Inicio rápido
This Taskade tutorial covers every feature, step by step:
- Empezando — Create your account and learn the hierarchy structure
- Cómo usar el generador de espacios de trabajo personalizados — Spin up a whole workspace from a prompt in seconds
- Cómo usar la herramienta Crear agentes de IA — Train assistants that work inside your projects
- Cómo usar el Asistente de Esquematización con IA — Turn rough ideas into structured outlines fast
- Cómo utilizar potentes automatizaciones — Run repetitive workflow steps without touching them
- Cómo usar la integración con Google Calendar — Sync dates with the calendar you already check
- Cómo usar el lector de sitios — Turn any web page into usable project notes
- Cómo usar el tablero Kanban — Track progress by dragging cards through stages
- Cómo usar el calendario de Taskade — See every dated task on one shared grid
- Cómo usar el resumidor de documentos con IA — Get short, usable summaries from long files
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have used Taskade daily for eight months across two client teams.
Every screen in this beginner’s guide comes from my own account, not a vendor deck.
Taskade is an AI productivity platform for teams that manage tasks and projects together.
Most people learn creating projects and stop there.
This How to Use Taskade guide shows you how to use Taskade end to end.
Tutorial de Taskade
Below you will learn the setup, all nine core features, and the tricks that save the most time.
Taskade
Plan projects, write notes, and run automatización in one app. Taskade gives you six project views, trained ai agents, and 1000+ templates. Start free, no credit card needed.
Primeros pasos con Taskade
Setup takes about three minutes, and beginners get started quickly here.
Watch this short introduction first:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Visit the Taskade site and click Sign Up.
Use a work email so team members invited later land in the same workspace.
✓ Control: A confirmation email arrives within a minute.
Step 2: Download the Apps
Taskade runs in the browser and as native apps.
You can download it for Mac, Windows, Linux, Androide, and iOS with full feature parity.
Here is what my own account looked like after setup:
✓ Control: The sidebar shows one workspace and one sample project.
Step 3: Learn the Hierarchy
Taskade is built on a simple hierarchy: workspaces, then folders, then projects.
Rename your first workspace, add two folders, and you can navigate the sidebar without thinking.
Invite your teams from the same screen if you plan to collaborate from day one.
✅ Hecho: Your account is ready for every feature below.
Cómo usar el generador de espacios de trabajo personalizados de Taskade
Espacio de trabajo personalizado Generador lets you build a full workspace, folders, and starter projects from one plain-language prompt.
I use it when a new client lands and I need folders, projects, and a naming system before the kickoff call.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abra el Generador de espacios de trabajo
Click your workspace name in the sidebar, then pick New Workspace.
Choose the AI option instead of the blank default.
Paso 2: Describe lo que necesitas
Type a prompt like “content team workspace with a blog calendar”.
Así es como se ve:
✓ Control: A new workspace with folders and starter projects in the sidebar.
Step 3: Review and Rename
Rename any folder that does not match your team language.
✅ Resultado: A working hierarchy structure you can fill with real tasks today.
💡 Consejo profesional: Mention your team size in the prompt. Taskade then adds user roles and permissions that fit your teams.
How to Create Taskade AI Agents
Crear agentes de IA lets you build trained assistants that answer questions and run jobs inside your projects.
Mine answer brand questions, draft replies, and pull details out of long client documents.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the Agents Tab
Click Agents in the left sidebar, then choose Create Agent.
Paso 2: Entrenar al agente
Upload files, paste documents, or add a website link as knowledge.
Así es como se ve:
✓ Control: Your agent card with a green trained status label.
Paso 3: Compártelo con tu equipo.
Toggle sharing so every user in the workspace gets the same answers.
✅ Resultado: A shared asistente that keeps answers consistent across teams.
💡 Consejo profesional: Give each agent one job. A single agent for reunión notes beats one agent trying to do everything.
Cómo usar el asistente Taskade AI Outliner
AI Outliner Assistant lets you turn a rough idea into a structured outline with nested subtasks in seconds.
It is the fastest way to move from a vague plan in your head to tasks someone can own.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open a Blank Project
Create a project, then press the AI button above the first line.
Step 2: Prompt the Outliner
Type your topic and add the depth you want, such as three levels.
Así es como se ve:
✓ Control: A nested outline with parent tasks and collapsible subtasks.
Step 3: Edit the Draft
Delete weak branches and expand the ones worth keeping.
