# Teams

***

## Table of Contents

* [Overview](#overview)
* [Key Terminology](#key-terminology)
* [Workspace Organization Methods](#workspace-organization-methods)
  * [Method 1: Workspace per Department](#method-1-workspace-per-department)
  * [Method 2: One Workspace, Folders per Department](#method-2-one-workspace-folders-per-department)
  * [Method 3: One Workspace, Folders per Function](#method-3-one-workspace-folders-per-function)
* [Permission System](#permission-system)
* [Step-by-Step Setup](#step-by-step-setup)
* [AI-Powered Team Features](#ai-powered-team-features)
* [What's Next](#whats-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.

> **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](https://docs.taskade.com/docs/ai-features/ai-features/autopilot)                                     |
| **AI Agents**               | Create specialist agents for each department         | [Custom AI Agents](https://help.taskade.com/en/collections/14476419-taskade-genesis)                                     |
| **Multi-Agent Teams**       | Teams of agents that collaborate (Business+)         | [Multi-Agents](https://help.taskade.com/en/collections/14476419-taskade-genesis)                                         |
| **Automation Workflows**    | Automate cross-department processes                  | [Automation Triggers](https://docs.taskade.com/docs/automations/automation)                                              |
| **Genesis Apps**            | Build internal tools and dashboards for teams        | [Taskade Genesis](https://help.taskade.com/en/collections/14476419-taskade-genesis)                                      |
| **Shared Agent Chats**      | AI + human conversations together                    | [Custom AI Agents](https://help.taskade.com/en/collections/14476419-taskade-genesis)                                     |
| **Version History**         | Track all changes across team projects               | [Version History](https://github.com/taskade/docs/blob/main/genesis-living-system-builder/workspaces/version-history.md) |
| **Real-time Collaboration** | Multiple users editing simultaneously (OT-based)     | Built-in                                                                                                                 |

***

## What's Next

| Guide                                                                                                                    | What You'll Learn              |
| ------------------------------------------------------------------------------------------------------------------------ | ------------------------------ |
| [Taskade Autopilot](https://docs.taskade.com/docs/ai-features/ai-features/autopilot)                                     | Auto-generate team workspaces  |
| [Editing & Formatting](https://docs.taskade.com/docs/workspaces/workspaces/editing-formatting)                           | Format and style team projects |
| [Embed Taskade](https://docs.taskade.com/docs/workspaces/workspaces/embed)                                               | Share projects on your website |
| [Version History](https://github.com/taskade/docs/blob/main/genesis-living-system-builder/workspaces/version-history.md) | Track team changes             |