Exploring Taskade – Honest Review by a Small Business Owner

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Taskade is a cutting-edge task, project, and workflow management platform that takes productivity to new heights through the integration of Artificial Intelligence. Designed to streamline individual and team-based tasks, Taskade offers a unified workspace where users can seamlessly coordinate, collaborate, and automate tasks for enhanced efficiency.

This innovative platform combines AI-powered tools, versatile project views, and real-time collaboration features, making it a powerful solution for professionals seeking to optimize their workflows.

In this Taskade review, we delve into Taskade’s remarkable capabilities, ranging from automated tasks and creative project visualization to seamless integration with popular applications and real-time team communication. Join us as we uncover how Taskade’s intuitive design and AI-driven features are transforming task management and team productivity.

Key Features and Functionality

Efficient Proposal Preparation

Taskade empowers business owners to structure their proposals seamlessly, ensuring the inclusion of all essential components in a well-organized manner. It’s real-time collaboration capabilities further enhance the process, facilitating collaborative proposal creation and the integration of immediate client feedback. 

While this platform provides a strong foundation for efficient proposal preparation, users seeking more advanced formatting options may explore specialized proposal software for further customization.

Meeting Notes Management

Taskade proves to be an invaluable asset for adeptly managing meeting notes. It offers real-time note-taking during meetings, enabling users to capture agendas and action items promptly. The platform’s effortless sharing features ensure that meeting notes are easily disseminated among team members, providing a cohesive understanding of proceedings and fostering efficient follow-up.

It’s worth noting that for users requiring features like voice-to-text transcription, this versatile AI-tool may be complemented with additional tools.

Crafting Compelling Content: Blog Posts and Social Media

Taskade’s boards provide a structured framework for ideation and organization, enabling remote teams or virtual assistants to work together seamlessly. This approach to content creation fosters creativity and enhances the quality of the final output. By facilitating real-time integration, this platform ensures that content creation remains dynamic and efficient, resulting in impactful and well-coordinated blog posts and social media content.


Unlocking scriptwriting brilliance for video content becomes a reality with Taskade’s comprehensive task breakdown and brainstorming tools. This platform enables users to break down video scripts into manageable segments, fostering collaborative script development. The iterative nature of collaboration results in finely-crafted video scripts.

Sales Email Wizardry

Taskade simplifies the process of drafting persuasive sales emails and sequences, while its tagging and notification features ensure timely follow-ups. This feature is a boon for sales professionals, enabling them to efficiently organize and manage their sales communication.

By facilitating organized follow-ups, this software enhances the chances of successful interactions and conversions. Its intuitive features allow users to focus on crafting effective sales messages rather than getting lost in administrative tasks.

Email Marketing Template – Image Courtesy of Taskade

Elevating Coaching Engagement

Taskade facilitates the creation of tailored coaching activities and exercises, enhancing the coaching experience for small business owners and their clients. Its task management features allow for the development of personalized coaching resources that cater to individual client needs. Collaborative capabilities enable coaches to work closely with clients, ensuring coaching activities align with goals and expectations.

Super Simple Lead Magnet Creation

Small business owners & coaches can leverage Taskade’s visual elements to design captivating lead magnets integrated into broader marketing strategies. The platform’s user-friendly interface empowers businesses to create visually appealing and engaging lead magnets that resonate with their target audience. Collaboration features enable teams to refine lead magnet designs, ensuring alignment with overarching marketing goals.

Lead Magnet Generator – Image Courtesy of Taskade

Workflow Design and Optimization

Taskade’s intuitive interface enables visual mapping of business workflows, supporting continuous improvement and optimization. Teams can easily identify bottlenecks, streamline processes, and enhance productivity. The platform’s visual approach promotes a deeper understanding of workflows, enabling teams to make informed decisions for more efficient operations.

Workflow Templates – Image Courtesy of Taskade

Transforming Ideas into Courses and Programs

Utilizing the platform’s task breakdown and organizational tools provides an effective structure for creating in-depth educational resources. Enhancing the caliber and pertinence of course material is achieved through partnerships with experts in the respective subjects. Taskade’s real-time collaboration functions facilitate teamwork, empowering educators, experts, or coaches to work together on perfecting course content.

Taskade Integrations

Taskade offers a range of integrations that enhance its functionality and connectivity with other popular apps and platforms. These integrations allow users to easily incorporate this tool into their existing workflows and systems. Among the notable integrations are:

  1. Gmail: Taskade can be connected to Gmail, enabling users to link their email tasks directly to Taskade projects.
  2. Apple Calendar and Google Calendar: Users can add tasks to their Apple or Google Calendars and sync them with Taskade, facilitating efficient time management.
  3. Box and Dropbox: Taskade integrates with Box and Dropbox, allowing users to upload files from these cloud storage platforms directly into their Taskade projects.
  4. Google Drive: Similar to the previous integrations, this software offers the ability to upload files directly from Google Drive into Taskade.
  5. Instagram: Users can upload pictures and videos directly from Instagram to Taskade, enabling easy content sharing and collaboration.
  6. Notion and WordPress: This tool can be embedded on Notion pages and WordPress blogs, enhancing productivity and project management capabilities.
  7. Outlook and Outlook Calendar: This platform offers integrations with Outlook email and Outlook Calendar, facilitating seamless communication and scheduling.
  8. Zapier: With Zapier integration, this tool can be automated and connected to over 5000 other apps, streamlining workflows and enhancing efficiency.