✅ Resultado: A project skeleton built in under a minute instead of an hour.
💡 Consejo profesional: Ask for a checklist format when you plan launches. You get action items, not vague ideas.
Cómo usar las potentes automatizaciones de Taskade
Automatizaciones potentes lets you run repetitive workflow steps automatically with triggers, actions, and agent decisions.
Taskade connects with over 100 apps through native connectors, Zapier, and webhooks.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abra la pestaña Automatización.
Click Automations in your workspace, then hit New Automation.
Paso 2: Elige un desencadenante
Choose triggers like status change, new task, or a scheduled time.
Así es como se ve:
✓ Control: A live automation card with a toggle switched on.
Step 3: Add the Action
Send a notification, create a task, or ask an agent to decide.
✅ Resultado: Status updates and reminders that fire without anyone chasing them.
💡 Consejo profesional: Start with one automation for overdue due dates. It is the fastest way to see the value.
Cómo usar la integración de Taskade con Google Calendar
Integración con Google Calendar lets you sync Taskade due dates with Google Calendar so nothing lives in two places.
This matters most for teams that already live in the calendar and refuse to check a second app.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abrir integraciones
Go to workspace settings, then click the Integrations tab.
Step 2: Connect Google
Click connect and approve the Google permissions screen.
Así es como se ve:
✓ Control: Taskade tasks appearing as events on your Google Calendar.
Step 3: Choose the Projects
Select which projects push dates into the calendar.
✅ Resultado: One timeline for meetings and tasks, checked in real time.
💡 Consejo profesional: Sync only client projects. Syncing every personal list turns your calendar into noise.
Cómo usar el lector de sitios web de Taskade
Lector de sitios lets you pull a live web page into Taskade and turn it into notes an agent can use.
I run competitor pages and documentation through it before writing a post.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the AI Menu
Inside a project, open the AI menu and choose Site Reader.
Step 2: Paste the URL
Drop in the page you want, then confirm the read.
Así es como se ve:
✓ Control: A clean summary block with the source link kept at the top.
Step 3: Send It to an Agent
Attach the output as knowledge for a trained agent.
✅ Resultado: Research captured in the project instead of a lost browser tab.
💡 Consejo profesional: Run competitor pricing pages through Site Reader monthly. The difference between versions shows up instantáneamente.
Cómo usar el tablero Kanban de Taskade
Tablero Kanban lets you drag tasks through stages so you can track progress without a status meeting.
You can switch the same project between List, Board, Calendar, Action, Mind Map, and Table without losing datos.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Switch the View
Click the view switcher at the top and choose Board.
Step 2: Build Your Columns
Rename the default columns to match your real workflow stages.
Así es como se ve:
✓ Control: Cards sitting in named columns with owner avatars showing.
Step 3: Assign and Date
Drag a card, assign an owner, and set the due date.
✅ Resultado: A shared board your team reads in five seconds.
💡 Consejo profesional: Keep columns under six. Wide boards force scrolling and people stop working the board.
Cómo usar el calendario de Taskade
Calendario de Taskade lets you see every dated task from every project on one shared monthly grid.
It is the view I open to plan the week and spot the days that are overloaded.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abrir la vista de calendario
Use the view switcher, or open Calendar from the sidebar.
Step 2: Filter by Project
Turn projects on and off until the grid shows what you own.
Así es como se ve:
✓ Control: A month grid with colour-coded tasks from each project.
Step 3: Drag to Reschedule
Drag any task to a new day to move the date.
✅ Resultado: A clear plan for the week without opening five projects.
💡 Consejo profesional: Open Calendar every Monday. Two minutes of dragging beats a Friday scramble.
Cómo usar el resumidor de documentos de IA de Taskade
Resumidor de documentos con IA lets you drop long files into a project and get short summaries you can act on.
Long transcripts, contracts, and research files stop piling up unread.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Upload the File
Open a task and attach a PDF, doc, or transcript.
Step 2: Run the Summarizer
Open the AI menu and choose Summarize on the attached file.
Así es como se ve:
✓ Control: A short summary block sitting under the original file.
Step 3: Convert to Tasks
Turn each summary line into a subtask with an owner.
✅ Resultado: Meeting notes and reports converted into tasks people can finish.
💡 Consejo profesional: Summarize call transcripts right after the call. Details fade fast and context matters.
