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Matthew b2cf2b2bb7 Update README.md 
fixed the link to the agent page, it was https needs to be http
2025-08-14 07:45:14 -07:00

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# 🚀 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
[▶ 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
[▶ 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
[▶ 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
[▶ 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
[▶ 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
[▶ 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"
[▶ 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
[▶ 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
[▶ 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
[▶ 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
[▶ 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
[▶ 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.
### 💡 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>
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