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Admin Panel

tempus2016 edited this page Jun 23, 2026 · 6 revisions

The Admin Panel is a web-based management dashboard accessible from the Home Assistant sidebar. It provides a single interface for managing all TaskMate configuration without navigating through the standard HA integration settings.


Accessing the Panel

After installing TaskMate, a TaskMate entry appears in the HA sidebar with the icon mdi:checkbox-marked-circle-plus-outline.

Click it to open the panel at /taskmate-admin.

Note: The panel requires an admin HA user. Non-admin users will not see the sidebar entry.


What You Can Do

The admin panel provides full management for every aspect of TaskMate:

Child Management

  • Add new children with name and avatar
  • Edit existing children (name, avatar, availability entities)
  • Remove children
  • View child stats (points, streaks, completions)

Chore Management

  • Create chores with all configuration options
  • Edit any chore field including assignment mode, scheduling, visibility, and bonus subtasks
  • Configure timed task settings (rate, cap)
  • Delete chores
  • Reorder chores per child

Chore row actions — kebab menu (v4.2.0+)

The Chores table collapses each row's per-row actions into a ⋮ kebab menu. Edit stays inline; everything else lives in the menu:

  • Parent did it (no points)
  • Deactivate / Activate chore
  • Skip (rotation modes)
  • Swap (rotation / first-come)
  • Duplicate
  • Delete

This also fixed the wide-screen horizontal scrolling the old inline button row caused.

v4.3.0: the Edit and controls now sit inside the pinned task-name column, so they stay reachable next to each chore's title even when a wide table scrolls horizontally — no more scrolling to the far right to reach a row's actions. In bulk-select mode the name column un-pins and the actions scroll with it.

Chore row actions in the kebab menu

Reward Management

  • Create rewards with cost, icon, and assignment
  • Toggle pool mode (savings jar) per reward
  • Configure jackpot rewards
  • Set quantity limits and expiration dates
  • Delete rewards

Penalty & Bonus Management

  • Create, edit, and delete penalty/bonus definitions
  • Apply penalties and bonuses to children directly

Task Group Management

  • Create task groups with sticky or spread policy
  • Select which chores belong to each group
  • Edit and delete groups

Settings

  • Configure all global settings:
    • Points currency name and icon
    • Weekend multiplier
    • Streak reset mode and milestones
    • Perfect week bonus
    • Notification service
    • Calendar projection days
    • History retention
    • Time-of-day boundaries (morning/afternoon/evening/night windows)
    • Default card design selector (see Card Design Styles)
    • Show IDs toggle (see below)

Badge Management

  • View built-in badge catalogue with enable/disable toggles
  • Edit built-in badge settings (tier, point bonus, assignment, notify-on-earn)
  • Create, edit, and delete custom badges with multi-criterion rules
  • View award history with AUTO / MANUAL / SILENT source indicators
  • Revoke awarded badges with automatic point bonus reversal

Notification Management (v3.9.0+)

  • Configure per-child notify services
  • Add, edit, and delete parent recipients
  • Configure the recipient routing matrix (which recipients get which notification types)
  • Set per-recipient bedtime times for bedtime reminders
  • Set global streak-at-risk cutoff time
  • Create, edit, and delete custom scheduled notifications with day masks and recipient selection
  • Send a test notification per type to verify routing (see Notifications)

Audit Log (v4.0.0+)

  • View a record of every admin change made through the panel (who, what, when)
  • See Admin Audit Log

Approval Workflows

  • Approve or reject pending chore completions
  • Approve or reject pending reward claims

Configuration Lives in the Panel (v4.0.0+)

The deprecated options / configure flow (Settings → Devices & Services → TaskMate → Configure) was retired in v4.0.0. The admin panel at /taskmate-admin is now the sole configuration UI for day-to-day management — children, chores, rewards, task groups, settings, notifications, badges, and templates. Only the initial setup (points name and icon) still happens through a config flow when you first add the integration.

No data migration is needed: all TaskMate data lives in the integration's own Store, not in the config entry's options.


Backup & Restore (v4.0.0+)

The Settings tab includes a Backup & restore section:

  • Export backup downloads a full JSON snapshot of your TaskMate setup (taskmate-backup.json).
  • Restore backup uploads a backup file and, after a confirmation prompt, replaces all current data.

Restoring is destructive and cannot be undone — reload the integration afterwards so per-child entities refresh. See Backup and Restore for full details and cautions.


Custom Time-of-Day Periods (v4.0.0+)

The Settings → Time-of-day boundaries section lets you define your own day-part periods instead of the fixed four. You can rename the built-in periods, change their hours and icons, add as many of your own as you like (school run, bedtime, …), or reset to defaults.

  • Each period needs a name, a start and end time, and an icon.
  • Periods cannot overlap; a start must come before its end.
  • A period that is still used by one or more chores cannot be deleted until those chores are reassigned — the panel names them.
  • Anytime is built-in, all-day, and cannot be removed. Gaps between periods fall back to Anytime.
  • Up to 24 periods are supported. The default four are Morning (06:00–12:00), Afternoon (12:00–17:00), Evening (17:00–21:00), and Night (21:00–23:59).

The label and time inputs render as native fields (v4.0.0, #397) so they work reliably across all Home Assistant versions. A chore's (or card's) time_category accepts any period id, plus anytime / all.


Show IDs (v3.7.0+)

A toggle in the Settings tab that displays internal hex IDs on every entity card and row throughout the admin panel. These IDs are needed when writing automations or service calls (e.g. taskmate.complete_chore requires a chore_id).

How to use

  1. Go to the Settings tab in the admin panel
  2. Flip the Show IDs toggle
  3. ID badges appear immediately on all entity types:
Tab Where
Children Below child name in card
Chores Below chore name in row
Rewards Below reward name in card
Penalties Below penalty name in card
Bonuses Below bonus name in card
Groups Below group name in card

Each badge shows the full 16-character hex ID with a copy button. Click the copy icon to copy the ID to your clipboard — a "Copied!" toast confirms.

The toggle is stored in your browser's localStorage — it's a per-browser preference with no backend change or restart required.

Tip: You may not need to find IDs at all. Since v3.7.0, the HA automation editor shows entity names in dropdown selectors instead of blank text fields for all TaskMate service calls. See Services — Dynamic Selectors.


Real-Time Updates

The admin panel communicates via WebSocket, so changes are reflected immediately without page refreshes. Any changes made in the panel are instantly visible on dashboard cards.


Internationalisation

The admin panel is fully translated in all supported languages:

Language Code
English en
English (GB) en-GB
French fr
German de
Norwegian Bokmål nb
Norwegian Nynorsk nn
Portuguese pt
Portuguese (Brazil) pt-BR

The panel follows your Home Assistant language setting automatically.


Panel vs Config Flow

Changed in v4.0.0: The options / configure flow has been retired. The admin panel is now the only place to manage TaskMate; only the one-time initial setup uses a config flow. See Configuration Lives in the Panel above.

All management — children, chores, rewards, penalties/bonuses, task groups, settings, approvals, timed task config, badge management, notification routing, custom notifications, time-of-day boundaries, audit log, and backup & restore — happens in the admin panel.


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