Beginner's Guide to Taskade (2026): Tutorial From Sign Up to Live App

To use Taskade as a beginner, sign up, open the workspace that Taskade makes for you, and create one project. Then ask Taskade EVE to help, build or clone one Taskade Genesis app, train one AI agent, add one automation, and click Publish. This tutorial walks through each step with the exact button names from the current app. It also shows which steps work on the Free plan and which need Pro.

We first published this beginner's guide to Taskade in January 2022, when a "project" meant an outline, a board and a chat window. The product has changed a lot since then. Folders are now apps, Taskade EVE builds whole apps from a chat, and a project can be the database behind a live website. This 2026 rewrite keeps the parts of the old guide that are still true and replaces the rest.

TL;DR: Sign up at taskade.com/signup and Taskade makes your workspace. Build one project, ask Taskade EVE for help, then build or clone a Taskade Genesis app, add one agent and one automation, and click Publish. Free gives you 2 members, 3 apps, 1 agent and 10 automation runs, with 0 starting AI credits. Pro is $10/month billed annually.

Quick Answer: How Do You Use Taskade as a Beginner?

You use Taskade in nine short steps, and the first working result takes about 30 to 60 minutes. Each step adds one layer: a place to store data, an assistant that reads it, an app that shows it, and a public link that others can open. The table below is the whole tutorial on one screen.

Facts checked on 2026-11-07 against the Learn Taskade help center and the pricing page.

If you only have five minutes, do steps 1, 3 and 5. You will have an account, a project and a live app that you can open on your phone.

What Is Taskade Used For?

Taskade is used to plan work, keep notes and data, and build AI apps in one workspace. Projects hold tasks and records, AI agents read that data and act on it, and automations run the repeat work. Taskade Genesis turns a plain-English prompt into a live app that runs on those three parts.

Teams use Taskade for to-do lists, meeting notes, content calendars, client portals, small CRMs, booking tools and internal dashboards. One person can use it as a personal planner. A ten-person agency can run client work, intake forms and weekly reports from it. The same building blocks serve both cases.

Taskade calls the three parts Workspace DNA:

• Memory (▲): projects and databases store your tasks, notes, files and records.
• Intelligence (■): custom AI agents read that memory, answer questions and make decisions.
• Execution (●): automations run triggers and actions across 100+ integrations.

A Taskade Genesis app is the interface on top. It is the set of pages, forms and dashboards that your users see. Every result an automation produces goes back into a project, so the agent sees it on the next run.

Watch the loop in three minutes before you start:

What Changed Since the 2022 Version of This Guide?

The biggest change is that Taskade now builds apps, not only lists. In 2022 you learned Workspaces, Folders and Projects and then switched views by hand. In 2026 you can describe the outcome to Taskade EVE, and Taskade Genesis builds the projects, the agent, the automation and the app UI together.

The core ideas of the old guide still hold. A project is still a canvas for tasks and notes. You still indent with Tab and outdent with Shift + Tab. Every project still has its own chat. The names and the starting point moved, so use this table to translate an old tutorial into the current app.

Note: The 2022 guide showed a "Roadmap" tab and an "Action View." Neither name is in the current app. If an older video shows a menu that you cannot find, open the Workspace Layout Tour for the current location.

Before You Start: What Is Free and What Needs a Plan

You can do every step of this tutorial on the Free plan except a prompt build with Taskade EVE, because a new Free account starts with 0 AI credits. Free has no time limit and needs no card. It includes unlimited projects, 2 workspace members, 3 Taskade Genesis apps, 1 AI agent and 10 automation runs per billing period.

This is the one fact that most beginner tutorials leave out. If your Free account never had AI credits, Taskade EVE shows Pick a plan to start building when you send your first prompt. Your projects, views, sharing and publishing still work. You have two ways forward:

1. Clone a free app kit from the Taskade App Factory. On Free, pick a free kit with no automations and at most 1 AI agent, because Free cannot import a kit that holds automations. The copy is yours to change. This tutorial shows how in Step 5.
2. Upgrade to Pro for a monthly credit allowance, and build from a prompt.

On Free, you earn free AI credits with referrals and invites, and you can upgrade any time. Open Earn credits in Settings to see how. See Referrals.

Free plan limits checked on 2026-11-07 against Is Taskade Free?.

What you need before Step 1:

• An email address that you check, or a Google or Apple account. A temporary inbox does not work.
• A modern browser on a computer. The phone apps work too, but the app builder is easier on a larger screen.
• One small, real job to build around. "Track my freelance clients" teaches more than "test app."

