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Taskade for Note-Taking

Use Taskade for personal and business notes. Draft documents, organize with folders and tags, and collaborate in real-time.

Updated over 8 months ago

Overview

Got a lot on your mind? Taskade is your go-to for note-taking that’s as flexible as your thoughts. Forget the straight lines of traditional note-taking — capture your ideas in a way that feels natural and straightforward. Ready to get started?

Here's everything you need to know.

taskade-note-taking.jpg

Note-Taking Features in Taskade

Feature

Description

Mixed Formatting

Use different styles like bold, italics, and underlining within the same document for dynamic note-taking.

AI Writing Assistant

Get AI-powered writing assistance to refine and expand your notes.

Keyboard Shortcuts

Navigate and manage your notes quickly with a wide range of keyboard shortcuts.

File Attachments

Attach files, images, and other documents to your notes to keep all relevant information in one place.

Collaborative Editing

Work together with your team on the same document in real-time, with changes visible instantly.

Backlinks

Link notes across workspaces to easily reference related content.

Create Your Digital Notebook

Workspaces and folders let you sort your projects just like you would stack notebooks on a shelf. Each workspace can hold multiple folders, and each folder can be filled with your individual projects – think of them as clusters of notes on different topics or areas of your life.

  • Create a workspace:
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    1. in the main dashboard, click ➕ in the sidebar on the left.
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    2. Enter the name of your workspace and choose a color palette.
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    3. Choose an emoji or upload your own workspace logo.
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    4. (optional) Share the workspace with others.

  • Add a folder:
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    1. Inside your workspace, click the ➕ New Folder button.
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    2. Enter the name of your folder and choose a color palette.
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    3. Choose an emoji or upload your own workspace logo.
      ​

    4. (optional) Share the folder with others.

taskade-notebooks.jpg

Create a Note

  1. Open your workspace/folder.
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  2. Click ➕ New Project (top-right corner) to create a note.
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  3. Open your new note and start typing!

💡 Note: Taskade has six unique workflows that let you transform your notes without losing context. Getting started? Use the List view for a traditional note-taking experience or visit What Are Project Views? to explore other options.

Start with an Outline

Taskade is an outliner that helps you keep your notes tidy and organized. Whether you're typing up a quick list or planning something big, Taskade lets you do it your way.

  • Start from scratch:
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    1. Open your project and just start typing your main points.
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    2. To indent an outline level, select a node and press the ⌨️ Tab key.
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    3. To outdent an outline level, use the ⌨️ Shift + Tab keyboard shortcut.
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    4. Keep going until you've got all your ideas down, nested just right.

  • Let the Workflow Generator guide you:
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    1. Click ➕ New Project (top-right corner) in your workspace/folder.
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    2. Describe the topic of your note or use one of the available templates.
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    3. Press ⌨️ Enter and watch the magic!

  • Use the AI Assistant:
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    1. Open your project and type the topic of your note/document.
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    2. Add whatever details you want included.
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    3. Type /outline and let the AI Assistant generate a structure for you.

Collaborate on Notes

Collaborative note-taking is fun. Invite your friends for group brainstorming, work on the draft of your bestselling novel with an editor, or compile collective research.

Here's how to kick it off:

  • Invite others:
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    1. In your Taskade workspace, open the note you want to share.
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    2. Click the Share button in the top right-hand corner and select Invite to Project.
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    3. Enter an email address or copy the invite link and share it via email or text.
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    4. You can also specify the level of access for users who join.

  • Add and manage comments:
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    1. Select a node or task.
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    2. Click the three dots (···) on the right.
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    3. Choose 💬 Comment from the list or press C.
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    4. Click the 💬 chat balloon icon under a node to view and edit comments.

  • Start a chat or video call:
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    1. Click the 📞 Start Call button at the top of the chat window (on the right).
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    2. Click Join meeting to start your video call!

Organize and Refine Your Notes

Notes in Taskade are designed to be flexible and fully customizable. You can easily drag and drop paragraphs & blocks, use #hashtags to filter key concepts, switch up the formatting, add comments, and even attach images, files, and documents.

Here a few quick tips:

  • Add #hashtags and filter:
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    1. Select the paragraph or term your want to add a #hashtag to.
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    2. Type # followed by the name of your hashtag and press ⌨️ Enter.
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      • (method #1) Click the new #hashtag to filter terms.
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      • (method #2) Type the #hashtag in the Search Bar to filter.

  • Upload attachments:
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    1. Select a paragraph.
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    2. Click the ➕ Add-ons button on the right.
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    3. Choose ☁️ Upload File from the list or press D.
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    4. Alternatively, drag & drop a file from your computer to the node.
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Examples and Templates

Need a starting point for your notes? Our gallery includes thousands of customizable templates you can use to start in seconds. Here are a few picks you should check first.

💡 Note: Visit Personal Templates for more ideas.

🎨 Template

🔤 Description

Digital Bullet Journal

A digital twist on the classic bullet journal, this template lets you organize your tasks, events, and notes in a customizable format.

Building a Second Brain (BASB)

This template is designed for knowledge management, helping you to capture, organize, and share your ideas and insights.

Meeting Notes

Keep track of all the important discussions, action items, and decisions from your meetings with this structured format.

Cornell Notes

This template facilitates a systematic format for condensing and organizing notes without laborious rewrites.

Travel Journal

Document your adventures or plan your trip with a template that captures places, experiences, and memories.

Effective Engineering Notes

Tailored for engineering professionals, this template helps in compiling detailed technical notes and project details.

😊 Helpful Links

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