Get my Free Digital Marketing Jumpstart Kit<\/a><\/div>\n<\/div>\n\n\n\nHow to collaborate with Taskade<\/h2>\n\n\n\n
So that was the first way that I might use Taskade to scale out some sort of project, and this can be really useful in any sort of initiative where you’re collaborating with different team members and things like that. Something else I wanted to showcase before I dig into the second use case for today is I wanted to showcase just how easy it is to collaborate on Taskade.<\/p>\n\n\n\n
Something I really appreciate about the Taskade team’s approach to how they’re building their application is that collaboration features are included on all of their plans. And so this makes it really easy for you to jump into a conversation or have a synchronous or asynchronous conversation in one place.<\/p>\n\n\n\n
So jumping back into our project here, in the bottom right corner of any Taskade project, you’re going to see this little chat bubble. And what you can do is you can go ahead and toggle that. You’ll also notice that Taskade is super shortcut friendly. So in the case where you want to use the shortcut for that, it’s gonna be command L on your keyboard.<\/p>\n\n\n\n
But what you can see here is that you can see all the different actions that have been happening in this project, as well as the chat that may have been happening related to this project. So you might be able to ping Alice in the future and be like, do you have an update on your articles? And from there, what would happen is if Alice were a user in this project, Alice would be pinged on this chat happening.<\/p>\n\n\n\n
Another cool thing about Taskade is that you don’t need a separate video call app in order to have a synchronous conversation. So that means that you don’t need to invite people to a Zoom link, a Google Meet link, or even something as old school as Skype. Instead, you can just toggle the chat. And then from here, the start call option and then you can just go ahead and see here I am having a dynamic opportunity to just go ahead and join this meeting. And what I’ve noticed when I have started these meetings is that you can just go ahead and have all the same core sort of things that you would typically have in like a Zoom of sorts.<\/p>\n\n\n\n
So this is super cool in the case where you might be working with somebody that doesn’t have Zoom installed or doesn’t want to open a separate application in order to get the work started or to move work along into the next milestone.<\/p>\n\n\n\n
All right. So I’ve spent a lot of time on the first use case, which is the command center for all your content marketing, marketing, or just general business growth efforts. But hopefully you’re starting to understand how you can use Taskade to your advantage in getting organized across your team.<\/p>\n\n\n\n
How to set up a change request log<\/h2>\n\n\n\n
The second thing I want to share with you today is how you might be able to use Taskade in order to set up a change request log if you were working with a developer. This is a really common sort of thing in which you might have a backlog of bugs and fixes that you might want to work on.<\/p>\n\n\n\n
And so Taskade makes it really easy to organize this with your developer. All right. So for this particular section, what we’re going to do here is we’re going to jump back into our general project section, and then I’m going to go ahead and open up my website change request checklist. This is something in which what I have is I’ve already set it as a default view on the board view. But if I wanted to go back into the list view, I can take a look at how I set this up, where I have active change requests, new change requests, as well as discussion notes. And something that you’ll notice is that Taskade has the ability to interlink different things across different projects really quickly.<\/p>\n\n\n\n
So I’ve used this hashtag tasks feature here in order for me to quickly identify all different places where I might have tasks across my Taskade projects. So if I were to just click that, I can actually see how I’m searching by just hashtag task. And then from here, it’s outputting for me, all the different places where I’ve used hashtag tasks.<\/p>\n\n\n\n
And so that can be super useful in the case where maybe you have some sort of tag just for your developer. And you want to make sure that they only see what’s relevant to them. So what I have here is I have this change request and what I can also do is I can see how this really starts to translate in terms of that board view, very similar sort of flow to what I just showed you with the command center, in which if I had a developer working on this, they could start to view this in terms of putting this into different sections as they start to move towards it, as well as leave some different notes for the team members that might be relevant to them.<\/p>\n\n\n\n
So as they start to work on this, what they might do is they might start to check these off. And then from there they would start to organize all the different backlog requests that they may have to work through for our website. All right. So just to review a few of the things that we went over here, if we go ahead and hit command F we can go ahead and search by particular tag, and now you can see how we’ve gone ahead and isolated for all the things related to tasks. But what you can see here is that when I’ve gone ahead and undone that search, it’s gone ahead and filtered out all of that sort of thing to show me everything once more.<\/p>\n\n\n\n
So super useful for visualizations, as well as just keeping in sync what’s actually relevant to the person as opposed to inundating them with all the information in the world.<\/p>\n\n\n\n
How to set up an org chart in Taskade<\/h2>\n\n\n\n
And then the third use case I want to share with you today is I want to show you how you might be able to set up an org chart in Taskade in order to make it easier for your team to understand who to reach out to in the case where they need help on something. So this can be really useful in the case, for example, where you might be building a niche website and you have a lead virtual assistant, you have an editor as well as you have a website developer, and they’re all doing different things.<\/p>\n\n\n\n
So knowing exactly who is reporting to who can be really relevant and important, regardless of what size organization you’re working with. So in order to take a look at this, we’re going to look at the third project that I set up today, which is going to be my niche site org chart. So you can see here that we’re going to start in the list for you, but we’re actually gonna be looking for the org chart view. And I’m going to set this as the default view.<\/p>\n\n\n\n
So what you can see here is that I can start to see how everything kind of comes together, where I have, I am the CEO of awesome website core. And then when I go ahead and scroll from the left to the right, you can see how I have a lead content editor named Alexandra, who also has an assistant editor below her named Sarah. And then I have a lead virtual assistant named Larry who essentially has a novice post uploader as well as a digital design person. So we have two novice post uploaders, as well as the digital design person. And then I’ve got these writers over here where it’s just all of my writers that might be working on different projects.<\/p>\n\n\n\n
So as you can imagine, this can be really useful in the case where you’re onboarding somebody new to your organization and you just want to help them understand how everything works in terms of who reports to who as well as who to reach out to, if they need help. There could be a place where I could leave different notes in place where it’s like, if you need help on uploading a particular post, contact Larry. In the case where you need help with fixing a particular image alt text, then you might want to contact Jessica. Whatever the case may be.<\/p>\n\n\n\n
This is really useful if you’ve ever tried to build an org chart, because if you’ve ever used some of those other org chart tools you’ll know that you usually have to start with the org chart view, as opposed to starting with something like this list view, where it’s really easy to organize things and then just have Taskade translate that into the org chart view.<\/p>\n\n\n\n
Something I want to note is that every single project that I set up today was actually started from a template that the Taskade team put together. And that’s something I really appreciate about Taskade. Even when you’re going to sign up, you’re able to experience the product for yourself and continue as a guest in the case where you’re not even ready to sign up yet.<\/p>\n\n\n\n
And that sort of product led growth strategy is something that can always appreciate because you should always be able to see the value of the tool that you’re looking at before actually having to create an account, or even to upgrade later on.<\/p>\n\n\n\n
How to replicate this for your projects<\/h2>\n\n\n\n
I want to make sure that you guys can replicate this for yourself. So in the case where you want to create this, with your free Taskade account, go into your workspace and then click the new project section from here for the first project we use the Kanban board layout. So if I just search Kanban, you’ll see the Pomodoro Kanban board. And this is what I then manipulated into the command center for my soccer website.<\/p>\n\n\n\n
For the second sort of use case, I looked up the change request sort of template. And so what you can do is you can search for checklist and then you can see website change requests checklist. And then for the third one, I use the functional top down org chart. And that’s what you can use in order to create your own as well. So once you’ve gone ahead and found the template that you want, you can just click this create button and then Taskade will create that for you.<\/p>\n\n\n\n
There’s a lot to like about Taskade, but something that I really appreciate is how it replaces so many different tools with a single tool. The Taskade team has also been super intentional in terms of how they’ve built their app. When you go into different sub views, such as how to invite somebody to your workspace, or even to share a particular project with different team members, you’ll notice very intuitive sort of layouts that mirror the user experiences of tools you already know.<\/p>\n\n\n\n
For example, when I was looking at the permissions window, I found a very similar flow to a standard sort of format to Google docs or just the Google suite in general. Overall, the Taskade team has been really on top of things and constantly been shipping. When it comes to productivity tools and the productivity tools, arms race, I think one of the biggest things you should consider is how quickly is the team shipping. And that is something that the Taskade team is certainly doing.<\/p>\n\n\n\n
I already mentioned earlier on the natural language processing that they’ve worked in to their due dates into their application, but they’ve also created more than 300 templates you can use along with a ton of other features. They’re clearly targeting not just the beginner sort of user but also the power user of other productivity tools with all the different shortcuts that they support.<\/p>\n\n\n\n
If you liked this article, be sure to check out my YouTube channel<\/a> to get new videos every single week. I\u2019ll help take you from zero to self-starter as you grow your business, get more customers, and hone your business acumen. Also, feel free to share this with anybody that you think might benefit from how to use Taskade to scale your business.<\/p>\n\n\n\n