Blog
AI project management, in practice.
24 articles in Tutorials
How to use a kanban board: a complete guide with a real example
Learn how to use a kanban board in Taskfolk: read cards, drag tasks between columns, add and reorder custom columns, set WIP limits, filter, and save views.
How to create an issue
Learn how to create an issue in Taskfolk three ways, pick the right type, fill the dialog, roll up to an epic, and make subtasks. With the real limits named.
How to add board columns
Add, rename, reorder, and delete kanban board columns in Taskfolk: statuses, categories, colours, permissions, and the delete gotchas, with the limits named.
How to prioritize your backlog
Prioritize a backlog in Taskfolk: drag to rank, why rank differs from priority, inline-edit rows, move issues into sprints, and work a long list with keyset paging.
Gantt chart with dependencies
Learn to plan on Taskfolk's Timeline: read the Gantt, drag bars to reschedule, draw Blocks/Relates/Duplicates dependencies, schedule undated issues, and the real limits.
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 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 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.
Custom workflow statuses
Build custom Jira-style board columns in Taskfolk and enforce status transition rules across the board, API, bulk edits, and automations. With the honest limits.
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.
Project calendar view
Open Taskfolk's Calendar tab to see project due dates on a month or week grid, drag deadlines to reschedule, edit status inline, and filter by assignee.
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 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.
Custom fields in issue tracking
Add custom fields in an issue tracker: create project-scoped fields, pick the right kind, make them required, and show them as List columns and filters in Taskfolk.
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.
Project reports and insights
Read Taskfolk's project reports and dashboards: Summary KPIs, sprint burndown, cycle time, throughput, workload, and workspace Insights, with the honest limits on each.
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.
