How to Use Taskade: The Ultimate Beginner’s Guide in 2026

Avvio rapido

This Taskade tutorial covers every feature, step by step:

• Iniziare — Create your account and learn the hierarchy structure
• Come utilizzare la funzione "Impostazione degli obiettivi della campagna" — Spin up a whole workspace from a prompt in seconds
• Come utilizzare Create AI Agents — Train assistants that work inside your projects
• Questa guida illustra tutte le funzionalità di Slidesgo: — Turn rough ideas into structured outlines fast
• Come utilizzare gli agenti Fireflies — Run repetitive workflow steps without touching them
• Come utilizzare l'integrazione CRM — Sync dates with the calendar you already check
• Come usare Sketch e annotare — Turn any web page into usable project notes
• Come utilizzare la lavagna Kanban — Track progress by dragging cards through stages
• Trova le risposte nel tuo spazio di lavoro e nelle app connesse come Slack e Google Drive. — See every dated task on one shared grid
• Come utilizzare i backlink contestuali — Get short, usable summaries from long files

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

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 di Sembly AI

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 automazione in one app. Taskade gives you six project views, trained ai agents, and 1000+ templates. Start free, no credit card needed.

Taskade è uno degli strumenti di produttività basati sull'intelligenza artificiale più potenti oggi disponibili.

LEGGI LA RECENSIONE COMPLETA →

Se nessuna di queste soluzioni risolve il problema, contatta l'assistenza Prezi tramite il loro centro assistenza all'indirizzo support.prezi.com.

Come scaricare gratuitamente da SlidesGo?

Setup takes about three minutes, and beginners get started quickly here.

Watch this short introduction first:

Ora analizziamo nel dettaglio ogni passaggio.

Passaggio 1: crea il tuo account

Visit the Taskade site and click Sign Up.

Use a work email so team members invited later land in the same workspace.

✓ Punto di controllo: 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, Android, and iOS with full feature parity.

Here is what my own account looked like after setup:

✓ Punto di controllo: 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.

Riunire tutti i progetti, le attività personali e il lavoro di squadra in un unico spazio di lavoro senza cartelle.

Spazio di lavoro personalizzato Generatore 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.

Ecco come usarlo, passo dopo passo.

Vai su Impostazioni e cerca "Modelli di posta elettronica" nella Ricerca rapida.

Click your workspace name in the sidebar, then pick New Workspace.

Choose the AI option instead of the blank default.

Indica all'IA cosa desideri: schema, bozza, feedback o traduzione.

Type a prompt like “content team workspace with a blog calendar”.

Ecco come si presenta:

✓ Punto di controllo: 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.

How to Create Taskade AI Agents

Creare agenti di intelligenza artificiale 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.

Ecco come usarlo, passo dopo passo.

Step 1: Open the Agents Tab

Click Agents in the left sidebar, then choose Create Agent.

Fase 2: Addestrare l'agente

Upload files, paste documents, or add a website link as knowledge.

Ecco come si presenta:

✓ Punto di controllo: Your agent card with a green trained status label.

Passaggio 3: Condividi con il tuo team

Toggle sharing so every user in the workspace gets the same answers.

Converte il parlato in testo con una precisione del 95% in oltre 100 lingue.

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.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: A nested outline with parent tasks and collapsible subtasks.

Step 3: Edit the Draft

Delete weak branches and expand the ones worth keeping.

Automazioni potenti:

Utilizza DesignerBot come punto di partenza, non come prodotto finito. Per ottenere risultati ottimali, dedica 15-20 minuti alla personalizzazione del contenuto dopo la generazione. 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.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Aprire la scheda Automazione

Click Automations in your workspace, then hit New Automation.

Passaggio 2: Scegli un elemento scatenante

Choose triggers like status change, new task, or a scheduled time.

Ecco come si presenta:

✓ Punto di controllo: 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.

Configura trigger e azioni per automatizzare i flussi di lavoro ripetitivi.

Utilizza la chat multi-riunione basata sull'IA per prepararti alle revisioni trimestrali: riassume rapidamente le tendenze. 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.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Aprire le integrazioni

Go to workspace settings, then click the Integrations tab.

Step 2: Connect Google

Click connect and approve the Google permissions screen.

Ecco come si presenta:

✓ Punto di controllo: Taskade tasks appearing as events on your Google Calendar.

Step 3: Choose the Projects

Select which projects push dates into the calendar.

Lettore del sito:

Utilizza le visualizzazioni elenco per filtrare i lead in base allo stato, alla fonte o al responsabile. Salva le visualizzazioni elenco personalizzate per un accesso rapido quotidiano. 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.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Estrarre e riassumere il contenuto delle pagine web utilizzando l'intelligenza artificiale.

Bacheca 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 dati.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Trova le risposte nel tuo spazio di lavoro e nelle app connesse come Slack e Google Drive.

Design personalizzabile 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.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Aprire la visualizzazione 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.

Ecco come si presenta:

✓ Punto di controllo: 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.

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Lettore del sito 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.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: A short summary block sitting under the original file.

Step 3: Convert to Tasks

Turn each summary line into a subtask with an owner.

Suggerimenti e scorciatoie per Slidesgo Pro

These are the tips and tricks I use most after eight months of daily work.

Scorciatoie da tastiera

Funzionalità nascoste che la maggior parte delle persone non nota

• #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.

Capacità: errori comuni da evitare

Mistake #1: Treating Folders Like Projects

Mistake #2: Skipping User Roles

Mistake #3: Ignoring Due Dates

Utilizza caratteri standard (Arial, Helvetica) nel tuo file PPTX prima di importarlo. Rimuovi le animazioni complesse in anticipo e aggiungi le transizioni Prezi in seguito.

Problem: AI Requests Stop Working

Causa: Free accounts include a limited monthly AI credit pool.

