Help & Documentation

The Help & Documentation settings card is where PrimeTask keeps all the learning resources in one place. Whether you're brand new and working through the core tutorials, or you're an experienced user who wants to replay the app tour or jump straight into the deeper documentation, everything starts here. The card shows your tutorial progress at a glance, lets you launch or reset any tutorial, and opens the full in-app PrimeDocs viewer with a single click.

Interactive tutorials are designed to be hands-on, not passive - you actually create a Space, add a task, set a priority, and explore a view as the tutorial walks you through each step. You earn points for completing tutorials and badges as you hit milestones, all of which carry into your rewards-and-progress stats.

What you can do

Work through the interactive tutorials

core PrimeTask workflows, broken into hands-on modules you can complete in a few minutes each

See your overall tutorial progress

how many modules you've finished, how many points you've earned, and which module is up next

Start, resume, reset, or replay any tutorial

individual controls on every module

Open PrimeDocs

, the full in-app documentation viewer, for in-depth articles on every feature

Replay the app tour

the same guided first-time walkthrough you saw the first time you opened PrimeTask

Re-run the setup wizard

if you want to revisit the initial configuration flow

Reset all tutorial progress

with a single destructive action (only available if you have progress to reset)

How to open Help & Documentation

Settings card: Open Settings from the sidebar, then open the Help & Documentation card.
Settings search: Open Settings and type help, documentation, tutorials, or tour.
Command palette: Press ⌘+K (or Ctrl+K), type help or docs, and pick the entry.

You can also open PrimeDocs directly from anywhere using the Open PrimeDocs button on this card, without having to expand the full tutorial list first.

Things worth knowing

Interactive Tutorials - hands-on, not video

PrimeTask's interactive tutorials walk you through real workflows in the real app - they're not videos, screenshots, or text explainers. When you start a module, the tutorial takes over parts of the interface with highlights and prompts, asks you to perform each step yourself, and marks it complete once you do. At the end, you've actually created what the tutorial taught you to create - not just watched someone else do it.

Each module has:

A title describing what you'll learn
A set of steps that you complete one at a time
A point value you earn on completion
A Start / Resume / Replay button depending on your current state
A Reset button if you want to start the module over from scratch

The tutorial list includes:

Create a Private Space - creating, configuring, and managing your first workspace
Create Your First Task - the task creation basics
Task Properties - priorities, dates, statuses, and the other fields that make a task useful
Views & Organization - switching between List, Board, Calendar, and Gantt views
Project Basics - projects with goals, milestones, and linked tasks
CRM Basics - creating contacts and companies (requires Pro)
CRM & Projects - linking CRM records to projects (requires Pro)
Cleanup Tutorial (optional) - tidy up any placeholder data the tutorials created, if you want a clean slate

CRM-related tutorials are part of PrimeCRM, which is a Pro feature - see License Settings to upgrade.

Tutorials unlock as you complete earlier ones

Some tutorials have prerequisites - a later module stays locked until you've completed the module(s) it depends on. This isn't a paywall; it's sequencing so that later tutorials can assume you already know the earlier material. The locked tutorials appear in the list with a lock indicator and a greyed-out style, and they unlock automatically the moment their prerequisites are done. You don't have to refresh or navigate away.

Start from the top and work down

The tutorials are ordered so that completing them in sequence teaches you PrimeTask in the order you'd naturally want to use it. If you're new, just click Start on the first one and follow the chain.

Points and badges - your learning progress

Every completed module awards points, which roll up into your overall Rewards & Progress stats. Some combinations of completed tutorials unlock badges - small achievements that recognise you've mastered a particular area. The card shows your total points and your progress through the tutorials (how many you've finished out of the full set). See rewards-and-progress for the broader view of points and achievements across PrimeTask.

Starting, resuming, and resetting a tutorial

Every tutorial has contextual controls:

Start - the module is unlocked and hasn't been started. Click to launch it.
Resume - you started a module but didn't finish. Click to pick up exactly where you left off. PrimeTask shows how many steps you've completed so far next to the resume button.
Replay - the module is complete. Click to re-launch it from step one for a refresher.
Reset - the module has been started or completed. Click to wipe its progress and start over from scratch. This affects only that one module; your other modules, points, and badges aren't touched.

Open PrimeDocs - the full in-app documentation

The Open PrimeDocs button opens the in-app documentation viewer - a full browsable version of every PrimeTask user guide, built into the app so you don't have to leave PrimeTask to look something up. PrimeDocs covers every feature area in depth: tasks, projects, views, the calendar, custom fields, PrimeFlow, CRM, automations, integrations, spaces, sync, security, focus mode, rewards, and more. It has search, a sidebar, and internal links to keep you moving through related topics.

