Projects

📋Projects

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

What is a Taskade project?

Projects are the Memory layer of your workspace. Organize data with multiple views, manage tasks with custom fields, and collaborate with your team in real-time. Projects feed AI Agents (Intelligence) and Automations (Execution) to form Workspace DNA, the foundation of every Taskade Genesis app.

TL;DR: Projects are the Memory layer of Taskade's Workspace DNA. They hold the structured data that AI Agents and Automations act on. Every project supports multiple views (List, Board, Table, Mind Map, Docs (Beta), and Calendar on every plan, with Gantt Chart, Actionsheet, and Org Chart on paid plans), real-time collaboration, custom fields, and role-based access from Owner to Viewer.

How do projects fit Workspace DNA?

Projects are the Memory layer. They hold the structured data that AI Agents (Intelligence) and Automations (Execution) act on. Together those layers form Workspace DNA, the foundation of every Taskade Genesis app.

Which views can a project use?

Every project supports multiple views. Switch among List, Board, Table, and Mind Map in the toolbar, or open More Views for Docs (Beta), Calendar, Gantt Chart, Actionsheet, and Org Chart. Gantt Chart, Actionsheet, and Org Chart need a paid plan. Every other view is available on every plan, Free included.

View Best for Where to find it
List Default outline, fastest data capture Toolbar tab
Board Kanban flow across stages Toolbar tab
Table Spreadsheet-style data Toolbar tab
Mind Map Visual brainstorming branches Toolbar tab
Docs (Beta) Long-form writing on top of tasks More Views
Gantt Chart Timeline and dependencies More Views, paid plan
Calendar Date-centric scheduling More Views
Actionsheet Simple spreadsheet-style lists More Views, paid plan
Org Chart Team / hierarchy visualization More Views, paid plan
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A Taskade project holding structured records, shown as a board on desktop and phone

TL;DR: Projects and databases are the Memory layer of Workspace DNA. They store every task, record, file, and field your team works with. They feed that context to your AI agents (Intelligence) and automations (Execution). In a Taskade Genesis app, your projects become the live database backend. One source of truth, multiple views, real-time sync.

Overview

Run a real business on data you own. Every Taskade project doubles as a live database, the Memory layer that your AI agents read and your automations write to. When Taskade Genesis builds you an app, these same projects become its backend, so a booking tool, CRM, or client portal stays in sync with the records behind it.

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. You can view every project as a list, board, table, mind map, doc, Gantt chart, calendar, actionsheet, or org chart. Each view shows the same data with no duplication. When Taskade Genesis builds an app for you, these same projects become the app's database backend. The backend syncs 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.

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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 project in Taskade to organize tasks, notes, and documents. Switch between List, Board, Table, and Mind Map views, 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 multiple project views in Taskade: List, Board, Table, Mind Map, Docs, Gantt Chart, Calendar, Actionsheet, and Org Chart. 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 an entire workflow from 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, build flowcharts, and collaborate on them 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 an organizational structure with the Taskade Org Chart view. Visualize team hierarchies, roles, and responsibilities in a clear 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 inside the Taskade Gantt Chart view. Learn how to scroll it, zoom it, and schedule tasks directly on the timeline.

Projects & Databases: The Memory Pillar

Projects and databases are the Memory layer of Workspace DNA. See how views, custom fields, search, and role-based access power your agents and your 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 every project view and every device.

Add Blocks

Add check, bullet, number, letter, and paragraph blocks to a Taskade project. Generate blocks with an AI agent, then reorder and customize the 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 separate 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 as a public link, or embed it on your own website. Share a read-only view of tasks, documents, and mind maps with any audience.

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 role-based access 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 a project between workspaces and folders in Taskade. Keep every task, subtask, and formatting choice intact 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 a previous version 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 workspace changes in the Taskade Activity Feed. See edits, completions, mentions, and automation runs, and scope the feed to one workspace at a time.

Reminders

Set a custom reminder on any task or subtask in Taskade. Get notified before a deadline across every device, so a due date never slips past your team.

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.

Pick Up Recent Work Across Your Workspaces

Open Recent to reach the apps, projects, AI agents, AI teams, and media you touched last, and scope the whole list to a single workspace in one click.

Create a Team (Folder)

Create teams and folders in Taskade to group projects inside a workspace. Apps in Taskade Genesis now cover building and collaborating on an application.

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.

Paste & Save Any Link

Paste any URL into a Taskade project and it saves as a clean, titled bookmark that you can organize, share, and reference. No browser extension is needed.

Connect Projects to Your Agents

Wire a Taskade project into an AI agent from the Knowledge tab. The agent reads live workspace data on every reply and refreshes 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 the Ctrl/Cmd + Shift + arrow shortcuts. Move a task up, move it down, or indent it without ever reaching for 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 any Taskade project view with a keyboard shortcut. Adjust the zoom level on the desktop app and in a browser on Mac, Windows, or 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 and brand every shared link. Custom domains are available on the Business, Max, and Enterprise 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 the permission in System Preferences or in 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. See due dates, starred projects, and recent items, and add a task without opening the full app.

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.

Upgrade Your Mobile Widgets

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.

Taskade for Writers

Use Taskade as your AI writing workspace. Outline fast, draft with AI agents, organize research, and publish, all in one place that is built for writers.

Taskade for Students

Use Taskade to organize courses and assignments, take notes, research with AI agents, plan study sessions, and run group projects. Start on the free plan.

Taskade for Project Managers

Plan projects across Board, Table, Gantt Chart, and Calendar views. Assign work, set due dates, automate status collection, and report progress in one place.

Taskade for Freelancers

Manage every client, proposal, deadline, and invoice in one Taskade workspace, with AI agents that draft briefs, research leads, and chase follow-ups.

Taskade for Remote Teams

Run a remote team from one Taskade workspace: async updates, live editing, team chat, clear permissions, and automations that gather status on schedule.

Taskade for Product Management

Build roadmaps, prioritize a backlog, draft specs, route feedback, and plan releases in one workspace, with AI agents that summarize research for you.

Label and Filter Tasks with Hashtags

Type a #hashtag inside any Taskade project to label tasks, use autocomplete to reuse existing ones, and click a hashtag to filter the list in one tap.

Link Projects Together with @Mentions

Link related Taskade projects with an @mention. Search across folders and workspaces, insert a clickable backlink, and navigate between connected work.

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