Waymaker
Taskboards

Troubleshooting Taskboards

Learn about Troubleshooting Taskboards in WaymakerOS.

TroubleshootingHelp

Troubleshooting Taskboards

This comprehensive troubleshooting guide helps you diagnose and resolve common issues with Waymaker taskboards. Whether you're experiencing sync problems, permission errors, or performance issues, you'll find step-by-step solutions here.

Common Error Messages

"Failed to Load Tasks"

Symptoms:

  • Blank board appears instead of your tasks
  • Loading spinner never completes
  • Error message displays at top of screen

Solutions:

  1. Check Internet Connection

    • Verify you have a stable internet connection
    • Try accessing other websites to confirm connectivity
    • If on mobile, check if you're in airplane mode

  2. Clear Browser Cache

    • Press Ctrl+Shift+Delete (Windows) or Cmd+Shift+Delete (Mac)
    • Select "Cached images and files"
    • Choose "All time" for time range
    • Click "Clear data"

  3. Verify Permissions

    • Ensure you still have access to the organization
    • Check with your admin if you were recently added
    • Confirm the board hasn't been archived or deleted

  4. Try Hard Refresh

    • Press Ctrl+F5 (Windows) or Cmd+Shift+R (Mac)
    • This forces the browser to reload everything fresh
    • Wait 10-15 seconds for full reload

  5. Check Service Status

    • Visit status.waymakerone.com (if available)
    • Check if there's a known outage
    • Contact support if issue persists

"Permission Denied"

Symptoms:

  • Can't edit tasks you created
  • Can't access certain boards
  • "You don't have permission" message

Solutions:

  1. Verify Your Role

    • Click your profile in top-right corner
    • Check your role in the organization
    • Confirm what permissions your role includes

  2. Check Board Permissions

    • Ask board owner to verify your access level
    • Ensure you're not accidentally set as "View Only"
    • Request permission upgrade if needed

  3. Refresh Session

    • Sign out completely
    • Sign back in
    • This refreshes your permission cache

  4. Organization Membership

    • Verify you're still a member of the organization
    • Check you haven't been moved to a different team
    • Confirm organization subscription is active

  5. Guest Access Limitations

    • If you're a guest, you may have limited permissions
    • Guests can only access boards they're invited to
    • Ask the board owner to convert you to a member

"Sync Failed"

Symptoms:

  • Changes you make disappear
  • Other users can't see your updates
  • "Failed to sync" notification appears

Solutions:

  1. Check Network Stability

    • Ensure consistent internet connection
    • Avoid spotty WiFi or cellular connections
    • Try switching networks if available

  2. Resolve Conflicts

    • If someone else edited the same task, their changes may have won
    • Reload the page to see current state
    • Make your changes again carefully

  3. Clear Pending Changes

    • Save any work in another document
    • Hard refresh the page (Ctrl+F5)
    • Re-enter your changes
    • Watch for successful save confirmation

  4. Reduce Concurrent Edits

    • Avoid having multiple tabs open editing same board
    • Close duplicate browser windows
    • Wait a few seconds between rapid changes

  5. Browser Issues

    • Try a different browser (Chrome, Firefox, Safari)
    • Disable browser extensions temporarily
    • Check if browser is up to date

"Attachment Upload Failed"

Symptoms:

  • Files won't upload to tasks
  • Upload progress bar gets stuck
  • Error message after selecting file

Solutions:

  1. Check File Size

    • Maximum file size is 50MB per attachment
    • Compress large files before uploading
    • Use cloud storage links for very large files

  2. Verify File Type

    • Ensure file type is supported
    • Avoid executable files (.exe, .bat, .sh)
    • Use common formats (PDF, PNG, JPG, DOCX, etc.)

