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Taskee

Taskee Documentation

Complete guide to using Taskee - the universal AI-powered task intelligence platform

Taskee User Guide

Welcome to Taskee! This comprehensive guide will help you get started and make the most of our AI-powered task management platform.

Table of Contents

  1. Introduction
  2. Getting Started
  3. Core Concepts
  4. Projects
  5. Adapters
  6. Tasks
  7. AI Features
  8. API Tokens
  9. CSV Import/Export
  10. Troubleshooting
  11. Best Practices
  12. FAQ

Introduction

What is Taskee?

Taskee is a universal AI-powered task intelligence platform that connects any task management tool (Jira, Linear, Asana, GitHub, CSV) with real-time AI analysis. It eliminates data silos, detects relationships across platforms, and prevents duplicate work.

Key Features

  • Universal Adapter Layer: Connect to multiple task management platforms
  • AI-Powered Intelligence: Detect relationships, duplicates, and patterns
  • Real-Time Sync: Bidirectional synchronization with your tools
  • Universal Document Format: Seamless conversion between formats
  • Privacy-First: On-demand processing, no permanent storage

Getting Started

Creating an Account

  1. Visit the Taskee homepage
  2. Click "Get Started Free" or "Sign Up"
  3. Enter your email and create a password
  4. Verify your email address
  5. You're ready to go!

Your First Project

  1. After logging in, you'll see the dashboard
  2. Click "Create Project" button
  3. Enter a project name (e.g., "Engineering Tasks")
  4. Click "Create"
  5. Your project is now ready for adapter connections

Core Concepts

Projects

Projects are containers for your tasks. Each project can have multiple adapters connected, allowing you to aggregate tasks from different sources.

Adapters

Adapters are connectors to external task management systems. Taskee supports:

  • Jira: Full OAuth 2.0 and API key support
  • ClickUp: OAuth integration
  • CSV: Import/export functionality
  • More adapters coming soon!

Tasks

Tasks are the core unit of work. They can be imported from adapters, created manually, or generated by AI.

Universal Document Format (UDF)

Taskee uses a proprietary Universal Document Format that enables seamless conversion between different task platform formats (Jira ADF, Markdown, HTML, etc.).

Projects

Creating a Project

  1. Navigate to Dashboard
  2. Click "Create Project"
  3. Enter project name
  4. Optionally select an adapter type
  5. Click "Create"

Managing Projects

  • View Projects: All projects appear on your dashboard
  • Edit Project: Click on a project to open it
  • Delete Project: Use the project settings menu (⚠️ This action cannot be undone)

Project Settings

Each project can be configured with:

  • Name and description
  • Adapter connections
  • Sync preferences
  • Access permissions

Adapters

Connecting Jira

Taskee supports two methods for connecting to Jira:

Method 1: OAuth 2.0 (Recommended)

  1. In your project, click "Connect Adapter"
  2. Select "Jira"
  3. Choose "OAuth 2.0"
  4. Click "Authorize"
  5. You'll be redirected to Jira to authorize Taskee
  6. Grant permissions and return to Taskee
  7. Your Jira connection is now active!

Method 2: API Key

  1. In your project, click "Connect Adapter"
  2. Select "Jira"
  3. Choose "API Key"
  4. Enter your Jira domain (e.g., yourcompany.atlassian.net)
  5. Enter your email address
  6. Enter your Jira API token (create one at Atlassian Account Settings)
  7. Click "Connect"

Connecting ClickUp

  1. In your project, click "Connect Adapter"
  2. Select "ClickUp"
  3. Click "Authorize with ClickUp"
  4. Grant permissions
  5. Your ClickUp connection is active!

CSV Adapter

The CSV adapter allows you to import tasks from CSV files:

  1. In your project, click "Connect Adapter"
  2. Select "CSV"
  3. Upload your CSV file
  4. Configure column mapping
  5. Import tasks

See the CSV Import Guide for detailed instructions.

Managing Adapters

  • View Connected Adapters: See all adapters in the project settings
  • Disconnect Adapter: Remove connection (tasks remain in Taskee)
  • Reconnect: If connection expires, use the reconnect button

Tasks

Importing Tasks

  1. Open your project
  2. Click "Import Tasks"
  3. Select an adapter
  4. Choose tasks to import
  5. Click "Import"

Viewing Tasks

Tasks are displayed in a table view with:

  • Title
  • Status
  • Priority
  • Assignee
  • Labels
  • Last updated

Editing Tasks

  1. Click on a task to open the detail view
  2. Edit any field
  3. Changes are saved automatically
  4. If synced, changes will sync back to the source adapter

Task Status

Common statuses:

  • To Do: Not started
  • In Progress: Currently being worked on
  • Done: Completed
  • Blocked: Cannot proceed

Task Priority

Priority levels:

  • Critical: Urgent, needs immediate attention
  • High: Important, should be done soon
  • Medium: Normal priority
  • Low: Can be deferred

Syncing Tasks

Tasks can be synced back to their source adapter:

  1. Select one or more tasks
  2. Click "Sync to [Adapter]"
  3. Choose sync mode (Update or Create)
  4. Review changes
  5. Confirm sync

AI Features

Relationship Detection

Detect relationships between tasks across platforms:

  1. Select multiple tasks (2 or more)
  2. Click "Detect Relationships"
  3. AI analyzes tasks and identifies:
    • Dependencies
    • Duplicates
    • Related work
    • Patterns

AI Chat

Chat with AI about your tasks:

