# Taskly --- > Task management for remote teams: plan projects, share updates, and ship work together in one calm workspace. --- # Taskly Source: https://taskly-astro.pages.dev/ > Plan projects, share updates, and keep your remote team moving in one calm workspace with tasks, chat, calendar, and reports. --- # Every tool your team needs, in *one* place Source: https://taskly-astro.pages.dev/features/ > Everything the workspace does to help your team plan, collaborate, and deliver. --- # Simple plans for *every* team Source: https://taskly-astro.pages.dev/pricing/ > Simple per-member pricing for teams of every size. Start with a free trial and switch plans at any time. ## Plans Start with a free 14-day trial on any plan. Upgrade, downgrade, or cancel whenever you need to. ### Starter: $12 per user / month (Yearly: $9.60 per user / month, billed yearly) For small teams finding their rhythm - Up to 10 members - Unlimited tasks and projects - Board, list, and calendar views - File sharing and comments - Real-time notifications ### Business: $24 per user / month (Yearly: $19.20 per user / month, billed yearly) For growing teams and departments - Unlimited members - Everything in Starter - Custom workflows and dashboards - Admin roles and guest access - Priority support, 7 days a week ### Enterprise: $42 per user / month (Yearly: $33.60 per user / month, billed yearly) For large organizations with advanced needs - Everything in Business - Single sign-on and audit log - Unlimited file storage - API access - Dedicated success manager ## Plans side by side | What’s included | Starter | Business | Enterprise | | --- | --- | --- | --- | | Custom workflows | — | ✓ | ✓ | | Members | 10 | Unlimited | Unlimited | | File storage | 20 GB | 100 GB | Unlimited | | Integrations | ✓ | ✓ | ✓ | | Automations | — | ✓ | ✓ | | Reports and dashboards | — | ✓ | ✓ | | Priority support | — | ✓ | ✓ | | Admin roles | — | ✓ | ✓ | | Single sign-on | — | — | ✓ | | API access | — | — | ✓ | --- # A small team with a *calm* idea Source: https://taskly-astro.pages.dev/about/ > The team behind the product: why we started, what we care about, and the people who build calm task management for remote teams. --- # Straight from our *customers* Source: https://taskly-astro.pages.dev/testimonials/ > Read what teams say about planning projects, sharing updates, and getting work done in one shared workspace. --- # Talk to a *real* person Source: https://taskly-astro.pages.dev/contact/ > Talk to sales about plans for your team, get help from support, or send the team a message. We reply within one business day. --- # See the workspace in *action* Source: https://taskly-astro.pages.dev/request-demo/ > Book a 30-minute guided tour and see how tasks, chat, calendar, and reports fit your team. --- # One workspace, shaped to *your* team Source: https://taskly-astro.pages.dev/solutions/ > See how marketing, product, agency, and operations teams plan and ship their work in one shared place. --- # Start from a *ready-made* plan Source: https://taskly-astro.pages.dev/templates/ > Project templates for sprints, launches, content calendars, client onboarding, hiring, and more. Copy one and make it yours. --- # Answers to *common* questions Source: https://taskly-astro.pages.dev/faq/ > Find answers about getting started, plans and billing, security and data, integrations, and team permissions. Pick a topic or browse every question below. Still stuck? Our support team is one message away. ## Getting started ### How do I create my first workspace? Sign up with your work email, name your workspace, and pick a starter template. You can rename it or change the template at any time. ### Can I import tasks from another tool? Yes. Import a CSV file from **Settings → Import**, or connect a supported tool and bring over projects, tasks, and due dates in one go. ### How long does it take to set up? Most teams are up and running in under an hour. Invite a few teammates, create a project, and add the tasks you are already working on. ### Does it work on phones and tablets? Yes. The workspace runs in any modern browser on desktop, tablet, and phone, so your team can check in from anywhere. ### Where can I learn the basics? The [help center](https://taskly-astro.pages.dev/help/) has short guides for every feature, and each new workspace includes a sample project you can explore and delete. ## Billing and plans ### Is there a free trial? Every plan starts with a 14-day free trial. You do not need a credit card to begin, and you can cancel at any time. ### How does per-member pricing work? You pay for each member in your workspace. Guests who only view or comment on shared projects are free. See [pricing](https://taskly-astro.pages.dev/pricing/) for details. ### Can I switch plans later? You can upgrade or downgrade whenever you like. We adjust your next invoice for the days left in your billing period. ### Do you offer yearly billing? Yes. Paying yearly saves 20% compared to paying month by month. ### How do I get an invoice? Invoices are emailed to the billing contact after every payment, and you can download past invoices from **Settings → Billing**. ## Security and data ### Where is my data stored? Your data is stored in secure data centers with encrypted backups. Business plans can choose the region their workspace lives in. ### Is my data encrypted? Yes. Data is encrypted in transit and at rest, and access to production systems is limited to a small, audited group. ### Can I export my data? Admins can export every project, task, and comment as CSV or JSON from **Settings → Export** at any time, on every plan. ### Do you support single sign-on? Business plans support single sign-on with any SAML 2.0 identity provider, plus enforced two-factor sign-in for every member. ### What happens to my data if I cancel? Your workspace stays readable for 30 days after you cancel, so you can export what you need. After that, we delete it for good. ## Integrations ### Which tools can I connect? Chat, calendar, storage, docs, and automation tools. Browse the full list on the [integrations page](https://taskly-astro.pages.dev/integrations/). ### Do integrations cost extra? No. Every integration is included in every plan, including the free trial. ### Is there an API? Yes. The REST API and webhooks let you create tasks, sync updates, and build your own reports. Keys are managed in **Settings → API**. ### Can I connect calendars? Connect your calendar to see due dates next to your meetings, and block focus time for the tasks you plan each day. ### Who can add an integration? Admins can add integrations for the whole workspace. Members can connect personal tools, such as their own calendar. ## Teams and permissions ### What roles are there? Owners, admins, members, and guests. Owners manage billing, admins manage people and settings, members do the work, and guests see only what you share. ### Can I invite people outside my company? Yes. Invite clients or freelancers as guests. They see only the projects you share with them and do not count as paid members. ### Can I limit who sees a project? Make any project private and pick who can view, comment, or edit it. Private projects do not show up in search for anyone else. ### How do I remove a member? Admins can remove a member from **Settings → People**. Their tasks stay in place, ready to be reassigned. ### Can I transfer workspace ownership? The current owner can hand over ownership to any admin from **Settings → Workspace**. The new owner takes over billing too. --- # How can we *help*? Source: https://taskly-astro.pages.dev/help/ > Guides for getting started, projects and tasks, collaboration, integrations, billing, and admin settings. Search the guides or pick a topic below. Every article is short and to the point. ## Find your way around ### Getting started Set up your workspace and invite your team. - Create your workspace - Invite your teammates - Import tasks from a CSV file - A tour of the workspace ### Projects and tasks Plan work, set due dates, and track progress. - Create a project from a template - Add subtasks and checklists - Set up recurring tasks - Switch between board, list, and calendar ### Collaboration Comment, mention, and share updates with your team. - Mention teammates in comments - Share a project with a guest - Post a weekly status update ### Integrations Connect chat, calendar, storage, and automation tools. - Connect your calendar - Get notifications in team chat - Create an API key - Set up webhooks ### Account and billing Manage your profile, plan, and invoices. - Change your plan - Update your payment method - Download invoices ### Admin and security Roles, permissions, sign-in, and data controls. - Roles and permissions - Set up single sign-on - Require two-factor sign-in - Export your workspace data ## Popular articles - Invite your teammates · Getting started - Set up recurring tasks · Projects and tasks - Connect your calendar · Integrations - Roles and permissions · Admin and security - Change your plan · Account and billing --- # Do the best work *of* your career Source: https://taskly-astro.pages.dev/careers/ > Join a small, remote-first team building calm task management. See how we work, our perks, and every open role. We are a small, remote-first team that builds tools for focused work, and we try to work the same way. ## A team built for deep work - **Written first**: Plans, decisions, and updates live in writing, so nobody needs to be online at the same hour. - **Small teams, clear owners**: Each project has one owner and a team of three to five. Fewer handoffs, faster calls. - **Time to think**: Two meeting-free days a week and no expectation to reply after hours. ## Benefits that travel with you - **Work from anywhere**: Live where you like within the listed regions, with a yearly team retreat. - **Home office budget**: A setup budget on day one and a yearly top-up for gear