Quick Start Guide

What is Taskade?

Taskade is an AI-native platform where you can build apps, deploy AI agents, and automate workflows — all from one workspace. No coding required.

How it's organized:

Level	What it is	Example
Workspace	Your top-level container. Separate billing and members.	"My Company"
Apps (Folders)	Collections of projects inside a workspace. Each can become a published app.	"Customer Portal", "Internal CRM"
Projects	Your data — tasks, notes, documents, databases.	"Feedback Responses", "Lead Pipeline"
Tasks	Individual items inside a project. Can have subtasks, due dates, assignees, notes.	"Follow up with client"

Three things power everything:

• Memory = your projects and data

• Intelligence = AI agents that reason over your data

• Execution = automations that run workflows 24/7

Learn more: Workspace DNA

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Create Your Account (1 minute)

1. Sign up for free →

2. Name your workspace — this becomes the home for all your apps

3. Verify your email — check your inbox and click the confirmation link

Build Your First App with Genesis (5 minutes)

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Create Your Account (1 minute)

1. Sign up for free →

2. Name your workspace — this becomes the home for all your apps

3. Verify your email — check your inbox and click the confirmation link

Build Your First App with Genesis (5 minutes)

This is where the magic happens. Instead of managing tasks manually, let's build an app that solves a real business problem.

1

Choose Your App Idea

Pick something you actually need:

App Idea	What It Does
Customer Feedback App	Collect reviews with automatic manager alerts
Booking System	Let customers schedule appointments online
Inventory Tracker	Monitor stock levels with reorder alerts
Lead Manager	Capture and qualify sales leads automatically

2

Open the Generator Interface

Your workspace IS the Genesis interface — no separate tab needed. Look for the prominent input field at the top of your workspace. You'll see your existing projects/folders as app tiles below the input field.

3

Describe Your App

Use this template — be specific:

I run a [BUSINESS TYPE] and need [USERS] to [ACTION].
They should be able to [SPECIFIC FEATURES].
When [TRIGGER EVENT], automatically [AUTOMATED ACTION].

Example prompt: "I run a restaurant and need customers to submit feedback about their dining experience. They should be able to rate food quality, service speed, and overall satisfaction on a 1-5 scale, plus leave optional comments and upload photos. When someone gives us 3 stars or lower, automatically send a Slack message to our manager channel so we can follow up personally."

4

Watch Genesis Build Your App

1. Type or paste your prompt in the input field at the top of your workspace

2. Press Enter or click Generate — Genesis analyzes your request

3. Your new app appears as a tile below the generator in 30-60 seconds

4. Genesis creates: database structure, user interface, automations, and AI functionality

5

Test Your Live App

1. Click on your new app tile to enter the app workspace

2. Click the "Preview" tab in the top-right panel to see your live application

3. Test as a real user — submit data, navigate the interface, check mobile view

4. Verify automations work — check your connected services (Slack, email, etc.)

5. Use the persistent AI Agent in the left panel to make adjustments

Congratulations! You just created a complete business application in minutes.

What to Do Next

• Understand the model: Workspace DNA

• Copy templates: Living System Examples & Templates

• Build better prompts: Living System Best Practices

• Add agents: AI Agents Getting Started

• Add automations: Automation Getting Started

• Publish professionally: Custom Domains & Branding

✅ Quick Start Checklist

Use this checklist to make sure you've mastered the Genesis interface:

• 🏠 Created your workspace and verified email

• 🧬 Used the generator input field at the top to describe your first app

• 📱 Found your new app tile below the generator after creation

• 🔄 Clicked the Preview tab to test your live application

• 🤖 Interacted with the persistent AI Agent in the left panel

• 👥 Shared your app URL with team members or external users

• ⚡ Asked the AI Agent to add automations or connect services

• 🎛️ Navigated the interface - left panel (AI), right panel (apps), breadcrumbs

• 📚 Understood the concept - Teams/Folders/Projects are now "Apps"

• 🎉 Celebrated your first complete business application!

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Just want to manage projects? (No app building needed)

You don't have to build apps with Genesis. Taskade also works as a powerful project management tool:

1. Create a project: Click (+) in your workspace > New Project, or just start typing.

2. Add tasks: Each line becomes a task. Use TAB to indent subtasks.

3. Switch views: Try List, Board, Calendar, Table, Mind Map, Gantt, Org Chart, or Timeline.

4. Assign and schedule: Use the Add-Ons (+) button to set due dates, assign tasks, add comments, and upload files.

5. Collaborate: Share your workspace — invite teammates by email with role-based permissions.

6. Use AI: Type / in any project to access AI commands, or create a custom AI Agent.

Import existing data? Bring your projects from Notion, Trello, Asana, and 20+ other tools. See Import & Export.

Need Help?

• Help Center — find answers by topic

• Troubleshooting — fix common issues

• Contact Support — reach the team directly

• Community — browse apps, templates, and workflows