Managing a remote team comes with its own set of challenges—communication gaps, coordination issues, and keeping everyone on the same page. Taskade is here to make remote work smoother, more connected, and productive by providing the tools your team needs to work together effectively, no matter where they are.
Here are a few tips & tricks that will help you get started. 👇
Why Taskade Is Perfect for Your Remote Team
Real-time collaboration: Work together instantly on tasks, documents, and projects. Whether you’re brainstorming ideas, editing files, or tracking progress, your team can collaborate in real-time, just like you’re in the same room.
Cross-platform access: Taskade works on web, desktop, and mobile. Your team stays connected, whether they’re working from home, at a cafe, or on the go.
Built-in video chat: Hold meetings, check-ins, or live collaboration sessions directly in Taskade. No need to switch between different apps to stay in touch.
Organized workspaces: Create structured workspaces for different teams or projects. Everyone has quick access to what they need, when they need it.
Smart Automation & AI Assistants: Automate repetitive tasks and streamline workflows with AI agents to free up your team’s time for more important work.
Setting Up Your Remote Team Workspace
Let’s start by creating a dedicated workspace for your remote team. This will be your central hub where everything happens. Then, we’ll organize it with folders.
Step 1: Create a Shared Workspace
In your dashboard, click the plus icon on the left.
Enter the name of your workspace.
(optional) Choose a workspace logo.
💡 Note: Sharing a workspace doesn't automatically grant members access to all folders inside it. You need to do this manually (see the next step).
Step: 2 Add Folders
You can use folders to categorize different aspects of your team's workflow.
In a workspace, click ➕ New folder in the left navigation pane.
Enter the name for your folder and choose a color palette.
Choose a logo from one of the available emojis or upload your own.
There are many ways to organize a workspace with folders. Here is some inspiration:
Scenario 1: Project-Centric Organization
If your team works on multiple projects simultaneously, this structure will ensure that everything related to a specific project is neatly grouped together.
🗂️ Folder Name | 🔤 Description |
Project Alpha | Store all tasks, timelines, files, and updates for Project Alpha. |
Project Beta | Everything related to Project Beta, including milestones and docs. |
Project Gamma | Keep tasks, reports, and communication for Project Gamma here. |
Design & Assets | Centralized folder for design files and visual assets across projects. |
Client Communications | Logs of all client interactions and feedback for easy reference. |
Scenario 2: Area-Centric Organization
This structure is ideal if your team is organized around specific roles or areas of responsibility, with each group focusing on different aspects of the work.
🗂️ Folder Name | 🔤 Description |
Product Development | Store tasks, documents, and progress updates for the dev team. |
Marketing & Outreach | Organize campaigns, content, and social media strategies. |
Customer Support | Keep logs of customer queries, support tickets, and responses. |
Operations & Admin | Centralized folder for HR, finance, and administrative tasks. |
General Resources | Share team-wide resources, like guidelines, templates, and policies. |
Start a Call with Your Team
Remote work doesn’t mean you have to lose the personal touch of face-to-face communication. With Taskade’s built-in video and voice call features, you can easily start a call with your team directly within the app.
Open any project inside your workspace or folder and invite team members.
Click the Chat button (top-right) ➡ 📞
Click Join meeting to start the call.
💡 Note: During the call, you can continue collaborating on the project with your team, managing tasks, sharing documents, and taking notes in real-time.
Automate Your Remote Team's Workflow
The Automation feature will help keep your team aligned and productive with less manual work, no matter where your team is located.
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).
Here are a few automation workflows you can start with:
Automation Flow 1: Daily Team Check-In
Purpose: Gather and organize team check-ins for better visibility.
⏩ Steps | 🔤 Detail |
Trigger | New Response (Google Forms) |
Action 1 | Create Project From Template: Start a project using the "Daily Check-Ins" template. |
Action 2 | Add Task: Create a task in the "Daily Check-Ins" project with the response details. |
Action 3 | Assign Task: Assign the task to the team lead for review before the daily check-in meeting. |
Action 4 | Generate with AI: Use Taskade AI to generate a summary of the submitted check-ins. |
Action 5 | Send channel message (Slack): Notify the team in the Slack channel that all check-ins are received and logged. |
Action 6 | Send email (Gmail): Send a summary of the check-ins to the team lead and relevant members. |
Automation Flow 2: Gathering and Acting on Client Feedback
Purpose: Simplify the process of collecting client feedback.
⏩ Steps | 🔤 Detail |
Trigger | New Submission (Typeform) |
Action 1 | Generate with AI: Use Taskade AI to generate a summary of the submission and create a list of follow-up actions. |
Action 2 | Add Task: Add the list of AI-generated actions to the "Client Feedback" project. |
Action 3 | Assign Task: Delegate tasks to the appropriate team members. |
Action 4 | Generate with AI: Generate a response to the Typeform submission. |
Action 5 | Send email (Gmail): Automatically send an AI-generated email to the client. |
Automation Flow 3: Remote Team Member Onboarding
Purpose: Facilitate a seamless onboarding experience for new remote team members.
⏩ Steps | 🔤 Detail |
Trigger | New Response (Google Forms) |
Action 1 | Create Project From Template: Create a project using the "Remote Onboarding" template to set up an onboarding process with a set of tasks for the new employee. |
Action 3 | Send a direct message to a user (Slack): Send a welcome message to the new team member on Slack. |
Action 4 | Send email (Gmail): Send a welcome email to the new team member. |
😊 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