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Projects

📋Projects

Create projects with 7 views, manage tasks, customize workspaces, and collaborate in real-time.

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TL;DR: A single map. Every node connected. Projects and databases are the Memory layer of Workspace DNA. They store every task, record, file, and field your team works with, and they feed that context to your AI agents (Intelligence) and automations (Execution). When you build a Taskade Genesis app, your projects become its live database backend. One source of truth, seven views, real-time sync. See the loop live at /learn/genesis/dna-graph.

What Are Projects & Databases?

A project in Taskade is a structured document that doubles as a database. Every task, row, or block is a record. Every column is a custom field. Every project can be viewed as a list, board, table, calendar, mind map, Gantt chart, or org chart — 7 views, without duplicating data. When Taskade Genesis builds an app for you, these same projects become the app's database backend, syncing in real time with the live UI.

In short: a project is both a workspace document and a database row store and an app backend — all at once.

The Memory Layer of Workspace DNA

Workspace DNA has four layers: Memory (Projects), Intelligence (Agents), Execution (Automations), and Interface (the App UI). Memory is the foundation. Without it, agents have nothing to reason over and automations have nothing to act on.

This is the self-reinforcing loop: Memory feeds Intelligence, Intelligence triggers Execution, Execution writes back to Memory. Every cycle makes your workspace smarter.

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Start Here

Get started with Taskade in minutes. Learn the workspace hierarchy, create your first project, add tasks, and explore project views and collaboration features.

Create a Workspace

Create a workspace in Taskade to organize folders, projects, and templates in one hub. Set up separate workspaces for teams, clients, or personal use.

Create a Project

Create a new project in Taskade to organize tasks, notes, and documents. Choose from 7 views including List, Board, Mind Map, and collaborate in real time.

A Guide to the New UI

Navigate the new Taskade Genesis UI with this visual guide. Learn where to find workspaces, apps, projects, AI agents, and automations in the updated interface.

What Are Project Views?

Switch between 7 project views in Taskade — List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart. Visualize the same data your way.

List View / Outline

Work in Taskade List view to manage tasks, create outlines, and draft documents with unlimited nesting. The default project view for checklists and to-do lists.

Add Task / Subtask

Add tasks and subtasks in Taskade by clicking and typing. Press Tab to indent subtasks, Enter to create new lines, and drag to reorder across any project view.

Manage Tasks

Manage tasks in Taskade with Add-ons for comments, due dates, file uploads, embeds, timers, and AI agents. Extend every task with powerful built-in features.

Edit & Format Projects

Format Taskade projects with font sizes, emojis, hyperlinks, undo/redo, link colors, mixed formatting, and content blocks. Edit and style any project view.

Editing & Formatting

Format tasks and sub-tasks in Taskade with checklists, headings, ordered lists, and paragraphs. Use the drag icon menu or keyboard shortcuts to style content.

Board / Kanban View

Organize tasks on Kanban-style boards in Taskade. Drag cards between columns, track sprint progress, and manage workflows with the Board view.

Table View

Manage tasks in a spreadsheet-style layout with the Taskade Table view. Add custom columns, filter rows, group tasks, and track progress in customizable tables.

Calendar View

View tasks by month, week, or day in the Taskade Calendar view. Create tasks, set due dates, assign owners, and drag-and-drop to reschedule deadlines.

Mind Map View

Brainstorm and visualize ideas with the Taskade Mind Map view. Branch out from a central concept, create flowcharts, and collaborate in real time.

Gantt Chart View

Visualize tasks on a timeline with the Taskade Gantt Chart view. Track deadlines, task durations, and dependencies to plan and schedule projects effectively.

Org Chart View

Map organizational structures with the Taskade Org Chart view. Visualize team hierarchies, roles, and responsibilities in a top-down tree layout.

Custom Fields

Add custom fields to tasks and projects in Taskade. Categorize, prioritize, and track progress with text, number, date, and dropdown field types in Table view.

Timeline (Inside Gantt View)

The timeline is the scrolling time-axis component inside the Taskade Gantt view. Learn how to scroll, zoom, and schedule tasks on the Gantt timeline.

Projects & Databases: The Memory Pillar

Projects and databases are the Memory layer of Workspace DNA. Learn how 7 views, custom fields, semantic search, and 7-tier permissions power your agents and apps.

Slash Commands

Type / in any Taskade project to access slash commands for formatting, Add-Ons, AI actions, and more. Browse the full list of available commands and shortcuts.

Assign a Project / Task

Assign projects and tasks to team members in Taskade. Use the Assign button or filter by assignee to track who owns what across workspaces and folders.

