Démarrage rapide
This Taskade tutorial covers every feature, step by step:
- Commencer — Create your account and learn the hierarchy structure
- Comment utiliser le générateur d'espace de travail personnalisé — Spin up a whole workspace from a prompt in seconds
- Comment utiliser Create AI Agents — Train assistants that work inside your projects
- Comment utiliser l'assistant de conception IA — Turn rough ideas into structured outlines fast
- Comment utiliser des automatisations puissantes — Run repetitive workflow steps without touching them
- Comment utiliser l'intégration de Google Agenda — Sync dates with the calendar you already check
- Comment utiliser le lecteur de site — Turn any web page into usable project notes
- Comment utiliser un tableau Kanban — Track progress by dragging cards through stages
- Comment utiliser le calendrier Taskade — See every dated task on one shared grid
- Comment utiliser un outil de résumé de documents par IA — Get short, usable summaries from long files
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
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.
Tutoriel 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 automation in one app. Taskade gives you six project views, trained ai agents, and 1000+ templates. Start free, no credit card needed.
Premiers pas avec Taskade
Setup takes about three minutes, and beginners get started quickly here.
Watch this short introduction first:
Passons maintenant en revue chaque étape.
Étape 1 : Créez votre compte
Visit the Taskade site and click Sign Up.
Use a work email so team members invited later land in the same workspace.
✓ Point de contrôle: 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, Androïde, and iOS with full feature parity.
Here is what my own account looked like after setup:
✓ Point de contrôle: 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.
✅ Terminé : Your account is ready for every feature below.
Comment utiliser le générateur d'espace de travail personnalisé Taskade
Espace de travail personnalisé Générateur 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez le générateur d’espace de travail
Click your workspace name in the sidebar, then pick New Workspace.
Choose the AI option instead of the blank default.
Étape 2 : Décrivez vos besoins
Type a prompt like “content team workspace with a blog calendar”.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : A working hierarchy structure you can fill with real tasks today.
💡 Conseil de pro : Mention your team size in the prompt. Taskade then adds user roles and permissions that fit your teams.
How to Create Taskade AI Agents
Créer des agents 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.
Voici comment l'utiliser étape par étape.
Step 1: Open the Agents Tab
Click Agents in the left sidebar, then choose Create Agent.
Étape 2 : Former l’agent
Upload files, paste documents, or add a website link as knowledge.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your agent card with a green trained status label.
Étape 3 : Partagez avec votre équipe
Toggle sharing so every user in the workspace gets the same answers.
✅ Résultat : A shared assistant that keeps answers consistent across teams.
💡 Conseil de pro : Give each agent one job. A single agent for réunion notes beats one agent trying to do everything.
Comment utiliser Taskade AI Outliner Assistant
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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: A nested outline with parent tasks and collapsible subtasks.
Step 3: Edit the Draft
Delete weak branches and expand the ones worth keeping.
✅ Résultat : A project skeleton built in under a minute instead of an hour.
💡 Conseil de pro : Ask for a checklist format when you plan launches. You get action items, not vague ideas.
Comment utiliser les puissantes automatisations de Taskade
Automatisations puissantes 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l’onglet Automatisation
Click Automations in your workspace, then hit New Automation.
Étape 2 : Choisir un déclencheur
Choose triggers like status change, new task, or a scheduled time.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Status updates and reminders that fire without anyone chasing them.
💡 Conseil de pro : Start with one automation for overdue due dates. It is the fastest way to see the value.
Comment utiliser l'intégration de Taskade avec Google Agenda ?
Intégration de Google Agenda 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir les intégrations
Go to workspace settings, then click the Integrations tab.
Step 2: Connect Google
Click connect and approve the Google permissions screen.
Voici à quoi cela ressemble :
✓ Point de contrôle: Taskade tasks appearing as events on your Google Calendar.
Step 3: Choose the Projects
Select which projects push dates into the calendar.
✅ Résultat : One timeline for meetings and tasks, checked in real time.
💡 Conseil de pro : Sync only client projects. Syncing every personal list turns your calendar into noise.
