TL;DR: New to Taskade? Start with the 4-step tour: (1) create a workspace, (2) create your first project, (3) switch between the 7 project views, (4) invite your team. This guide walks through each step with screenshots.
Here is how Taskade nests your work, from the top-level workspace down to a single task.
Welcome to Taskade! You'll discover a wide range of possibilities to explore. Here's a brief overview of key information to get you started on the right track.
Understanding the Hierarchy Structure
Taskade is built on a simple hierarchy that consists of 🗃 Workspaces, 🚋 Folders, and 📝 Projects. Projects are how you organise and plan all of the tasks in Taskade, so lets start with the project basics below.👇
How To Create A New Project
You can 📝 Create a Project for just about anything. Keep track of tasks, start a DIY project, or collaborate and communicate with your team on the same page. Click anywhere in the project and start typing. Each line in a project is recognised as a task.
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Organise Tasks
You can 🧠 Organize your tasks with the following features:
- 👉 Press TAB to indent and SHIFT + TAB to outdent tasks
- 🧱 Break down larger tasks into sub-tasks
- 🧘 This helps you focus and GTD
➡️ Fold & unfold sections by clicking the arrow next to a task.
Click and drag the Drag ⠟ Icon Menu to the left to reorder them.
Click on the Drag ⠟ Icon Menu for more formatting options.
🏁 Cross tasks off with Ctrl (PC) / ⌘ (Mac) + Enter
- 🎨 Select the text to highlight, bold, italicize, and underline your tasks.
Manage Tasks
Each task can have multiple add-ons attached. This can range from due dates to, file uploads or reactions. Click on the ✚ Icon to the right to access the list of Add-Ons.
- Use the / Slash command to access all Add-Ons, NLPs and more!
- 🤖 AI Assistant
- 📅 Set a Due Date for each task.
- 👤Assign a user to each task.
- 💬 Add Comments and discuss projects in real-time.
- 📎 Upload images, documents, and other files through several ways:
- Click on the "☁️ Upload File" button to add images and files
- Drag and & drop files into the comment window
- Drag & drop files into the chat window
🔗Embed media into your task
Create a ⏱️ Timer for your task
😊 React to a task
Linking Tasks And Projects
You can use the🕵️♀️ @Mention and #Tag feature to link users, other tasks and other projects together! This can help you build a 🧠 Second Brain.
Project Views
Taskade lets you visualise the same project in multiple ways! Toggle project views by clicking on the icons at the top of the project. We offer 7 views to choose from: List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart.
Sharing Your Project
✍️ Work and chat in real-time on the same page. Share the Project with your team, define user roles, and get work done together!
Use Templates
📑 Choose from 300+ free templates to get started quickly. You can also create your own templates from scratch and automate time-consuming, repetitive tasks.
- Select a Workspace/Folder
- Click on Templates
- Create a Template
🌈 Reuse custom templates when starting a new project. All custom templates are shared with team members invited to a Workspace or Folder.
Check These Resources Next
- 🗃 Create a Workspace for your team projects
- 🗂️ Create a Folder for further organization
- 🔍 Search across Projects, Folders, and Workspaces.
- 🗓 Add tasks and Projects to a shared Calendar.
- 🗓 Sync your calendar with other apps through Calendar Integrations.
- Work faster with our ⌨️ Keyboard Shortcuts