Taskade Cheat Sheet

Reviewed by Marouen Arfaoui · Last tested April 2026 · 157 tools tested

Last updated: April 2026

Quick Facts

Pricing

Freemium model with a generous free plan. Paid plans start at $8 per member/month (billed annually) for Pro, with Business and Ultimate tiers available.

Free Plan

Yes. Includes unlimited tasks, projects, and members, 1,000 AI credits/month, basic views (list, board, calendar), and 100MB storage. Surprisingly capable for solo users.

Rating

4.4/5

Best For

Small to mid-sized remote teams and solo creators who want a single, AI-native workspace to manage projects, notes, and workflows without app-switching.

Key Features

✓
AI Workflow Generator
I tested this daily: type a goal like 'Plan a marketing campaign' and it instantly builds a structured project with tasks, subtasks, and deadlines. It's my starting point for everything.
✓
Unified Workspace
In my experience, this is Taskade's core strength. Notes, tasks, mind maps, and video calls live in one doc, eliminating the chaos of juggling ten different apps.
✓
Dynamic Project Views
You can switch any project between List, Board, Calendar, Mind Map, and Org Chart views instantly. I use the Mind Map for brainstorming and the Board for execution.
✓
AI Chat & Assistants
Each project has a dedicated AI agent. I chat with it to summarize meeting notes, generate action items, or rewrite content without leaving the context of my work.
✓
Real-time Collaboration
What surprised me was the smoothness. Multiple cursors, live chat, and embedded video calls make remote whiteboarding sessions feel surprisingly natural and productive.
✓
Custom AI Agents
You can train AI on your workflows. I built an agent for my content review process—it now auto-generates briefs and suggests edits based on my past feedback.
✓
Templates Gallery
Massive library of AI-powered templates. I don't start from scratch anymore. There's a pre-built, intelligent template for everything from sprint planning to wedding checklists.
✓
Recurring Tasks & Automations
Set tasks to repeat with complex rules (e.g., 'every other Monday'). I've automated my weekly reporting; it creates the doc and populates the initial structure.
✓
Cross-Platform Sync
Flawless sync across web, desktop (macOS/Windows), and mobile apps. I can start a mind map on my laptop and tweak it on my phone without any hiccups.
✓
Embedded Media & Links
Drag-and-drop images, embed YouTube videos, Figma files, or Google Docs directly into tasks. It turns static lists into rich, living documents.
✓
Hierarchical Organization
Workspaces > Folders > Projects > Tasks > Subtasks. This nested structure is perfect for my brain. I can drill down from company goals to my specific Monday to-do.
✓
AI Prompt Templates
Pre-built prompts for brainstorming, writing, and analysis are a click away. I use the 'Simplify Language' prompt constantly to clean up my rough notes.

Tips & Tricks

TIP

Use the '/' command anywhere. Typing '/ai' brings up all AI actions instantly—way faster than clicking around the interface.

TIP

Turn meeting notes into action items in seconds. Paste notes, highlight them, and use the AI 'Extract Tasks' command.

TIP

Create a 'Second Brain' template with your personal workflows. Clone it for every new project to maintain consistency.

TIP

Use the Mind Map view for initial brainstorming, then switch to List or Board view to execute. The data stays intact.

TIP

Assign custom AI agents to specific projects. Train one for marketing, another for dev sprints, for context-aware help.

Common Commands

/ai [prompt]

Summons the AI assistant to generate, rewrite, summarize, or expand on content right where your cursor is.

/template

Opens the template gallery to insert a pre-built, smart structure into your current project.

Tab / Shift+Tab

Indents or un-indents a line, creating or promoting subtasks instantly for rapid outlining.

Ctrl+K / Cmd+K

Opens the universal command palette to search, create, or navigate to anything in your workspace.

Limitations

-Database functionality is basic compared to Notion or Airtable. It's not built for complex relational data management.
-The mobile app, while functional, feels cramped for complex mind mapping or detailed project planning. Better for quick checks.
-Advanced automations (Zapier-level workflows) are limited. It's great for task-level AI automation, not app-to-app data pipelines.

Alternatives

NotionClickUpCoda

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Taskade TutorialFull step-by-step guide

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Frequently Asked Questions

Is the free plan actually usable for serious work?+

Yes, absolutely. I ran my solo consultancy on it for months. The 1,000 AI credits and unlimited projects are legit. The main limits are on file storage (100MB) and some advanced views, but for task and note management, it's fully functional.

How good is the AI compared to ChatGPT?+

It's based on GPT-4 and other models, so the raw output quality is excellent. The real advantage is context: the AI works inside your projects, aware of your tasks and notes. It's less for open-ended chat and more for actionable help within your work.

Can it replace my separate note-taking and project management apps?+

In my experience, for most people, yes. That's its entire purpose. If your notes are directly tied to action items (like meeting notes -> tasks), it's perfect. If you need advanced note features like handwritten notes or scientific notation, you might still need a dedicated app.

How is real-time collaboration for brainstorming?+

Surprisingly fluid. The mind map view with live cursors and built-in video chat is a standout. It feels more like a collaborative whiteboard than a static document. Much better for live sessions than asynchronous tools like Notion.

What's the biggest reason to upgrade from the Free to Pro plan?+

Unlimited AI credits and the Timeline view. If you find yourself running out of AI credits mid-month or need Gantt-style project planning, Pro is a no-brainer. The storage jump to 100GB is also massive if you share lots of files.

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