and furniture. - **Health cover**: Private health and dental cover for you and your family. - **Thirty days off**: Thirty paid days a year plus local holidays, and we check that you take them. - **Learning budget**: Books, courses, and one conference a year, paid by the company. - **Paid family leave**: Twenty weeks of paid leave for every new parent. --- # System *status* Source: https://taskly-astro.pages.dev/status/ > Current status of the web app, API, mobile sync, notifications, integrations, and file storage, with 90 days of uptime and past incidents. ## All systems operational We check every component around the clock and post updates here as soon as something changes. ## Components - **Web app**: Operational, 99.99% uptime (Boards, lists, and the task editor) - **API**: Operational, 99.94% uptime (Public API and webhooks) - **Mobile sync**: Operational, 99.98% uptime (Offline changes from the phone and tablet apps) - **Notifications**: Operational, 99.97% uptime (Email, push, and in-app alerts) - **Integrations**: Operational, 100% uptime (Calendar, chat, and file connections) - **File storage**: Operational, 100% uptime (Attachments and exports) ## Past incidents ### 2026-10-16: Delayed push notifications (Resolved) - 15:42 UTC, Resolved: All delayed notifications have been delivered and new ones arrive on time. - 14:55 UTC, Identified: A queue worker stopped picking up jobs after a routine update. We restarted it and added an alert. - 14:20 UTC, Investigating: Some push notifications are arriving up to 20 minutes late. Email and in-app alerts are not affected. ### 2026-10-02: Elevated API error rates (Resolved) - 09:31 UTC, Resolved: Error rates are back to normal. We will share a short write-up on the blog. - 09:05 UTC, Monitoring: We rolled back the latest database change and are watching error rates. - 08:47 UTC, Investigating: About 8% of API requests return errors. The web app is slower than usual. ### 2026-09-24: Integration maintenance (Completed) - 03:40 UTC, Completed: Maintenance finished ahead of schedule. Syncs caught up within minutes. - Sep 20, 10:00 UTC, Scheduled: Calendar and chat syncs will pause for up to an hour on September 24 from 03:00 UTC. ### 2026-08-29: Slow file uploads in Europe (Resolved) - 17:12 UTC, Resolved: Upload speeds are back to normal after our storage provider fixed a network issue. - 16:30 UTC, Investigating: Uploads from Europe take longer than usual. Downloads work as expected. --- # Campaigns that launch on *time* Source: https://taskly-astro.pages.dev/solutions/marketing/ > Plan campaigns, content, and launches on one calendar, with reviews that never stall. Briefs live in docs, feedback in chat, and deadlines in someone’s head. Bring every campaign into one plan the whole team can see. ## Less chasing, more launching ### The old way - Briefs buried in long email threads - Approvals that wait days for a reply - Launch dates nobody can find - Last-minute surprises before every release ### With one shared plan - A brief attached to every task - Review steps with owners and due dates - One calendar for every channel - Reminders before anything slips ## Built for the way campaigns really run ### Every launch on one calendar Blog posts, emails, ads, and events land on one shared calendar, so the team sees busy weeks before they arrive. ### Feedback right where the work is Reviewers comment on the task itself, so drafts move forward without a separate thread to dig through. ## Your first campaign in three steps 1. **Connect your channels**: Bring in the calendar, docs, and chat tools your team already uses. 2. **Start from a template**: Pick a campaign or content calendar template, then adjust it to your process. 3. **Ship and review**: Assign owners, set review steps, and watch the campaign come together. ## Questions from marketing teams ### Can we plan content for several channels at once? Yes. Tag each task with its channel and filter the calendar to see one channel or all of them together. ### How do approvals work? Add review steps to any task. Each reviewer gets a reminder, and the task moves on once everyone has signed off. ### Can freelancers join a single campaign? Invite guests to one project. They see only the tasks you share with them. ### Is there a ready-made content calendar? Yes. Start from the [content calendar template](https://taskly-astro.pages.dev/templates/content-calendar/) and change it to fit your team. --- # Sprints that end with *shipped* work Source: https://taskly-astro.pages.dev/solutions/product-engineering/ > Plan sprints, triage bugs, and keep the roadmap honest without another status meeting. Scope creeps in, bugs pile up in three places, and nobody is sure what made the release. Give every sprint one board and one source of truth. ## Fewer surprises at the end of the sprint ### The old way - Scope that grows halfway through the sprint - Bug reports scattered across chat and email - Stand-ups spent reading status aloud - Release notes written from memory ### With one shared board - Sprint scope everyone agreed on - One triage queue with owners - Progress anyone can check in seconds - Release notes built from done tasks ## Plan the sprint, then let the board talk ### Sprints with a clear finish line Plan two-week sprints on a shared calendar and see review days, freezes, and releases before they arrive. ### Blockers surface before stand-up Threads stay on the task, so the person who can unblock it sees the question right away. ## Your first sprint in three steps 1. **Connect your repos**: Link code hosting, chat, and docs so updates reach the right task. 2. **Pick a workflow**: Start from a sprint or bug triage template and keep your own columns. 3. **Ship and learn**: Close the sprint, share what shipped, and carry the rest forward. ## Questions from product teams ### Can we estimate tasks with points? Yes. Add points or hours to any task, and the sprint view adds them up per person and per column. ### Does it connect to our code hosting? Yes. Link a repository to update tasks from commits and pull requests. See the [integrations](https://taskly-astro.pages.dev/integrations/). ### How do we handle bugs that arrive mid-sprint? Send them to a triage queue. Someone sorts them once a day, and only urgent ones join the current sprint. ### Can we keep a long-term roadmap too? Yes. Group tasks into milestones and see them on a timeline next to your sprints. --- # Client projects without the *chaos* Source: https://taskly-astro.pages.dev/solutions/agencies/ > Run every client on its own board, share progress in a click, and keep feedback in one place. Five clients, five inboxes, and a team stretched across all of them. Give each client one clear board and see everyone’s workload at a glance. ## Happier clients, calmer weeks ### The old way - Feedback spread across email and calls - Status reports built by hand every Friday - No idea who has room for new work - Each project set up from scratch ### With one shared plan - Clients comment on the task itself - Progress they can check any time - Workload across every project - A repeatable kickoff for each new client ## Every client, one calm workspace ### Invite clients to their board Guests see only their project, leave feedback on the work, and approve deliverables without an email chain. ### See who has room this week Workload view adds up tasks across every client, so you can plan new work before anyone is overbooked. ## Onboard a new client in three steps 1. **Create the client space**: Add a project, invite the client as a guest, and connect shared files. 2. **Use your kickoff template**: Start every account from the same onboarding steps, then tailor them. 3. **Share progress**: Clients check status on their own, and your team stays focused on the work. ## Questions from agencies ### Do clients need a paid seat? No. Invite clients as guests. They can view, comment, and approve work on the projects you share. ### Can clients see our internal notes? No. Mark a task or comment as internal and only your team sees it. ### Can we track time per client? Yes. Log time on tasks and export a report per client or per project. ### How do we reuse our onboarding steps? Save any project as a template, or start from the [client onboarding template](https://taskly-astro.pages.dev/templates/client-onboarding/). --- # Routine work that runs *itself* Source: https://taskly-astro.pages.dev/solutions/operations/ > Turn checklists, requests, and recurring tasks into processes that never slip. Requests arrive from everywhere, checklists live in old spreadsheets, and the same tasks get forgotten every month. Make routine work repeat on its own. ## Processes that hold up on busy weeks ### The old way - Requests lost in direct messages - Monthly tasks that depend on one person’s memory - Checklists copied from old files - No view of what is waiting on whom ### With one shared system - One request queue with owners - Recurring tasks that create themselves - Checklists built into every task - A live view of every open item ## Set the process once, then let it run ### Recurring tasks you set once Payroll checks, vendor reviews, and monthly reports come back on schedule with the same checklist every time. ### Every request in one queue Forms and messages turn into tasks with an owner and a due date, so nothing waits in someone’s inbox. ## Your first process in three steps 1. **Connect your tools**: Bring in forms, mail, and spreadsheets so requests arrive as tasks. 2. **Pick a template**: Start from an OKR tracker or a hiring pipeline and add your own steps. 