Overview
If you're exploring Taskade for the first time or looking to get more out of it for your team, this guide is for you. There are several ways you can set up your Taskade workspace to suit your team's needs.
One workspace for each department. Separate folders for specific functions.
One workspace for your entire team. Separate folders for each department.
One workspace for your entire team. Separate folders for each function.
💡 Note: These are just some of the ways you can organize your team in Taskade.
Key Taskade Terminology
Before we dive in, let's review some key terms we're going to use:
Think of each level as a puzzle piece that fits into the big picture of Taskade's structure.
Alright, now that that's out of the way, let's dive into the setups.
Method 1: A Workspace for Each Department
In this setup, you're going to do the following:
Create a separate workspace for each department.
In each workspace, create folders for functions within that department.
Invite each team member into their respective workspaces and folders.
Create projects related to the functions of each folder.
Invite team members from a different department to a project.
🧩 Example: Let's say there are four departments in your 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.
🟡 Marketing | 🔵 HR | 🟠 Accounting | 🟣 Engineering |
Home Folder (Default) | Home Folder (Default) | Home Folder (Default) | Home Folder (Default) |
Meetings | Performance Reviews | Accounts Payable | Meetings |
... | ... | ... | ... |
Ideal For:
Medium to large organizations
Specialized teams
Functional organizational structures
Divisional structures
When to Use This Setup
When team members don't collaborate with teams from other departments.
When team functions are unique to each department.
When team roles and responsibilities don't overlap.
How to Set This Up
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.
Open your new workspace and click the ➕ New folder button under 🏠 Home.
Enter the name of your folder.
(optional) Choose a folder logo.
(optional) Share your folder.
Open your new folder.
Click the ➕ New project button (top-right corner).
Type the project title at the top.
(optional) Share your project to collaborate.
Method 2: One Workspace for Your Entire Team
Create one workspace for your entire team.
Create folders for each department.
Invite each team member into their respective folders.
Create projects related to the functions of each folder.
Invite team members from a different department to a project.
Method 3: One Workspace per Team With Folders for Functions
Create one workspace for your entire team.
Create folders for each function.
Set the proper permission levels for each folder.
Create projects related to the functions of each folder.
Invite team members from a different department to a project.
😊 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