Início rápido
This Taskade tutorial covers every feature, step by step:
- Começando — Create your account and learn the hierarchy structure
- Como usar o gerador de espaço de trabalho personalizado — Spin up a whole workspace from a prompt in seconds
- Como usar o Create AI Agents — Train assistants that work inside your projects
- Como usar o Assistente de Estruturação de Tópicos com IA — Turn rough ideas into structured outlines fast
- Como usar automações poderosas — Run repetitive workflow steps without touching them
- Como usar a integração com o Google Agenda — Sync dates with the calendar you already check
- Como usar o Leitor de Sites — Turn any web page into usable project notes
- Como usar um quadro Kanban — Track progress by dragging cards through stages
- Como usar o calendário Taskade — See every dated task on one shared grid
- Como usar o resumidor de documentos com IA — Get short, usable summaries from long files
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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 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 automação in one app. Taskade gives you six project views, trained ai agents, and 1000+ templates. Start free, no credit card needed.
Primeiros passos com o Taskade
Setup takes about three minutes, and beginners get started quickly here.
Watch this short introduction first:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
Visit the Taskade site and click Sign Up.
Use a work email so team members invited later land in the same workspace.
✓ Ponto de verificação: 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:
✓ Ponto de verificação: 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.
✅ Concluído: Your account is ready for every feature below.
Como usar o gerador de espaço de trabalho personalizado Taskade
Espaço de trabalho personalizado Gerador 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.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra o Gerador de Espaço de Trabalho
Click your workspace name in the sidebar, then pick New Workspace.
Choose the AI option instead of the blank default.
Passo 2: Descreva o que você precisa
Type a prompt like “content team workspace with a blog calendar”.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Mention your team size in the prompt. Taskade then adds user roles and permissions that fit your teams.
How to Create Taskade AI Agents
Criar 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.
Veja aqui como usá-lo passo a passo.
Step 1: Open the Agents Tab
Click Agents in the left sidebar, then choose Create Agent.
Etapa 2: Treinar o agente
Upload files, paste documents, or add a website link as knowledge.
Eis como isso se parece:
✓ Ponto de verificação: Your agent card with a green trained status label.
Passo 3: Compartilhe com sua equipe
Toggle sharing so every user in the workspace gets the same answers.
✅ Resultado: A shared assistente that keeps answers consistent across teams.
💡 Dica profissional: Give each agent one job. A single agent for reunião notes beats one agent trying to do everything.
Como usar o assistente de estruturação de tópicos Taskade AI
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.
Veja aqui como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Ask for a checklist format when you plan launches. You get action items, not vague ideas.
Como usar as poderosas automações do Taskade
Automações poderosas 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.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra a aba Automação.
Click Automations in your workspace, then hit New Automation.
Passo 2: Escolha um gatilho
Choose triggers like status change, new task, or a scheduled time.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Start with one automation for overdue due dates. It is the fastest way to see the value.
Como usar a integração do Taskade com o Google Agenda
Integração com o 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.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra as integrações
Go to workspace settings, then click the Integrations tab.
Step 2: Connect Google
Click connect and approve the Google permissions screen.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Sync only client projects. Syncing every personal list turns your calendar into noise.
Como usar o Taskade Site Reader
Leitor do 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.
Veja aqui como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Run competitor pricing pages through Site Reader monthly. The difference between versions shows up imediatamente.
Como usar o quadro Kanban do Taskade
Quadro 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 dados.
Veja aqui como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Keep columns under six. Wide boards force scrolling and people stop working the board.
Como usar o calendário Taskade
Calendário 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.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra a visualização de calendário
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Open Calendar every Monday. Two minutes of dragging beats a Friday scramble.
Como usar o Taskade AI Document Summarizer
Resumidor de documentos com 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.
Veja aqui como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Summarize call transcripts right after the call. Details fade fast and context matters.
Dicas e Atalhos Profissionais do Taskade
These are the tips and tricks I use most after eight months of daily work.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| New task below | Digitar |
| Indent as subtask | Aba |
| Open search box | Ctrl/Cmd + K |
| Switch project views | Ctrl / Cmd + / |
Características ocultas que a maioria das pessoas não percebe
- #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.
Taskade: Erros comuns a evitar
Mistake #1: Treating Folders Like Projects
❌ Errado: Making a new project for every small idea until the sidebar is unreadable.
✅ Direita: Group work into folders and keep tasks inside fewer projects.
Mistake #2: Skipping User Roles
❌ Errado: Giving every new user full edit rights on a client workspace.
✅ Direita: Set permissions when people join, and match roles to the work they own.
Mistake #3: Ignoring Due Dates
❌ Errado: Creating tasks with no owner and no dates, then wondering why nothing moves.
✅ Direita: Add a date and an owner on creation so automation can track it.
Solução de problemas do Taskade
Problem: AI Requests Stop Working
Causa: Free accounts include a limited monthly AI credit pool.
Consertar: 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.
Consertar: Reopen the integration, tick the missing projects, and reconnect the account.