3. **Set it to repeat**: Choose a schedule and the next round is created on its own. ## Questions from operations teams ### Can tasks repeat on a custom schedule? Yes. Repeat daily, weekly, monthly, or on chosen days. Each new task keeps its checklist and owner. ### Can people outside the team send requests? Yes. Share a request form and every answer arrives as a task in your queue. ### Can we see what is overdue across teams? Yes. The overview shows open, due, and overdue tasks for every team you have access to. ### Is there a template for quarterly goals? Yes. The [OKR tracker template](https://taskly-astro.pages.dev/templates/okr-tracker/) links each goal to the tasks behind it. --- # Product launch Source: https://taskly-astro.pages.dev/templates/product-launch/ > Take a release from first brief to launch day, with every team’s work on one timeline. ## Who it’s for - Product managers planning a launch with design, engineering, and marketing - Small teams shipping a new feature or a new plan - Anyone who wants one date everyone works back from ## What’s inside ### Plan - Write the launch brief - Agree on the launch date - List the teams involved ### Build - Finish the feature - Write the help article - Prepare demo data ### Announce - Draft the release email - Update the website - Brief the support team ### Follow up - Collect first feedback - Share launch numbers - Hold a short review --- # Sprint planning Source: https://taskly-astro.pages.dev/templates/sprint-planning/ > Run two-week sprints with a clear backlog, a focused board, and a short review at the end. ## Who it’s for - Engineering teams working in sprints - Product owners who keep the backlog in order - Teams that want shorter stand-ups ## What’s inside ### Backlog - Export to spreadsheet - Dark mode for reports - Faster search results ### This sprint - New sign-up flow - Fix invoice rounding - Team settings page ### In review - Password reset email - Mobile menu fixes ### Done - Billing page copy - Upgrade the date picker --- # Bug triage Source: https://taskly-astro.pages.dev/templates/bug-triage/ > Collect every bug in one queue, sort it by impact, and send it to the right person. ## Who it’s for - Engineering and support teams sharing one bug queue - Teams that get reports from chat, email, and forms - Anyone tired of bugs that nobody owns ## What’s inside ### New - Export button does nothing - Typo on the pricing page - Slow load on large boards ### Confirmed - Dates shift after time zone change - Avatar upload fails on mobile ### Fixing - Duplicate notifications - Search ignores accents ### Fixed - Broken link in welcome email - Filter resets on refresh --- # Content calendar Source: https://taskly-astro.pages.dev/templates/content-calendar/ > Plan posts, emails, and articles by week, with drafts, reviews, and publish dates in one view. ## Who it’s for - Marketing teams publishing on several channels - Writers and editors who share one review step - Founders who want a steady posting rhythm ## What’s inside ### Ideas - Customer story interview - Spring checklist post - Behind the scenes video ### Writing - Monthly newsletter - Guide to weekly planning ### In review - Product update article - Social posts for launch week ### Scheduled - Tuesday newsletter - Friday tips post --- # Event planning Source: https://taskly-astro.pages.dev/templates/event-planning/ > Organize a meetup, webinar, or team offsite from the venue to the thank-you email. ## Who it’s for - Marketing teams running webinars and meetups - Office managers planning a team offsite - Small teams with one person in charge of events ## What’s inside ### Prepare - Pick the date and venue - Set the budget - Invite speakers ### Promote - Open registration - Send the invite email - Post a reminder ### Run the day - Check the room setup - Welcome guests - Record the talks ### After - Send the thank-you email - Share the recordings --- # Client onboarding Source: https://taskly-astro.pages.dev/templates/client-onboarding/ > Welcome every new client with the same clear steps, from the kickoff call to the first delivery. ## Who it’s for - Agencies and studios starting new client projects - Account managers who want a repeatable kickoff - Teams that invite clients as guests ## What’s inside ### Kickoff - Send the welcome email - Book the kickoff call - Share the project plan ### Set up - Create the shared folder - Invite the client to the board - Collect brand files ### First delivery - Present the first draft - Gather feedback - Agree on next steps --- # OKR tracker Source: https://taskly-astro.pages.dev/templates/okr-tracker/ > Set quarterly goals, link each one to the work behind it, and check progress every week. ## Who it’s for - Leadership teams setting quarterly goals - Team leads who report progress each week - Companies that want goals tied to real tasks ## What’s inside ### Grow sign-ups - Launch the referral page - Run two webinars - Improve the sign-up form ### Keep customers happy - Answer tickets within a day - Publish ten help articles - Call five customers a month ### Ship faster - Release every two weeks - Cut review time in half --- # Hiring pipeline Source: https://taskly-astro.pages.dev/templates/hiring-pipeline/ > Move candidates from first application to signed offer, with interview notes on every card. ## Who it’s for - Hiring managers filling a few roles at once - Small teams without a recruiting tool - Interviewers who share notes and scores ## What’s inside ### Applied - Review new applications - Send a short reply - Shortlist candidates ### Interview - Book the first call - Run the skills task - Share interview notes ### Offer - Check references - Send the offer ### Hired - Plan the first week - Set up accounts --- # Weekly 1:1s Source: https://taskly-astro.pages.dev/templates/weekly-one-on-ones/ > Keep a shared agenda for weekly check-ins, with talking points, follow-ups, and goals in one list. ## Who it’s for - Managers who meet each person every week - Team members who want to add topics ahead of time - Remote teams that need a written record ## What’s inside ### This week - How was the week? - Wins to share - Anything blocking you? ### Follow-ups - Book the design training - Review the project plan - Share last month’s numbers ### Growth - Pick one skill to build - Plan the next review --- # Autoflow Source: https://taskly-astro.pages.dev/integrations/autoflow/ > Connect your workspace to hundreds of apps with no-code triggers and actions. ## Overview Autoflow connects your automation to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **No-code recipes:** build an automation from a trigger and an action. - **Multi-step flows:** add conditions, delays, and several actions. - **Run history:** see every run and retry the ones that failed. ## How it works Each connection pairs a trigger in Autoflow with an action in your workspace. For example: - **Trigger:** Something happens in one of your apps, such as a new sale or a signed contract. - **Action:** Your workspace creates a task, assigns it, and sets a due date from the event. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Autoflow. 2. Sign in to Autoflow and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Chatnest Source: https://taskly-astro.pages.dev/integrations/chatnest/ > Turn chat messages into tasks and post updates back to the right channel. ## Overview Chatnest connects your team chat to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Message to task:** create a task from any message in two clicks. - **Channel updates:** post status changes and comments to a project channel. - **Daily digest:** send each person their tasks for the day every morning. ## How it works Each connection pairs a trigger in Chatnest with an action in your workspace. For example: - **Trigger:** Someone reacts to a message with the task emoji. - **Action:** Your workspace creates a task with the message, its author, and a link back to the thread. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Chatnest. 2. Sign in to Chatnest and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Cloudcase Source: https://taskly-astro.pages.dev/integrations/cloudcase/ > Store task files in your cloud drive and keep every version one click away. ## Overview Cloudcase connects your cloud storage to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Project folders:** each project gets a folder that mirrors its tasks. - **Version history:** open earlier versions without leaving your workspace. - **Your storage, your rules:** files stay in the drive your company already uses. ## How it works Each connection pairs a trigger in Cloudcase with an action in your workspace. For example: - **Trigger:** A file is added to a task. - **Action:** Your workspace saves it to the project folder in your drive and keeps the link on the task. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Cloudcase. 2. Sign in to Cloudcase and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Daybook Source: https://taskly-astro.pages.dev/integrations/daybook/ > Sync due dates and meetings both ways so your calendar and tasks always agree. ## Overview Daybook connects your calendars to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Two-way sync:** move a task or an event and the other follows. - **Focus blocks:** reserve time in your calendar for your top tasks. - **Team availability:** see who is free before you set a deadline. ## How it works Each connection pairs a trigger in Daybook with an action in your workspace. For example: - **Trigger:** A task gets a due date or moves to another day. - **Action:** Your workspace updates the matching calendar event, and calendar changes flow back to the task. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Daybook. 2. Sign in to Daybook and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Formloop Source: https://taskly-astro.pages.dev/integrations/formloop/ > Collect requests with simple forms and route each answer to the right board. ## Overview Formloop connects your forms to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Request intake:** turn every form answer into a task with all fields. - **Smart routing:** send requests to a board based on the answers. - **Status for requesters:** people see when their request is picked up and done. ## How it works Each connection pairs a trigger in Formloop with an action in your workspace. For example: - **Trigger:** Someone submits a request form. - **Action:** Your workspace adds a task to the matching board and assigns it by request type. