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

Updated over 5 months ago

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 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.

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

😊 Helpful Links

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