# Editing & Formatting

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## Table of Contents

* [Overview](#overview)
* [Format Tasks & Sub-Tasks](#format-tasks--sub-tasks)
* [Available Block Types](#available-block-types)
* [Project Views](#project-views)
* [Highlight & Style](#highlight--style)
* [Drag to Reorder](#drag-to-reorder)
* [Multi-Select Formatting](#multi-select-formatting)
* [Add-Ons Menu](#add-ons-menu)
* [Keyboard Shortcuts](#keyboard-shortcuts)
* [What's Next](#whats-next)

***

## Overview

Every Taskade project is a collection of **tasks** — structured like bullet points that can be nested into sub-tasks. You can format, style, reorder, and enhance tasks with add-ons like due dates, assignees, comments, timers, and custom fields.

> **Genesis hint:** Genesis apps use these same formatting and structuring capabilities in their project databases. Understanding formatting helps you build better apps.

***

## Format Tasks & Sub-Tasks

Taskade lets you turn tasks into checklists, headings, ordered lists, paragraphs, and more.

### How to Format

| Method                | Steps                                                                                      |
| --------------------- | ------------------------------------------------------------------------------------------ |
| **Drag icon**         | Click the six-dot drag icon to the left of a task → Click the first item → Select a format |
| **Slash command**     | Type `/` followed by the format name (e.g., `/paragraph`, `/heading1`, `/checklist`)       |
| **Keyboard shortcut** | Use shortcuts listed below                                                                 |

***

## Available Block Types

| Format                  | Syntax (Slash Command) | Markdown Shortcut | Description                     |
| ----------------------- | ---------------------- | ----------------- | ------------------------------- |
| **Heading 1**           | `/heading1`            | `#` + space       | Large section title             |
| **Heading 2**           | `/heading2`            | `##` + space      | Sub-section title               |
| **Paragraph**           | `/paragraph`           | —                 | Plain text block                |
| **Checklist** (Check 1) | `/checklist`           | `[]` + space      | Checkbox task item              |
| **Circle Check**        | `/circle-check`        | —                 | Circle checkbox variant         |
| **Bullet List**         | `/bullet`              | `-` + space       | Unordered list item             |
| **Numbered List**       | `/numbered`            | `1.` + space      | Ordered list item               |
| **Alphabetical List**   | `/alpha`               | —                 | Lettered list item (a, b, c...) |
| **Heart**               | `/heart`               | —                 | Heart icon task                 |
| **Triangle**            | `/triangle`            | —                 | Triangle icon task              |
| **Square**              | `/square`              | —                 | Square icon task                |

***

## Project Views

The same content can be displayed in **8 different views** — switch anytime without changing your data:

| View             | Description                                                          | Best For                           |
| ---------------- | -------------------------------------------------------------------- | ---------------------------------- |
| **List**         | Vertical list/to-do format with checkboxes and hierarchy             | Task management, checklists, notes |
| **Board**        | Kanban columns for workflow stages (drag-and-drop)                   | Pipeline management, sprints       |
| **Table**        | Structured spreadsheet-like format with filtering, sorting, grouping | Data management, CRM               |
| **Calendar**     | Events on calendar grid for deadline tracking                        | Scheduling, content calendars      |
| **Gantt**        | Timeline with task duration, dependencies, and progress              | Project planning, milestones       |
| **Mind Map**     | Connected nodes radiating from center                                | Brainstorming, concept mapping     |
| **Org Chart**    | Hierarchical organizational structure                                | Team structure, process flows      |
| **Action Sheet** | Compact action-oriented format                                       | Quick task management              |

***

## Highlight & Style

### Text Styling

| Style             | Keyboard Shortcut (Mac) | Keyboard Shortcut (PC) | Markdown       |
| ----------------- | ----------------------- | ---------------------- | -------------- |
| **Bold**          | Cmd + B                 | Ctrl + B               | `**text**`     |
| **Italic**        | Cmd + I                 | Ctrl + I               | `_text_`       |
| **Underline**     | Cmd + U                 | Ctrl + U               | `__text__`     |
| **Strikethrough** | —                       | —                      | `~~text~~`     |
| **Inline code**   | —                       | —                      | `` `code` ``   |
| **Block quote**   | —                       | —                      | `> quote`      |
| **Code block**    | —                       | —                      | ` ```code``` ` |