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Formloop. 2. Sign in to Formloop and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Inboxly Source: https://taskly-astro.pages.dev/integrations/inboxly/ > Forward emails to a project and they arrive as tasks with every attachment. ## Overview Inboxly connects your email to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Project addresses:** every project gets its own forwarding address. - **Attachments kept:** files arrive on the task, ready to review. - **Reply from the task:** answer the sender without leaving the task. ## How it works Each connection pairs a trigger in Inboxly with an action in your workspace. For example: - **Trigger:** An email is forwarded to a project address. - **Action:** Your workspace creates a task with the subject as the title and the body and files attached. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Inboxly. 2. Sign in to Inboxly and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Meetbox Source: https://taskly-astro.pages.dev/integrations/meetbox/ > Start video calls from a task and save meeting notes and action items to it. ## Overview Meetbox connects your video calls to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Call from a task:** open a video room with everyone assigned to it. - **Notes on the task:** meeting notes land on the task, not in a lost doc. - **Action items:** follow-ups become subtasks with owners and due dates. ## How it works Each connection pairs a trigger in Meetbox with an action in your workspace. For example: - **Trigger:** A call started from a task ends. - **Action:** Your workspace attaches the notes and turns each action item into a subtask with an owner. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Meetbox. 2. Sign in to Meetbox and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Pagewise Source: https://taskly-astro.pages.dev/integrations/pagewise/ > Link docs to tasks and see live previews without switching tabs. ## Overview Pagewise connects your shared docs to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Live previews:** read a doc right inside the task. - **Docs to tasks:** turn checklist items in a doc into tasks. - **One source of truth:** specs and tasks stay linked as they change. ## How it works Each connection pairs a trigger in Pagewise with an action in your workspace. For example: - **Trigger:** A doc link is pasted into a task or comment. - **Action:** Your workspace shows a live preview and keeps the doc title and owner up to date. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Pagewise. 2. Sign in to Pagewise and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Repobase Source: https://taskly-astro.pages.dev/integrations/repobase/ > Link branches and pull requests to tasks and close them when code ships. ## Overview Repobase connects your code hosting to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Linked work:** branches, commits, and pull requests show on the task. - **Auto status:** tasks move forward as code is reviewed and merged. - **Release notes:** list every task that shipped in a release. ## How it works Each connection pairs a trigger in Repobase with an action in your workspace. For example: - **Trigger:** A pull request that mentions a task is merged. - **Action:** Your workspace moves the task to done and adds the change to the project timeline. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Repobase. 2. Sign in to Repobase and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Sketchpad Source: https://taskly-astro.pages.dev/integrations/sketchpad/ > Attach design files to tasks and collect feedback where the work happens. ## Overview Sketchpad connects your design files to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Frame previews:** the newest version of a design, always on the task. - **Review handoff:** mark a file ready and the task moves to review. - **Comments in one place:** design feedback shows up in the task thread. ## How it works Each connection pairs a trigger in Sketchpad with an action in your workspace. For example: - **Trigger:** A design file is linked to a task. - **Action:** Your workspace shows the latest frame and moves the task to review when the file is marked ready. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Sketchpad. 2. Sign in to Sketchpad and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Statpane Source: https://taskly-astro.pages.dev/integrations/statpane/ > Send task and project data to your dashboards and build custom reports. ## Overview Statpane connects your analytics to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **Live data:** project and task events stream to your dashboards. - **Custom reports:** combine workspace data with numbers from other tools. - **Team insights:** track cycle time, workload, and on-time delivery. ## How it works Each connection pairs a trigger in Statpane with an action in your workspace. For example: - **Trigger:** A task is created, moved, or completed. - **Action:** Your workspace sends the event to your analytics workspace, ready for charts and reports. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Statpane. 2. Sign in to Statpane and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # Timeboard Source: https://taskly-astro.pages.dev/integrations/timeboard/ > Track time on tasks with one click and send hours to your timesheets. ## Overview Timeboard connects your time tracking to your workspace, so updates move between the two without copy and paste. Your team keeps working in the tools it knows, and every task stays complete and current. ## Key features - **One-click timers:** start and stop tracking from any task. - **Estimates vs. actuals:** see where projects take longer than planned. - **Timesheet export:** hours flow to billing without copy and paste. ## How it works Each connection pairs a trigger in Timeboard with an action in your workspace. For example: - **Trigger:** A timer is started on a task. - **Action:** Your workspace logs the time to the task and sends the entry to your timesheet at the end of the day. ## Why connect it - **Save time:** skip the manual steps between tools and focus on the work itself. - **Fewer misses:** nothing falls through the gap between two apps. - **One view:** see the full picture of every project in one place. ## Set it up 1. Open **Settings → Integrations** in your workspace and choose Timeboard. 2. Sign in to Timeboard and pick the workspace to connect. 3. Choose which projects to sync, then save. --- # How to run a remote team without daily stand-ups Source: https://taskly-astro.pages.dev/blog/remote-team-without-daily-standups/ > Swap the morning call for written check-ins, a shared board, and one weekly sync. Here is the routine we recommend to distributed teams. Daily stand-ups were designed for teams that sit in the same room. Once your team spans three or four time zones, the 15-minute call turns into a meeting that is too early for some people, too late for others, and mostly a status report that could have been written down. The good news: you can keep the benefits of a stand-up without holding one. ## What a stand-up is really for Before you cancel anything, list what the meeting gives your team today. In most teams it comes down to three things: - **Visibility**: everyone knows what everyone else is working on. - **Unblocking**: problems surface early, before they cost a day. - **Connection**: people see each other’s faces at least once a day. A good replacement keeps all three. Dropping the call without a plan usually keeps none of them. ## Move status updates into writing Ask each person to post a short check-in at the start of their day, in a shared channel or as a comment on their main task. Three lines are enough: what they finished, what they are doing today, and anything blocking them. Written check-ins have a few advantages over a call. People write them when their day starts, not when the meeting is scheduled. They are searchable later. And a manager can read ten of them in two minutes. > The best check-in is the one your teammate can act on without asking a follow-up question. ## Let the board answer "what is everyone doing?" If your tasks live in one shared board, most of the stand-up is already answered. Keep the board honest with a few simple rules: 1. Every task in progress has exactly one owner. 