# πŸš€ Version 1.0 – Initial Release The first official release of the **Personal Lines Task Tracker** β€” a gamified task management and progress tracking tool designed for insurance agency workflows. Built in **Node-RED** with a clean **React-based UI**, **SQLite** persistence, and support for daily task tracking, seasonal story progression, and admin control features. --- ## ✨ Key Features - **Agent Dashboard** β€” Displays daily tasks, completion status, earned points, energy level, and story progress. - **Gamified Story Mode** β€” 30-day seasonal and light story arcs with daily interactive actions and energy costs. - **Energy System** β€” Agents complete tasks to gain energy, spend it on story actions, and track their journey. - **Task Templates** β€” Full CRUD (Create, Read, Update, Delete) interface for reusable task templates. - **Global Announcements** β€” Post and clear announcements visible to all agents. - **Admin Control Center** β€” Secure login for super admins to manage agents, reset progress, update templates, and post announcements. - **Progress Reset** β€” Ability to reset an agent’s story and daily progress from the admin dashboard. - **SQLite Database Storage** β€” All agent data, tasks, and templates are persisted locally. - **Authentication System** β€” Session-based admin login/logout with cookie handling. - **Responsive UI** β€” TailwindCSS + React for a clean, mobile-friendly interface. - **Dark Mode Support** β€” Full light/dark mode styling for comfortable use in any environment. --- ## πŸ“– Story Content - **Seasonal Story Arc** β€” Dark, immersive 30-day storyline with branching daily actions. - **Light Story Arc** β€” Wholesome, casual alternative with small-town themed actions. - **Dynamic Outcomes** β€” Every story action triggers unique text outcomes, saved to the daily log. --- ## 🧭 How to Use the Task Tracker ### Sign-In Instructions To sign in, go to: **** If you are **NOT** on the main network (not physically at our main location), you will need to access the system via a **VPN**. Please get with **Matthew** to set this up β€” it is an **admin install only**. Please follow the SOP below. Clicking on any of the **"View on Loom"** links above the screenshots will take you to a **video walkthrough**. --- ### Objective This SOP outlines the steps to effectively use the task tracker for managing assigned tasks and personal to-do lists. --- ### 1. Accessing Your To-Do List [β–Ά View on Loom (0:00)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=0) ![To-Do List](https://loom.com/i/4dec354190264dd1983747b8e41fa832?workflows_screenshot=true) - Open the task tracker to view your to-do list. - Assigned tasks will appear here. --- ### 2. Editing Task Details [β–Ά View on Loom (0:07)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=7) ![Editing Tasks](https://loom.com/i/931e43ac86af4e4e88028aba0eb832e5?workflows_screenshot=true) - Click the pencil icon next to a task to edit. - Make the title more descriptive. - Change the urgency level (low, medium, high, very high, critical). --- ### 3. Adding Notes to Tasks [β–Ά View on Loom (0:15)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=15) ![Adding Notes](https://loom.com/i/ef375326034c4fdb85c62ea39cf62561?workflows_screenshot=true) - Add notes in the designated area. - Use `**double asterisks**` for bold text. - Use `*single asterisk*` for bulleted lists. --- ### 4. Completing a Task [β–Ά View on Loom (0:31)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=31) ![Completing Tasks](https://loom.com/i/801d79e486764fd18278677aa098ce71?workflows_screenshot=true) - Check the box next to the task to mark it as complete. - The task will move to the completed section. --- ### 5. Understanding the Points System [β–Ά View on Loom (0:44)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=44) ![Points System](https://loom.com/i/baadb2d1a7b846aa91951e778b0148aa?workflows_screenshot=true) - Points help ensure equitable workload distribution. - Monitor your active, waiting on, rollover, and completed points. --- ### 6. Managing Rollover Tasks [β–Ά View on Loom (1:25)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=85) ![Rollover Tasks](https://loom.com/i/8d4b16b5276e4473b4346f0160bc6e03?workflows_screenshot=true) - Uncheck a task to move it to rollover if not completed that day. --- ### 7. Moving Tasks to "Waiting On" [β–Ά View on Loom (2:05)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=125) ![Waiting On Tasks](https://loom.com/i/8e3324e8973146fb960f5106646ea5c2?workflows_screenshot=true) - Drag tasks to the **Waiting On** section if you need further information. --- ### 8. Adjusting Settings [β–Ά View on Loom (2:14)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=134) ![Settings](https://loom.com/i/e61af08dc23441bb9a01b2bd743a8856?workflows_screenshot=true) - Access settings to toggle dark mode and RPG mode. --- ### 9. Using RPG Mode [β–Ά View on Loom (2:24)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=144) ![RPG Mode](https://loom.com/i/0654dd02fe13475a8d2e2db02f3bd716?workflows_screenshot=true) - Enable RPG mode to gamify task completion. - Earn energy points for completed tasks. --- ### 10. Accessing the Journal [β–Ά View on Loom (2:49)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=169) ![Journal](https://loom.com/i/714aa35fbe83482899c22e918f3428fc?workflows_screenshot=true) - Click on the journal to view daily stories and discoveries. --- ### 11. Managing Personal To-Do List [β–Ά View on Loom (3:41)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=221) ![Personal Tasks](https://loom.com/i/2c88688e90074ba9b36cd5de89717450?workflows_screenshot=true) - Add personal tasks that do not count for points. - Mark them as complete when done. --- ### 12. Adding New Tasks [β–Ά View on Loom (4:40)](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=280) ![Adding Tasks](https://loom.com/i/a44e3c34aae34125aaa88181de32b5e3?workflows_screenshot=true) - Click **Add New Task** to create a task not assigned to you. - Select the appropriate template or fill in the details. --- ### ⚠ Cautionary Notes - Check tasks daily to avoid backlog. - Be mindful of urgency levels to prioritize effectively. ### πŸ’‘ Tips for Efficiency - Regularly review **Waiting On** tasks to follow up as needed. - Use the journal to track progress and insights from completed tasks. --- **πŸ“Ή Full Loom Walkthrough:**