Taskade for Teams
June 24, 2026 · View on GitHub
Table of Contents
- Overview
- Key Terminology
- Workspace Organization Methods
- Permission System
- Step-by-Step Setup
- AI-Powered Team Features
- What's Next
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.
Taskade 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 |