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Edit & Format Projects

Edit & Format Projects

Updated 2026-03-04ยท7 min read
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Format Projects

A project in Taskade can become just about anything. Formatting your projects allows you to write documents, make checklists, and create high-level outlines.

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Drag to Reorder

Drag and drop the checkboxes to re-order tasks and subtasks together.

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Attach Files, Add Due Dates, and More

For each task, you can attach files, add comments, set due dates, and much more.

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Style and Highlight

Easily highlight and style your text by simply selecting the text.

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Add Date to Projects

Add a date or date range to your projects and keep track of schedules/deadlines. The date range also shows up on your calendar so you can stay on top of everything!

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Change Font Size (Mobile)

You can change the font size on your device to make the text in the Taskade mobile apps easier to read! Here are the instructions for iOS and Android devices.

๐Ÿ’ก Note: Keep in mind that you need to change the default OS font size!

iOS (iPhone, iPad)

  1. Go to iOS Settings โžก Display & Brightness โžก Text Size.
  2. Drag the slider to the left or right to adjust the font size.


Increase Font Size

  1. Go to Settings โžก Accessibility โžก Display & Text Size.
  2. Tap Larger Text for larger font options.
  3. Drag the slider to select the font size you want.

Android

  1. Open your device's โš™๏ธ Settings app.
  2. Tap Accessibility โžก Font size.
  3. Use the slider to choose your font size.

๐Ÿ’ก Note: Some of these steps work only on Android 7.0 and up. The font size setting doesn't apply to the Google Chrome app, which has its own text control.


Change Display Size

To make items on your screen smaller or larger:

  1. Open your device's โš™๏ธ Settings app.
  2. Tap Accessibility โžก Display size.
  3. Use the slider to choose your display size.

Insert Emoji Shortcut

Business conversations don't have to be boring. Taskade lets you add emojis ๐Ÿ˜บ to your tasks, sub-tasks, comments, and in chat. Here are a few ways to do that:

  • Method 1: Type: (colon) and the name of the emoji you want to use, e.g. :smile.

  • Method 2: Use a system keyboard shortcut:

  • ๐Ÿ”ต Windows: โŒจ๏ธ Windows Key + . (Period)

  • ๐Ÿ”ด Mac: โŒจ๏ธ Ctrl + โŒ˜ + Space

  • ๐ŸŸข Linux: โŒจ๏ธ Ctrl + Alt + E

Method 3: Use the "Insert Emoji" ๐Ÿ™‚ button in the chat box.

๐Ÿ’ก Note: Want to add a task reaction? Visit Task Reactions to learn how.


Undo/Redo

Made a mistake? The undo/redo feature lets reverse the edits you made.

  • Press โŒจ๏ธ โŒ˜ + Z(Mac) or CTRL + Z(Windows)to undo.
  • Press โŒจ๏ธ SHIFT + โŒ˜ + Z(Mac) or SHIFT + CTRL + Z(Windows) to redo.
  • Alternatively, redo with โŒจ๏ธ โŒ˜ + Y(Mac) or CTRL + Y(Windows).

Here's what you can do with the undo/redo feature:

  • Add / delete tasks
  • Add / delete blocks
  • Reorder tasks
  • Fold / unfold tasks
  • Indent / outdent tasks
  • Style / highlight tasks
  • Hyperlink tasks

๐Ÿ’ก Note: Want to restore your project to a previous state? You can revert to a snapshot in time using the Project History feature.


Instead of using shortcuts for hyperlinking, you can simply select a text and paste your links directly to create a hyperlink! Follow the instructions to create your first hyperlink:

  1. Type the text you want to convert into a hyperlink.
  2. Copy a URL (link) of the website you want to link to.
  3. Highlight the text and paste the link using a โŒจ๏ธ โŒ˜ + V(Mac) or Ctrl + V(PC).

๐Ÿ’ก Note: Visit Project Links (Crosslinking) to find out how to link projects.

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The color of hyperlinks/navigation elements in your projects is inherited from their parent workspace/folder. Here's how to customize the color theme of your projects in four simple steps.

  • Go to a parent Workspace/Folder.

  • Click the arrow next to the name of your folder.

  • For workspaces, click the arrow next to the Home button.

Pick one of the pre-defined colors, use the color wheel, or paste a Hex code.

Click Update to confirm changes.

๐Ÿ’ก Note: To set the color to black, paste "#000000" into the "custom color" field.


Hyperlinking

Hyperlinks let you quickly jump to web pages using links embedded into text.

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You can add hyperlinks in Taskade in two ways:

  • ๐Ÿช„ Using the Hovering Toolbar

  • Create a task or add the text you want to turn into a hyperlink.

  • Select the text or the entire task using the mouse cursor.

  • Click the ๐Ÿ”— hyperlink icon in the Hovering Toolbar.

  • Type or paste the link and click โœ”๏ธ.

  • โŒจ๏ธ Using keyboard shortcuts

  • Highlight text and press โŒจ๏ธ โŒ˜ + Shift + L (Mac) or CTRL + Shift + L(PC).

  • Type or paste the link and click โœ”๏ธ.

  • Your text is now hyperlinked!

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Mixed Formatting

Mixed formatting is a completely new way to organize tasks and sub-tasks into hierarchies. You can now create outlines that include multiple formats on the same indent level, with tasks, notes, and paragraphs in the same block!

Mix Task Formats

To create a block with mixed formats:

Single Task
  1. Add a few nodes (tasks).
  2. Use the Drag Menu โ‹ฎโ‹ฎ to select the desired format:
  • โœ… Checklists
  • ๐Ÿ“ Notes
  • ๐Ÿ”˜ Bullet points
  • ๐Ÿ”ข Numbered List
  • ๐Ÿ”  Headings
Multiple Tasks
  1. Left-click & hold the first task in a series.
  2. Drag the cursor โ†•๏ธ to select tasks/nodes.
  3. The Multi-Select Toolbar will appear at the bottom of the page.
  4. Click the 1st option to format the selected tasks/nodes.

๐Ÿ’ก Note: Visit Multi-Select Toolbar to learn more.

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Add Blocks

Every project in Taskade is a collection of tasks and subtasks you can arrange in many different ways. Blocks let you quickly populate your Projects with pre-defined sets of tasks or bullets you can fill with anything you want.

Add a Block

  1. Scroll to the bottom or the top of a project.
  2. Click โž• Add Block.
  3. Pick one of the available options:
  • โœ… Check
  • ๐ŸŸก Bullet
  • 1๏ธโƒฃ Number
  • ๐Ÿ”  Letter
  • ยถ Paragraph

๐Ÿ’ก Note: Don't forget to customize tasks and sub-task inside Blocks! Visit Editing & Formatting Projects to learn more about task formatting options in Taskade.

Add Block with Agents

You can quickly generate blocks with Taskade AI or your custom AI agents.

  • Click โž• Add Block.
  • Choose AI Agent or AI Generator from the list.

  • Describe the type of block/content you want to generate or use a template.
  • Press โŒจ๏ธ Enter to create the block.


โœ… Check

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๐ŸŸก Bullet

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1๏ธโƒฃ Numbered

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๐Ÿ”  Letter

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ยถ Paragraph

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๐Ÿ’ก Did You Know?

Taskade has built-in AI Agents and Automations that can work alongside your projects. Try building with AI โ†’