User Guide

Everything you need to know about Pontea

📌About the service

Pontea is a collaborative project management tool. You can create projects, add tasks, track their status, and invite team members via a direct secure link. It is designed for small teams — developers and clients who need a shared workspace for managing tasks.

🔐Registration & login

To get started, register via the sign-up form or with your Google account. Provide your name, email address, and a password (at least 6 characters). You don't need to choose a role at registration — your status is assigned automatically when you create or join a project. You can sign in at any time via the /login page.

📁Projects

Your dashboard home page shows all your projects. • Create a project — click "Create project" and enter a name. You become the Superadmin. • Join a project — simply follow the secure invitation link. You receive the Client role. • Each project is displayed with a unique color to help you navigate quickly.

👤Project roles

Each project member has one of three roles: 🔵 Superadmin (developer) Assigned to the project creator. Full access: manage tasks, rename the project, change member roles, remove members, and delete the project. 🟣 Admin (moderator) Assigned by the superadmin. Same rights as superadmin, except managing members. ⚪ Client Assigned to users who join via secure link. Can create tasks, change their status (move to review, cancel, mark as done), and view project tasks. A superadmin can change roles using the dropdown next to each member.

✅Tasks

Tasks can be created inside a project or from the task feed. Task fields: • Title — required • Description — optional text • Priority — low / medium / high • Status — New → In Progress → Review → Done (or Cancelled) • Deadline — optional date • Images — attach photos or screenshots Status changes: • Client — can move tasks to Review, Cancelled, or Done • Superadmin and Admin — can set any status Deleting tasks: • Task authors can delete their own tasks • Superadmin and Admin can delete any task in the project Quick Actions When a task is in "Review", you don't need to open it: the client sees "✓ Approve" and "↩ Request changes" right on the card (a reason is required to send it back). Superadmin and Admin see a single "✓ Complete" button. A completed task keeps a record of who closed it. Every task also has a short project-scoped reference number #N, handy for pointing at it outside the app.

🗂️Kanban board

Tasks can also be viewed as a board instead of a list: columns by status, and you can drag a card into another column. The board and the feed show the same tasks — just two different ways of looking at them.

💬Comments & mentions

Every task has its own discussion. Comment on any task, or use @ to mention a specific person — they'll get a notification. Key events — like who completed a task — also land in the same thread as a system entry.

🔔Inbox & notifications

The bell icon in the header shows an unread count across all your projects at once. Inbox is a separate panel that gathers mentions, comments, and status changes in one place. Read items can be archived, and un-archived if you archived too soon.

📋Task feed

Below the project list on the dashboard you'll find the "Task feed" — a combined view of all tasks across all your projects. Each task shows which project it belongs to. The feed can be collapsed into a header bar or expanded — this preference is saved between sessions. The feed supports filters by priority, deadline, and author, as well as sorting and search.

📝Client brief

A brief is a questionnaire you send the client before work starts: project type, budget, deadline, and your own questions. The client doesn't need an account to fill it in — just the link. A draft brief can be assembled automatically from call notes: paste or dictate what you discussed, and the model proposes questions with the answers already filled in, ready for you to review and send.

🎙️Voice input

Wherever you see the microphone button — creating a task, answering brief questions — you can dictate instead of typing. Speech is transcribed straight into that field.

📲Works offline

Pontea can be installed as an app — your browser will offer the option. The installed app opens and shows already-loaded tasks without a connection, and anything you change offline sends itself once you're back online.

🔗Client access & branding

Inviting a teammate or a client uses one form in the "Access" tab — it assigns the right role automatically. The client's access link can be switched off at any time; it stops working immediately. The client portal can show your project's accent color and studio logo, so the client sees your branding, not a generic interface.

🚪Leaving a project

Any member can leave a project: open the members list (👥) in the project header and click "Leave project" next to your name. A superadmin cannot leave if they are the only superadmin — first promote another member to superadmin or delete the project.

📜Terms of use

1. This service is intended for work-related projects and tasks. Any illegal use is prohibited. 2. Respect other project members. Do not post offensive or inappropriate content in task names or descriptions. 3. Do not share the invitation link with unauthorised people if you wish to restrict access to the project. 4. The superadmin is responsible for member management and the overall state of the project. 5. The service administrators reserve the right to remove an account or project for violations. 6. The service is provided "as is". The developer is not responsible for data loss due to failures.

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