permissions