Quick Start

Get your team up and running on TaskFlow in minutes.

This guide walks you through signing up, setting up your workspace, and creating your first task.

1. Sign up for TaskFlow

   Go to taskflow.com and create an account with your email address.

   Once your account is created, you’ll be taken through a short onboarding flow.

2. Create your workspace

   During onboarding, TaskFlow creates your first workspace automatically. You’ll see it pre-populated with sample data — including example projects, tasks, and documents — so you can explore the interface without starting from a blank slate.

   The sample data is there to help you get oriented. You can delete it at any time once you’re ready to set up your real projects.

   Your workspace gets a unique slug (for example, acme-corp) that appears in your URL:

   taskflow.com/acme-corp
   

   You can rename your workspace later from Settings, but the slug is set at creation time.

3. Invite your team

   To bring teammates into your workspace:

   1. Open Settings from the left sidebar.
   2. Go to the Members & Invites section.
   3. Enter your teammate’s email address and click Invite.

   They’ll receive an email with a link to join. Invitation links expire after 7 days.

   Only workspace Owners and Admins can send invitations. Invited members join with the Member role by default. You can change their role after they accept.

4. Create your first project

   Projects group related tasks together. Each project gets a short identifier (like ENG or MKT) that prefixes task IDs — for example, ENG-1, ENG-2.

   To create a project:

   1. Click Projects in the left sidebar.
   2. Click New Project.
   3. Give your project a name and an identifier, then click Create.
5. Create your first task

   With your project open, create a task:

   1. Click New Task (or press the shortcut from your dashboard).
   2. Add a title, set a priority, and optionally assign it to a teammate.
   3. Set a status — tasks start in Todo by default.

   Tasks support descriptions, due dates, file attachments, comments, and subtasks. You can also link tasks to documents for additional context.

   Use task types to keep your backlog organized: Epic, Story, Task, Bug, and Subtask are all available.

What’s next

Once you’re set up, explore the rest of TaskFlow:

• Chat — Open the Chat section to start a channel or send a direct message.
• Docs — Create a document from the Docs section or link one to a task.
• Canvas — Use the whiteboard for visual brainstorming.
• Inbox — See notifications for tasks assigned to you, comments, and status changes.