Consejos y atajos profesionales de Taskade
These are the tips and tricks I use most after eight months of daily work.
Atajos de teclado
| Acción | Atajo |
|---|---|
| New task below | Ingresar |
| Indent as subtask | Pestaña |
| Open search box | Ctrl / Cmd + K |
| Switch project views | Ctrl / Cmd + / |
Características ocultas que la mayoría de la gente pasa por alto
- #Tag and @Mention links: Add a tag to connect tasks and projects across folders.
- Custom templates: Save any project as a template, then share that collection with your teams.
- Media in tasks: Add images, videos, files, and documents straight into a task to keep context in one place.
- Project chat: Post an update or jump on a call without leaving the project.
Errores comunes que se deben evitar en Taskade
Mistake #1: Treating Folders Like Projects
❌ Incorrecto: Making a new project for every small idea until the sidebar is unreadable.
✅ Derecha: Group work into folders and keep tasks inside fewer projects.
Mistake #2: Skipping User Roles
❌ Incorrecto: Giving every new user full edit rights on a client workspace.
✅ Derecha: Set permissions when people join, and match roles to the work they own.
Mistake #3: Ignoring Due Dates
❌ Incorrecto: Creating tasks with no owner and no dates, then wondering why nothing moves.
✅ Derecha: Add a date and an owner on creation so automation can track it.
Solución de problemas de Taskade
Problem: AI Requests Stop Working
Causa: Free accounts include a limited monthly AI credit pool.
Arreglar: Check your usage in workspace settings, or move to a paid plan for more credits.
Problem: Calendar Events Are Missing
Causa: The Google connection covers selected projects only.
Arreglar: Reopen the integration, tick the missing projects, and reconnect the account.
Problem: Teammates Cannot Edit
Causa: They were added as viewers by default.
Arreglar: Open the share panel, change their user roles to editor, and resend the invite.
📌 Nota: If none of these fix your issue, visit the Taskade help center or contact support.
¿Qué es Taskade?
Taskade is an AI-powered productivity platform for tasks, notes, and projects.
Think of it as a shared notebook that can plan, chat, and act on its own.
Mira este breve resumen:
Incluye estas características clave:
- Generador de espacios de trabajo personalizados: Describe your goal and Taskade builds the workspace, folders, and projects for you
- Crear agentes de IA: Custom ai agents you can train, share, and call from any project
- Asistente de esquema de IA: Generates complex project structures and outlines from natural language prompts
- Automatizaciones potentes: Trigger and action automation that can include agent decision making
- Integración con Google Calendar: Two-way sync between Taskade dates and Google Calendar
- Lector del sitio: Reads a live URL and converts the page into structured notes
- Tablero Kanban: One of six project views, built for visual stage tracking
- Calendario de Taskade: A calendar view that rolls up dates across projects
- Resumidor de documentos con IA: Summarises uploaded documents and long notes into action points
It supports 14 languages and works on every leading operating system.
For a full breakdown, read our Revisión de Taskade.
Precios de Taskade
Here is what Taskade costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | $0 | Solo users testing project views and templates |
| Pro | $10/mes | Trabajadores autónomos who need more AI and automation |
| Equipo | $50/mes | Teams sharing agents, files, and permissions |
| Empresa | Costumbre | Companies needing advanced controls and support |
Prueba gratuita: Yes, the Free plan runs forever, and paid tiers offer a trial.
Garantía de devolución de dinero: Refunds are handled case by case by the billing team.
The jump from Free to Pro is mostly about AI credits, storage, and version history.
💰 Mejor relación calidad-precio: Pro — it removes the free AI limits for the price of two coffees.