  1. Select one or more tasks
  2. Click "Chat with AI"
  3. Ask questions like:
    • "What are the dependencies for these tasks?"
    • "Are there any duplicates?"
    • "What's the best order to complete these?"
  4. Get intelligent insights

AI Task Suggestions

Get AI-powered suggestions for:

  • Task breakdown
  • Subtask generation
  • Priority recommendations
  • Dependency identification

Prompt Execution

Execute custom AI prompts on selected tasks:

  1. Select tasks
  2. Click "Execute Prompt"
  3. Choose a prompt template or create custom
  4. Review results

API Tokens

Creating API Tokens

  1. Navigate to Settings → API Tokens
  2. Click "Create Token"
  3. Enter a name (e.g., "CI/CD Integration")
  4. Select scopes:
    • projects:read - Read projects
    • projects:write - Create/update projects
    • tasks:read - Read tasks
    • tasks:write - Create/update tasks
    • tasks:sync - Sync tasks to adapters
  5. Optionally set expiration
  6. Click "Create"
  7. Copy the token immediately (it won't be shown again)

Using API Tokens

Include the token in the Authorization header:

curl -H "Authorization: Bearer YOUR_TOKEN" \
  https://your-domain.com/api/v1/projects

Managing Tokens

  • View Tokens: See all your tokens in the API Tokens page
  • Revoke Token: Delete a token to revoke access
  • Check Last Used: See when tokens were last used

See the Token Management Guide for more details.

CSV Import/Export

Importing from CSV

  1. Connect CSV adapter to your project
  2. Upload CSV file
  3. Configure settings:
    • Delimiter (comma, semicolon, tab)
    • Has header row
    • Encoding
  4. Map columns to task fields
  5. Preview import
  6. Confirm import

Exporting to CSV

  1. In your project, select tasks
  2. Click "Export"
  3. Choose CSV format
  4. Download file

CSV Format

Required columns:

  • Title: Task name (required)

Optional columns:

  • Description
  • Status
  • Priority
  • Assignee
  • Labels
  • Created date
  • Updated date

See the CSV Import Guide for detailed format specifications.

Troubleshooting

Connection Issues

Problem: Cannot connect to Jira

  • Solution: Check your API token is valid, or try OAuth 2.0
  • Solution: Verify your Jira domain is correct
  • Solution: Ensure you have necessary permissions in Jira

Problem: OAuth connection expired

  • Solution: Click "Reconnect" in adapter settings
  • Solution: Re-authorize the connection

Import Issues

Problem: Tasks not importing

  • Solution: Check adapter connection is active
  • Solution: Verify you have access to the tasks in the source system
  • Solution: Check for rate limiting

Problem: CSV import fails

  • Solution: Verify CSV format matches requirements
  • Solution: Check column mapping is correct
  • Solution: Ensure file encoding is UTF-8

Sync Issues

Problem: Changes not syncing back

  • Solution: Verify adapter connection is active
  • Solution: Check you have write permissions
  • Solution: Review sync mode (Update vs Create)

AI Features

Problem: AI not responding

  • Solution: Check your OpenAI API key is configured
  • Solution: Verify you have API credits
  • Solution: Try again after a moment

Best Practices

Organizing Projects

  • One project per team: Keep projects focused
  • Clear naming: Use descriptive project names
  • Regular cleanup: Archive completed projects

Managing Tasks

  • Keep titles concise: Clear, actionable titles
  • Use descriptions: Add context in descriptions
  • Set priorities: Help prioritize work
  • Add labels: Categorize tasks for filtering

Using Adapters

  • Use OAuth when possible: More secure and convenient
  • Regular syncs: Keep data up to date
  • Monitor connections: Check adapter status regularly

AI Features

  • Select relevant tasks: Better results with focused selections
  • Ask specific questions: More detailed questions get better answers
  • Review suggestions: Always review AI suggestions before applying

Security

  • Protect API tokens: Never share tokens publicly
  • Use scoped tokens: Only grant necessary permissions
  • Rotate tokens: Regularly update API tokens
  • Review access: Periodically review who has access

FAQ

General

Q: Is Taskee free? A: Taskee offers a free tier with limited features. See pricing for details.

Q: What browsers are supported? A: Taskee works on all modern browsers (Chrome, Firefox, Safari, Edge).

Q: Is my data secure? A: Yes! Taskee uses industry-standard security practices. See our security documentation.

Adapters

Q: Can I connect multiple Jira instances? A: Yes, create separate projects for each Jira instance.

Q: Does Taskee store my task data? A: Taskee stores tasks you import, but adapters fetch data on-demand. See privacy documentation.

Q: What happens if I disconnect an adapter? A: Your imported tasks remain in Taskee, but sync will stop.

Tasks

Q: Can I edit tasks in Taskee? A: Yes! Edits can sync back to the source adapter if configured.

Q: How do I delete tasks? A: Select tasks and use the delete action. This may also delete from the source adapter.

Q: Can I create tasks in Taskee? A: Yes, you can create tasks directly in Taskee.

AI Features

Q: What AI model does Taskee use? A: Taskee uses OpenAI's GPT models for AI features.

Q: Is AI analysis accurate? A: AI provides suggestions and insights. Always review before making decisions.

Q: Can I customize AI prompts? A: Yes, you can create and execute custom prompts.

API

Q: Is there an API? A: Yes! See the API Documentation for details.

Q: What's the rate limit? A: Rate limits vary by plan. Check your plan details.

Q: Can I use webhooks? A: Webhooks are coming soon!

Additional Resources

Support

Need help? Contact us:

Last Updated: November 2025

Ready to get started?

Start using Taskee today and transform your task management workflow.