Overview
Transform the way you interact with documents and projects. You can now engage in productive Q&A sessions with Taskade AI and ask questions about the contents of your projects, files, and attachments. Follow the steps below to get started.
Method 1: Contextual Project Chat
Navigate to any of your projects.
Switch to the AI Chat tab.
Start asking questions about the project.
Method #2: Imported Documents
Open your workspace/folder.
Click the arrow next to the ➕ New Project button
Method #1: Choose Import and Summarize Document with AI.
Method #2: Choose Import and Convert Spreadsheet with AI.
Click ➕ Create Project.
Open the project and switch to the AI Chat tab.
Start asking questions about the document!
Method #3: Attachments
Open your workspace/folder.
Select a node/task and click the ➕ Add-ons button on the right.
Upload your PDF or CSV files using one of the available methods.
Hover the mouse cursor over the uploaded attachment and click 🤖 Ask AI.
Type your questions in the pop-up menu to start a conversation.
Method #4: Media Manager
Attach files to your projects.
Open your workspace / folder.
Navigate to the Media tab at the top.
Hover the mouse cursor over a file and click 🤖 Ask AI.
Type your questions in the pop-up menu to start a conversation.
💡 Note: You need to upload files and documents into a project to see them inside the media manager. Visit 📎 Upload Files / Attachments to learn more.
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact