Blog tag
Tagged: how-to.
22 articles tagged how-to
How to use the ai assistant
How to run your board with Taskfolk's AI assistant: ask grounded questions, create and triage issues from a sentence, and approve every change before it lands.
How to install Taskfolk as an agent skill
Install Taskfolk as a skill in your AI coding agent: one-command MCP for Claude Code, config for Cursor and VS Code, or a SKILL.md download for OpenCode and Codex.
How to connect github
Connect GitHub to your project management tool in Taskfolk: register a repo, set the webhook, and auto-link commits to issues with #KEY-NUM. Full rules and limits.
How to set agent field permissions
Restrict what an AI agent can edit in Taskfolk with a per-agent field allowlist: set it, read the Restricted badge, and verify agent work. Full walkthrough.
How to use the mindmap
How to use Taskfolk's project mind map view: open the radial tree, read the pills, expand and filter branches, group by Hierarchy/Status/People, and export a PNG.
How to search your workspace
Search issues across projects in Taskfolk from one top-bar field: the / shortcut, live typeahead, WEB-12 key-jump, the full results page with Type/Status/Priority filters, and the real limits.
Keyboard shortcuts in taskfolk
Every keyboard shortcut in Taskfolk: the ? overlay, command palette, quick create, g-chords, and a/s/p/l/m field pickers, where each fires, and how to learn them.
How to restrict project access
Restrict project access to specific members in Taskfolk: flip the scoped toggle, add the right people, and understand what the project role does not do.
How to bulk edit issues
How to bulk-edit issues from Taskfolk's List view: multi-select, bulk status/priority, unassign, archive, and human-in-the-loop AI triage, plus the real limits.
How to manage roles and permissions
Learn how project management roles and permissions work in Taskfolk: the five roles, inviting with the right access, scoped projects, and who pays for a seat.
How to delegate work to an agent
Assign a task to an AI agent in Taskfolk using the same assignee picker you use for people, and understand the pending session, claim flow, and real limits.
How to map your agent team
The Agent Map shows every AI agent in a workspace, who owns it, and its live work on one radial tree. How to read status dots, regroup, and spot stalls.
How to create your first workspace
Getting started with a project management tool: sign in with a magic link (no password), create your first workspace and slug, and set a permanent project key.
How to read the project summary
Read the Taskfolk project Summary tab like a pro: what every card shows, how each number is computed, what good looks like, and where the dashboard stops.
How to organize work with epics and subtasks
Learn Taskfolk's epics, stories, tasks, subtasks hierarchy: group work under an epic, break issues into subtasks, read the progress bar, and the rules it enforces.
How to manage your notification preferences
Manage project management notifications in Taskfolk: read the Email vs In-app matrix, cut noise without going dark, watch issues, and control the weekly digest.
How to track api usage and audit logs
Track API key usage and read the audit log in Taskfolk: Usage tab charts, the Audit lifecycle log, per-key rate limits, and what each surface will not tell you.
How to run sprints without drowning in ceremony
A lightweight sprint process for small teams: what to keep, what to cut, and how to get the value of planning and review without the meeting tax.
How to migrate from Jira, Trello, or Asana without losing your data
An honest migration guide: what imports cleanly, what needs a decision, and the order to move your projects so nothing gets lost on the way over.
Keep team chat next to your issues, not in another app
The case for project management with built-in chat: why splitting discussion from the tracker loses the thread, and how linking chat to issues fixes it.
Two agents, one backlog: coordinating a triage agent and a coding agent with issue status as handoffs
A practical multi-agent workflow: custom board columns and status transitions as the handoff bus between a triage agent and a coding agent, with human review in the middle.
How to give an AI agent human-in-the-loop approval before it changes your issues
Build an approval gate for AI agents in Taskfolk: let the agent triage into a Needs review column, a human moves it forward, and transition rules stop skips.