  3. Check Storage Quota

    • Your organization may be at storage limit
    • Contact admin to check storage usage
    • Archive old attachments if needed

  4. Network Timeout

    • Large files may timeout on slow connections
    • Try uploading on faster WiFi
    • Upload during off-peak hours

  5. Browser Permissions

    • Ensure browser has file access permissions
    • Check if popup blocker is interfering
    • Try uploading in incognito/private mode

Sync Issues

Tasks Not Appearing

Problem: Tasks exist but don't show up on your board

Diagnosis Steps:

  1. Check Active Filters

    • Click the filter icon in top bar
    • Look for active filters (highlighted in blue)
    • Click "Clear all filters" to reset
    • Missing tasks may be filtered out

  2. Verify Layer Selection

    • Check which layers are currently visible
    • Click "All Layers" in layer dropdown
    • Hidden layers won't show their tasks

  3. Review Status Workflow

    • Task may be in archived status
    • Check "Show Archived" option
    • Look in completed or closed sections

  4. Search for Task

    • Use search bar (press /)
    • Enter task name or ID
    • This bypasses all filters

  5. Check Assignee

    • If "My Tasks" filter is on, you'll only see your tasks
    • Switch to "All Tasks" view
    • Remove assignee filters

Solutions:

  • Reset View: Click "Reset to Default View" in view settings
  • Check Permissions: Ensure you have permission to see all tasks
  • Refresh Data: Hard refresh page to reload all tasks
  • Report Bug: If tasks truly missing, contact support with task IDs

Real-Time Collaboration Not Working

Problem: You can't see changes other users are making in real-time

Diagnosis Steps:

  1. Check Connection Status

    • Look for connection indicator (usually bottom-right)
    • Green = connected, Red = disconnected
    • If disconnected, check internet connection

  2. Verify Real-Time Enabled

    • Some views disable real-time for performance
    • Check if you're in "Static" mode
    • Switch to "Live" mode in view settings

  3. Browser Compatibility

    • Real-time works best in Chrome, Firefox, Safari
    • Older browsers may not support WebSockets
    • Update browser to latest version

  4. Firewall/Proxy Issues

    • Corporate firewalls may block WebSocket connections
    • VPNs can interfere with real-time sync
    • Try without VPN/proxy if possible

Solutions:

  • Manual Refresh: Press F5 to reload and see latest changes
  • Auto-Refresh: Enable auto-refresh (every 30 seconds) in settings
  • Check Network: Ensure WebSocket connections aren't blocked
  • Contact IT: Ask network admin to allow Waymaker WebSocket traffic

Data Conflicts

Problem: Your changes conflict with someone else's changes

Understanding Conflicts:

Waymaker uses "last write wins" conflict resolution. If two people edit the same task simultaneously:

  1. Both make changes locally
  2. First person to save wins
  3. Second person sees "Conflict" error
  4. Second person must refresh and reapply changes

Preventing Conflicts:

  1. Communication

    • Use task comments to signal you're editing
    • Announce major changes in team chat
    • Coordinate during standup meetings

  2. Task Locking

    • When you open task details, others see "(Name) is editing"
    • Wait for editing indicator to clear
    • Ask person to finish before you start

  3. Work in Sections

    • Different team members work in different layers
    • Assign ownership of board sections
    • Reduce overlap in task editing

  4. Use Draft Mode

    • Enable draft mode for major restructuring
    • Make all changes before publishing
    • Publish all at once to avoid conflicts

Resolving Conflicts:

  1. Click "View Current Version" when conflict appears
  2. Copy your changes to clipboard
  3. Click "Reload" to see latest version
  4. Carefully reapply your changes
  5. Save and verify

Permission Problems

Can't Access Board

Symptoms:

  • Board doesn't appear in your board list
  • "404 Not Found" when clicking board link
  • "Access Denied" message

Solutions:

  1. Request Access

    • Ask board owner to invite you
    • Provide your email address used for Waymaker
    • Specify what level of access you need

  2. Check Organization

    • Ensure you're in correct organization
    • Switch organizations using org switcher
    • You may be looking in wrong org