Step 1: Create Your Taskade Account

Open taskade.com/signup, pick Google, Apple, single sign-on or email, and Taskade makes your workspace for you. There are no setup screens. Sign-up takes about two minutes and needs no credit card.

If you sign up with email:

1. Type your email address in the Email field.
2. Type a password of 12 to 128 characters in the Password field. Taskade does not ask for capital letters, numbers or symbols, so a passphrase of four or five ordinary words works well.
3. Wait until the meter under the field says Looks good, then click Sign up.
4. Open the email from Taskade Team, sent from updates@taskade.com, and click the link to verify your address.

What you see next: your workspace home. Taskade names it after your first name, for example "Alex's Workspace," or "My Workspace" if it does not know your name yet. A prompt box sits in the center. If a small welcome video card opens in a corner, watch it or click Skip.

Change your username later: Taskade makes your first username from the part of your email before the @. To change it, open Settings → Account, type a new name in the Username field, and click Update. Your username is also your public profile address, for example taskade.com/@yourname.

Tip: If the Taskade email does not arrive, look in your spam or junk folder and add updates@taskade.com to your contacts. Full steps are in Create Your Taskade Account.

You are done with Step 1 when you see your workspace home and your username shows in Settings → Account.

Step 2: Find Your Way Around the Workspace

The Taskade workspace has four areas: the icon rail on the far left, the Taskade EVE chat panel, the in-space sidebar, and the work area. Breadcrumbs at the top show where you are. Every area follows your role, so a Viewer sees fewer controls than an Owner.

┌───────────────────────────────────────────────────────────────┐
│ Taskade  ›  My Workspace  ›  Launch Plan                      │
├──────────┬─────────────┬────────────────┬─────────────────────┤
│ RAIL     │ TASKADE EVE │ IN-SPACE       │ WORK AREA           │
│ Search   │ the AI chat │ › Projects     │ [Workspace|Preview] │
│ Recent   │             │ › AI Agents    │                     │
│ Shared   │ Mode ▾      │ › Automations  │ List Board Table    │
│ Memory   │             │ › Integrations │ Mind Map            │
│          │             │ › Media        │ More Views ▾        │
│ Help     │             │                │ your content        │
│ Settings │             │                │                     │
└──────────┴─────────────┴────────────────┴─────────────────────┘

How Taskade organizes your work

Taskade nests your work in four levels: workspace, app, project and task. The workspace holds billing and members. An app (the name for what used to be a Team, Folder or Subspace) groups related projects, agents and automations, and it has a Preview tab for its interface. A project holds the content. A task is the smallest unit that agents and automations read and write.

Each level inherits settings from the level above, and you can override a role at any level. A new workspace opens to the Create screen with the prompt box. If your workspace already holds projects, the Create screen shows Open my projects under the prompt box. To always open on your project list, click the arrow next to the workspace name, choose Edit, and set Opens to on the General tab.

Tip: Each workspace is billed separately, and Free includes 1 workspace. Use apps inside one workspace to separate clients or departments before you create a second workspace.

Step 3: Create Your First Project and Pick a View

A project is a page for tasks, notes and data, and you can show the same project as a list, a board, a table, a mind map and more without copying anything. Click ➕ New project, start blank, from a template or with the AI Generator, and every new project opens in List view.

Do this now:

1. Open your workspace and click ➕ New project in the top right.
2. Start blank, and type a title such as "Client Onboarding."
3. Type one task per line: "Send welcome email," "Book kickoff call," "Share project folder."
4. Press Tab on a line to indent it under the line above. Press Shift + Tab to outdent.
5. Switch the view at the top of the project from List to Board, then to Table.

Which project view should a beginner use?

Start with List view to write, Board view to track progress, and Table view to store records. All views show the same data, so switching never duplicates work. Four views sit as tabs on the toolbar, and the rest sit under More Views.

Add details to a task

Select a task and use its add-ons to give it more context. You can set a due date, assign it to a teammate, leave a comment, upload a file or embed a video. In Table view, custom fields turn each task into a row with typed columns, such as status, owner and amount. That is how a simple project becomes a database that an agent or an app can read.

Tip from the 2022 guide that still works: Turn a long list into an outline. Indent related tasks under a heading line, then fold the heading to hide the detail. In Mind Map view, the same outline becomes a tree that you can present in a meeting.