Taskade frente a alternativas
Here is how Taskade compares against the tools people weigh against it:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Taskade | All-in-one task and project work | $10/mes | ⭐ 4.1 |
| Asamblea | Auto meeting notes | $10/mes | ⭐ 4.3 |
| Noción | Documentos y wikis | $10/mes | ⭐ 4.7 |
| Luciérnagas IA | Call transcripts | $10/mes | ⭐ 4.6 |
| Haga clic hacia arriba | Large team projects | $7/mes | ⭐ 4.6 |
| Capacidades | Connected notes | $12/mes | ⭐ 4.2 |
| Nota de alegría | Shared team notes | $8/mes | ⭐ 4.4 |
| Notta | Transcripción multilingüe | $9/mes | ⭐ 4.5 |
| Artesanía | Documentos pulidos | $10/mes | ⭐ 4.5 |
| Conoce a Geek | Análisis de reuniones | $19/mes | ⭐ 4.4 |
Here are the top benefits side by side:
Selecciones rápidas:
- Mejor en general: Taskade — project management, notes, and agents in one app
- Mejor presupuesto: Taskade Free — six project views with no card required
- Ideal para principiantes: Taskade — the shortest path from sign up to a working plan
- Ideal para tomar notas de reuniones: Fireflies AI — automatic transcripts of every call
🎯 Alternativas a Taskade
Looking for Taskade alternatives? These are the ones worth a look:
- 🚀 Asamblea: Records and summarises calls automatically, so meeting notes write themselves for busy teams.
- 🌟 Noción: Deeper knowledge base and database features for teams building an internal wiki.
- 🧠 Luciérnagas IA: Meeting transcription with searchable recordings across every call your team joins.
- 🏢 Haga clic hacia arriba: Heavier project management with granular permissions, dashboards, and reportando para equipos más grandes.
- 💡 Capacidades: Object-based note taking for people who connect ideas rather than manage tasks.
- 💼 Nota de alegría: Shared team notes with fast search and simple sharing controls for small teams.
- ⚡ Nota: Fast multilingual transcription for interviews, calls, and voz memos on the go.
- 🎨 Artesanía: Beautiful documents with polished typography for client-facing writing and posts.
- 📊 Conoce a Geek: Meeting analytics and automatic recaps sent to your bandeja de entrada after every call.
Para ver la lista completa, consulte nuestra Alternativas a Taskade guía.
⚔️ Comparación de Taskade
Here is the head to head on each one:
- Taskade frente a Sembly: Sembly wins on call capture. Taskade wins once those notes need to become tracked tasks.
- Taskade vs Notion: Notion is stronger for documents. Taskade is faster for project management and daily task work.
- Taskade contra la IA de las Luciérnagas: Fireflies wins on transcripts. Taskade wins on turning those transcripts into projects.
- Taskade frente a ClickUp: ClickUp offers more settings. Taskade is easier to learn and much faster to set up.
- Taskade vs Capacidades: Capacities suits research. Taskade suits teams who need to track work to completion.
- Taskade contra Notejoy: Notejoy is a notes app. Taskade adds project views, automation, and ai agents.
- Taskade contra Notta: Notta captures audio better. Taskade keeps the follow-up work organised afterwards.
- Taskade vs Craft: Craft looks better for documents. Taskade wins for real time collaboration and workflow.
- Taskade frente a MeetGeek: MeetGeek reports on meetings. Taskade runs the projects those meetings create.
Empiece a usar Taskade ahora
You now know how to use Taskade from account setup to automation:
- ✅ Generador de espacios de trabajo personalizados
- ✅ Crear agentes de IA
- ✅ Asistente de esquematización con IA
- ✅ Automatizaciones potentes
- ✅ Integración con Google Calendar
- ✅ Lector del sitio
- ✅ Tablero Kanban
- ✅ Calendario de Taskade
- ✅ Resumidor de documentos con IA
Siguiente paso: Pick one feature and try it today.
La mayoría de la gente empieza con el Generador de espacios de trabajo personalizados.
I hope this tutorial helps you stay productive, and the only real limit now is your imagination.
For deeper learning resources, the Taskade help center and its YouTube channel both explain each view in depth.
Preguntas frecuentes
¿Es Taskade fácil de aprender y usar?
Yes. Most beginners build a first project within ten minutes. The interface stays close to a plain list, so you learn extra project views only when you need them.
¿Cómo usar Taskade en el teléfono?
Descargar el iOS or Android app, sign in, and your workspace syncs in real time. The mobile layout keeps list, board, and calendar views with full editing.
¿Para qué se utiliza Taskade AI?
It generates project outlines, summarises documents, powers trained ai agents, and makes decisions inside automations. Most users start with the outliner, then add agents for repeat work.
¿Cuáles son las limitaciones de usar Taskade de forma gratuita?
The Free plan caps AI credits, storage, and version history. Collaboration works, but heavy automation, larger file uploads, and advanced permissions need a paid plan.
Is taskade ai free?
Yes, with limits. Free accounts get a monthly AI credit allowance covering light use. Pro at $10 per month lifts those limits for daily work.
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