2. A task moves to "Done" the moment it is done, not at the end of the week. 3. Blocked tasks get a blocked label and a comment explaining why. When the board reflects reality, nobody has to ask for a status update. They open the board instead. ## Keep one live meeting a week Async does not mean never talking. Keep one weekly sync of 30 to 45 minutes at a time that works for the widest overlap of time zones. Use it for things that are hard in writing: planning the week, discussing trade-offs, and celebrating what shipped. Rotate the time each quarter if one region always gets the late slot. Small gestures like this matter more on remote teams than on co-located ones. ## Make room for the human part The one thing written check-ins cannot replace is casual contact. Add a weekly optional coffee call, a channel for photos and non-work news, or pair people for a short chat every two weeks. Treat this as part of the work, not a perk. ## Try it for four weeks Changes to team rituals need time. Run the new routine for four weeks, then ask the team two questions: what do you miss from the old stand-up, and what would you never go back to? Adjust from there. Most teams we work with never bring the daily call back. --- # Plan your quarter on one page Source: https://taskly-astro.pages.dev/blog/plan-your-quarter-on-one-page/ > A long roadmap nobody reads is worse than a short one everybody follows. Here is a one-page format for quarterly planning, with a template you can copy. Every quarter, many teams write a planning document that runs to twenty pages. It takes two weeks to write, gets read once, and is out of date by the second sprint. A one-page plan is harder to write, because it forces choices, but it is the plan people actually use. ## Start with one outcome, not a feature list Write a single sentence that describes how things will be different at the end of the quarter. "Launch the mobile app" is a project. "New customers can manage their tasks from their phone on day one" is an outcome. Outcomes make it easier to cut work that does not serve them. If you cannot pick one, pick at most three, and rank them. A ranking settles arguments in week eight that a flat list never will. ## Fill in the page Our one-page plan has five parts. Each fits in a few lines: | Section | What goes in it | Length | | --------- | ----------------------------------------------------- | -------------- | | Outcome | The one sentence above | 1 line | | Bets | Three to five projects you believe will get you there | 5 lines | | Not doing | Good ideas you are choosing to skip this quarter | 3 to 5 lines | | Measures | How you will know it worked | 2 to 3 numbers | | Risks | What could stop you, and who watches it | 3 lines | The "Not doing" list is the most useful part of the page. It tells everyone, including the people asking for those ideas, that the decision was made on purpose. ## Turn bets into milestones A bet like "Rebuild onboarding" is too large to track. Break each bet into two to four milestones that each end in something you can show: a prototype, a beta with five customers, a public launch. Put each milestone on the shared calendar with an owner and a date. Milestones turn a quarter into a series of short finish lines. Teams that hit a milestone every two or three weeks keep momentum far better than teams that aim for a single big release at the end. ## Review it every two weeks A plan is a guess. Every second Friday, spend twenty minutes on these questions: - Are we still working on the bets on the page? - Did any milestone slip, and do we know why? - Has something changed that should move a bet to "Not doing"? Update the page in place and note what changed and why at the bottom. By the end of the quarter, that short log is the most honest retrospective you will have. > If your plan never changes, you are not reading it. If it changes every week, you are not planning. ## Share it everywhere Pin the page at the top of your project space, link it from your weekly sync notes, and read the outcome sentence out loud at the start of each planning meeting. The goal is simple: anyone on the team should be able to explain what the quarter is about in one sentence, without looking it up. --- # The two-list method for a calmer workday Source: https://taskly-astro.pages.dev/blog/the-two-list-method/ > One list for today, one for everything else. A simple way to stop rereading a 60-item backlog every morning and start finishing what matters. Most task lists fail in the same way. They start short and useful, then grow until they hold every idea, request, and reminder you have ever had. Opening the list each morning becomes a small source of stress, and the important work hides between "renew the domain" and "read that article". The two-list method fixes this with one rule: keep two lists, and only ever work from the short one. ## List one: today The today list holds what you plan to finish before the end of the day. It has a hard limit of five items. Five is enough for a full day of real work, and few enough that you can see the whole list at a glance. Write each item as something you can finish, not something you can work on. "Draft the onboarding email" is finishable. "Onboarding" is not. ## List two: everything else The second list is your inbox and backlog combined. New requests, ideas, and reminders go here first, never straight onto today. You do not need to organize it every day. You only need to trust that nothing written there gets lost. Group it loosely if that helps, for example by project or by "this week" and "later", but resist the urge to polish it. Its job is to hold things so your head does not have to. ## The daily routine The method takes about ten minutes a day: 1. **At the end of the day**, look at what is left on today’s list. Move unfinished items back to the second list or keep them for tomorrow, on purpose. 2. **Scan the second list** and pick up to five items for tomorrow. Put the hardest one first. 3. **In the morning**, start with the first item before you open your messages. That is all. No scoring system, no color codes, no weekly reshuffling of forty items. > A short list you finish is more motivating than a long list you admire. ## Why five works Five items forces a choice every evening. When everything cannot fit, you have to decide what matters most tomorrow, and that decision is most of the value. It also gives you a clear finish line. When the five are done, the day is done, and anything else is a bonus. If you regularly finish only two or three, that is useful information too. Your days have less free time than you think, and the next planning meeting should know it. ## Using it with a team tool The method works on paper, but it pairs well with a shared task tool. Keep your team’s work on the shared board, and use a personal "Today" view or a label to mark your five. Your teammates still see the full picture, and you see only what you chose for the day. Try it for two weeks. If you still prefer one long list after that, you have lost nothing but a few evenings of choosing. --- # Write tasks your teammates can act on Source: https://taskly-astro.pages.dev/blog/write-tasks-teammates-can-act-on/ > On a remote team, a task description is often the only briefing someone gets. A short template that saves a round of questions on every task. In an office, a vague task gets fixed in thirty seconds at someone’s desk. On a remote team, the same vague task costs a message, a wait for the reply across time zones, and often a full day. The fix is not more meetings. It is better task descriptions. ## The test: could someone start without asking? Before you assign a task, read it as if you were the person receiving it, on a Monday morning, with no context from last week’s call. Could you start work right away? If the answer is "probably not", the task needs two more minutes of writing. ## A five-part template Most good tasks answer the same five questions. You do not need headings for each one, but you should be able to point at the answer: 1. **Why**: what problem this solves, in one or two sentences. 2. **What done looks like**: the result you expect, as concrete as possible. 3. **Context**: links to the related tasks, files, or conversations. 4. **Constraints**: deadlines, budgets, or things that must not change. 5. **Who to ask**: one person who can answer questions quickly. Here is a short example in plain text, the way it would sit in a task description: ```text Why: New customers drop off on the second setup screen. Done: The screen asks for 3 fields instead of 7, live by May 30. Context: Survey results and screen recordings are linked below. Constraints: Keep the company-name field; billing needs it. Ask: Leo for product questions, Omar for design. ``` ## Write the result, not the steps A common mistake is to describe how to do the work instead of what the work should achieve. "Add three fields, move the button, change the copy" leaves no room for the person doing the task to find a better way. "Halve the time it takes to finish setup" invites them to think. Steps are still useful for routine work, like a release checklist. For anything that needs judgment, describe the result and trust the person. ## Use comments for decisions Once work starts, the task becomes the place where decisions are recorded. If a question is answered in a call or a chat, add a one-line summary as a comment on the task. Three weeks later, when someone asks why the field was removed, the answer is right there. > If a decision is not written next to the work, it will be made again. ## Make it a habit, not a rule You do not need to enforce the template on every small task. Save it as a task template, use it for anything that will take more than a day, and point to good examples in your weekly sync. Within a few weeks, the team starts writing this way without being asked, and the number of "quick questions" drops noticeably. --- # The 30-minute weekly review that keeps projects moving Source: https://taskly-astro.pages.dev/blog/the-30-minute-weekly-review/ > A short Friday routine for team leads: clear the board, check the calendar, and set up next week before it starts. Here is the agenda we use. Projects rarely fail in one big moment. They drift: a task waits a few days for a review, a deadline moves without anyone noticing, a blocked item sits in "In progress" for two weeks. A weekly review catches the drift while it is still small. It takes thirty minutes, it works for a team of three or thirty, and it is the single habit we would keep if we had to drop every other ritual. ## When and who Hold it at the end of the week, ideally Friday morning, so there is still time to act on what you find. For a small team, the lead can run it alone and share notes. For a larger team, invite one person per project, and keep it to five people at most. ## The agenda Use the same agenda every week. Repetition is what makes the review fast. ### 1. Clear the board (10 minutes) Walk through every task in "In progress" and "Review". For each one, ask: is this still moving? If a task has not changed in a week, it is either