  3. Verify Board Exists

    • Confirm board wasn't deleted
    • Check with team if board was archived
    • Ask for updated board link

  4. Guest vs Member

    • Guests can only see boards they're invited to
    • Members can see all organization boards (depending on role)
    • Ask admin to convert you to member if needed

Can't Edit Tasks

Symptoms:

  • Task fields are read-only
  • No "Edit" button appears
  • Save button is grayed out

Solutions:

  1. Check Task Permissions

    • Some tasks may be locked by status
    • Completed tasks often become read-only
    • Ask admin to unlock if needed

  2. Verify Board Role

    • You may have "Viewer" role on this board
    • Ask board owner to upgrade you to "Editor"
    • Check board settings for your permissions

  3. Organization Role

    • Your org role may restrict editing
    • Contact org admin to check your role
    • Request role upgrade if appropriate

  4. Task Assignment

    • Some boards restrict editing to assignees only
    • Ask to be assigned to the task
    • Or ask assignee to make changes for you

Can't Delete Tasks

Symptoms:

  • No delete option in task menu
  • "Permission denied" when trying to delete
  • Delete button missing

Solutions:

  1. Check Delete Permissions

    • Only Admins and Owners can delete by default
    • Editors can only archive tasks
    • Request admin assistance for deletion

  2. Archive Instead

    • Use "Archive" instead of delete
    • Archived tasks can be restored later
    • This is safer than permanent deletion

  3. Bulk Delete Restrictions

    • Bulk delete may require higher permissions
    • Delete tasks one at a time if needed
    • Ask admin to perform bulk delete

  4. Protected Tasks

    • Some tasks may be marked as protected
    • Dependencies may prevent deletion
    • Remove dependencies first, then delete

Tasks Not Appearing

Filtered Out

Common Filter Issues:

  1. Assignee Filter Active

    • Check if "Assigned to: Me" is selected
    • Clear to see all tasks regardless of assignee
    • Or select specific team members

  2. Date Range Filter

    • Tasks outside date range won't show
    • Expand date range to "All Time"
    • Check start and due date filters

  3. Status Filter

    • Only showing tasks in certain statuses
    • Include "All Statuses" to see everything
    • Remember completed tasks may be hidden

  4. Label/Tag Filter

    • Tasks without selected labels won't appear
    • Clear label filters to see all tasks
    • Check if "Unlabeled" tasks are hidden

  5. Layer Filter

    • Only showing tasks in certain layers
    • Select "All Layers" in layer dropdown
    • Some layers may be hidden

Quick Fix: Click "Clear All Filters" button in filter bar to reset everything.

Wrong View

View Settings That Hide Tasks:

  1. List vs Kanban vs Calendar

    • Calendar only shows tasks with dates
    • Kanban only shows tasks in workflow
    • List shows all tasks

  2. Grouping Settings

    • Grouped by assignee hides unassigned tasks
    • Grouped by layer hides layer-less tasks
    • Change grouping to "None" to see all

  3. Collapsed Sections

    • Sections may be collapsed hiding tasks
    • Click section header to expand
    • Or use "Expand All" button

  4. Pagination

    • Large boards may be paginated
    • Scroll to bottom to load more
    • Increase "Tasks per page" in settings

Search Not Finding Tasks

Search Troubleshooting:

  1. Check Search Scope

    • Search may be limited to current view
    • Try "Search All" instead of "Search Visible"
    • Expand to search archived tasks

  2. Search Syntax

    • Use exact phrases in quotes: "project plan"
    • Try partial matches: "proj" instead of "project"
    • Search is case-insensitive

  3. Indexed Fields

    • Search checks title, description, comments
    • May not search custom fields
    • Try filtering instead of searching

  4. Recent Changes

    • Newly created tasks may take seconds to index
    • Wait 10-15 seconds then search again
    • Hard refresh if still not finding

Drag-and-Drop Not Working

Browser Compatibility

Supported Browsers:

  • Chrome 90+ (Recommended)
  • Firefox 88+
  • Safari 14+
  • Edge 90+

Unsupported:

  • Internet Explorer (all versions)
  • Very old browser versions
  • Some mobile browsers

Quick Test: Try dragging in a different browser to isolate the issue.

