Overview

The Taskade Assistant Agent helps you manage and organize work across your project. You can interact with the AI assistant in two ways:

In the 📝 Project Editor to generate ideas, rewrite content, and format tasks.
In the 💬 Project Chat to run project-wide actions and manage your work.

This guide will show you how to make the most of the Assistant Agent.

TAA in the Project Editor

The Taskade Assistant Agent helps you write, edit, and organize content using pre-defined slash commands directly in the project editor.

This is helpful for:

Drafting and expanding content
Creating structured outlines
Improving clarity and tone
Generating subtasks and summaries
Translating or shortening blocks of text

How to Use

There are several ways to use the Taskade Assistant Agent in the editor:

By clicking the ➕ Add-ons menu button.
By typing one of the AI commands (see below) in the project editor.
By selecting text/tasks in the project editor.

💡 Note: The Assistant works in the background even if you refresh the page.

Editor /AI Commands

Use /AI slash commands in the project editor to write, edit, and organize content:

Type / at the start of a new line/task to see available commands.
- Or press ⌨️ Space at the start of a line to open the AI Assistant menu.
Select a command from the list (or keep typing to filter).
Press ⌨️ Enter to run the command.
Follow up with additional prompts to expand, rewrite, or refine the output.

⚡ Command	🔤 Action
/subtask	Generate subtasks for a parent task.
/brainstorm	Discover and explore new, exciting ideas.
/generate questions	Generates a list of follow-up questions based on the provided content.
/outline	Structure and organize your document.
/expand	Expand and enrich your content to be more descriptive.
/rewrite	Improve the legibility and clarity of your writing.
/summarize	Turn long content into a quick summary.
/ask	Answer questions based on AI's existing knowledge.
/translate	Translate text into one of the available languages.
/Fix spelling and grammar	Improve the structure and flow of documents.
/Research	Search the web to find more information about a topic.
/Roundtable	Draw expert insights from a team of AI agents.
/SEO	Fetch top 10 Google Search results for given keywords.
/Shorten	Shorten the provided text.

Insert, Replace, Regenerate

Once the Taskade Assistant Agent has generated a message, you can:

➕ Click Insert (or press ⌨️ Enter) to add the generated text to the project.
🔁 Click Replace (or press ⌨️ Shift + Enter) to replace the active line.
Type a follow-up prompt to expand on or refine the output.

Multi-Select

Did you know that you can select multiple tasks and notes to generate AI-powered summaries, prioritize tasks, generate action items, and more?

Click and hold the left mouse button.
Drag the cursor up or down to select nodes.
Choose the AI Assistant icon from the Multi-Select Toolbar.
Select the AI action you want to perform (see the previous section).

Custom Agent Commands

/slash shortcut also lets you access all your custom AI Agent commands:

Open a project in the workspace/folder where you created an agent.
Type / + the name of your custom command, e.g. "/task breakdown".
- You don't need to type the entire command.
Press ⌨️ Enter to execute the command.

TAA in the Project Chat

The Taskade Assistant Agent also works directly in the project chat. You can use natural-language prompts to perform actions across your project.

This is helpful for:

Running project-wide updates
Managing tasks and due dates
Organizing workflows
Generating content or summaries
Assigning work to team members

How to Use

Open the project chat.
- (1) Choose one of the prompt suggestions in the chat.
- (2) Type a clear, natural-language prompt (scroll down for examples)
Press ⌨️ Enter to submit the prompt.
The Assistant will reply and apply the action directly to the project.

