# Trackeep User Guide ## Table of Contents 1. [Getting Started](#getting-started) 2. [Account Management](#account-management) 3. [Bookmarks](#bookmarks) 4. [Tasks](#tasks) 5. [Files](#files) 6. [Notes](#notes) 7. [Search and Organization](#search-and-organization) 8. [Data Management](#data-management) 9. [Settings](#settings) 10. [Keyboard Shortcuts](#keyboard-shortcuts) ## Getting Started ### Installation Trackeep can be installed using Docker Compose for the easiest setup: ```bash git clone https://github.com/your-username/trackeep.git cd trackeep cp .env.prod.example .env.prod # Edit .env.prod with your configuration docker-compose -f docker-compose.prod.yml up -d ``` ### First Login 1. Open your browser and navigate to `http://localhost` 2. Click "Register" to create your account 3. Fill in your email, name, and password 4. Click "Create Account" 5. You'll be automatically logged in and redirected to the dashboard ### Dashboard Overview The dashboard provides: - **Quick Stats**: Overview of your bookmarks, tasks, files, and notes - **Recent Activity**: Your latest additions and updates - **Quick Actions**: Fast access to create new items - **Navigation**: Sidebar menu to access all features ## Account Management ### Profile Settings Access your profile by clicking your name in the top-right corner: **Profile Information:** - Update your name and email - Change your password - Set your timezone - Configure notification preferences **Security Settings:** - Enable two-factor authentication (coming soon) - View active sessions - Manage API keys ### Authentication Trackeep uses JWT tokens for authentication: - Tokens expire after 24 hours by default - You'll be automatically logged out after inactivity - Use "Remember Me" to extend sessions ## Bookmarks ### Creating Bookmarks 1. Navigate to **Bookmarks** in the sidebar 2. Click the **Add Bookmark** button 3. Fill in the details: - **URL**: The web address to save - **Title**: Automatically fetched or manually entered - **Description**: Optional notes about the bookmark - **Tags**: Comma-separated tags for organization 4. Click **Save** ### Quick Bookmarking Use the browser extension (coming soon) to: - Save current page with one click - Add tags and notes without leaving the page - Access your bookmarks from the extension popup ### Managing Bookmarks **View Options:** - **Grid View**: Visual card layout - **List View**: Compact table layout - **Sort by**: Date, title, or custom order **Actions:** - **Edit**: Click the edit icon on any bookmark - **Delete**: Click the trash icon to remove - **Share**: Generate a shareable link (coming soon) - **Visit**: Click the title or URL to open in new tab ### Bookmark Organization **Tags:** - Create tags by typing in the tags field - Use existing tags for consistency - Filter by multiple tags using the tag filter **Collections:** - Group related bookmarks into collections - Create custom collections for projects or topics - Nest collections for hierarchical organization ## Tasks ### Creating Tasks 1. Navigate to **Tasks** in the sidebar 2. Click **Add Task** 3. Enter task details: - **Title**: Brief description of the task - **Description**: Detailed information (optional) - **Priority**: Low, Medium, or High - **Due Date**: Optional deadline - **Tags**: For categorization 4. Click **Create Task** ### Task Management **Status Options:** - **Pending**: Not started yet - **In Progress**: Currently working on - **Completed**: Finished tasks **Priority Levels:** - **Low**: Nice to have, no urgency - **Medium**: Important but not urgent - **High**: Urgent and important **Task Views:** - **All Tasks**: See everything - **By Status**: Filter by pending, in progress, or completed - **By Priority**: Focus on high-priority items - **By Due Date**: Sort by upcoming deadlines ### Advanced Task Features **Subtasks:** - Break down large tasks into smaller steps - Track progress of subtasks - Mark individual subtasks as complete **Recurring Tasks:** - Set up daily, weekly, or monthly tasks - Automatic task creation based on schedule - Customize recurrence patterns ## Files ### Uploading Files 1. Navigate to **Files** in the sidebar 2. Click **Upload Files** or drag-and-drop files 3. Add optional: - **Description**: Notes about the file - **Tags**: For organization and search 4. Click **Upload** **Supported File Types:** - **Documents**: PDF, DOC, DOCX, TXT, MD - **Images**: JPG, PNG, GIF, SVG, WebP - **Archives**: ZIP, RAR, 7Z - **Other**: Most common file formats **File Size Limits:** - Maximum file size: 100MB - Total storage: Configurable by administrator ### File Management **Preview:** - Images: Thumbnail preview - Documents: Text preview when possible - Videos: Basic video player (coming soon) **Organization:** - **Folders**: Create folder structure - **Tags**: Categorize across folders - **Search**: Find by filename or content **Actions:** - **Download**: Get the original file - **Share**: Generate shareable links - **Move**: Organize into folders - **Delete**: Remove files permanently ### File Security - All files are stored securely - Access controlled by authentication - Optional encryption for sensitive files - Audit trail for file access ## Notes ### Creating Notes 1. Navigate to **Notes** in the sidebar 2. Click **Add Note** 3. Enter note content: - **Title**: Brief summary - **Content**: Rich text editor supports: - Bold, italic, underline - Headers and lists - Links and images - Code blocks - **Tags**: For organization 4. Click **Save** ### Note Features **Rich Text Editor:** - **Formatting**: Complete text styling options - **Markdown Support**: Write in markdown syntax - **Code Highlighting**: Syntax highlighting for code - **Tables**: Create structured data - **Links**: Internal and external links **Note Organization:** - **Notebooks**: Group related notes - **Tags**: Flexible categorization - **Pinning**: Keep important notes accessible - **Archiving**: Hide old but important notes ### Advanced Note Features **Collaboration** (coming soon): - Share notes with other users - Real-time collaborative editing - Comments and discussions **Templates:** - Create note templates for common formats - Quick insertion of structured content - Custom template library ## Search and Organization ### Global Search Use the search bar in the header to find: - **Bookmarks**: By title, URL, description, or tags - **Tasks**: By title, description, or tags - **Files**: By filename, description, or content - **Notes**: By title, content, or tags **Search Operators:** - `tag:important` - Find items with specific tag - `status:completed` - Filter by status - `priority:high` - Filter by priority - `created:today` - Filter by creation date - `updated:thisweek` - Filter by modification date ### Advanced Filters **Date Ranges:** - Created between specific dates - Modified within timeframes - Due dates for tasks **Tag Combinations:** - Multiple tag filtering - Exclude specific tags - Tag hierarchy support **Content Types:** - Search within specific content types - Combine content type filters - Save filter presets ## Data Management ### Export Data Export all your data in various formats: **Export Options:** - **JSON**: Complete data with all metadata - **CSV**: Tabular data for spreadsheets - **HTML**: Readable archive format - **Markdown**: Text-based format **What's Exported:** - All bookmarks with tags and metadata - Tasks with status and history - Files (metadata only, files downloaded separately) - Notes with content and organization - User profile and settings ### Import Data Import data from other services: **Supported Formats:** - **Pocket**: Bookmark exports - **Notion**: CSV exports - **Todoist**: Task exports - **Generic**: JSON/CSV formats **Import Process:** 1. Go to **Settings** → **Data Management** 2. Choose **Import Data** 3. Select file and format 4. Map fields if necessary 5. Preview import 6. Confirm and import ### Backup and Recovery **Automatic Backups:** - Daily database backups - File storage backups - Configuration backups - Retention policy: 30 days **Manual Backups:** - On-demand backup creation - Download backup files - Verify backup integrity **Recovery:** - Restore from backup files - Selective data recovery - Point-in-time restoration ## Settings ### General Settings **Appearance:** - **Theme**: Dark mode (default) or light mode - **Accent Color**: Customize the interface color - **Font Size**: Adjust text size - **Language**: Interface language selection **Behavior:** - **Default View**: Set default page layout - **Auto-save**: Configure automatic saving - **Notifications**: Email and in-app notifications - **Timezone**: Set your local timezone ### Privacy Settings **Data Sharing:** - **Profile Visibility**: Control who can see your profile - **Content Sharing**: Default sharing settings - **Analytics**: Opt-in/out of usage analytics **Security:** - **Session Management**: View and manage active sessions - **API Keys**: Generate and manage API access - **Two-Factor Auth**: Enable 2FA (coming soon) ### Integration Settings **Browser Extension:** - Install and configure browser extension - Sync settings across devices - Quick bookmarking options **API Access:** - Generate API keys - Set permissions and rate limits - View API usage statistics **External Services:** - Connect to cloud storage (coming soon) - Integrate with calendar apps - Social media connections ## Keyboard Shortcuts ### Global Shortcuts - `Ctrl + K` / `Cmd + K`: Open search - `Ctrl + /`: Show keyboard shortcuts - `Ctrl + N`: Create new item (context-dependent) - `Esc`: Close modal or cancel action ### Navigation - `G + B`: Go to Bookmarks - `G + T`: Go to Tasks - `G + F`: Go to Files - `G + N`: Go to Notes - `G + S`: Go to Settings ### Item Management - `Enter`: Open selected item - `Space`: Select/deselect item - `Delete`: Delete selected item - `E`: Edit selected item - `Ctrl + Enter`: Save and close ### Search - `↑` / `↓`: Navigate search results - `Enter`: Open selected result - `Esc`: Close search ## Tips and Best Practices ### Organization Strategies 1. **Use Consistent Tags**: Establish a tagging system and stick to it 2. **Create Collections**: Group related items for better organization 3. **Regular Cleanup**: Archive or delete old items periodically 4. **Use Descriptive Titles**: Make items easy to find later ### Productivity Tips 1. **Quick Capture**: Use the browser extension for fast bookmarking 2. **Task Batching**: Group similar tasks together 3. **Regular Reviews**: Weekly review of tasks and bookmarks 4. **Keyboard Shortcuts**: Learn shortcuts for faster navigation ### Security Best Practices 1. **Strong Passwords**: Use unique, complex passwords 2. **Regular Backups**: Export your data regularly 3. **Session Management**: Log out from shared devices 4. **Keep Updated**: Update to latest versions for security ## Troubleshooting ### Common Issues **Login Problems:** - Check email and password - Clear browser cache and cookies - Reset password if needed **Sync Issues:** - Check internet connection - Refresh the page - Contact administrator if persistent **File Upload Problems:** - Check file size limits - Verify supported file types - Ensure sufficient storage space ### Getting Help - **Documentation**: Check this guide first - **FAQ**: Visit the FAQ section - **Community**: Join our community forum - **Support**: Contact support team - **GitHub**: Report issues on GitHub ## Updates and New Features Trackeep is actively developed with regular updates: - **Monthly Releases**: New features and improvements - **Security Updates**: Prompt security patches - **Community Feedback**: Features based on user requests - **Roadmap**: Public roadmap for upcoming features Stay updated by: - Following our blog - Joining the newsletter - Monitoring GitHub releases - Participating in community discussions --- Thank you for using Trackeep! If you have any questions or feedback, please don't hesitate to reach out to our community or support team.