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

빠른 시작

This Taskade tutorial covers every feature, step by step:

• 시작하기 — Create your account and learn the hierarchy structure
• 사용자 지정 작업 공간 생성기 사용 방법 — Spin up a whole workspace from a prompt in seconds
• AI 에이전트 생성 방법 — Train assistants that work inside your projects
• AI 아웃라이너 어시스턴트 사용 방법 — Turn rough ideas into structured outlines fast
• 강력한 자동화 기능을 사용하는 방법 — Run repetitive workflow steps without touching them
• 구글 캘린더 연동 사용 방법 — Sync dates with the calendar you already check
• 사이트 리더 사용 방법 — Turn any web page into usable project notes
• 칸반 보드 사용 방법 — Track progress by dragging cards through stages
• Taskade 캘린더 사용 방법 — See every dated task on one shared grid
• AI 문서 요약 도구 사용 방법 — Get short, usable summaries from long files

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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.

Taskade 튜토리얼

Below you will learn the setup, all nine core features, and the tricks that save the most time.

태스크데

Plan projects, write notes, and run 오토메이션 in one app. Taskade gives you six project views, trained ai agents, and 1000+ templates. Start free, no credit card needed.

지금 바로 TASKADE를 사용해 보세요 →

전체 리뷰 읽기 →

태스크케이드 대안 →

Taskade 시작하기

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

Watch this short introduction first:

이제 각 단계를 하나씩 살펴보겠습니다.

1단계: 계정 생성

Visit the Taskade site and click Sign Up.

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

✓ 검문소: 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, 기계적 인조 인간, and iOS with full feature parity.

Here is what my own account looked like after setup:

✓ 검문소: 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.

Taskade 사용자 지정 작업 공간 생성기 사용 방법

사용자 지정 작업 공간 발전기 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.

다음은 단계별 사용 방법입니다.

1단계: 워크스페이스 생성기를 엽니다.

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

Choose the AI option instead of the blank default.

2단계: 필요한 사항을 설명하세요

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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

AI 에이전트 생성 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.

다음은 단계별 사용 방법입니다.

Step 1: Open the Agents Tab

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

2단계: 에이전트 학습

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Your agent card with a green trained status label.

3단계: 팀과 공유하기

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

Taskade AI 아웃라이너 어시스턴트 사용 방법

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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: A nested outline with parent tasks and collapsible subtasks.

Step 3: Edit the Draft

Delete weak branches and expand the ones worth keeping.

Taskade의 강력한 자동화 기능을 사용하는 방법

강력한 자동화 lets you run repetitive workflow steps automatically with triggers, actions, and agent decisions.

Taskade connects with over 100 apps through native connectors, 자피어, and webhooks.

다음은 단계별 사용 방법입니다.

1단계: 자동화 탭을 엽니다.

Click Automations in your workspace, then hit New Automation.

2단계: 트리거 선택

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

Taskade Google 캘린더 연동 사용 방법

구글 캘린더 연동 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.

다음은 단계별 사용 방법입니다.

1단계: 통합 열기

Go to workspace settings, then click the Integrations tab.

Step 2: Connect Google

Click connect and approve the Google permissions screen.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Taskade tasks appearing as events on your Google Calendar.

Step 3: Choose the Projects

Select which projects push dates into the calendar.

Taskade Site Reader 사용 방법

사이트 리더 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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

Taskade 칸반 보드 사용 방법

칸반 보드 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 데이터.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

Taskade 캘린더 사용 방법

타스케이드 캘린더 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.

다음은 단계별 사용 방법입니다.

1단계: 캘린더 보기 열기

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

Taskade AI 문서 요약 도구 사용 방법

AI 문서 요약기 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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: A short summary block sitting under the original file.

Step 3: Convert to Tasks

Turn each summary line into a subtask with an owner.

Taskade 전문가 팁 및 단축키

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

키보드 단축키

대부분의 사람들이 놓치는 숨겨진 기능들

• #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.

Taskade에서 흔히 저지르는 실수들을 피하는 방법

Mistake #1: Treating Folders Like Projects

Mistake #2: Skipping User Roles

Mistake #3: Ignoring Due Dates

Taskade 문제 해결

Problem: AI Requests Stop Working

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

고치다: Check your usage in workspace settings, or move to a paid plan for more credits.

