Managing a product from concept to launch requires coordination, planning, and clear communication. Taskade provides an all-in-one platform that allows product managers to organize every aspect of product development in a collaborative environment.
Let’s dive into how you can leverage Taskade to up your product management game.
Create a Central Hub for Your Product Team
To begin, set up a dedicated workspace in Taskade for your product management activities. This will be your go-to space for all things related to product development.
Step 1: Create a Workspace
Chances are you’ve already created a workspace during the sign-up process.
Here’s how to start from scratch:
Create a new workspace:
In your dashboard, click the plus icon on the left.
Enter the name of your workspace.
(optional) Choose a workspace logo.
(optional) Invite team members to the workspace.
Step: 2 Organize with Folders
You can use folders to categorize different aspects of your sales process.
Here’s a structure you can start with:
🗂️ Folder Name | 🔤 Description |
Strategic Roadmap | Outlines long-term goals, key initiatives, and timelines for the product. |
Feature Development | Manages ongoing work on specific features and tracks their progress. |
User Experience | Collects feedback, usability testing results, and user research to inform design decisions. |
Market Research | Stores competitive analysis, market reports, and trend forecasts. |
Support & Documentation | Houses product guides, technical specifications, and support materials for internal use. |
Automate Your Product Management Workflow
Automations in Taskade can help you reduce repetitive tasks and keep your team focused on what matters most. Here’s how to implement them.
Go to the Automations tab in your workspace or folder.
Click the Add automation button.
Click Start from scratch or choose a template.
Click ➕ Add Trigger, select one of the triggers, and configure it.
Click ➕ Add Action, select one of the actions, and configure it.
Add as many additional steps as needed and click Save changes (top-right).
There are many different automations flows you can build to automate your sales processes. Here are a few ideas you can start with:
Flow 1: Handling New Form Submissions
Purpose: Automatically manage and track new form submissions for user feedback.
⏩ Steps | 🔤 Details |
Trigger | New Form Submission: Initiates an action with a new form submission in Webflow. |
Action 2 | Add Task: Create a task with the feedback in a "User Feedback" project. |
Action 3 | Assign Task: Assign the task to the product manager for evaluation. |
Action 4 | Send Email: Notify the product team via email about the new form submission. |
Flow 2: Managing Feature Requests
Purpose: Streamline the process of handling new feature requests from users.
⏩ Steps | 🔤 Details |
Trigger | New Response: Initiates a process with a new response in SurveyMonkey. |
Action 1 | Create Project From Template: Use the "Feature Request" template to create a new project. |
Action 2 | Add Task: Automatically add tasks for the analysis and implementation of the feature request. |
Action 3 | Assign Task: Allocate the tasks to the appropriate team members based on their expertise. |
Flow 3: Preparing for an Upcoming Meeting
Purpose: Automatically create and manage tasks in preparation for a meeting.
⏩ Steps | 🔤 Details |
Trigger | Event Scheduled: Begins automation when a new event is scheduled in Calendly. |
Action 1 | Create Project From Template: Use a "Product Meeting" template to create a project for the scheduled meeting. |
Action 4 | Send Email: Notify all meeting participants via email with the project link and assigned tasks. |
Align Your Product Team with Calendar Sync
Keep your product team on the same page by syncing tasks, deadlines, and milestones inside Taskade with your favorite calendar apps like Google, Apple Calendar, and more.
Enable calendar feed integration:
Click your profile avatar in the top-right corner.
Select ⚙️ Settings from the list and go to the Integrations tab.
Select Calendar Feed ➡ Generate API Token.
Copy the URL under How to Sync and follow the instructions below.
Schedule events in your calendar of choice to see them inside Taskade.
💡 Note: A calendar app's update frequency is determined by its subscription refresh rate. You need to configure this in your calendar app's settings.
Build an AI Product Manager Assistant
AI Agents in Taskade are intelligent tools designed to automate and enhance your workflows. They can help you manage tasks, analyze data, provide insights, and even interact with team members, all by learning from the resources you provide.
Let's build a Product Manager Assistant agent to streamline a few basic tasks.
Go to the Agents tab at the top of your workspace/folder.
Click ➕ Create agent.
Click Generate in the Generate Agent tile.
Use the simple prompt below to describe the agent and press Enter.
"Create a "Product Manager Assistant" agent that helps with sprint planning, tracking features, and organizing releases.
You can now interact with your agent inside projects, ask for help within the AI Agent Chat, or make the agent part of your automation flows.
Note: Visit our guide to Custom AI Agents 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