Problem: Teammates Cannot Edit
Causa: They were added as viewers by default.
Consertar: Open the share panel, change their user roles to editor, and resend the invite.
📌 Observação: If none of these fix your issue, visit the Taskade help center or contact support.
O que é 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Gerador de Espaço de Trabalho Personalizado: Describe your goal and Taskade builds the workspace, folders, and projects for you
- Criar agentes de IA: Custom ai agents you can train, share, and call from any project
- Assistente de estruturação de tópicos por IA: Generates complex project structures and outlines from natural language prompts
- Automações poderosas: Trigger and action automation that can include agent decision making
- Integração com o Google Agenda: Two-way sync between Taskade dates and Google Calendar
- Leitor do site: Reads a live URL and converts the page into structured notes
- Quadro Kanban: One of six project views, built for visual stage tracking
- Calendário Taskade: A calendar view that rolls up dates across projects
- Resumo de documentos por 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 Análise do Taskade.
Preços Taskade
Here is what Taskade costs in 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Livre | $0 | Solo users testing project views and templates |
| Pró | US$ 10/mês | Freelancers who need more AI and automation |
| Equipe | US$ 50/mês | Teams sharing agents, files, and permissions |
| Empresa | Personalizado | Companies needing advanced controls and support |
Teste grátis: Yes, the Free plan runs forever, and paid tiers offer a trial.
Garantia de reembolso: 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.
💰 Melhor custo-benefício: Pro — it removes the free AI limits for the price of two coffees.
Taskade vs Alternativas
Here is how Taskade compares against the tools people weigh against it:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Taskade | All-in-one task and project work | US$ 10/mês | ⭐ 4.1 |
| Montagem | Auto meeting notes | US$ 10/mês | ⭐ 4,3 |
| Noção | Documentos e wikis | US$ 10/mês | ⭐ 4,7 |
| IA dos vaga-lumes | Call transcripts | US$ 10/mês | ⭐ 4,6 |
| ClickUp | Large team projects | $7/mês | ⭐ 4,6 |
| Capacidades | Connected notes | US$ 12/mês | ⭐ 4,2 |
| Notejoy | Shared team notes | US$ 8/mês | ⭐ 4,4 |
| Notta | Transcrição multilíngue | US$ 9/mês | ⭐ 4,5 |
| Arte | Documentos refinados | US$ 10/mês | ⭐ 4,5 |
| ConheçaGeek | Análise de reuniões | US$ 19/mês | ⭐ 4,4 |
Here are the top benefits side by side:
Escolhas rápidas:
- Melhor no geral: Taskade — project management, notes, and agents in one app
- Melhor orçamento: Taskade Free — six project views with no card required
- Ideal para iniciantes: Taskade — the shortest path from sign up to a working plan
- Ideal para anotações de reuniões: Fireflies AI — automatic transcripts of every call
🎯 Alternativas ao Taskade
Looking for Taskade alternatives? These are the ones worth a look:
- 🚀 Montagem: Records and summarises calls automatically, so meeting notes write themselves for busy teams.
- 🌟 Noção: Deeper knowledge base and database features for teams building an internal wiki.
- 🧠 IA dos vaga-lumes: Meeting transcription with searchable recordings across every call your team joins.
- 🏢 ClickUp: Heavier project management with granular permissions, dashboards, and reportagem Para equipes maiores.
- 💡 Capacidades: 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 voz memos on the go.
- 🎨 Arte: Beautiful documents with polished typography for client-facing writing and posts.
- 📊 MeetGeek: Meeting analytics and automatic recaps sent to your caixa de entrada after every call.
Para ver a lista completa, consulte nosso Alternativas Taskade guia.
⚔️ Taskade Comparado
Here is the head to head on each one:
- Taskade vs 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 vs. Fireflies IA: 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.
- Taskade vs Capacidades: Capacities suits research. Taskade suits teams who need to track work to completion.
- Taskade vs Notejoy: Notejoy is a notes app. Taskade adds project views, automation, and ai agents.
- Taskade vs 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 vs MeetGeek: MeetGeek reports on meetings. Taskade runs the projects those meetings create.
Comece a usar o Taskade agora mesmo
You now know how to use Taskade from account setup to automation:
- ✅ Gerador de Espaço de Trabalho Personalizado
- ✅ Criar agentes de IA
- ✅ Assistente de estruturação de tópicos com IA
- ✅ Automações poderosas
- ✅ Integração com o Google Agenda
- ✅ Leitor do site
- ✅ Quadro Kanban
- ✅ Calendário Taskade
- ✅ Resumidor de documentos com IA
Próximo passo: Pick one feature and try it today.
A maioria das pessoas começa com o Gerador de Espaço de Trabalho Personalizado.
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.
Perguntas frequentes
O Taskade é fácil de aprender e 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.
Como usar o Taskade no celular?
Baixe o 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 que serve a IA Taskade?
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.
Quais são as limitações do uso do Taskade gratuitamente?
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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