These integrations extend Taskade’s versatility and make it a more powerful tool for users to manage tasks, projects, and collaboration across different platforms.

Customer Support

Taskade boasts responsive and supportive customer service, offering assistance through email, live chat, and comprehensive online help resources. The developer’s commitment to promptly addressing user inquiries and needs has garnered positive feedback from users. The team’s willingness to engage with clients, especially students and researchers, has contributed to a high level of user satisfaction.

Users have praised Taskade’s customer support for its quick responsiveness, helpfulness, and dedication, making interactions with the support team a positive and enriching experience. This proactive approach to customer assistance has established Taskade as a platform with strong user support, enhancing its overall appeal to individuals and teams seeking effective task management solutions.

Taskade’s Strengths

Seamless Cross-Platform Compatibility

Taskade’s standout feature is its impeccable cross-platform compatibility, ensuring users can smoothly transition between devices and operating systems. Whether you’re on a Mac, Windows PC, iOS device, or Android smartphone, Taskade offers a consistent experience. The compatibility extension also encompasses popular web browsers such as Chrome, Firefox, and Edge, enabling users to access their tasks and collaborate with ease, regardless of their chosen platform.

User-Friendly Interface

Taskade strikes a commendable balance between the simplicity of basic chat platforms and the complexity of advanced project management tools. Its convenient interface empowers both beginners and seasoned professionals to navigate the app effortlessly.

Versatile Templates

Taskade streamlines workflow with a diverse array of pre-built templates that cater to various purposes. This versatility expedites task initiation and ensures that projects adhere to best practices. Whether you’re managing a marketing campaign, organizing a team meeting, or outlining a project timeline, Taskade’s templates offer a head start, optimizing efficiency and enhancing productivity.

AI Featured Templates – Image Courtesy of Taskade

AI-Assisted Productivity Tool

Taskade harnesses the power of artificial intelligence to elevate productivity levels with a variety of features. Through intelligent automation, repetitive tasks are simplified and expedited, freeing up valuable time for users to focus on high-value activities. The integration of AI not only enhances task management but also contributes to more efficient project execution, enabling users to achieve more in less time.

Real-Time Collaboration

Taskade’s emphasis on real-time collaboration is a major asset for teams and individuals working together. The platform allows users to seamlessly collaborate on notes, documents, and projects in real time. This instant interaction fosters efficient decision-making, facilitates brainstorming, and ensures that everyone is on the same page, regardless of their geographical location.

Real-time collaboration - Courtesy of Taskade
Real-time collaboration – Image Courtesy of Taskade

Mind Map View

A standout feature that sets Taskade apart is its innovative Mind Map view. This visualization tool empowers users to map out complex ideas, tasks, and projects in a visually engaging manner. The Mind Map view promotes clarity, enabling users to grasp the big picture while also delving into intricate details.

Moreover, Taskade’s ability to embed Mind Maps in various platforms improves communication and presentation capabilities.

Taskade’s Limitations

Learning Curve

Taskade’s robust feature set and customizable options can present a learning curve for new users or those transitioning from simpler task management tools. While the platform’s versatility is a strength, it may take time for individuals to fully explore and harness its capabilities, potentially impacting initial usability.

Overwhelming With Room For Improvement

Navigating through various options might occasionally lead to cognitive load, affecting the speed and fluidity of the workflow. This aspect warrants cautious consideration, especially for users seeking a streamlined and minimalist task management experience.

Not Ideal for Specific Clients

Taskade’s design and functionality, while versatile, may not align perfectly with the requirements of certain niches or specific types of clients. Some businesses or individuals with specialized needs might find that the platform’s general approach doesn’t cater precisely to their distinct workflows or industry-specific demands. 

However, it’s worth keeping in mind that a versatile tool with such a wide range of features adds both complexity and flexibility to business users. That means that its very weakness is also a powerful strength making it a valuable tool when users invest time into learning to use teh comprehensive features and define carefully what use cases and workflows they want to apply it to before they plan the initial setup.

