Learn how to use Taskade in the right order. Follow the Start Here path to a published app, then use the workspace basics below as your reference.
TL;DR: To learn how to use Taskade, read What Is Taskade?, create an account, take the ten-minute tour, and build one app. Then learn the basics on this page: workspaces, projects, tasks, views, sharing, and templates. Every step works on the Free plan.
In this guide, you will:
- Follow the Start Here path from sign-up to a live app
- Create a project and organize its tasks
- Switch views and share a project with your team
Your Start Here Path
Read these seven guides in order. Each one ends with a link to the next.
| # | Your goal | Guide |
|---|---|---|
| 1 | Know what Taskade is | What Is Taskade? |
| 2 | Get an account | Create Your Taskade Account |
| 3 | Take the ten-minute tour | Getting Started with Taskade |
| 4 | Write a good first prompt | Your First Taskade Genesis Prompt |
| 5 | Build and publish one app | Create Your First App |
| 6 | Understand how the parts connect | Workspace DNA |
| 7 | Grow the app | Custom AI Agents, Automations, or Custom Domains |
Guide 5 is the anchor. It takes about ten minutes and ends with a link that you can share.
The Hierarchy Structure
Taskade nests your work in levels, from a workspace down to one task.
| Level | Use it for | Guide |
|---|---|---|
| Workspace | A team, a company, or a big area of your life | Create a Workspace |
| Folder | A group of related projects | Create a Folder |
| Project | One plan, list, database, or document | Create a Project |
| Task | One line in a project, with its own sub-tasks | Manage Tasks |
See Hierarchy Structure for how the levels share access.
How to Create a New Project
A project is where you plan, write, and track work. Each line in a project is a task.
- Open a workspace or a folder.
- Click New Project.
- Type a title, then click in the project and start to type.
Tip: To build a whole app instead of one project, describe it to Taskade Genesis. See Create Your First App.
Organize Tasks
Nest, fold, and reorder tasks so a long project stays easy to scan.
- Press Tab to indent a task, and Shift+Tab to outdent it. See Keyboard Shortcuts.
- Break a large task into sub-tasks under it.
- Click the arrow next to a task to fold or unfold its sub-tasks. See Manage Tasks.
- Drag the handle to the left of a task to reorder it. Click the handle for more options. See Drag Menu.
- Press Ctrl+Enter (Windows) or Cmd+Enter (Mac) to complete a task. See Hide Completed.
Select text to highlight it, or make it bold, italic, or underlined.
Manage Tasks
Add-ons turn a plain task into a full record with a date, an owner, files, and more.
- Click the + icon next to a task, or press Ctrl+/ (Windows) or Cmd+/ (Mac), to open Add-Ons.
- Type / in a task for slash commands, such as
/todayfor a natural-language due date. - Set a due date and assign the task to a person.
- Add comments, upload files, embed media, start a Timer, or add a reaction.
- Ask the AI Assistant to write, sort, or summarize tasks.
Link Tasks and Projects
Mentions and tags connect people, tasks, and projects across your workspace.
- Type @ to mention a person, a task, or a project. See Assign a Task.
- Type # to add a tag. See Hashtags.
- Links like these help you build a second brain for your team.
Project Views
One project has multiple project views. The tasks stay the same, and only the layout changes.
List, Board, Table, and Mind Map are tabs at the top of a project. Docs View, Gantt Chart, Calendar, Actionsheet, and Org Chart sit under More Views. Gantt Chart, Actionsheet, and Org Chart need a paid plan. See Project Views.
List View for writing and outlines.
Board View for stages and pipelines.
Table View for records and fields.
Mind Map View for branching ideas.
Org Chart View for reporting lines.
Calendar View for dates and deadlines. See every date in Taskade Calendar, and sync it with Google Calendar Sync.
Gantt Chart View for timelines.
Share Your Project
Share a project to work and chat on the same page in real time.
- Open the project and click Share in the top-right corner.
- Click Copy Link, or invite people by Email.
- Pick a role for each person, then click Send Invite.
See Share a Project, Roles and Permissions, and What is a Workspace?. To talk face to face, see Enable Your Camera for Video Calls.
Use Templates
A template starts a project with a ready structure.
- Open a workspace or a folder.
- Click Use Template, then search the Templates list.
- Pick a template to create a project from it.
You can also save your own project as a template. Templates that you create are shared with the members of the workspace or folder. See Use Templates and the template gallery.
Frequently Asked Questions
How do I use Taskade for the first time?
Create an account, then create a project and type a few lines. Press Tab to nest them and switch to Board view to see them as cards. Then follow the Start Here path to build your first app.
Is Taskade free to use?
Yes. The Free plan has no time limit and includes unlimited projects, 2 members, 3 apps, 1 AI agent, and 10 automation runs per billing period. See Is Taskade Free?.
What is a good first app to build in Taskade?
Build one small app that you will use this week, such as a client intake form or a task tracker. Create Your First App walks through it in about ten minutes.
Can I use Taskade without coding skills?
No. You type tasks in projects, and you describe apps and automations in plain English. Taskade Genesis and Taskade EVE build them for you.
Can I use Taskade on my phone and computer?
Yes. Taskade runs in the browser, as a desktop app for Mac, Windows, and Linux, and as a mobile app for iOS and Android. Your projects sync across them. See Downloads.
Next Steps
Continue the path, or go deeper on the workspace basics.
- Know the product: Read the short overview. See What Is Taskade?.
- Take the tour: See the workspace in ten minutes. See Getting Started with Taskade.
- Find anything: Search across projects, folders, and workspaces. See Search.
- Work faster: Learn the main keys. See Keyboard Shortcuts.
- Build your first app: Publish a working tool. See Create Your First App.