Standard Operating Procedure for
Taskade
Billing: $8/month billed annually $12 billed monthly
1. Introduction
Taskade is a collaboration and task management tool that allows teams to work together efficiently and
effectively. This SOP will guide you through the essential steps to effectively use Taskade for your team's
task management needs.
2. Account Creation
To get started with Taskade, follow these steps to create an account:
1. Go to the Taskade website (www.taskade.com).
2. Click on the "Sign Up" button.
3. Enter your email address and create a secure password.
4. Click on the confirmation link sent to your email address.
5. Complete the account setup process by adding your name and profile picture.
3. Creating and Managing Projects
Taskade allows you to organize your work into projects. Here's how you can create and manage projects:
1. Login to your Taskade account.
2. Click on the "+" button to create a new project.
3. Give your project a descriptive name and add a brief description if necessary.
4. Invite team members to collaborate on the project by entering
Standard Operating Procedure (SOP) for Taskade
Purpose
The purpose of this Standard Operating Procedure (SOP) is to provide a step-by-step guide for using
Taskade, a collaborative task management tool. This SOP will help users navigate through Taskade's
features and ensure efficient and effective task management within teams.
Scope
This SOP is applicable to all individuals and teams using Taskade as their task management tool.
Taskade Overview
Taskade is a versatile task management tool that allows individuals and teams to create, organize, and
collaborate on tasks and projects. It provides a user-friendly interface with various features designed to
enhance productivity and streamline workflow.
Account Setup
1. Visit the Taskade website at [taskade.com](https://www.taskade.com).
2. Click on the "Sign Up" button to create a new account.
3. Provide the necessary information, such as your name, email address, and password.
4. Click on "Create Account" to complete the registration process.
Creating a Workspace
1. Log in to your Taskade account.
2. Click on the "+" button to create a new workspace.
3. Enter the name for your workspace and click on "Create Workspace."
4. You can choose to create a blank workspace or select from various templates available.
Creating and Managing Tasks
1. Within a workspace, click on the "+" button to create a new task.
2. Enter the task name and any additional details.
3. Assign the task to a team member, if applicable.
4. Set a due date and add any relevant tags or labels.
5. Click on "Create Task" to add it to the workspace.
Organizing Tasks
1. Within a workspace, you can create multiple lists to categorize tasks.
2. Click on the "+" button next to "Lists" to create a new list.
3. Name the list and click on "Create List."
4. Drag and drop tasks between lists to organize them.
Collaborating with Team Members
1. Invite team members to your workspace by clicking on the "Invite" button.
2. Enter their email addresses and assign them appropriate roles (e.g., viewer, editor, admin).
3. Team members will receive an email invitation to join the workspace.
4. Collaborate with team members by assigning tasks, leaving comments, and mentioning them using
@username.
Integrations and Extensions
1. Taskade offers integrations with popular tools such as Google Drive, Dropbox, and Slack.
2. To integrate with these tools, go to the "Integrations" section in your workspace settings.
3. Follow the instructions provided to connect Taskade with the desired integration.
Notifications and Reminders
1. Taskade provides notifications and reminders to help you stay updated on tasks.
2. You can customize your notification settings by clicking on your profile picture and selecting "Settings."
3. Choose your preferred notification options, such as email or in-app notifications.
Taskade Mobile App
1. Taskade is available as a mobile app for both iOS and Android devices.
2. Download the app from the App Store or Google Play Store.
3. Log in using your Taskade account credentials to access your workspaces and tasks on the go.
Troubleshooting
If you encounter any issues or have questions, you can visit the Taskade Help Center for assistance. The
Help Center provides comprehensive documentation and FAQs to address common queries and
technical difficulties.
Conclusion
By following this SOP, users will be able to effectively utilize Taskade for task management, collaboration,
and productivity enhancement. Regularly reviewing and updating tasks within Taskade will ensure
efficient workflow and successful project completion.