Problem: Calendar Events Are Missing

원인: The Google connection covers selected projects only.

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

Problem: Teammates Cannot Edit

원인: They were added as viewers by default.

고치다: Open the share panel, change their user roles to editor, and resend the invite.

📌 메모: If none of these fix your issue, visit the Taskade help center or contact support.

Taskade란 무엇인가요?

태스크데 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.

이 간단한 개요를 시청하세요:

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

• 사용자 지정 작업 공간 생성기: Describe your goal and Taskade builds the workspace, folders, and projects for you
• AI 에이전트 생성: Custom ai agents you can train, share, and call from any project
• AI 아웃라이너 도우미: Generates complex project structures and outlines from natural language prompts
• 강력한 자동화 기능: Trigger and action automation that can include agent decision making
• 구글 캘린더 연동: Two-way sync between Taskade dates and Google Calendar
• 사이트 방문자: Reads a live URL and converts the page into structured notes
• 칸반 보드: One of six project views, built for visual stage tracking
• Taskade 캘린더: A calendar view that rolls up dates across projects
• AI 문서 요약기: 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 Taskade 리뷰.

Taskade 가격 책정

Here is what Taskade costs in 2026:

무료 체험: Yes, the Free plan runs forever, and paid tiers offer a trial.

환불 보장: 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.

💰 최고의 가성비: Pro — it removes the free AI limits for the price of two coffees.

Taskade와 대안

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

Here are the top benefits side by side:

빠른 추천:

• 종합 최고상: Taskade — project management, notes, and agents in one app
• 최고의 가성비: Taskade Free — six project views with no card required
• 초보자에게 가장 적합: Taskade — the shortest path from sign up to a working plan
• 회의록 작성에 가장 적합합니다. Fireflies AI — automatic transcripts of every call

🎯 Taskade 대안

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

• 🚀 조립: Records and summarises calls automatically, so meeting notes write themselves for busy teams.
• 🌟 개념: Deeper knowledge base and database features for teams building an internal wiki.
• 🧠 반딧불이 AI: Meeting transcription with searchable recordings across every call your team joins.
• 🏢 클릭업: Heavier project management with granular permissions, dashboards, and 보고 규모가 큰 팀의 경우.
• 💡 용량: Object-based note taking for people who connect ideas rather than manage tasks.
• 💼 노트조이: Shared team notes with fast search and simple sharing controls for small teams.
• ⚡ 참고: Fast multilingual transcription for interviews, calls, and 목소리 memos on the go.
• 🎨 선박: Beautiful documents with polished typography for client-facing writing and posts.
• 📊 MeetGeek: Meeting analytics and automatic recaps sent to your 받은 편지함 after every call.

전체 목록은 다음을 참조하세요. Taskade 대안 가이드.

⚔️ Taskade 비교

Here is the head to head on each one:

• 타스카데 vs 어셈블리: 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 vs Fireflies AI: Fireflies wins on transcripts. Taskade wins on turning those transcripts into projects.
• Taskade vs ClickUp: ClickUp offers more settings. Taskade is easier to learn and much faster to set up.
• 태스크데 vs 역량: Capacities suits research. Taskade suits teams who need to track work to completion.
• 타스카데 vs 노트조이: Notejoy is a notes app. Taskade adds project views, automation, and ai agents.
• 타스카데 vs 노타: 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 vs MeetGeek: MeetGeek reports on meetings. Taskade runs the projects those meetings create.

지금 바로 Taskade를 사용해 보세요

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

• ✅ 사용자 지정 작업 공간 생성기
• ✅ AI 에이전트 생성
• ✅ AI 아웃라이너 도우미
• ✅ 강력한 자동화 기능
• ✅ 구글 캘린더 연동
• ✅ 사이트 리더
• ✅ 칸반 보드
• ✅ 태스케이드 캘린더
• ✅ AI 문서 요약기

다음 단계: Pick one feature and try it today.

대부분의 사람들은 사용자 지정 작업 공간 생성기로 시작합니다.

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 유튜브 channel both explain each view in depth.

자주 묻는 질문

Taskade는 배우고 사용하기 쉬운가요?

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.

휴대폰에서 Taskade를 사용하는 방법은 무엇인가요?

다운로드하세요 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 AI는 무엇에 사용되나요?

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.

Taskade를 무료로 사용할 때의 제한 사항은 무엇인가요?

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.