Support center

Your team, step by step

Guides for Mac, iPhone and iPad. Updated for build 25; older versions may differ.

Manual and tutorials

Groups, projects and team

Open Groups / Projects and choose + Group or + Project. Use the header pencil to rename or assign a project to a group. The people icon opens project members. Adding a collaborator does not automatically add them to every project.

Create and edit tasks

Select a group or project and press + to create a task. Set description, assignee, priority and dates. The pencil beside the name opens Edit task. Moving a task requires administrator access to both locations, assignees and a reason.

Subtasks and predecessors

Open the task, press the name pencil and choose Parent task and predecessors. Select a parent in the same group/project to make it a subtask, or Standalone task to detach it. Parent progress is calculated from its subtasks. To make A a predecessor of B, edit B and select A. Its start is the day after the last planned predecessor end date. Cycles are blocked.

Progress, approvals and history

The assignee updates progress and submits completion for review. An administrator approves or rejects it. Approved completion archives the task automatically. Date changes require a reason; editor date and priority changes require approval. Read comments and changes in the history tabs.

Recurrence and reminders

Use the recurrence icon for frequency and the bell for reminders. Scheduled lets you edit future occurrences, pause them or cancel recurrence. Cancellation removes the schedule from that list; completed tasks remain in Archive and open tasks remain pending. The next occurrence is generated when opening or syncing after its date arrives and the previous task is completed. Allow notifications in device settings.

Gantt and PDF export

Select a project to see its calendar. All includes future dates; Active only shows unfinished tasks whose start date has arrived. View Gantt / PDF opens the expanded view. Exporting or sharing a PDF respects the selected filter. The legend explains status, period and progress.

iCloud and sync issues

Use the same iCloud account on personal devices and check sync status in the menu. Update Mac and iPhone to compatible versions. If a conflict appears, keep your copies and contact support; do not delete tasks or reinstall to try to fix it. Include version, device and a screenshot without private information.

Icon guide

Mac: hover over an icon. iPhone/iPad: hold to see help without running the action; release or move your finger away to dismiss.

General
New task

Create a task in the selected group or project.

View Gantt / PDF

Open the full task timeline, filters, and PDF export or sharing.

Sync iCloud

Send and receive iCloud changes. Review conflicts before continuing.

Resolve sync

Review the error. Choosing a version affects the entire workspace; a backup is saved first.

Help and tutorials

Read this guide and open support manuals and videos.

Interface language

Switch between Spanish and English.

Groups / Projects
New project

Create a project and choose its group and members.

New group

Create a group to organize projects and tasks.

Expand or collapse

Show or hide projects, tasks, or subtasks in this section.

Edit members

The administrator selects collaborators and administrator, editor, or read-only access.

Edit group / project

Change the name, grouping type, and parent group.

Tasks
Add to favorites

Add this item to your favorites. A filled star lets you remove it.

Start task

Mark the task In progress when its predecessors allow it.

Submit for review

Ask the administrator to approve completion. Subtasks must be completed first.

Reassign owner

The administrator chooses another assignee. Circle initials identify the assigned person.

Schedule reminders

Set the day, time, and frequency of notifications for the assignee.

Set recurrence

Configure how subsequent occurrences of this task are created.

Move to another project

Move the task and its subtasks to another group or project you administer.

New subtask

Create a child task. Parent progress is calculated automatically from its subtasks.

Edit task

Edit the title, parent-task relationship, and predecessors.

Edit dates

Change start or due dates with a reason. Editor changes require approval.

Edit description

The administrator changes the description; the change is recorded in history.

Change priority

Choose high, medium, or low priority. Non-administrator changes require approval.

Collaborators
Share prepared invitations

Share or resend saved links. The envelope does not indicate whether an invitation has been accepted.

Archive
Archive

Keep the item and its history outside active views. Completed tasks are archived when completion is approved.

Restore

Restore an archived item with the appropriate permissions.

Delete

Request deletion. Review confirmation and restrictions before continuing; this is different from archiving.

Post comment

Add a comment with your name, date, and time. This does not change task status.

Videos

Spanish narration and captions. Illustrative demonstration examples.

Need help?

Send the app version and a description of the issue. Avoid sending private project data.

CachaDigital@outlook.com

Other Cacha apps