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Follow this easy, step-by-step guide to set up and start using Taskade like a pro.

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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.

πŸ“‹ In This Article

  • Understanding the Hierarchy Structure

  • How To Create A New Project

  • Organise Tasks

  • Manage Tasks

  • Linking Tasks And Projects

  • Project Views

  • Sharing Your Project

  • Use Templates

  • Check These Resources Next

  • Build with Taskade Genesis

Understanding the Hierarchy Structure

Taskade is built on a simple hierarchy that consists of πŸ—ƒ Workspaces, πŸš‹ Folders, and πŸ“ Projects. Projects are how you organise and plan all of the tasks in Taskade, so lets start with the project basics below.πŸ‘‡

How To Create A New Project

You can πŸ“ 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.

ℹ️

New to vibe coding? Taskade Genesis lets you build complete apps by describing what you want in plain language. No coding required. Create your first app β†’

Organise Tasks

You can 🧠 Organize your tasks with the following features:

  • 🎨 Select the text to highlight, bold, italicize, and underline your tasks.

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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.

Linking Tasks And Projects

You can use theπŸ•΅οΈβ€β™€οΈ @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 6 views to choose from.

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πŸ—“οΈ Calendar View

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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!
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Use Templates

πŸ“‘ Choose from 300+ free templates to get started quickly. You can also create your own templates from scratch and automate time-consuming, repetitive tasks.

  1. Select a Workspace/Folder

  2. Click on Templates

  3. Create a Template

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🌈 Reuse custom templates when starting a new project. All custom templates are shared with team members invited to a Workspace or Folder.
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Check These Resources Next


Build with Taskade Genesis

Taskade Genesis lets you build complete apps, workflows, and dashboards from a single prompt β€” no code required. Describe what you need and Taskade Genesis creates a living system with connected projects, AI agents, and automations.

🧬 The Taskade Three Pillars

Taskade is built on three connected pillars that work together as your Workspace DNA:

Your AI agents can learn from files, URLs, YouTube videos, and RSS feeds β€” and connect to external tools via 100+ integrations and MCP connectors.

😊 Helpful Links

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