You are done with Step 3 when your project shows the same tasks in List, Board and Table view.

Step 4: Ask Taskade EVE for Help

Taskade EVE is the AI assistant at the center of your workspace, and it can create projects, build Taskade Genesis apps, set up agents and wire automations from a chat. Type what you want in plain English. Taskade EVE sees your whole workspace, so it can find and change your existing projects, not only the newest one.

A custom AI agent is a specialist that you build for one job. Taskade EVE is the generalist that builds things for you. Read Taskade EVE for the full list of what it can do.

Try these three prompts on your Step 3 project:

1. "Add a Status field to Client Onboarding with To do, Doing and Done, and set every task to To do."
2. "Group Client Onboarding into three sections: Before the call, During the call, After the call."
3. "Write a short welcome email for a new client, and add it as a note under Send welcome email."

Pick an AI model tier

Under the prompt box, the model selector picks how much reasoning Taskade EVE spends on a request. TSK-Auto is the default and picks the model for you. Taskade runs on frontier models from top AI labs, and deeper tiers use more credits per request.

Three features beginners miss

• Voice input. Leave the composer empty, click the mic, or press Command/Ctrl + Shift + M, and speak for up to one minute. Taskade puts the transcript in the composer and never sends it on its own.
• Queued messages. Type your next request while Taskade EVE is still working, and press Enter. It waits under Up next and sends in order.
• Standing preferences. Tell Taskade EVE to remember how you like answers, or edit Taskade EVE memory in Settings → Account. The preference follows your account across workspaces.

Note: If your workspace has no AI credits, a queued message reads Needs credits and stays in the queue. On a Free account that never had credits, Taskade EVE shows Pick a plan to start building. See Before You Start.

Step 5: Build Your First Taskade Genesis App

Taskade Genesis builds a live app from one plain-English prompt: the projects that store the data, an AI agent, an automation and the pages that users see. Type the prompt in the box on your workspace home, or at taskade.com/create, and send it. A first build takes about 60 to 120 seconds.

Write a prompt that names four things

A good first prompt names the users, the data, the actions and the outcome. A vague prompt gives a vague app. You do not need a perfect prompt, because you refine the app by chatting after the first build.

Vague prompt (do not use this pattern):

"Make a client app."

Good prompt (use this pattern):

Build a client request tracker. Clients submit a request with their name,
email, request type (design, copy, other), budget, and due date. Store every
request in a Requests project. Show me a board of open requests grouped by
type. When a new request arrives, write a two-line summary and add a
follow-up task for me. Do not add sign-in or a custom domain yet.

Naming the fields gives each request a typed column from the first save. The last line keeps Taskade Genesis from adding sign-in before you decide that you want it. For more patterns, read Writing your first prompt and A Maker's Guide to AI Prompts.

Send the prompt and watch the build

1. Click the paperclip icon if you want to attach a brand guide, a CSV or a screenshot as context.
2. Leave Agent Mode on. It is on by default, and it lets Taskade EVE plan and build the whole app.
3. Click the Send arrow, or press Enter.
4. Watch the Plan list mark each step and the Built so far list name each project, agent and automation as it lands.
5. Wait for the bar that reads, for example, Client Request Tracker is ready, with a Publish button.

The first clean build of a new app goes live once at its own your-app.taskade.app address. That first version is unlisted, so it is not in public listings and search engines do not index it. If the app has a sign-in screen and you did not choose who can open it, the app stays a draft.

Change the app by chat or by click

Refine one change at a time, either in the Taskade EVE chat or with the Element Selector. Both edit the same live app.

• By chat: type "Use our brand pink #ff2d60 as the main color" or "Add a confirmation message after a client submits a request."
• By click: in the app preview toolbar, click Select element, click a button, heading or card, and describe the change in the chat. Taskade shows "Element selected" first.

On a new app, Taskade saves each change as a draft. Visitors see it only after you click Publish again. Until then, the publish status reads Changes not live yet. You can roll back to an earlier version from the version history.

On the Free plan? Clone a free app kit instead

A free app kit gives a Free account a working app without AI credits. The Taskade App Factory lists apps that their makers share as kits. Open a kit page, check what it holds, and click Clone to Workspace. Taskade copies the projects, agents and automations into a workspace that you pick.