Chat AI Commands

Here are some things you can ask the Assistant to do in chat:

📑 Bulk Taskade AI Prompts

⚙️ Action	🔤 Prompt Example
Automate Sprint Planning	`"Automate sprint planning (next 2 weeks)"`
Generate Product Roadmap	`"Generate a roadmap for a product launch"`
Restructure Project Phases	`"Restructure this project into 3 phases"`
Build AI Flow	`"Create a task list for an AI onboarding flow"`
Complete All #done Tasks	`"Complete all tasks that are marked #done"`
Push Overdue Tasks	`"Push overdue tasks to Monday"`
Convert to Timeline	`"Convert this checklist into a timeline"`
Tag Design Tasks	`"Summarize and tag all design-related tasks"`
Split Large Task	`"Split the task Build Homepage into subtasks"`
Prioritize Backlog	`"Prioritize #backlog tasks by impact"`
Create Dependency Map	`"List task dependencies and show blockers"`

✅ Project and Task Editing

⚙️ Action	🔤 Prompt Example
Add Task	`"Add a task Schedule kickoff meeting"`
Add Subtasks	`"Add subtasks under Design UI Wireframes"`
Insert Checklist	`"Insert a checklist titled Pre-launch QA"`
Duplicate Section	`"Duplicate the Outreach Plan section"`
Generate Kanban Board	`"Create a Kanban view Ideation Board"`
Convert Bullets to Tasks	`"Turn each bullet in Notes into a task"`

✍️ Task Content Updates

⚙️ Action	🔤 Prompt Example
Edit Task Title	`"Update Email clients task to VIP clients"`
Make Task Bold	`"Make the task Submit report bold"`
Convert Format	`"Convert all checkboxes into bullet points"`
Rename and Move Task	`"Change Draft blog post to Write blog post draft and move it to the top"`
Summarize Comments	`"Summarize all comments on this task"`
Translate Task	`"Translate all tasks tagged #es into English"`

✅ Task Completion

⚙️ Action	🔤 Prompt Example
Complete Week Tasks	`"Mark all tasks under Week 1 as completed"`
Complete Specific Task	`"Complete the task Submit pitch deck"`
Check #done Tasks	`"Check off any task that has #done"`
Close Quick Wins	`"Complete tasks tagged #quickwin"`

🗓️ Due Date Management

⚙️ Action	🔤 Prompt Example
Add Due Date	`"Schedule Launch campaign to next Friday"`
Update Due Dates	`"Set all due dates for Sprint 2 to next week"`
Remove Due Dates	`"Remove due dates from tasks marked complete"`
Reschedule Urgent Tasks	`"Reschedule all #urgent tasks to tomorrow 9am"`
Shift Weekend Dates	`"Move all tasks due Sat-Sun to next Monday"`

👥 Assignments

⚙️ Action	🔤 Prompt Example
Assign to Agent Team	`"Assign QA tasks to the Bug Bashers AI Team"`
Assign to Me	`"Assign me to any unassigned task"`
Unassign User	`"Unassign John from weekly newsletter"`
Reassign to User	`"Reassign all #marketing tasks to Lian"`
Balance Workload	`"Distribute unassigned tasks across team"`

🏷️ Labels and Tags

⚙️ Action	🔤 Prompt Example
Tag Overdue Tasks	`"Add #important to tasks that are overdue"`
Tag Design Tasks	`"Tag Landing Page and Lead Form with #growth"`
Remove Tag	`"Remove #low-priority from completed tasks"`
Replace Tag	`"Change tag #old to #updated across project"`
Auto-Tag Priority	`"Tag tasks with due date < 3 days as #urgent"`

🔁 Task Movement

⚙️ Action	🔤 Prompt Example
Move Task	`"Move Client Call Notes under Follow-Ups"`
Reorder Tasks	`"Reorder all design tasks to be at the top"`
Indent Task	`"Indent Logo Drafts under Design Assets"`
Move to Bottom	`"Move Launch Recap to the bottom"`
Elevate Priority	`"Move #urgent tasks to the top of each section"`

🧠 Smart Editing and Restructuring

⚙️ Action	🔤 Prompt Example
Split Task	`"Split Onboard Team into tasks Intro Session Docs Access Role Setup"`
Group Tasks	`"Group all #backlog tasks under a new section"`
Categorize Tasks	`"Convert this task list into three categories To Do In Progress Done"`
Collapse Sections	`"Collapse all sections except Week 3"`
Flatten Sections	`"Ungroup all subtasks one level up"`
Merge Duplicates	`"Find and merge tasks with identical titles"`