Comment utiliser Taskade Site Reader
Lecteur de site 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Research captured in the project instead of a lost browser tab.
💡 Conseil de pro : Run competitor pricing pages through Site Reader monthly. The difference between versions shows up immédiatement.
Comment utiliser un tableau Kanban Taskade
Tableau 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 données.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : A shared board your team reads in five seconds.
💡 Conseil de pro : Keep columns under six. Wide boards force scrolling and people stop working the board.
Comment utiliser le calendrier Taskade
Calendrier 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir la vue Calendrier
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : A clear plan for the week without opening five projects.
💡 Conseil de pro : Open Calendar every Monday. Two minutes of dragging beats a Friday scramble.
Comment utiliser Taskade AI Document Summarizer
Résumé de documents par 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: A short summary block sitting under the original file.
Step 3: Convert to Tasks
Turn each summary line into a subtask with an owner.
✅ Résultat : Meeting notes and reports converted into tasks people can finish.
💡 Conseil de pro : Summarize call transcripts right after the call. Details fade fast and context matters.
Astuces et raccourcis Taskade Pro
These are the tips and tricks I use most after eight months of daily work.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| New task below | Entrer |
| Indent as subtask | Languette |
| Open search box | Ctrl/Cmd + K |
| Switch project views | Ctrl / Cmd + / |
Fonctionnalités cachées que la plupart des gens ignorent
- #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.
Erreurs courantes à éviter selon Taskade
Mistake #1: Treating Folders Like Projects
❌ Faux : Making a new project for every small idea until the sidebar is unreadable.
✅ À droite : Group work into folders and keep tasks inside fewer projects.
Mistake #2: Skipping User Roles
❌ Faux : Giving every new user full edit rights on a client workspace.
✅ À droite : Set permissions when people join, and match roles to the work they own.
Mistake #3: Ignoring Due Dates
❌ Faux : Creating tasks with no owner and no dates, then wondering why nothing moves.
✅ À droite : Add a date and an owner on creation so automation can track it.
Dépannage Taskade
Problem: AI Requests Stop Working
Cause: Free accounts include a limited monthly AI credit pool.
Réparer: Check your usage in workspace settings, or move to a paid plan for more credits.
Problem: Calendar Events Are Missing
Cause: The Google connection covers selected projects only.
Réparer: Reopen the integration, tick the missing projects, and reconnect the account.
Problem: Teammates Cannot Edit
Cause: They were added as viewers by default.
Réparer: Open the share panel, change their user roles to editor, and resend the invite.
📌 Note: If none of these fix your issue, visit the Taskade help center or contact support.
Qu'est-ce que 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.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Générateur d'espace de travail personnalisé : Describe your goal and Taskade builds the workspace, folders, and projects for you
- Créer des agents IA : Custom ai agents you can train, share, and call from any project
- Assistant de conception IA : Generates complex project structures and outlines from natural language prompts
- Automatisations puissantes : Trigger and action automation that can include agent decision making
- Intégration de Google Agenda : Two-way sync between Taskade dates and Google Calendar
- Lecteur de site : Reads a live URL and converts the page into structured notes
- Tableau Kanban : One of six project views, built for visual stage tracking
- Calendrier des tâches : A calendar view that rolls up dates across projects
- Résumé de documents par 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 Avis sur Taskade.
Tarification de Taskade
Here is what Taskade costs in 2026:
| Plan | Prix | Idéal pour |
|---|---|---|
| Gratuit | $0 | Solo users testing project views and templates |
| Pro | 10 $/mois | travailleurs indépendants who need more AI and automation |
| Équipe | 50 $/mois | Teams sharing agents, files, and permissions |
| Entreprise | Coutume | Companies needing advanced controls and support |
Essai gratuit : Yes, the Free plan runs forever, and paid tiers offer a trial.
Garantie de remboursement : 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.
💰 Meilleur rapport qualité-prix : Pro — it removes the free AI limits for the price of two coffees.