### Color Highlights

| Method               | Steps                                                                    |
| -------------------- | ------------------------------------------------------------------------ |
| **Menu**             | Select text → Click three dots → Select **A** (highlight) → Choose color |
| **Keyboard**         | Select text → Cmd + E (Mac) / Ctrl + E (PC) → Cycle through colors       |
| **Slash command**    | Type `/red`, `/blue`, `/green`, etc.                                     |
| **Remove highlight** | Select same color again, or press Cmd/Ctrl + E                           |

***

## Drag to Reorder

| Action               | How                                                                       |
| -------------------- | ------------------------------------------------------------------------- |
| **Reorder tasks**    | Grab the six-dot drag icon to the left of any task → Drag to new position |
| **Nest as sub-task** | Drag a task underneath and to the right of another task                   |
| **Un-nest**          | Drag a sub-task to the left to promote it                                 |
| **Move sections**    | Drag a top-level task to reorder its entire section (including sub-tasks) |

***

## Multi-Select Formatting

Format multiple tasks at once:

| Step | Action                                                                    |
| ---- | ------------------------------------------------------------------------- |
| 1    | Highlight multiple tasks or lines of text with the mouse cursor           |
| 2    | Apply formatting using the toolbar, slash commands, or keyboard shortcuts |
| 3    | All selected items are formatted simultaneously                           |

***

## Add-Ons Menu

Enhance tasks with additional features:

| Add-On              | Shortcut (after Cmd + /) | Slash Command | Description                                          |
| ------------------- | ------------------------ | ------------- | ---------------------------------------------------- |
| **Due Date**        | D                        | `/duedate`    | Set start/end dates with optional times              |
| **Assign**          | A                        | `/assign`     | Assign to team members                               |
| **Comment**         | C                        | `/comment`    | Thread discussions on tasks                          |
| **Embed**           | E                        | `/embed`      | Embed media, links, or files                         |
| **Timer**           | T                        | `/timer`      | Track time spent on tasks                            |
| **Label/Tag**       | —                        | `/tag`        | Color-coded categorization                           |
| **Custom Fields**   | —                        | `/field`      | Add custom field values (text, number, date, select) |
| **File Attachment** | —                        | `/file`       | Attach documents and media                           |

### Accessing the Add-Ons Menu

| Method            | Steps                                                  |
| ----------------- | ------------------------------------------------------ |
| **Plus icon**     | Click the **+** icon next to a task → Choose an add-on |
| **Keyboard**      | Press **Cmd + /** then a letter (D, A, C, E, T)        |
| **Slash command** | Type `/` followed by the add-on name                   |

***

## Keyboard Shortcuts

| Action            | Mac            | PC              |
| ----------------- | -------------- | --------------- |
| Bold              | Cmd + B        | Ctrl + B        |
| Italic            | Cmd + I        | Ctrl + I        |
| Underline         | Cmd + U        | Ctrl + U        |
| Highlight         | Cmd + E        | Ctrl + E        |
| Add-ons menu      | Cmd + /        | Ctrl + /        |
| Due date          | Cmd + / then D | Ctrl + / then D |
| Assign            | Cmd + / then A | Ctrl + / then A |
| Comment           | Cmd + / then C | Ctrl + / then C |
| Embed             | Cmd + / then E | Ctrl + / then E |
| Timer             | Cmd + / then T | Ctrl + / then T |
| Indent (nest)     | Tab            | Tab             |
| Outdent (un-nest) | Shift + Tab    | Shift + Tab     |

***

## What's Next

| Guide                                                                                                                    | What You'll Learn                    |
| ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------ |
| [Markdown Support](https://docs.taskade.com/docs/workspaces/workspaces/markdown)                                         | Full Markdown syntax reference       |
| [Import](https://docs.taskade.com/docs/workspaces/workspaces/import)                                                     | Import .md and PDF files as projects |
| [Version History](https://github.com/taskade/docs/blob/main/genesis-living-system-builder/workspaces/version-history.md) | Track and restore editing changes    |
| [Embed Taskade](https://docs.taskade.com/docs/workspaces/workspaces/embed)                                               | Embed projects on your website       |