blocked, too big, or no longer needed. Mark it blocked with a reason, split it, or close it. ### 2. Check the calendar (5 minutes) Look two weeks ahead on the shared calendar. Are there deadlines, launches, or holidays that the team needs to plan around? Two weeks is far enough to change course and close enough to be real. ### 3. Look at the numbers (5 minutes) Pick two or three numbers that tell you whether the week went well. For most teams these are: - tasks finished this week compared to last week, - tasks that are overdue, - the oldest open task in review. Do not turn this into a report. The goal is to notice a trend, not to explain it in detail. ### 4. Set up next week (10 minutes) Agree on the three most important things for next week and make sure each one has an owner and is at the top of their list. Post them in the team channel so everyone starts Monday with the same priorities. ## Write it down End by posting a short summary: what moved, what is stuck, and the three priorities. Keep each summary in the same place. After a quarter, these notes show patterns you would never see week to week, such as the same kind of task always getting stuck in review. > The weekly review is not about control. It is about making sure nothing important waits in silence. ## Keep it short The biggest risk is that the review grows into a two-hour meeting. If a topic needs more than two minutes, write it down and give it its own conversation with the right people. Thirty minutes, the same agenda, every week: that is the whole method. --- # Protect your focus time without disappearing Source: https://taskly-astro.pages.dev/blog/protect-your-focus-time/ > Deep work needs long, quiet blocks. Your team needs to reach you. Here is how to have both, with calendar blocks, clear signals, and a few shared rules. Most meaningful work, like writing a plan, designing a screen, or solving a hard problem, needs at least an hour or two without interruptions. Yet a typical workday is cut into small pieces by meetings, notifications, and "got a minute?" messages. The result is a day that feels busy and produces little. Protecting focus time is not about hiding from your team. It is about agreeing, as a team, when people are available and when they are not. ## Block it on the calendar Time that is not on the calendar gets taken. Add two or three focus blocks a week, each at least 90 minutes long, and treat them like meetings with yourself. Give them a clear title such as "Focus: Q4 plan" so teammates know what the time is for. Mornings work best for most people, but pick the time when your energy is highest. The best block is the one you actually keep. ## Make your status visible A focus block only works if others can see it. Set your status to "Focusing" for the length of the block and pause notifications. When teammates see the status, most of them will wait or write a message they know you will read later. ## Agree on what counts as urgent The fear behind constant availability is missing something important. Remove that fear with a short team agreement: 1. **Urgent** means a customer is blocked or something is broken. Call or use the urgent channel. 2. **Today** means it needs an answer before the end of the day. Send a message; it will be read after the focus block. 3. **Everything else** goes in a task comment and gets answered within a day or two. Once everyone knows the difference, "Focusing" stops feeling like "unreachable". > Being reachable for real emergencies is a team agreement, not a personal sacrifice. ## Batch the small stuff Small tasks like replying to comments, approving requests, and answering quick questions still need doing. Collect them into two short windows a day, for example before lunch and at the end of the afternoon. Clearing twenty small items in thirty minutes is faster than handling them one by one between other work. ## Protect each other’s time too Focus time works best when the whole team does it. A few habits help: - Check a teammate’s calendar before starting a call. - Prefer a task comment over a direct message when the question can wait. - Keep one or two meeting-free afternoons each week for everyone. ## Start with one block You do not need to redesign your week. Add one 90-minute focus block tomorrow, set your status, and see what happens. Most people are surprised by how much they get done, and by how little they missed. --- # Recurring tasks Source: https://taskly-astro.pages.dev/changelog/v2-8-0-recurring-tasks/ > Set a task to repeat daily, weekly, monthly, or on a custom schedule, and Taskly creates the next one when you finish it. Some work never really ends: the weekly report, the monthly invoice run, the Friday review. Recurring tasks take care of it for you. Set the schedule once, and Taskly creates the next task as soon as you complete the current one. ## What’s new - **Flexible schedules**: every day, every weekday, every two weeks, the first Monday of the month, or any custom set of days. - **Next task on completion**: the next occurrence appears when you check off the current one, so your board never fills up with future copies. - **Everything carries over**: checklist items, the assignee, labels, and the description are copied to each new task. Comments stay with the task they were written on. - **Skip or stop**: skip one occurrence without breaking the series, or end the series from the task menu. ## Schedule options | Option | Example | | -------- | ------------------------------------- | | Daily | Every day at 9:00 | | Weekdays | Monday to Friday | | Weekly | Every Friday | | Monthly | First Monday of the month | | Custom | Every 2 weeks on Tuesday and Thursday | ## How to use it Open a task, select **Repeat** next to the due date, and choose a schedule. Recurring tasks show a small loop icon on boards and in lists, so you can tell them apart at a glance. Recurring tasks are available on every plan. --- # Two-way calendar sync Source: https://taskly-astro.pages.dev/changelog/v2-7-0-calendar-sync/ > Connect your work calendar and see tasks and meetings side by side. Move a task in either place and both stay in sync. Your tasks and your meetings compete for the same hours, so they should live on the same calendar. With two-way calendar sync, tasks with a due date appear in the calendar app you already use, and your meetings appear in the Taskly calendar view. ## What’s new - **Tasks in your calendar**: each task with a due date becomes an event in a dedicated "Taskly" calendar, with a link back to the task. - **Two-way updates**: drag the event to another day and the task’s due date changes too. Change the date in Taskly and the event moves. - **Meetings in Taskly**: your meetings appear as gray blocks in the calendar view, so you can plan work around them. - **Choose what syncs**: sync only your own tasks, a single project, or everything assigned to your team. ## Good to know > Calendar sync never edits or deletes your existing meetings. It only manages the events it creates. Sync runs every few minutes. To connect a calendar, open **Settings → Integrations → Calendar** and follow the steps. You can disconnect at any time, and the synced events are removed. --- # Faster boards and smaller fixes Source: https://taskly-astro.pages.dev/changelog/v2-6-2-faster-boards/ > Large boards load twice as fast, search finds tasks in comments, and a handful of fixes based on your reports. This release is all about the details. Thank you to everyone who sent reports and screen recordings; most of the fixes below came straight from you. ## Improved - Boards with more than 500 tasks open about **twice as fast**, and scrolling stays smooth on older laptops. - Search now matches text inside comments, not only task titles and descriptions. - Dragging a task to the edge of the board scrolls the board automatically. - The "Assigned to me" filter remembers your choice between visits. ## Fixed - Due dates could shift by one day for people in time zones behind UTC. - Mentions in comments sometimes did not send a notification. - Exported CSV files now keep accented characters. - The checklist progress bar no longer counts deleted items. --- # Guest access for clients and freelancers Source: https://taskly-astro.pages.dev/changelog/v2-6-0-guest-access/ > Invite people outside your team into a single project. They see only what you share, and they do not count as paid seats. Many projects involve people who are not on your team: a client who approves designs, a freelancer who writes copy, a partner who needs to follow progress. Guest access lets you bring them in without giving them the keys to your whole workspace. ## What’s new - **Project-level invites**: invite a guest by email from the project’s **Share** menu. - **Limited by default**: guests only see the project they were invited to. They cannot browse other projects, people, or workspace settings. - **Choose what they can do**: guests can comment only, or comment and edit tasks assigned to them. - **Free for guests**: each project can have up to 10 guests at no extra cost. ## Permissions at a glance | Action | Member | Guest (comment) | Guest (edit) | | ------------------- | ------ | --------------- | ------------ | | See project tasks | Yes | Yes | Yes | | Comment | Yes | Yes | Yes | | Edit assigned tasks | Yes | No | Yes | | Create projects | Yes | No | No | Guests are marked with a small badge next to their name everywhere in Taskly, so your team always knows who can see a conversation. --- # Custom dashboards Source: https://taskly-astro.pages.dev/changelog/v2-5-0-custom-dashboards/ > Build a dashboard for your team from charts, counters, and task lists, and share it with anyone in your workspace. Every team watches different numbers. A support team cares about open requests, a marketing team about launch dates, a product team about what is stuck in review. Custom dashboards let each team build the view it needs. ## What’s new - **Widgets**: add bar charts, progress gauges, counters, and task lists. Each one is a few clicks to set up. - **Filters**: limit any widget to a project, a person, a label, or a date range. - **Layouts**: drag widgets to reorder them and resize them on a simple grid. - **Sharing**: keep a dashboard private, share it with your team, or pin it for the whole workspace. ## Ideas to start with 1. A **weekly review** dashboard with tasks finished this week, overdue tasks, and the oldest task in review. 