PrimeDocs is the same content that ships on PrimeTask's public website - so if you've read an article there, you'll find the same article here, same headings, same structure. The in-app version has the advantage of working offline and always matching the version of PrimeTask you're running.

Replay App Tour - show me that first-run tour again

When you opened PrimeTask for the first time, you saw a short guided tour that pointed out the sidebar, the Space switcher, the command palette, and a handful of other anchors in the UI. If you want to see that tour again - either because you missed something, or because you installed PrimeTask on a new machine and want to refresh your mental model - the Replay App Tour button restarts it from the beginning. It won't change any of your data or settings.

Re-run Setup Wizard - go back through the initial setup

The setup wizard is the guided flow you went through when you first installed PrimeTask - name, PIN, starting Space, initial preferences. You can re-run it from this card at any time with the Re-run Setup Wizard button. Re-running doesn't erase anything you've already set up; it just walks you through the wizard again so you can reconfigure the pieces it covers. If you've since added Spaces, tasks, and other content, all of that is untouched.

Reset All Progress - destructive, confirmed first

If you want a completely clean slate for the tutorials - all modules back to "not started", all points at zero, all badges gone - the Reset All Progress button wipes everything. It only appears if you have progress to reset, and it asks for confirmation before it runs.

**Warning - Reset All Progress is irreversible: Resetting wipes every completed tutorial, all earned points, and every badge you've earned so far. Your Spaces, tasks, projects, notes, and other data are not** affected - only your tutorial progress. Once confirmed, there's no undo. Use this if you want to genuinely start over, or if you're handing PrimeTask to a teammate and want them to experience the tutorials fresh.

Your tutorial progress is device-local

Tutorial completions, points, and badges live on the device where you completed them. If you install PrimeTask on a second machine, the tutorials there start fresh - they don't automatically know you've already done them on your main computer. This is intentional; the tutorials are tied to the hands-on experience of actually clicking through the app, which is per-install.

Common questions

"I already know PrimeTask - do I have to do the tutorials?"

No. The tutorials are entirely optional. If you're already comfortable with the app, you can ignore the modules and just use the Open PrimeDocs button for reference when you need it. The card doesn't nag you to do them - they're there if you want them.

"I started a tutorial and got distracted. Will I lose my progress?"

No. PrimeTask remembers how far you got through each module. Reopen the Help & Documentation card and the module will show Resume with the step count you've completed, and you can pick up exactly where you left off.

"How do I replay a tutorial I've already finished?"

On the completed tutorial row, click the play icon. The tutorial restarts from step one. Replaying doesn't cost you points (you've already earned them) - it's just there so you can refresh on something you've forgotten.

"I reset a single tutorial and lost my points for it - can I get them back?"

Yes, by completing the tutorial again. Reset clears the module's progress so it's back in a "not started" state; run through it again and the points are re-awarded at the end, same as the first time.

"I don't see the CRM tutorials in my list."

CRM tutorials are part of PrimeCRM, which is available on the Pro tier. See License Settings to unlock CRM and the CRM tutorials that come with it.

"Where's the full documentation if I just want to read articles?"

Click Open PrimeDocs from this card. That opens the full in-app documentation viewer with every article, a sidebar for navigation, and search. Alternatively, any article anywhere in PrimeTask that needs explanation usually has a link to its PrimeDocs entry right next to the feature itself.

"Can I run the setup wizard again without losing my data?"

Yes. Click Re-run Setup Wizard and walk through it - your tasks, projects, notes, Spaces, and every other piece of content stay exactly where they were. The wizard only touches the initial-configuration fields (name, PIN, starter Space, basic preferences), and re-running it is a way to revisit those choices without reinstalling.

"The Reset All Progress button warned me it's irreversible. Will it delete my tasks?"

No. It only clears tutorial progress (modules, points, badges). Your tasks, projects, notes, CRM records, custom fields, Space sync, and everything else in PrimeTask are completely separate from tutorial progress and are never touched by that reset.

"Does PrimeDocs work offline?"

Yes. PrimeDocs is built into PrimeTask itself - every article is bundled with the app. You can open it with no internet connection and read anything you want. This is especially useful on a plane, in a remote location, or anywhere your connection is unreliable.

Where to go next

If you want to…	Read this
Start learning PrimeTask from scratch	Welcome to PrimeTask
Get a concise getting-started walkthrough	Quick Start Guide
Understand the PrimeTask interface layout	Understanding the Interface
Revisit the setup wizard in detail	Setup Wizard
See how points and badges fit into the bigger picture	rewards-and-progress
Unlock CRM tutorials and other Pro features	License Settings
Check what's new in the latest version	What's New
Browse all settings cards	Settings Overview