Help center
Getting started
Your first ten minutes in Tasked
Your first ten minutes in Tasked: set up the workspace, open a first project from a template, and invite a teammate.
Finding your way around Tasked
Tasked's navigation map: the five places and More, Ctrl+K search, the assistant panel, and notifications in the header.
The Island at the Bottom on Mobile
Guide to the mobile island: primary screen action and menu directly under your thumb.
The Pocket Menu and Fast Search
The mobile pocket menu: fast navigation, instant search, and one-tap access to settings.
Waiting-for-You Actions and Undo
Waiting cards and one-tap undo: act on priority updates with a guaranteed reversal window.
Installing Tasked on Your Home Screen
How to install Tasked on your iOS or Android home screen for a native app feel.
Projects
Create a project from a template
How to create a project in Tasked from the Projects screen: a name, a template that drives the stages, an optional client, and AI planning.
Tasks and the board
Creating a task, moving it through the board's stages, and setting assignees, a due date and priority in Tasked.
Project settings: access, workflow, components and archive
A guide to project structure in Tasked: Now, Tasks and Client tabs, project settings, components, details and archiving.
Focused Work Mode in Projects and Review
Mobile work mode: maximum space for media and tasks with compact headers and no clutter.
One Stage per Screen on Mobile
Viewing project stages on mobile: one stage per screen with swipe and button support.
Review
Uploading files and managing versions
Uploading internal files, sharing to the portal with the Client can see switch, managing versions, and sending for approval in Tasked.
Send a file for review
Tasked's dark review room: playback at any frame rate, version switch, sending to the client, resolve status, and an exports menu.
Timed notes and drawing on a frame
Adding a timed note on a frame, drawing on it, comparing versions, and giving a decision in Tasked's review room.
Tap on the Frame to Comment in Review
Leaving precise frame-accurate comments on mobile video: tap the player for instant markers.
Clients
Adding a client and connecting their projects
How to add a client in Tasked, connect a project to them, and add the people who work at that client.
Giving a client portal access
How to issue a client portal door, the two client decisions (approve or request changes), the result screen, uploads, and turning off links.
Decisions
The approvals queue: what is waiting on you
The Tasked approvals queue: what is waiting on a decision across the organization, filtering to pending, and sending a reminder.
Deciding an approval: approve, request changes or reject
How to decide an approval in Tasked: directly on the task, or through a round in the review room when there is a file.
Reviewing an AI proposal
How to review and decide an AI proposal in Tasked: item by item, editing a row, and approving or rejecting.
Assistant
Asking the assistant a question
How to open the Tasked assistant, two ways in, and what it can and cannot do for you.
Planning a project with AI
How to plan a project with AI in Tasked: from the board, from the projects list, or from the set-up wizard for a whole operating model.
Creating Tasks with Voice Capture
Creating tasks with spoken audio on mobile: structured proposal cards without early creation.
Insights
The analytics tabs: Health, Flow, Team and Weekly report
The four analytics tabs in Money and data: Health, Flow, Team, and Weekly report, segmented range control, CSV export, and permissions.
The reports center and your personal dashboards
Reports and dashboards in Money and data: running and scheduling reports, building dashboards as cards from panels, and workspace sharing.
Automation
Automation rules: from a sentence to a running rule
How to write an automation as one sentence, read its preview, and manage existing ones: enable, dry run, the runs log and delete.
AI agents: what they can do and how to approve a run
What an AI agent is allowed to do, how to create one with an owner and a budget, and how to review and approve what it proposes.
Settings
Invite your team, and what each role can do
How to invite someone new to the workspace, the difference between owner, admin, member and guest, and how to manage invitations and members.
Notification preferences: channels and quiet hours
How to pick notification channels for each topic, what SMS or WhatsApp needs to actually work, and how to set quiet hours.
Account security: password, two-factor sign-in and other devices
How to change your password, turn on two-factor authentication by app or by phone, and sign out other devices from your account.
Search and quick commands: Ctrl+K and the search screen
How to open the command palette with Ctrl+K, when to use the full search screen, and how to ask a question whose answer cites its sources.
Working Without Reception and Sync Queue
Working offline on your phone: queue actions locally and sync smoothly upon reconnection.