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Truetask Administration Guide
Truetask is a self-hosted project management platform for organizations that require full ownership of their data. It deploys entirely on your infrastructure with no external dependencies — designed for air-gapped, regulated, and security-conscious environments.
This documentation covers installation, configuration, and ongoing operations for IT administrators.
Platform Capabilities
Project Management
- Kanban boards with drag-and-drop task management
- List, calendar, and timeline views
- Workflow automations triggered by card events
- Custom fields for tracking project-specific metadata
- Board templates for standardized project setup
- Time tracking with timesheets and reporting
- File attachments with S3-compatible storage
Security & Compliance
- Self-hosted deployment — data never leaves your network
- Air-gapped operation with zero external calls
- Role-based access control (Owner, Admin, Lead, User, Guest)
- Append-only audit logging with integrity verification
- SOC 2 Type II and ISO 27001 audit report exports
- Database encryption at rest
- API rate limiting and session management
- Data retention policies with automated cleanup
Identity & Access
- Active Directory integration with user provisioning and LDAP authentication
- OAuth 2.0 / OpenID Connect single sign-on
- Support for multiple identity providers simultaneously
- Hybrid authentication with automatic failover
- Pre-provisioned accounts synced from AD group membership
Administration
- Web-based configuration panel — no CLI required for day-to-day operations
- Automated daily backups with configurable retention
- S3 offsite backup storage
- SMTP configuration for transactional email
- Health monitoring dashboard
- User directory with bulk provisioning
- Per-instance branding (name, logo)
Integration
- REST API with token-based authentication
- Webhook support for external system integration
- MCP (Model Context Protocol) server for AI assistant connectivity
- Import/export for data portability
Deployment Options
Truetask offers three install paths, all delivering the same application and the same offline-by-design property:
- Docker / Server — containerized via Docker Compose. Best for Linux servers, multi-user production deployments, and air-gapped infrastructure.
- macOS desktop — native menubar app distributed as a
.dmg. Best for single-user laptop trials and small Mac-mini deployments. No Docker required. - Windows desktop — native tray app distributed as a per-user or per-machine
.msi. Best for Windows laptops and single-machine office deployments. No Docker / WSL required.
All three paths bundle the same components (database, REST API, MCP server, reverse proxy), use the same .lic license file delivered via the welcome email, and stay fully offline after install.
Getting Started
- Docker / Server install — deploy Truetask on your server
- macOS desktop install — drag-install the menubar app
- Windows desktop install — run the MSI installer
- Licensing — activate your license
- SMTP — configure email delivery
- Active Directory — sync users from AD
- OAuth / SSO — configure single sign-on
- Backup & Recovery — protect your data
- Security — harden your deployment