Create, Edit, & Manage Due Dates

Set start dates, end dates, and time ranges on tasks in Taskade. Use the Add-ons menu or keyboard shortcut to schedule deadlines and receive reminders.

Recurring Tasks

Set tasks to repeat daily, weekly, monthly, or on a custom schedule in Taskade. Recurring tasks auto-create a new instance after you complete the current one.

Real-Time Collaboration

Collaborate in real time with your team in Taskade. Edit projects, manage tasks, chat, and see live cursors across all project views and devices.

Add Blocks

Add check, bullet, number, letter, and paragraph blocks to Taskade projects. Generate blocks with AI agents and customize content.

Chat and Messaging

Send messages and collaborate inside any Taskade project with built-in chat. Start team discussions, share updates, and keep conversations next to your tasks.

How to Chat on Taskade

Start a team chat in Taskade by sharing a project link or inviting members by email. Communicate and collaborate without switching between apps.

Project Comments

Add comments to tasks and sub-tasks in Taskade for async collaboration. Give feedback, ask questions, and keep context alongside your work across time zones.

Share a Project / Add Collaborators

Share a Taskade project with team members or external collaborators. Invite by email, link, or QR code and set granular permissions for each participant.

Publish a Project

Publish a Taskade project with a public link or embed it on your website. Share read-only views of tasks, documents, and mind maps with anyone.

Share with Password

Add password protection to shared Taskade links for projects, AI agents, forms, and automations. Control who can access your public content with a passcode.

User Roles & Permissions

Set user roles and permissions in Taskade with 7 access levels from Owner to Viewer. Control who can edit, comment, or view projects, folders, and workspaces.

Create & Use Templates

Create, use, and manage templates in Taskade. Turn any project into a reusable template and share it with your workspace or folder for repeatable workflows.

Template Gallery

Browse hundreds of free templates in the Taskade Template Gallery. Kickstart projects with pre-built frameworks for task management, planning, and workflows.

Share a Template

Convert a Taskade project into a reusable template and share it with your team or anyone via link. Let others create new projects from your proven structure.

Schedule Templates

Schedule Taskade templates to auto-create projects on a recurring basis. Set daily, weekly, or monthly intervals so your team starts each cycle fresh.

Copy / Duplicate / Move a Project

Copy, duplicate, or move projects between workspaces and folders in Taskade. Preserve all tasks, sub-tasks, and formatting during the transfer.

Move a Project

Move a project between workspaces and folders in Taskade. Drag-and-drop or use the menu to transfer projects while preserving all tasks and permissions.

Complete / Delete a Project

Complete, archive, or delete a finished project in Taskade. Mark projects as done to keep them recoverable, or permanently remove them when no longer needed.

Version History

Restore previous versions of any Taskade project with one click. Version History tracks text edits, tags, mentions, and AI agent changes automatically.

Search

Search across all projects, tasks, and content in your Taskade workspace. Use Ctrl/Cmd + F for in-project search or global search to find anything instantly.

My Tasks

View all your assigned tasks across every Taskade workspace in the My Tasks dashboard. Filter by owner, due date, or folder and check off tasks in one place.

Activity Feed

Track all workspace changes in the Taskade Activity Feed. View edits, comments, due dates, and membership updates across your team in one notification hub.

Reminders

Set custom reminders on tasks and subtasks in Taskade. Get notified before deadlines across all your devices so you never miss a due date.

Hide Completed

Hide completed tasks in Taskade to focus on remaining work. Toggle visibility from the project menu and show them again anytime across all project views.

Multi-Select / Bulk Assign Tasks

Select multiple tasks at once and bulk-assign, move, delete, or duplicate them in Taskade. Save time managing large projects with the Multi-Select toolbar.

Customize Project

Customize your Taskade project with backgrounds, cover images, and appearance settings. Set wallpapers and display options from the Project Settings menu.

Create a Team (Folder)

Create teams and folders in Taskade to organize projects within a workspace. Now replaced by Apps in Taskade Genesis for building and collaborating on applications.

Workspace / Team Tags

Create color-coded tags in Taskade to organize and filter projects inside workspaces. Group related projects, apply multiple tags, and find work faster.

Change Workspace Color & Icon

Change the accent color and icon of any Taskade workspace. Use the color wheel, paste hex codes, or pick a custom emoji to visually distinguish your workspaces.

Hierarchy Structure

Understand the Taskade hierarchy of Workspaces, Apps, Projects, and Tasks. Organize your work with a clear structure from top-level hubs down to subtasks.

