Teams

Organize Taskade for teams with workspace, folder, and function structures, a 5-role RBAC permission system, and AI-powered team features.

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Table of Contents

• Overview

• Key Terminology

• Workspace Organization Methods

  • Method 1: Workspace per Department

  • Method 2: One Workspace, Folders per Department

  • Method 3: One Workspace, Folders per Function

• Permission System

• Step-by-Step Setup

• AI-Powered Team Features

• What's Next

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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.

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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

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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

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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.

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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

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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

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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