Aggiustare: 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.

Aggiustare: Reopen the integration, tick the missing projects, and reconnect the account.

Problem: Teammates Cannot Edit

Causa: They were added as viewers by default.

Aggiustare: 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.

Che cos'è 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.

Guarda questa breve panoramica:

Include le seguenti caratteristiche principali:

• Creazione di modelli: Describe your goal and Taskade builds the workspace, folders, and projects for you
• Crea agenti di intelligenza artificiale: Custom ai agents you can train, share, and call from any project
• Assistente AI Outliner: Generates complex project structures and outlines from natural language prompts
• Questa soluzione è perfetta per i team di vendita che necessitano di qualcosa di più dei semplici messaggi su LinkedIn. Trigger and action automation that can include agent decision making
• Integrazione con Google Calendar: Two-way sync between Taskade dates and Google Calendar
• Phantom Buster: Reads a live URL and converts the page into structured notes
• Lavagna Kanban: One of six project views, built for visual stage tracking
• Come utilizzare il calendario di Taskade A calendar view that rolls up dates across projects
• Come utilizzare Taskade AI Document Summarizer 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 Prezzi di I/O superiori.

Prezzi Taskade

Here is what Taskade costs in 2026:

Prova gratuita: Yes, the Free plan runs forever, and paid tiers offer a trial.

Garanzia di rimborso: 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.

💰 Miglior rapporto qualità-prezzo: Pro — it removes the free AI limits for the price of two coffees.

L'abbonamento Pro a 10 dollari al mese ti offre 10.000 attività basate sull'intelligenza artificiale, integrazioni con Slack e Google e tutte le funzionalità premium a un prezzo contenuto.

Here is how Taskade compares against the tools people weigh against it:

Here are the top benefits side by side:

Scelte rapide:

• Il migliore in assoluto: Taskade — project management, notes, and agents in one app
• Miglior budget: Taskade Free — six project views with no card required
• Ideale per principianti: Taskade — the shortest path from sign up to a working plan
• Quanto è precisa l'IA di Fireflies? Fireflies AI — automatic transcripts of every call

🎯 Alternative allo sciame

Looking for Taskade alternatives? These are the ones worth a look:

• 🚀 Sembly: Records and summarises calls automatically, so meeting notes write themselves for busy teams.
• 🌟 Nozione: Deeper knowledge base and database features for teams building an internal wiki.
• 🧠 Lucciole AI: Meeting transcription with searchable recordings across every call your team joins.
• 🏢 ClickUp: Heavier project management with granular permissions, dashboards, and segnalazione per team più numerosi.
• 💡 Capacità: Object-based note taking for people who connect ideas rather than manage tasks.
• 💼 Notajoy: Shared team notes with fast search and simple sharing controls for small teams.
• ⚡ Nota: Fast multilingual transcription for interviews, calls, and voce memos on the go.
• 🎨 Mestiere: Beautiful documents with polished typography for client-facing writing and posts.
• 📊 MeetGeek: Meeting analytics and automatic recaps sent to your posta in arrivo after every call.

Per l'elenco completo, consultare il nostro Alternative a Taskade guida.

⚔️ Confronto tra sciami

Here is the head to head on each one:

• Taskade contro Sembly: Sembly wins on call capture. Taskade wins once those notes need to become tracked tasks.
• Notejoy è pensato per le note di gruppo in continuo aggiornamento; Sembly serve per acquisire il contenuto delle riunioni con trascrizione tramite intelligenza artificiale. Notion is stronger for documents. Taskade is faster for project management and daily task work.
• Notion eccelle nella personalizzazione del database e nelle funzionalità wiki. Taskade si distingue per gli agenti IA integrati e la chat video in tempo reale.: Fireflies wins on transcripts. Taskade wins on turning those transcripts into projects.
• Taskade contro ClickUp: ClickUp offers more settings. Taskade is easier to learn and much faster to set up.
• Taskade vs Capacità: Capacities suits research. Taskade suits teams who need to track work to completion.
• Taskade contro Notejoy: Notejoy is a notes app. Taskade adds project views, automation, and ai agents.
• Taskade contro Notta: Notta captures audio better. Taskade keeps the follow-up work organised afterwards.
• Taskade contro Craft: Craft looks better for documents. Taskade wins for real time collaboration and workflow.
• Taskade contro MeetGeek: MeetGeek reports on meetings. Taskade runs the projects those meetings create.

Inizia subito a usare Slidesgo

You now know how to use Taskade from account setup to automation:

• ✅ Analisi avanzate
• ✅ Crea agenti IA
• ✅ Modelli di email
• Generatore di mazzi AI
• Lemlist è la soluzione giusta per te?
• Buzzy AI è la soluzione giusta per te?
• ✅ Lavagna Kanban
• ✅ Illimitato
• ✅ Flussi di lavoro per le presentazioni

Passo successivo: Pick one feature and try it today.

La maggior parte delle persone inizia con il Generatore di aree di lavoro personalizzate.

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.

Domande frequenti

Surfer SEO è stata co-fondata da Michal Suski e Lucjan Suski nel 2017. Nel 2025, l'azienda è stata acquisita da Positive Group, una società tecnologica francese.

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.

Evernote funziona su web, desktop (Mac/Windows) e dispositivi mobili (iOS/Android).

Scarica il 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.

Taskade Crea Agenti IA Immagine

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.

Taskade AI ti aiuta a generare progetti, creare schemi, riassumere documenti e automatizzare i flussi di lavoro. Puoi creare agenti AI personalizzati per la scrittura, la ricerca e l'analisi dei dati. L'intelligenza artificiale alimenta anche le funzionalità di generazione di spazi di lavoro, lettura di siti e riassunto di documenti descritte in questa guida.

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.