Taskade contre les alternatives
Here is how Taskade compares against the tools people weigh against it:
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Taskade | All-in-one task and project work | 10 $/mois | ⭐ 4.1 |
| Assemblage | Auto meeting notes | 10 $/mois | ⭐ 4,3 |
| Notion | Documents et wikis | 10 $/mois | ⭐ 4,7 |
| Lucioles IA | Call transcripts | 10 $/mois | ⭐ 4,6 |
| ClickUp | Large team projects | 7 $/mois | ⭐ 4,6 |
| Capacités | Connected notes | 12 $/mois | ⭐ 4.2 |
| Notejoy | Shared team notes | 8 $/mois | ⭐ 4,4 |
| Notta | Transcription multilingue | 9 $/mois | ⭐ 4,5 |
| Artisanat | Documents poli | 10 $/mois | ⭐ 4,5 |
| MeetGeek | Analyse des réunions | 19 $/mois | ⭐ 4,4 |
Here are the top benefits side by side:
Sélection rapide :
- Meilleur résultat global : Taskade — project management, notes, and agents in one app
- Meilleur budget : Taskade Free — six project views with no card required
- Idéal pour les débutants : Taskade — the shortest path from sign up to a working plan
- Idéal pour prendre des notes en réunion : Fireflies AI — automatic transcripts of every call
🎯 Alternatives à Taskade
Looking for Taskade alternatives? These are the ones worth a look:
- 🚀 Assemblage : Records and summarises calls automatically, so meeting notes write themselves for busy teams.
- 🌟 Notion: Deeper knowledge base and database features for teams building an internal wiki.
- 🧠 IA des lucioles : Meeting transcription with searchable recordings across every call your team joins.
- 🏢 ClickUp : Heavier project management with granular permissions, dashboards, and reportage pour les équipes plus importantes.
- 💡 Capacités : Object-based note taking for people who connect ideas rather than manage tasks.
- 💼 Notejoy : Shared team notes with fast search and simple sharing controls for small teams.
- ⚡ Notta: Fast multilingual transcription for interviews, calls, and voix memos on the go.
- 🎨 Artisanat: Beautiful documents with polished typography for client-facing writing and posts.
- 📊 MeetGeek : Meeting analytics and automatic recaps sent to your boîte de réception after every call.
Pour la liste complète, consultez notre Alternatives à Taskade guide.
⚔️ Comparaison de Taskade
Here is the head to head on each one:
- Taskade contre Sembly: Sembly wins on call capture. Taskade wins once those notes need to become tracked tasks.
- Taskade contre Notion : Notion is stronger for documents. Taskade is faster for project management and daily task work.
- Taskade contre l'IA des lucioles: Fireflies wins on transcripts. Taskade wins on turning those transcripts into projects.
- Taskade contre ClickUp: ClickUp offers more settings. Taskade is easier to learn and much faster to set up.
- Taskade vs Capacités: Capacities suits research. Taskade suits teams who need to track work to completion.
- Taskade contre Notejoy: Notejoy is a notes app. Taskade adds project views, automation, and ai agents.
- Taskade contre Notta: Notta captures audio better. Taskade keeps the follow-up work organised afterwards.
- Taskade contre Craft: Craft looks better for documents. Taskade wins for real time collaboration and workflow.
- Taskade contre MeetGeek: MeetGeek reports on meetings. Taskade runs the projects those meetings create.
Commencez à utiliser Taskade dès maintenant
You now know how to use Taskade from account setup to automation:
- ✅ Générateur d'espace de travail personnalisé
- ✅ Créer des agents IA
- ✅ Assistant de création de plan par IA
- ✅ Automatisations puissantes
- ✅ Intégration de Google Agenda
- ✅ Lecteur de site
- ✅ Tableau Kanban
- ✅ Calendrier Taskade
- ✅ Résumé de documents par IA
Étape suivante : Pick one feature and try it today.
La plupart des gens commencent par le générateur d'espace de travail personnalisé.
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.
Foire aux questions
Taskade est-il facile à apprendre et à utiliser ?
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.
Comment utiliser Taskade sur téléphone ?
Téléchargez le 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.
À quoi sert 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.
Quelles sont les limitations de l'utilisation gratuite de Taskade ?
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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