6.6 KiB
🚀 Version 1.0 – Initial Release
The first official release of the Personal Lines Task Tracker — 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 — Displays daily tasks, completion status, earned points, energy level, and story progress.
- Gamified Story Mode — 30-day seasonal and light story arcs with daily interactive actions and energy costs.
- Energy System — Agents complete tasks to gain energy, spend it on story actions, and track their journey.
- Task Templates — Full CRUD (Create, Read, Update, Delete) interface for reusable task templates.
- Global Announcements — Post and clear announcements visible to all agents.
- Admin Control Center — Secure login for super admins to manage agents, reset progress, update templates, and post announcements.
- Progress Reset — Ability to reset an agent’s story and daily progress from the admin dashboard.
- SQLite Database Storage — All agent data, tasks, and templates are persisted locally.
- Authentication System — Session-based admin login/logout with cookie handling.
- Responsive UI — TailwindCSS + React for a clean, mobile-friendly interface.
- Dark Mode Support — Full light/dark mode styling for comfortable use in any environment.
📖 Story Content
- Seasonal Story Arc — Dark, immersive 30-day storyline with branching daily actions.
- Light Story Arc — Wholesome, casual alternative with small-town themed actions.
- Dynamic Outcomes — 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:
http://10.1.1.72:1880/agent/yourname
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 — 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
- Open the task tracker to view your to-do list.
- Assigned tasks will appear here.
2. Editing Task Details
- 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
- Add notes in the designated area.
- Use
**double asterisks**for bold text. - Use
*single asterisk*for bulleted lists.
4. Completing a Task
- 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
- Points help ensure equitable workload distribution.
- Monitor your active, waiting on, rollover, and completed points.
6. Managing Rollover Tasks
- Uncheck a task to move it to rollover if not completed that day.
7. Moving Tasks to "Waiting On"
- Drag tasks to the Waiting On section if you need further information.
8. Adjusting Settings
- Access settings to toggle dark mode and RPG mode.
9. Using RPG Mode
- Enable RPG mode to gamify task completion.
- Earn energy points for completed tasks.
10. Accessing the Journal
- Click on the journal to view daily stories and discoveries.
11. Managing Personal To-Do List
- Add personal tasks that do not count for points.
- Mark them as complete when done.
12. Adding New Tasks
- 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.
💡 Tips for Efficiency
- Regularly review Waiting On tasks to follow up as needed.
- Use the journal to track progress and insights from completed tasks.
📹 Full Loom Walkthrough:
https://loom.com/share/973fe7d1ed644806badf084b4e45a908