Before you clone on Free, read the counts on the kit page. Free blocks the import of a kit that holds automations, and a kit agent counts against your 1-agent limit. So pick a free kit with no automations and at most 1 AI agent. These two met that rule when we checked on 2026-11-07:

A kit with automations, such as most business templates, needs a paid plan to clone. A cloned kit also counts as one of your 3 Free apps. After the clone, open the app's Preview tab, then open each project in the sidebar to see how the app stores its data. Read Community Kits for the full clone rules.

You are done with Step 5 when you can open your app, submit one test entry, and see that entry land in its project.

Step 6: Train Your First AI Agent

A custom AI agent is a reusable AI teammate for one job, built from instructions, knowledge, tools and a model. Open AI Agents in the sidebar, write the instructions, add your projects and files as knowledge, turn on tools, then test it in Messages. Free includes 1 agent with 1 knowledge source.

Build it in five moves:

1. Open AI Agents in your workspace sidebar. Pick Generate to describe the agent, Templates to start from a ready-made one, or Create to start blank.
2. On the Knowledge tab, type the role in the Prompt field under Instructions. Write it like a brief for a new teammate.
3. On the same tab, click Add Project and pick your Client Onboarding project. A project source syncs when the project changes.
4. Open the Actions tab. On Tools, turn on only what the job needs.
5. Open Messages and send three real questions from the job. If all three answers are correct, open Publish, turn on Publish Agent, and click Copy link next to Agent Share Link.

A good instruction sets a boundary, so the agent never invents an answer:

You are the onboarding assistant for my design studio. Answer client
questions about our kickoff process, timelines, and what to prepare, using
the attached Client Onboarding project. Keep answers under 80 words. If the
answer is not in the project, say so and offer to pass the question to me.

An agent runs on frontier models from top AI labs, and TSK-Auto picks one for each request. Its tools include web search, project actions and file analysis, and it can start an automation. Taskade does not publish a fixed tool count, because the tool list loads from your connected apps. Read Custom AI Agents and Agent Knowledge & Memory for the full setup. Compare agent builders in What Are AI Agents? and AI Agent Builders Explained.

You are done with Step 6 when the agent's share link opens in a private browser window and answers from your project.

Step 7: Add Your First Automation

An automation is a trigger plus one or more actions that run on their own, and it writes its results back into your projects. Open Automations in the sidebar, or click Automate at the top of a project, pick a trigger, add actions, and turn the automation on. Automations run on every plan, Free included.

Build a first automation on your project:

1. Open Client Onboarding and click Automate at the top. The project is added to the flow for you.
2. Pick the trigger Task Completed.
3. Add an action that asks your agent for a one-line update on the finished task.
4. Type @ in the next field to insert the agent's reply, and add an action that writes it to a field or a new task.
5. Select the trigger. If its Test Run section shows Test, click it. If not, turn the automation on and complete one task.
6. Open the Runs tab and read the data that each step received.

Which triggers and integrations work on your plan?

Free runs the built-in workspace steps plus four standard connectors: HTTP Request, RSS, Pushover and MCP Client. Premium integrations such as Gmail, Slack, Google Sheets, Notion and Stripe need a paid plan, and some integrations need Pro and up. The webhook trigger is Pro and up.

Free includes 10 automation runs per billing period, shared by the workspace. AI steps, such as asking an agent, use AI credits. Non-AI steps, such as moving a task, do not. Taskade connects to 100+ integrations in total. See the full catalog on the integrations page and the guide to Automations. For ready-made flows, browse Taskade automations.

You are done with Step 7 when the Runs tab shows one successful run and the result shows in your project.

Step 8: Publish Your App

Click Publish in the top right of the app, choose who can open it, and Taskade gives the app its own web address. On a live app, the same button reads Update when changes wait to go live, and Live when the app is up to date. Publishing works on every plan, and some options need Pro.

Step 1: Choose who can open it.

On the first Publish of a draft, Taskade looks at the app and preselects a choice with a Suggested tag. For example, it suggests Each person signs in when a project holds emails or phone numbers.

Step 2: Decide on the public listing. Expand More options. Turn on Show in public listings to let anyone find the app in search and in the Taskade App Factory. Leave it off to keep the app unlisted, so only people with the link can open it.

Step 3: Let others clone it only if you mean to. A public listing does not make an app cloneable. Open Let others clone, then choose Free or Paid to let other people copy it as a kit.

Sign-in confirms who a visitor is, not what they see

App sign-in works on every plan, and it confirms identity, not privacy. With Each person signs in, every visitor logs in with their own account. A signed-in person can still read every row of a project until you set up row privacy.