Touchscreen Issues

Common Problems:

  1. Touch vs Mouse

    • Touch dragging works differently than mouse
    • Try long-press (1 second) before dragging
    • Some gestures may conflict

  2. Zoom Interfering

    • Browser zoom can break drag detection
    • Reset zoom to 100% (Ctrl+0)
    • Disable pinch-to-zoom on touchscreens

  3. Stylus/Pen Input

    • Some styluses don't trigger drag events
    • Try finger instead of stylus
    • Check stylus settings/drivers

Mobile Solutions:

  • Use "Move to" button instead of dragging
  • Select task, then choose destination
  • More reliable on mobile devices

When Boards Get Slow:

  1. Too Many Tasks

    • 500+ visible tasks can slow dragging
    • Filter to show fewer tasks
    • Archive old/completed tasks

  2. Complex Layouts

    • Lots of layers/sections increase processing
    • Simplify view temporarily for dragging
    • Use list view instead of Kanban

  3. Browser Extensions

    • Ad blockers can interfere with drag events
    • Disable extensions temporarily
    • Test in incognito mode

  4. Low Memory

    • Close other browser tabs
    • Close other applications
    • Restart browser

Permission Issues

Can't Drag Because:

  1. Read-Only Access

    • Viewer role can't reorder tasks
    • Request Editor or Admin role
    • Ask owner to make changes for you

  2. Status Locked

    • Can't drag tasks to restricted statuses
    • Only admins can move to "Archived"
    • Check workflow rules

  3. Dependency Conflicts

    • Can't drag task before its predecessor
    • Check task dependencies
    • Adjust dependencies first

Browser Compatibility

Best Experience:

  1. Google Chrome (Latest version)

    • Full feature support
    • Best performance
    • Fastest updates

  2. Mozilla Firefox (Latest version)

    • Excellent compatibility
    • Good performance
    • Strong privacy features

  3. Safari (Latest version)

    • Native macOS/iOS experience
    • Good performance on Apple devices
    • Some features may lag behind

  4. Microsoft Edge (Latest version)

    • Chrome-based, great compatibility
    • Good performance
    • Built into Windows

Known Issues by Browser

Safari:

  • Drag-and-drop may be slightly slower
  • Some animations less smooth
  • Notifications require extra permission
  • WebP images may not display (older versions)

Firefox:

  • Occasional WebSocket reconnection delays
  • Font rendering may differ slightly
  • Some CSS animations perform differently

Mobile Browsers:

  • iOS Safari: Best mobile experience
  • Chrome Mobile: Good performance
  • Firefox Mobile: Basic support
  • Other browsers: May have issues

Minimum Versions

  • Chrome: 90+
  • Firefox: 88+
  • Safari: 14+
  • Edge: 90+

Update Your Browser: Visit browser settings → About → Check for updates

Clearing Cache and Cookies

Why Clear Cache?

Common Reasons:

  1. Stale Data - Seeing old version of board
  2. JavaScript Errors - Cached code has bugs
  3. Login Issues - Corrupted session data
  4. Display Problems - Old CSS causing layout issues

How to Clear (Desktop)

Google Chrome:

  1. Press Ctrl+Shift+Delete (Windows) or Cmd+Shift+Delete (Mac)
  2. Select time range: "All time"
  3. Check these boxes:
    • Browsing history
    • Cookies and other site data
    • Cached images and files
  4. Click "Clear data"
  5. Reload Waymaker

Mozilla Firefox:

  1. Press Ctrl+Shift+Delete (Windows) or Cmd+Shift+Delete (Mac)
  2. Select time range: "Everything"
  3. Check these boxes:
    • Browsing & Download History
    • Cookies
    • Cache
  4. Click "Clear Now"
  5. Reload Waymaker

