Blog tag
Tagged: how-to.
24 articles tagged how-to
How to filter and sort issues
Filter issues by assignee, label, and status in Taskfolk's list view, then sort, group, save a view, and share the exact filtered list as a URL.
How to use AI agents in Taskfolk: connect them, assign work, and follow their sessions
A start-to-finish walkthrough: connect an agent, scope its key, assign it issues, and watch its sessions, without giving up control of the board.
How to run a sprint
Learn how to run a sprint in Taskfolk: plan from the backlog, start and complete a sprint, carry over incomplete issues, and read the burndown and velocity.
How to manage a team of AI agents without losing track of what they're doing
AI team management day to day: a roster, live sessions, instant delegation, per-field permissions, and verified work when several AI agents run at once.
How to connect an ai agent
Connect an AI agent to a project management tool in Taskfolk: name it, mint a scoped key, wire up MCP, assign a ticket, and watch its sessions, step by step.
How to tell when an AI agent is stuck (and what to do about it)
A looping, waiting, or hung agent looks exactly like a working one. Here is how to get a real signal on an agent's live state and catch stuck runs.
How to set up a request form
Build a public intake form in Taskfolk that creates tickets: map fields to issue title, description and priority, route submissions, publish a no-account link.
Onboard an AI agent like a new hire: identity, access, and a first task
You already know how to bring on a new hire. Do the same for an AI agent: give it an identity, scoped access, one small task, a review, and an offboarding path.
How to set up automations
Set up project management automation rules in Taskfolk: the when/if/then model, six triggers, conditions, nine actions, run history, plan caps, and real limits.
How to scope an AI agent's first job so the pilot doesn't die
Most first AI agent projects fail on scope, not model quality. Here is how to pick a first job narrow and checkable enough to actually ship.
How to use labels
Create, apply, and filter labels in Taskfolk to organize and slice issues by theme, timing, or customer across the board, backlog, list, and timeline.
How to track time on issues
How to track time on issues in Taskfolk: set estimates and spent hours, read the budget bar, set completion, and roll it all up on the project summary.
How to invite team members
Invite team members to a Taskfolk workspace and set their roles: the five roles explained, guest project scoping, invite lifecycle, ownership transfer, and billing.
How to write project docs
Build a project documentation knowledge base in Taskfolk: workspace Knowledge vs project Docs, nested pages, templates, autosave and version history, doc-issue links.
How to plan releases and milestones
Plan software releases and milestones in Taskfolk: create releases and milestones, attach issues, read the progress meter, draft AI release notes, and set permissions.
How to import your project
Import a project from Jira, Trello, or a CSV into Taskfolk: the connector wizard, CSV column mapping, which fields survive, row caps, and the gotchas to plan around.
How to use the rest api
Get a Taskfolk API key and use the project management REST API to list, create, and update issues safely, with scopes, idempotency keys, and rate limits explained.
How to save and share views
Save any Taskfolk filter as a named, reusable view: how to save, share vs keep personal, apply across board and list, plus the five facets a view actually stores.
Notifications and watching issues
Set up Taskfolk notifications and watch issues: the four events that notify you, who gets pinged, inbox triage, snooze and archive, and email vs in-app.
How to set up sso and scim
Set up project management SSO, SAML, and SCIM in Taskfolk from one settings tab: copy the right URLs into Okta or Azure AD, provision users, know the limits.
How to use webhooks
Set up outbound webhooks in Taskfolk: create one, verify the HMAC signature (sha256-of-secret gotcha), handle at-most-once delivery, and pipe board events to Slack.
How to use team chat
A practical guide to team chat in a project management tool: channels, DMs, threads, @mentions, file attachments, and the honest limits, all next to your issues.
How to track and vote on feedback
A hands-on tour of Taskfolk's product feedback board and roadmap: post ideas, vote, and read the Tracking board and Changelog as a live public roadmap.
How to manage billing and plans
Read the Taskfolk billing page at a glance: how editor seats are counted, why viewers and agents are free, where to upgrade, downgrade, cancel, and buy credits.