To show each person only their own rows, open More options on the live app and turn on Private entries. Pick the owner field that matches each row to a login. Then open the app with a second account and confirm that it sees only its own rows. Read App Users before you put customer data in a public app.

Where your app lives

Read Publishing for every option, and Custom Domains to connect your own domain. To see what makers ship, browse the AI apps hub and our guide to free AI app builders.

You are done with Step 8 when the header button reads Live and the app opens in a private browser window.

Step 9: Share Projects and Invite Your Team

Invite people to the whole workspace from Settings → Members, or share one project with the Share button, and give each person a role from Owner to Viewer. Free includes 2 workspace members. Pro includes 10, and Business and up have no member limit.

Roles from Owner to Viewer

Taskade uses role-based access from Owner to Viewer, and roles cascade from the workspace to its apps and projects. You can override a role at any level. An Owner holds the account and billing. An Editor creates and edits projects. A Viewer reads and comments but cannot check tasks off. Pick each role by what the person needs to do, and read User Roles & Permissions for the full matrix.

Note: A member of your workspace does not get access to a private app inside it by default. Invite them to that app too.

Chat next to the work

Every Taskade project has its own chat, so questions and decisions stay next to the tasks they are about. Click the 💬 chat icon in the top right of a project, choose Team Chat, and type. The chat supports Markdown, and you can record a screencast and attach it to a task or a message. Project members can also start a video call. If your camera does not show, see Enable Your Camera for Video Calls. For the full guide, read Chat and Messaging.

You are done with Step 9 when a teammate opens your project from the invite and edits one task while you watch it change in real time.

Which Taskade Plan Does a Beginner Need?

Start on Free, and move to Pro at $10/month billed annually when you need AI credits, a second agent, a fourth app, a third teammate or a custom domain. Pro is the plan most beginners need. Business adds single sign-on and higher volume, and Enterprise adds SCIM.

Prices and limits checked on 2026-11-07 against the pricing page and Compare Taskade Plans.

Automation runs and monthly credits are shared by the whole workspace, not counted per person. With your own Anthropic key on Pro and up, you can run Claude in custom agents. Read Is Taskade Free? for every Free limit.

You can switch plans at any time. A canceled plan stays active until the end of the billing period, and your projects, agents and apps are not deleted. See Manage Your Subscription.

Common Beginner Mistakes and How to Fix Them

Most beginner problems come from starting too big, skipping the test step, or not knowing a plan limit. The table lists the common ones and the fix for each.

What Older Taskade Tutorials Get Wrong

Many Taskade tutorials on the web describe a product from before Taskade Genesis, and several quote plan facts that are no longer true. We compared the top beginner guides for "how to use Taskade" on 2026-11-07. The table lists the claims we found and the current fact, so you can check any guide you read.

The fix is simple. Use the date on the guide, and check plan facts on the pricing page before you decide.

Your First Week With Taskade: A Day-by-Day Plan

Spend about 20 minutes a day for a week, and you will finish with a project, an app, an agent and an automation that do real work. Each day adds one layer, so nothing feels like too much at once.

If you want ideas for your first real app, follow one of our step-by-step builds: a booking system, an invoice app or an inventory tracker. If you are comparing project tools, read the best AI project management tools.

Taskade on Your Phone, Desktop and Browser

Taskade runs in the browser, in desktop apps for Mac, Windows and Linux, and in mobile apps for iOS and Android, and your work syncs in real time across all of them. Get every app from the downloads page.

The mobile apps need a live internet connection, so there is no offline editing mode. See the Mobile Guide for the phone layout and home-screen widgets.

Frequently Asked Questions

Keep Learning

The fastest way to learn Taskade is to build one small thing that you will use tomorrow. Pick one job from your week, run it through the nine steps, and improve it by chat.

• Build: describe your first app at taskade.com/create, or clone a kit from the Taskade App Factory.
• Agents: browse ready-made AI agents and read Custom AI Agents.
• Automations: start from a Taskade automation and read Automation Triggers.
• Templates: start a project from the template gallery.
• Students: see Taskade for Students.
• History: see how the product looked in our 2021 year in review and the V4 editor refresh.
• Visual work: read Visual Collaboration 101 on mind maps, boards, outlines and org charts.

Memory holds your work, intelligence reads it, and execution moves it forward. Start with one project, and let the loop grow from there. ▲ ■ ●