Safari:

  1. Click Safari → Preferences → Privacy
  2. Click "Manage Website Data"
  3. Find "waymakerone.com"
  4. Click "Remove" or "Remove All"
  5. Reload Waymaker

Microsoft Edge:

  1. Press Ctrl+Shift+Delete
  2. Select time range: "All time"
  3. Check these boxes:
    • Browsing history
    • Cookies and saved website data
    • Cached data and files
  4. Click "Clear now"
  5. Reload Waymaker

How to Clear (Mobile)

iOS Safari:

  1. Settings → Safari
  2. Scroll down to "Clear History and Website Data"
  3. Tap and confirm
  4. Reopen Safari and go to Waymaker

Android Chrome:

  1. Chrome menu (three dots) → Settings
  2. Privacy and security → Clear browsing data
  3. Select "All time"
  4. Check all boxes
  5. Tap "Clear data"

Clearing Only Waymaker

Site-Specific Clear (Chrome/Edge):

  1. Click padlock icon in address bar
  2. Click "Cookies"
  3. Find Waymaker cookies
  4. Click "Remove" for each
  5. Close and reopen tab

This clears only Waymaker data, preserving other sites.

Getting Additional Help

Support Resources

Knowledge Base:

  • Visit help.waymakerone.com
  • Browse user guides and tutorials
  • Watch video walkthroughs

Community Forum:

  • Join Waymaker community
  • Ask questions, share tips
  • Learn from other users

Support Tickets:

  • Click "Help" → "Contact Support"
  • Describe issue in detail
  • Include screenshots if possible

What to Include in Support Request

Critical Information:

  1. What You're Trying to Do

    • Specific task or action
    • Expected result
    • What happened instead

  2. Error Messages

    • Copy exact error text
    • Take screenshot of error
    • Note when error first appeared

  3. Environment Details

    • Browser name and version
    • Operating system
    • Mobile device model (if applicable)
    • Organization name

  4. Steps to Reproduce

    • List exact steps that cause issue
    • Include any data needed to test
    • Note if issue is intermittent

  5. Screenshots/Videos

    • Visual context helps immensely
    • Use screen recording for complex issues
    • Blur any sensitive information

Emergency Issues

For Critical Problems:

  • Board completely inaccessible
  • Data loss or corruption
  • Security concerns
  • Billing/payment issues

Contact support immediately via:

  • Phone: (if provided to premium customers)
  • Email: support@waymakerone.com
  • Chat: In-app support chat (during business hours)

Include "URGENT" in subject line and explain business impact.

Preventive Maintenance

Regular Health Checks

Weekly:

  • Review and archive completed tasks
  • Check for duplicate or stale tasks
  • Verify team members still have correct access
  • Test key workflows

Monthly:

  • Review board structure and organization
  • Clean up unused labels/layers
  • Archive old boards
  • Check storage usage

Quarterly:

  • Full board audit
  • Permission review
  • Performance optimization
  • Update documentation

Best Practices to Avoid Issues

  1. Maintain Reasonable Board Size

    • Archive tasks older than 6 months
    • Split very large projects into multiple boards
    • Keep active tasks under 500 per board

  2. Use Consistent Naming

    • Standard task naming conventions
    • Clear, descriptive titles
    • Avoid special characters in names

  3. Regular Backups

    • Export board data monthly
    • Keep copies of critical tasks
    • Document important decisions

  4. Team Communication

    • Announce major board changes
    • Coordinate bulk operations
    • Share tips and workflows

  5. Stay Updated

    • Read release notes
    • Try new features in test boards first
    • Provide feedback on beta features

Still Having Issues?

If these troubleshooting steps don't resolve your problem, please contact Waymaker support. Include as much detail as possible about the issue, and our team will help you get back on track quickly.

For real-time help, visit our community forum where experienced users and Waymaker staff can assist with your specific situation.