2. A **launch** dashboard with a countdown to launch day and the open tasks for each milestone. 3. A **personal** dashboard with your tasks due this week and your focus time on the calendar. Dashboards are available on the Business plan. Existing reports have been moved into a ready-made dashboard called "Overview". --- # A faster, friendlier mobile app Source: https://taskly-astro.pages.dev/changelog/v2-4-0-mobile-app/ > The mobile app opens in under a second, works offline, and has a new Today view built for quick check-ins on the go. Most people open Taskly on their phone for a few seconds at a time: to check what is next, tick off a task, or reply to a comment. This release makes those few seconds count. ## Improved - **Faster start**: the app now opens in under a second on most phones, down from about three. - **Offline mode**: create, edit, and complete tasks without a connection. Your changes sync as soon as you are back online. - **Today view**: a new home screen with your tasks due today, your next meeting, and your unread comments. - **Quick add**: long-press the app icon to add a task without opening the full app. - **Bigger touch targets**: buttons and checkboxes are easier to tap, especially on smaller screens. ## Also in this release - Push notifications are grouped by project instead of arriving one by one. - Dark text on pastel labels is easier to read in bright light. Update the app from your phone’s app store to get the new version. --- # Notification fixes Source: https://taskly-astro.pages.dev/changelog/v2-3-1-notification-fixes/ > A set of fixes for notifications that arrived late, twice, or not at all. After the 2.3.0 release, some of you told us that notifications were arriving twice, late, or for projects you no longer follow. This update fixes those issues. ## Fixed - Assigning a task sent two emails when the task also had a due date. - The daily digest was sent at 8:00 UTC instead of 8:00 in your own time zone. - Archived projects still sent notifications for comments and due dates. - Muting a task did not mute notifications for its subtasks. - Some notification links opened the board instead of the task. ## Your settings Your notification settings were not changed by this update. To review them, open **Settings → Notifications**. You can choose, per project, whether you want every update, mentions only, or nothing at all. --- # Task dependencies Source: https://taskly-astro.pages.dev/changelog/v2-3-0-task-dependencies/ > Mark a task as waiting on another one. Taskly shows what is blocked and moves dates for you when plans change. Some tasks cannot start until another one is done. The design must be approved before it is built; the copy must be final before it is translated. Task dependencies make these links visible. ## What’s new - **Blocking and waiting on**: link any two tasks from the task’s **Dependencies** panel. - **Clear status**: tasks that are waiting on unfinished work show a blocked badge, and the blocking task shows how many tasks depend on it. - **Automatic dates**: when you move a blocking task, Taskly offers to shift the dates of every task that depends on it. - **Calendar lines**: in the calendar view, dependencies are drawn as thin lines between tasks. ## Tips > Keep dependency chains short. If a task waits on more than two others, it is often a sign that it should be split. Dependencies work across projects, so a marketing task can wait on a product task. Guests only see dependencies between tasks in the project they were invited to. --- # Support Specialist Source: https://taskly-astro.pages.dev/careers/support-specialist/ > Answer customer questions with care and turn tricky cases into clear help articles. ## About the role This is a part-time role, twenty to twenty-five hours a week, covering our Asia-Pacific hours. You will be the first person customers talk to when something is unclear or broken. ## What you will do - Answer questions by email and chat, with a first reply in under two hours - Reproduce bugs and write clear reports for the engineering team - Keep our help center accurate and add articles for new questions - Share patterns you see so the product gets easier to use ## What you bring - One or more years in customer support, ideally for a software product - Excellent written English and a warm, patient tone - Curiosity: you like to find out why something happened - A quiet place to work and a reliable connection ## Benefits - Fully remote within the listed countries - Flexible schedule inside the agreed support hours - Paid time off in line with your hours - Learning budget for courses and books --- # Customer Success Manager Source: https://taskly-astro.pages.dev/careers/customer-success-manager/ > Help growing teams roll out the product and get real value in their first ninety days. ## About the role You will look after a group of customers with twenty to five hundred seats. You will guide their rollout, run training sessions, and bring what you learn back to the product team. ## What you will do - Plan and run onboarding for new accounts, from kickoff to the first review - Hold regular check-ins and spot accounts that need help early - Write guides and short videos that answer common questions - Share customer feedback with product in a clear, structured way ## What you bring - Two or more years in customer success, account management, or consulting - Calm, friendly communication, in writing and in calls - Experience with project or task management tools - Comfort with hybrid work: two days a week in our Toronto office ## Benefits - Hybrid schedule with a quiet office downtown - Health and dental cover for you and your family - Thirty paid days off, plus local holidays - Learning budget and one conference a year --- # Senior Frontend Engineer Source: https://taskly-astro.pages.dev/careers/senior-frontend-engineer/ > Shape the boards, timelines, and editor that thousands of teams open every morning. ## About the role You will join the product team that builds the boards, timelines, and task editor. We care about speed you can feel: a drag that never stutters, a page that loads before you finish blinking, a keyboard shortcut for everything. ## What you will do - Build fast, accessible interfaces in TypeScript with a component library you help shape - Pair with design from the first sketch to the last pixel - Own features end to end, from the written proposal to the release note - Keep the codebase pleasant: tests, performance budgets, and clear reviews ## What you bring - Five or more years building production web applications - Strong CSS and accessibility skills, and opinions about both - Experience with a modern component framework and client-side state - Clear writing: most of our decisions happen in documents ### Nice to have - Experience with real-time collaboration or offline-first apps - You have shipped a design system or contributed to one ## Benefits - Remote within the listed countries, with a yearly team retreat - Home office budget and a new laptop of your choice - Thirty paid days off, plus local holidays - Learning budget and one conference a year --- # Backend Engineer, Sync Source: https://taskly-astro.pages.dev/careers/backend-engineer/ > Keep every task, comment, and file in sync across web, mobile, and the tools teams connect. ## About the role The sync team makes sure a change made on a phone in a train shows up on a laptop a second later. You will work on the services and data model behind real-time updates, offline edits, and integrations. ## What you will do - Design and build APIs and background workers that stay fast under load - Improve how we store, merge, and replay changes from every client - Make integrations reliable, with retries and clear error reports - Take part in a calm on-call rotation, one week in eight ## What you bring - Three or more years building backend services in production - Solid knowledge of relational databases and queues - Care for observability: logs, metrics, and alerts you trust - Comfort with hybrid work: two days a week in our Lisbon office ### Nice to have - Experience with conflict-free data types or event sourcing - You have run a service through a traffic spike ## Benefits - Hybrid schedule with a bright office near the river - Private health cover and a yearly wellbeing budget - Thirty paid days off, plus local holidays - Learning budget and one conference a year --- # Product Designer Source: https://taskly-astro.pages.dev/careers/product-designer/ > Design calm, clear flows for planning, reporting, and everyday task work. ## About the role You will design the parts of the product teams use to plan their week and report on their quarter. You will work with an engineer and a product lead on each project, and you will talk to customers often. ## What you will do - Turn messy problems into simple flows, then test them with real teams - Design in our shared component library and help it grow - Write short design notes that explain the why, not only the what - Review shipped work and push for the small details ## What you bring - Four or more years designing software products - A portfolio that shows your process, not only the final screens - Strong interaction and visual design skills - Comfort presenting your work in writing and in short calls ## Benefits - Remote within the listed countries, with a yearly team retreat - Home office budget and the