Taskade for Teams

If you're new to Taskade or want to maximize its potential for your team, you've come to the right place.

Taskade is flexible and can cater to your workflow effortlessly. Your setup depends on your workflow. We'll detail two methods in this guide.

1. One Workspace for Each Department. Separate Folders for Specific Functions.
2. One Workspace for your Entire Team. Separate Folders for Each Department.
3. One Workspace for your Entire Team. Separate Folders for Each Function.
4. One Workspace for Each Team Member. 

📘 Note: These are not the only setups for Taskade—they're the most common ones we've seen.

Quick Review

Before we dive in, let's review some key terminology we use:

• Workspaces: Collection of Folders, Projects, Templates, and Users.
• Folders: Separate collection of Projects, Templates, and Users within a Workspace.
• Projects: Collaborative documents where you can organize and track tasks, notes, and other information with your team.

It's helpful to understand Taskade's hierarchy structure. Here's a quick breakdown:

• Workspaces have Folders. Every workspace has a home folder by default.
• Folders contain Projects.
• Projects have Tasks.

You can think of the structure as a funnel with Workspaces capturing everything and going all the way down to tasks.

Workspaces → Folders → Projects → Tasks → Sub-Tasks

• Workspaces 
  • Folders
    • Projects
      • Tasks
        • Sub-Tasks

Here's an image of our structure:

Alright, now that that's out of the way, let's dive into the setups. 

Method 1: One Workspace for Each Department. Separate Folders for Specific Functions.

In this setup, you're going to do the following:

1. Create a separate workspace for each department.
2. In each workspace, create folders for functions within that department.
3. Invite each team member into their respective workspaces and folders.
4. Create projects related to the functions of each folder.
5. Invite team members from a different department to a project if you need to collaborate with them.

Example:

Let's say I have four departments in my team: Marketing, Human Resources, Accounting, and Engineering. I'd create a workspace for each one and create folders for each of their functions. So, Marketing gets a workspace, as does Human Resources, Accounting, and Engineering. 

So when you set it up, it'd look something like this:

1. Marketing 
   1. Home Folder (Default)
   2. Meetings
   3. Marketing Campaigns
   4. Brand Guide
   5. Designs
2. Human Resources
   1. Home Folder (Default)
   2. Performance Reviews
   3. Recruitment and Hiring
   4. Training and Development
   5. Compliance
3. Accounting
   1. Home Folder (Default)
   2. Accounts Payable
   3. Accounts Receivable
   4. Payroll
   5. Budgeting
   6. Records
4. Engineering
   1. Home Folder (Default)
   2. Meetings
   3. Sprints
   4. Documentation and Support
   5. Bug Reports
   6. Testing and Quality Assurance

Ideal For

• Medium to Large Organizations
• Specialized Teams
• Functional Organizational Structures
• Divisional Structures

When to Use This Setup

• Team members don't collaborate with team members from other departments
• Team functions are unique to each department
• Team roles and responsibilities don't overlap

Method 2: One Workspace for your Entire Team. Separate Folders for Each Department.

In this setup, you'll do the following:

1. Create one workspace for your entire team.
2. Create folders for each department.
3. Invite each team member into their respective folders.
4. Create projects related to the functions of each folder.
5. Invite team members from a different department to a project if you need to collaborate with them.

Method 3: One Workspace for your Entire Team. Separate Folders for Each Function. 

1. Create one workspace for your entire team.
2. Create folders for each function.
3. Set the proper permission levels for each folder.
4. Create projects related to the functions of each folder.
5. Invite team members from a different department to a project if you need to collaborate with them.