1 Quick Start

First Visit and Initialization

The software was installed during device production and the service runs automatically at power-on — nothing to install, just start from a browser:

1. Open http://device-IP:6556 (default port 6556; follow the device handover notes).
2. The first visit shows the create administrator page: fill in a username, display name and password (at least 6 characters).
3. Once created you are logged in automatically, and a default board is generated ("To Do / In Progress / Review / Done" columns with sample tags).
4. From then on, log in from the login page; it also supports registering new accounts, and each registered user automatically gets their own default board.

Account roles: the first account created is the administrator, responsible for adding members, resetting passwords and configuring email reminders; other members can be created by the administrator under "Account Management" or register themselves.

Registration is open by default — anyone who can reach the device address can register. Restrict sources with a firewall, or access through a secure proxy with HTTPS enabled.

Interface Overview

• Top navigation: five view buttons — board, table, calendar, Gantt chart, dashboard.
• Top right: import, export, theme and language icons, plus the avatar menu (account management, notification management, default view, logout).
• Toolbar: board switcher and "New Board" on the left; search box plus priority and tag filters on the right.
• Main area: the five views share one dataset — switching never loses content.

Common conventions:

• Edits save instantly; dialogs need their confirm button.
• Theme, default view and default board follow the account; UI language follows the browser.
• Login lasts 7 days by default, with a prompt when it expires.

Creating the First Board and Cards

1. After login, click "New Board" in the toolbar and enter a name. The new board comes with "To Do / In Progress / Done" columns, ready to use.
2. Add a card to a column: fill the title (required) and description; set priority, tags, due date, created date and notify time as needed.
3. Drag cards to reorder within a column or move across columns; columns themselves drag-sort too — dropping saves automatically.
4. Switch among the five views from the top navigation to inspect the same data from different angles.
5. To adjust the structure, use "Edit Board" for the name, description, tag library and column settings.

Tip: edits save instantly, no manual save; the owner can turn on "Share board" while editing to make it visible and editable to every logged-in account.