Markdown Support

Use Markdown syntax in Taskade to format tasks, import .md files, and export projects. Supports bold, headings, lists, links, and code blocks in the editor.

Sweep Up Projects in One Move

Multi-select projects in Taskade with shift-click, then copy, move, or delete them all at once. Sweep up after a sprint, a hackathon, or a busy month.

Connect Projects to Your Agents

Wire a Taskade project into your AI agent via the Knowledge tab. The agent reads live workspace data on every reply and refreshes itself as your project changes.

Keyboard Shortcuts

Browse all Taskade keyboard shortcuts for text formatting, task management, navigation, and AI commands. Press Ctrl + Shift + / to view shortcuts in the app.

Reorder Tasks with Keyboard Shortcuts

Reorder tasks in Taskade with Ctrl/Cmd + Shift + arrow keyboard shortcuts. Move tasks up, down, or indent them without touching your mouse.

Changing Default Shortcuts

Customize default keyboard shortcuts in the Taskade Desktop app. Remap key bindings on Mac through the Preferences menu to match your personal workflow.

Quick Add Shortcut (Tasks, Notes)

Capture tasks and notes instantly with the Taskade Quick Add shortcut. Press Cmd/Ctrl + K to add items to any project without leaving your current view.

Drag Icon Menu

Access formatting, Add-Ons, and task reordering from the Taskade drag icon menu. Hover over any task and click the drag handle to manage individual tasks.

Outlining 101

Learn outlining basics in Taskade to break complex projects into manageable tasks. Use nested hierarchies, indentation, and drag-and-drop to organize ideas.

Zoom In/Out on All Views

Zoom in and out on all Taskade project views using keyboard shortcuts. Adjust zoom levels on desktop and in web browsers for Mac, Windows, and Linux.

Embed Taskade

Embed live Taskade projects on your website or blog. Copy the embed code, set permissions, and let visitors interact with tasks directly on your page.

CNAME / Custom Domain

Set up a custom domain or CNAME for your Taskade workspace. Brand shared links with your own subdomain or connect a custom domain on paid plans.

Taskade Autopilot

Generate entire workspaces from a single prompt with Taskade Autopilot. Auto-create connected projects, AI agents, and automations for your team in seconds.

Taskade Calendar

View all tasks with due dates across every Taskade workspace in one calendar. Browse by month, week, or day and create tasks directly from date cells.

Workflow Generator

Build automations in natural language with the Taskade Workflow Generator. Describe what you need and create branching, looping, multi-step workflows.

Enable Your Camera for Video Calls

Enable camera and microphone access for Taskade video calls on Mac, Windows, and Linux. Grant permissions in System Preferences or browser settings.

App Permissions

Control who can access and edit your Taskade apps with App Permissions. Set visibility and editing rights for workspace members and external collaborators.

Spell Check Settings

Enable or disable spell check in the Taskade Desktop app and web browser. Follow platform-specific steps for Mac, Windows, Linux, Chrome, and Firefox.

Actionsheet View

Manage tasks in Taskade Actionsheet view with customizable lists. Assign work, track progress, and organize personal or team projects in a streamlined layout.

Task Add-Ons

Extend tasks in Taskade with Add-Ons for comments, due dates, assignments, file uploads, embeds, and timers. Access them via the plus icon on any task.

Fill with AI (Table View)

Auto-populate table columns with AI in Taskade. Use Fill with AI to translate, summarize, or extract data across rows in the Table view without manual entry.

Taskade AI Assistant (Mobile)

Use the Taskade AI Assistant on iOS and Android to generate content, brainstorm ideas, and organize tasks. Access AI commands and custom agents on mobile.

Taskade AI Chat (Mobile)

Chat with AI inside Taskade projects on mobile. Ask questions, generate content, summarize text, and get contextual support directly within iOS and Android.

Guide to Taskade Mobile

Get started with Taskade on iOS and Android. Organize workspaces, manage tasks, collaborate in real time, and use AI features from your mobile device.

Mobile Widgets

Add Taskade widgets to your iOS or Android home screen. View due dates, starred projects, recent items, and quickly add tasks with four widget types.

Mobile Quick Add Widget

Add tasks from your phone home screen with the Taskade Quick Add widget. Set up the iOS or Android widget to capture tasks and access projects instantly.

Why are some Mobile Widgets no longer supported?

Find out why some Taskade mobile widgets were deprecated and how to switch to the new versions. Updated widgets offer expanded features on iOS and Android.

Account Deletion & Data Export

Delete your Taskade account and export your data before removal. Follow step-by-step instructions for permanent account deletion and full data backup.

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