design tools you prefer - Thirty paid days off, plus local holidays - Learning budget and one conference a year --- # Brand Designer Source: https://taskly-astro.pages.dev/careers/brand-designer/ > Give our website, launches, and product moments a look people remember. ## About the role This is a six-month contract, three to four days a week, with the option to extend. You will work with marketing and product design on the website, launch campaigns, and the illustrations inside the app. ## What you will do - Refresh our illustration style and build a library the whole team can use - Design pages and visuals for two major launches - Create templates for social posts, slides, and release notes - Keep the brand guide current and easy to follow ## What you bring - A portfolio with brand, web, and illustration work - Strong typography and layout skills - Experience handing files to developers in a clean, organized way - Availability for a weekly review call in a European time zone ## Benefits - Flexible hours within the agreed days - Paid invoices within fourteen days - Access to our tools and a small hardware budget - A clear brief and one decision maker per project --- # Cookie Policy Source: https://taskly-astro.pages.dev/cookie-policy/ > Which cookies and similar technologies the Taskly website uses, why, and how to control them. Cookies are small text files that a website stores in your browser. This policy explains which cookies and similar technologies we use on this website and in the product, and how you can manage them. ## Cookies we use | Type | Purpose | Can you turn it off? | | --- | --- | --- | | Necessary | Keep you logged in, remember your cookie choice, and protect forms from abuse. | No, the site needs them to work. | | Analytics | Count visits and see which pages and features are used, so we can improve them. | Yes | | Marketing | Measure our campaigns and show relevant messages on other sites. | Yes | ## Necessary cookies These cookies are set when you log in, change a setting, or fill in a form. They do not track you across other websites, and the site will not work properly without them. ## Analytics cookies With your consent, we use analytics tools to understand how visitors use the site, for example which pages are visited most and where people leave. The data is aggregated and does not identify you directly. ## Marketing cookies With your consent, our advertising partners may set cookies to measure campaigns and show you relevant messages on other websites. We do not use marketing cookies inside the product. ## Managing your choices When you first visit, a banner asks which optional cookies you accept. You can change your choice at any time in the [cookie settings](#cookie-settings). You can also block or delete cookies in your browser settings, but some parts of the site may stop working. ## Changes to this policy We will update this page when we add or remove cookies, and change the date at the top. ## Contact us Questions about cookies? Write to **privacy@example.com** or read our [privacy policy](https://taskly-astro.pages.dev/privacy-policy/). --- # Privacy Policy Source: https://taskly-astro.pages.dev/privacy-policy/ > How Taskly collects, uses, and protects the personal information of visitors and workspace members. This Privacy Policy explains what personal information we collect when you visit this website or use our task management workspace, why we collect it, and the choices you have. In this policy, "we" and "us" mean the company that operates this website, and "you" means a visitor, customer, or member of a workspace. ## Information we collect We collect only what we need to run the service and improve it. - **Account details:** your name, email address, password (stored as a hash), and the workspace you belong to. - **Workspace content:** the tasks, comments, files, and calendar events you and your team add. This content belongs to your workspace. - **Billing details:** plan, invoices, and the billing contact. Card numbers are handled by our payment provider and never stored on our servers. - **Usage data:** pages visited, features used, device and browser type, and approximate location based on your IP address. - **Messages to us:** what you send through the contact form, the demo request form, or support email. ## How we use your information - To create and secure your account and workspace. - To provide the features you use, such as reminders, notifications, and reports. - To answer your questions and give support. - To send service emails, such as password resets, invoices, and important product changes. - To understand how the product is used so we can fix problems and improve it. - To send product news, only if you opt in. You can unsubscribe from any of these emails. ## Legal basis for processing Where privacy laws require a legal basis, we rely on the contract with you or your organization to provide the service, on our legitimate interest in keeping it secure and improving it, on your consent for optional emails and cookies, and on legal obligations such as keeping invoices. ## Sharing your information We do not sell personal information. We share it only with: - **Service providers** that host the product, process payments, send email, or provide support tools, under contracts that limit how they use the data. - **Your workspace:** members and admins of a workspace can see the content and profile details shared in it. - **Authorities,** when the law requires it, or to protect the rights and safety of our users. - **A buyer or successor,** if the company is involved in a merger or acquisition. We will tell you before your information becomes subject to a different policy. ## Data retention We keep account and workspace data while your account is active. When a workspace is deleted, its content is removed from our systems within 30 days, and from backups within 90 days. We keep billing records for as long as tax and accounting rules require. ## Security We use encryption in transit and at rest, access controls, and regular reviews to protect your information. No system is perfectly secure, so please use a strong password and tell us right away if you suspect unauthorized access. ## Your rights Depending on where you live, you may have the right to access, correct, export, or delete your personal information, and to object to or limit some processing. Workspace admins can export and delete workspace content from the settings page. For anything else, contact us and we will reply within 30 days. ## Children The service is not intended for children under 16, and we do not knowingly collect their personal information. ## Changes to this policy We may update this policy as the product changes. When we make significant changes, we will update the date at the top of this page and let account owners know by email. ## Contact us Questions about this policy or your data? Write to **privacy@example.com** or use the [contact page](https://taskly-astro.pages.dev/contact/). --- # Terms & Conditions Source: https://taskly-astro.pages.dev/terms-conditions/ > The terms that apply when you use the Taskly website and task management service. These terms apply when you visit this website or use our task management service. By creating an account or using the service, you agree to them. If you use the service on behalf of an organization, you agree for that organization. ## Your account You need an account to use the product. Keep your login details private and tell us right away if you think someone else has access. You are responsible for what happens in your account, and workspace admins are responsible for who they invite. ## Using the service You may use the service for lawful business and personal projects. Please do not: - break the law, or infringe on someone else’s rights; - upload malware, or try to access data or systems you are not allowed to; - overload the service, or scrape it with automated tools; - resell the service without our written permission. We may suspend accounts that break these rules, after a warning when possible. ## Your content Tasks, comments, and files you add stay yours. You give us permission to store, process, and display them only to provide the service to you and your workspace. You can export or delete your content at any time. ## Plans, billing, and trials Paid plans are billed monthly or yearly in advance. Free trials end automatically, and you will not be charged unless you choose a paid plan. You can cancel at any time; the plan stays active until the end of the paid period. Prices may change with at least 30 days' notice. ## Availability and changes We work to keep the service available and secure, but we cannot promise it will never be interrupted. We may add, change, or remove features. If a change significantly reduces what you paid for, you can cancel and receive a refund for the unused period. ## Intellectual property The service, its design, and its code belong to us or our licensors. These terms do not give you any rights to our trademarks or brand. ## Limitation of liability To the extent the law allows, the service is provided "as is", and we are not liable for indirect or consequential losses. Our total liability for any claim is limited to the amount you paid us in the 12 months before the claim. ## Ending these terms You can close your account at any time from the settings page. We may end these terms if you seriously or repeatedly break them. After closure, we delete workspace content as described in the [privacy policy](https://taskly-astro.pages.dev/privacy-policy/). ## Changes to these terms We may update these terms. When we make significant changes, we will update the date at the top of this page and notify account owners at least 30 days before they apply. ## Contact us Questions about these terms? Write to **legal@example.com** or use the [contact page](https://taskly-astro.pages.dev/contact/).