Taskade Pricing & Plans

PlanFeatures IncludedPricing PlansValue for Money
Free Plan– Unlimited workspaces – 500 AI credits/month – 1 GB storage – 3 months project history – Desktop and mobile app (Mac OS, Windows, Linux, iOS, Android, as well as browser extensions)FreeIdeal for individuals and small teams
Pro Plan– 5 workspaces + 10 users – 20 GB storage – 6 months project history – Calendar integration – Advanced team permissions – Guest sharingStarting at $19/user/month (billed annually)Suitable for teams of up to 10 members
Business Plan– 20 workspaces + 25 users – 100 GB storage – 1 year project history – External team collaboration – 5,000+ automations & integrations – Cloud upload integrationStarting at $49/user/month (billed annually)Recommended for teams of up to 25 members
Ultimate Plan– All Business Plan features – Unlimited workspaces – unlimited workspaces + 50 users – 1,000 GB storage – 5 years project history – Single sign-on (SSO)Starting at $99/user/month (billed annually)Comprehensive package with advanced capabilities
Enterprise Plan– All Ultimate Plan features – Customized features and supportCustom pricingTailored for businesses with specific needs

Customer Review

Overall customer satisfaction Taskade is high and the user experiences described on different review platforms lend valuable insights to the capability of this AI-powered platform. The variety of features, customization options and high-quality content output and wide range of templates are popular but equally adding to a frequently  mentioned learning curve for new users. Overall, the user experiences are rated as positive, with frequent mention of the use of this AI-powered platform’s advanced features as a useful productivity tool with lots of customization options and affordable pricing plans. 


The platform has received numerous positive reviews on G2, with users praising its performance and features. Users appreciate its cross-platform compatibility, real-time collaboration, and ease of use. Many users find it helpful for organizing tasks and notes efficiently.

However, some users mention that the UI could be improved and that there is a slight learning curve for new users.


The tool has an “Excellent” rating on Trustpilot with an average rating of 4.5 out of 5 stars. Users have highlighted its user-friendly interface, seamless synchronization across devices, and smooth integration features.

The app’s drag-and-drop functionality, along with its ability to handle both tiny tasks and big projects, has received positive feedback. Users also appreciate the helpful support and themes provided by Taskade.


On Capterra, this platform is appreciated for its versatility and comprehensive feature set. Users find it helpful for a variety of purposes, including personal knowledge management (PKM), content creation, project development, and management.

The app’s AI-assisted productivity and extensive template library are notable strengths. Some users find the application overwhelming and mention a learning curve, particularly for new users.

Taskade Customer Reviews
Customer Reviews – Image Courtesy of Taskade

Taskade Compared to Alternatives

OverviewReal-time collaboration and project management softwareCloud-based collaboration and project toolTask management and to-do list appTask and time management platform
Pricing ModelFree, Pro, Business, Ultimate, EnterpriseFree, Unlimited, Business, EnterprisePersonal: Beginner, Pro Teams: Starter, BusinessFree, Premium, Education
IntegrationsWordPress, Zapier, Google Drive, Dropbox, Notion, InstagramHubSpot, Google Calendar, Microsoft Office, LoomGoogle Drive, Outlook, Alexa, ChromeGoogle Assistant, IFTTT, Gmail, Zapier, Slack
Task ManagementCreate tasks, manage notes, collaborate via videoAgile board view, Gantt chart, task sortingCreate tasks, set due dates, prioritizeCreate tasks, set due dates, priority
CollaborationIntegrated video chat, real-time task listsCollaborate, assign tasks, real-time updatesShare tasks, collaborate, add commentsCollaborate, share tasks, add comments
Mobile AccessYesYesYesYes
Project ManagementOrganize tasks hierarchically, sort by priorityOrganize tasks, assign to groups, GanttCreate projects, manage tasks, subtasksOrganize tasks, subtasks, prioritize
AutomationMachine learning for project timeframesAutomation with custom workflowsRecurring tasks, automatic remindersRecurring tasks, reminders, due dates
CustomizationCustomize task progress, categories, templatesCustomize task statuses, views, fieldsAdd labels, filters, sectionsCustomize lists, tags, filters
User ReviewsPositive feedback for versatility, collaborationPositive reviews for features, integrationsPopular for task management and simplicityPraise for ease of use and task features

For Whom is Taskade Ideal?

Taskade is a versatile productivity and collaboration platform with advanced features designed to cater to a wide range of professionals with high customer satisfaction.

Its wide range of features, including real-time organization, note-taking, mind mapping, team communication, and video chat, make it a valuable tool for freelancers, small business owners, consultants, and coaches. Free templates make it easy to get started with fast initial setup. 

The platform’s AI-powered insights, affordable pricing, and seamless integration add to its appeal, allowing users to enhance productivity, streamline processes, and adapt to the demands of their industries. 

Whether managing projects, coordinating teams, creating social media posts, or engaging with clients, this tool offers a unified workspace that aligns with the modern needs of remote work and effective communication. As such, it is well-suited to empower professionals in various fields to achieve their goals efficiently and collaboratively.