Docs
How Taskfolk works
Short, practical pages for every part of the product: boards and backlogs, sprints and reports, agents, the API, and the settings behind them.
47 pages
Getting started
Set up a workspace and get work into it.
- How to create your first workspaceGetting 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 invite team membersInvite 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 create an issueLearn 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 import your projectImport 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.
Issues and boards
The day-to-day: tracking, organising and finding work.
- How to use a kanban board: a complete guide with a real exampleLearn 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 add board columnsAdd, rename, reorder, and delete kanban board columns in Taskfolk: statuses, categories, colours, permissions, and the delete gotchas, with the limits named.
- Custom workflow statusesBuild 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 organize work with epics and subtasksLearn 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 use labelsCreate, apply, and filter labels in Taskfolk to organize and slice issues by theme, timing, or customer across the board, backlog, list, and timeline.
- Custom fields in issue trackingAdd 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 filter and sort issuesFilter 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 bulk edit issuesHow 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 prioritize your backlogPrioritize 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.
- How to search your workspaceSearch 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 TaskfolkEvery 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.
Planning and delivery
Sprints, releases and the views that show where things stand.
- How to run a sprintLearn 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 plan releases and milestonesPlan software releases and milestones in Taskfolk: create releases and milestones, attach issues, read the progress meter, draft AI release notes, and set permissions.
- Gantt chart with dependenciesLearn 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.
- Project calendar viewOpen 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 use the mindmapHow 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 save and share viewsSave 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 track time on issuesHow 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.
AI agents
Connect agents, give them work, and keep them inside the lines.
- How to connect an AI agentConnect 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 use AI agents in Taskfolk: connect, assign, followA 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 delegate work to an agentAssign 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 teamThe 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 set agent field permissionsRestrict 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 give an AI agent human-in-the-loop approvalBuild 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.
- How to install Taskfolk as an agent skillInstall 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 use the AI assistantHow 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.
Working together
Chat, docs, notifications and intake.
- How to use team chatA 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 write project docsBuild a project documentation knowledge base in Taskfolk: workspace Knowledge vs project Docs, nested pages, templates, autosave and version history, doc-issue links.
- Notifications and watching issuesSet 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 manage your notification preferencesManage 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 set up a request formBuild a public intake form in Taskfolk that creates tickets: map fields to issue title, description and priority, route submissions, publish a no-account link.
- How to track and vote on feedbackA 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.
Reports
What the numbers on a project actually mean.
- How to read the project summaryRead 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.
- Project reports and insightsRead Taskfolk's project reports and dashboards: Summary KPIs, sprint burndown, cycle time, throughput, workload, and workspace Insights, with the honest limits on each.
Admin, access and billing
Who can see what, and what it costs.
- How to manage roles and permissionsLearn 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 restrict project accessRestrict 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 set up SSO and SCIMSet 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 manage billing and plansRead 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.
Integrations and the API
Drive Taskfolk from your own tools.
- How to use the REST APIGet 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 use webhooksSet 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 connect GitHubConnect 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 up automationsSet 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 track API usage and audit logsTrack 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.