Blog tag
Tagged: how-to.
9 articles tagged how-to
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.
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.