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Taskade for Teams

Table of Contents

Overview

Taskade is designed for teams of any size. This guide covers the different ways to organize your workspace — from small teams to large enterprises — and how AI-powered features amplify team productivity.

Genesis hint: Teams that use Genesis apps can give every department custom internal tools, dashboards, and client portals — all connected to the same Workspace DNA.

Key Terminology

Term Definition Analogy
Workspace Top-level container for folders, projects, and templates Like a company or organization
Folder Container for projects nested within a workspace Like a department or team
Project Digital canvas for tasks, notes, and collaboration Like a document or whiteboard
Space Collaborative workspace with sub-spaces (max 2 levels: Root → Sub-space) Like a team room

Workspace Organization Methods

Method 1: Workspace per Department

Create a separate workspace for each department with function-specific folders.

Setup Detail
Structure One workspace per department
Folders Function-specific folders within each workspace
Invitations Team members in their respective workspaces
Cross-department Invite members from other departments to specific projects

Example:

Marketing Workspace HR Workspace Accounting Workspace Engineering Workspace
Home (Default) Home (Default) Home (Default) Home (Default)
Meetings Performance Reviews Accounts Payable Sprint Planning
Campaigns Hiring Pipeline Budget Tracking Code Reviews
Social Media Training Invoicing QA & Testing
Analytics Policies Reporting Infrastructure

Ideal for:

  • Medium to large organizations
  • Specialized, independent teams
  • Functional/divisional structures
  • Teams with minimal cross-department overlap

Method 2: One Workspace, Folders per Department

A single workspace with department-level folders.

Setup Detail
Structure One workspace for entire team
Folders One folder per department
Invitations Each member added to their department folder
Cross-department Easy collaboration — everyone is in the same workspace

Ideal for:

  • Small to medium teams (under 50 people)
  • Teams with frequent cross-department collaboration
  • Startups and growing companies

Method 3: One Workspace, Folders per Function

A single workspace with function-specific folders (not department-based).

Setup Detail
Structure One workspace for entire team
Folders One folder per function (Meetings, Operations, Planning, etc.)
Permissions Function-level access control
Cross-functional All departments contribute to shared function folders

Ideal for:

  • Cross-functional teams
  • Matrix organizations
  • Project-based structures

Permission System

Taskade uses a 5-role, 7-tier RBAC permission system:

Role Capabilities
Owner Full control — manage workspace, billing, members, all content
Admin Manage members, projects, folders, agents, automations
Collaborator Create and edit projects, use agents, run automations
Participant Edit assigned tasks, comment, chat
Viewer Read-only access to shared content

Permission inheritance flows: Organization → Workspace → Folder → Project. Members inherit permissions from higher levels unless overridden.

Step-by-Step Setup

Create a Workspace

Step Action
1 In your dashboard, click the + icon on the left sidebar
2 Enter the workspace name
3 (Optional) Choose a workspace logo
4 (Optional) Invite team members

Create Folders

Step Action
1 Open your workspace
2 Click New folder under Home
3 Enter the folder name
4 (Optional) Choose a folder logo
5 (Optional) Share the folder with specific team members

Create Projects

Step Action
1 Open a folder
2 Click + Create new (top-right corner)
3 Type the project title
4 (Optional) Share the project to collaborate

AI-Powered Team Features

Feature How It Helps Teams Learn More
Taskade Autopilot Generate entire team workspaces from a single prompt Taskade Autopilot
AI Agents Create specialist agents for each department Custom AI Agents
Multi-Agent Teams Teams of agents that collaborate (Business+) Multi-Agents
Automation Workflows Automate cross-department processes Automation Triggers
Genesis Apps Build internal tools and dashboards for teams Taskade Genesis
Shared Agent Chats AI + human conversations together Custom AI Agents
Version History Track all changes across team projects Version History
Real-time Collaboration Multiple users editing simultaneously (OT-based) Built-in

What's Next

Guide What You'll Learn
Taskade Autopilot Auto-generate team workspaces
Editing & Formatting Format and style team projects
Embed Taskade Share projects on your website
Version History Track team changes