📎 Notes and Comments

⚙️ Action	🔤 Prompt Example
Add Note	`"Add a note Blocked by legal to Send Agreement"`
Add Comment	`"Add a comment to QA Checklist for review"`
Convert Notes to Tasks	`"Turn each bullet in Notes section into a task"`
Summarize Notes	`"Summarize all notes into a project overview"`

📊 Insights and Reporting

⚙️ Action	🔤 Prompt Example
Generate Weekly Summary	`"Summarize this project by wins & blockers"`
Audit Project Health	`"List overdue tasks and stalled sections"`
Compare Progress	`"Compare this sprint velocity to last sprint"`
KPI Snapshot	`"Create a KPI snapshot of completed vs planned"`

🔒 Governance and Safety

⚙️ Action	🔤 Prompt Example
Require Approval	`"Add Review checkbox to tasks edited by agents"`
Detect Sensitive Data	`"Highlight tasks containing card numbers"`
Lock Section	`"Prevent edits to Signed Contracts section"`

🛠️ Custom Field Management

⚙️ Action	🔤 Prompt Example
Add Custom Field	`"Create select field Status with Open In Progress Closed"`
Bulk Update Field	`"Set Status to Closed for all completed tasks"`
Remove Field	`"Delete custom field Deprecated from project"`

🔎 Search and Intelligence

⚙️ Action	🔤 Prompt Example
Find Similar Projects	`"List projects similar to Q3 OKR"`
Locate Resources	`"Search uploaded PDFs for keyword pricing"`
Cross Project Insight	`"Count tasks tagged #design across workspace"`

✍️ Content Generation

⚙️ Action	🔤 Prompt Example
Rewrite Section	`"Rewrite Overview section for clarity"`
Generate LinkedIn Post	`"Draft LinkedIn update for v2.0 release"`
Create Slide Outline	`"Outline slide deck based on this project"`

🔄 Compare and Review

⚙️ Action	🔤 Prompt Example
Compare Versions	`"Compare project changes to last week`"
Evaluate Drafts	`"Highlight differences between drafts A/B"`
Benchmark Performance	`"Compare completion rate to industry"`

Tips & Tricks

Prompt Templates Library

Run out of ideas? Taskade features dozens of AI prompt templates to choose from.

Click your profile avatar (top right) ➡ Prompt templates.

Choose a prompt and click Copy to save it to the clipboard.

Set Output Language

AI responds in the language of a prompt. Here's how to change the output language:

(method #1) Specify language in the prompt.
- e.g. "Respond in Spanish: What's the weather like in Madrid?"
(method #2) Provide context in the target language.
- e.g. "¿Cómo está el clima en Madrid?" will receive a response in Spanish.

Use Cases

Looking for creative ways to use Taskade AI? Start with these ideas:

Brainstorm Ideas	Generate ideas, expand topics, and come up with solutions to problems, e.g. "Generate articles ideas on topic X" + ⌨️ /brainstorm.
Generate Outlines	Create a comprehensive outline for your article or business report, e.g. "topic/title of your document" + ⌨️ /outline.
Write!	Use the assistant as a starting point for your writing. Draft scripts, articles, reports, project plans, memos, emails, and more. Start with the basics, e.g. "topic/format of your document" + ⌨️ /expand.
Improve Your Writing	Rewrite sentences and paragraphs in a specific tone to make them clear and effective, e.g. "Rewrite in a persuasive tone" +⌨️ /rewrite.
Find Information Quickly	Ask Taskade AI all kinds of questions to find information on a wide range of topics, e.g. "How far away is the moon" + ⌨️ /ask.
Summarize Long-Form Content	Use ⌨️ /summarize to turn long meeting minutes or your reading notes into condensed, bite-sized summaries.
Create Meeting Agendas	Create high-level meeting agendas for your next team sync-up. e.g. "Create a meeting agenda for a 15-minute meeting" + ⌨️ /outline.

💡 Note: While Taskade AI is a powerful and versatile tool, it has a few limitations in its current stage and make mistakes or produce unintended results. It is always a good idea to verify and double-check the output.