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Customize Project

Customize your project’s appearance and settings to suit your workflow.

Updated yesterday

Set Project Background

Taskade features a selection of beautiful backgrounds you can use to customize the looks of your Projects. Go to Project Settings menuAppearance to browse available wallpapers or use the "Random" setting for an aesthetic surprise.

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Display as Background

You can set the Project cover image to "Background" in the Appearance tab to fill the entire screen. Be sure to test your cover in the Mind Map or Board view!

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Choose a Color Theme

The color theme of a project is inherited from its parent workspace/folder. Here's how to choose the accent colors of links and navigation elements of a project.

💡 Note: Changing the color theme of a workspace/folder will change the color of links and navigation elements in all nested projects.

  1. Open the workspace/folder where the project is located.

  2. Click the arrow next to the name of your workspace.

  3. Pick one of the pre-defined colors or use the color wheel.

    • You can also paste custom Hex color codes.

  4. Click Update to save changes.

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Set Default Project View

Taskade lets you decide how you want your project to display every time you or your team members open it. Follow the steps below to set a default project view:

  1. Click

    (top-right) to open Project Settings.

  2. Go to the Settings tab.

  3. Select one of the views from the drop-down menu.

  4. And that's it! 🎉

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😊 Helpful Links

💡 Did You Know?

Taskade has built-in AI Agents and Automations that can work alongside your projects. Try building with AI →

Project Views Explained

Every project can be displayed in seven different views. Switch between views at any time — your data stays the same, only the layout changes.

View

Best For

Key Feature

List / Outline

Note-taking, documentation, nested content

Unlimited nesting with collapsible sections

Board / Kanban

Workflow management, sprint planning

Drag-and-drop cards between columns

Table

Databases, CRM, structured data

Custom fields, sorting, and filtering

Mind Map

Brainstorming, visual planning

Radial layout with branch expansion

Org Chart

Team structures, hierarchies

Top-down tree visualization

Calendar

Scheduling, editorial calendars

Date-based task placement

Gantt Chart

Project timelines, dependencies

Timeline bars with start/end dates

To switch views, click the View button at the top of your project and select a different layout.

Custom Fields

Add custom fields to any project to track additional information. Custom fields appear as columns in Table view and as properties on task cards.

Available field types:

Field Type

Example Use

Text

Notes, descriptions, URLs

Number

Budgets, quantities, scores

Select / Multi-Select

Status, category, tags

Date

Deadlines, milestones

Checkbox

Approval, completion flags

Person

Assignees, reviewers

To add a custom field: open the project in Table view, click the + button on the right side of the column header, choose a field type, and name it.

Project Templates

Save time by starting from a template. Taskade offers hundreds of pre-built templates across categories like project management, marketing, product, engineering, and more.

How to use templates:

  1. Click + New Project in your workspace

  2. Browse or search the template gallery

  3. Click a template to preview it

  4. Click Use Template to create a new project from it

You can also create your own templates by duplicating any project and reusing it as a starting point.

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Tip: Ask Taskade EVE to generate a project from scratch. Describe what you need — "Create a product launch checklist" or "Build an employee onboarding tracker" — and Taskade EVE builds it instantly using the AI Project Studio.

Sorting and Filtering

Keep your projects organized with sorting and filtering options.

Sort by:

  • Date created or modified

  • Assignee

  • Priority

  • Due date

  • Custom field values

Filter by:

  • Task status (complete / incomplete)

  • Assignee

  • Due date range

  • Custom field values

  • Tags or labels

Sorting and filtering work across all views. In Table view, click any column header to sort, or use the Filter button to add conditions.

Sharing and Permissions

Control who can see and edit your projects.

Permission Level

What They Can Do

Owner

Full control — edit, delete, manage permissions

Editor

Edit content, add/remove tasks, change views

Commenter

View and comment, but cannot edit

Viewer

View only — no editing or commenting

To share a project: click the Share button in the top-right corner, then invite by email or copy a shareable link. You can set the default permission level for anyone with the link.

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Taskade EVE Tip: You can ask Taskade EVE to customize your projects. Try: "Set my project to board view" or "Add a status field to my task list" — Taskade EVE handles it for you.

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