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Guides, tutorials, and answers to every ProTasks question.

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Getting started

Set up your workspace, create your first board, and invite your team.

Automations

Triggers, rules, and conditions that run your board for you.

Client view

Share boards with clients and collect approvals without giving them logins.

Time tracking

Per-task timers, manual logs, and weekly reports.

Teams & roles

Invite members, set roles, balance workload.

Notifications

Email, Slack, and in-app — only the signal, never the noise.

Views

Kanban, Calendar, Timeline, and List — when to use each.

AI features

Assistant chat, task generator, AI Researcher, and how to use them well.

Integrations

Google Calendar, Slack, webhooks — connect your stack.

Boards

Create boards, configure columns, custom fields, and templates.

Tasks

Subtasks, dependencies, recurrence, watchers, and more.

Resources hub

Store SOPs, brand kits, contracts, and shared docs.

Clients

CRM-lite for service businesses — track every account.

Importing data

Bring boards, tasks, and clients from your old tools.

Productivity

Keyboard shortcuts and power-user tips.

Intake & forms

Capture requests from clients, leads, and your own team.

AI standups

Daily digests written by AI — post to Slack and skip the meeting.

Roadmap

Public roadmap with quarter lanes and user voting.

Wiki & Docs

Notion-style nested wiki pages for your team's knowledge.

Billing

Plans, payments, invoices, and redemption codes.

Sprints & Velocity

Plan iterations, track story points, and forecast capacity.

Reports & Dashboards

Drag-and-drop dashboards with live KPIs and charts.

Invoices

Auto-billed invoices from logged time, sent in one click.

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