KNOWLEDGE BASE

How can we help you today?

Getting Started

Quickstart guide, workspace setup, and your first task list.

Account & Billing

Managing seat licenses, updating payment methods, and invoices.

Team Collaboration

Inviting team members, roles, guest access, and notifications.

Smart Automation Rules

Setting up AI triggers, recurring tasks, and Slack webhooks.

Integrations & API

Syncing with GitHub, Figma, Notion, Google Calendar, and REST API.

Security & Compliance

Data residency, SAML 2.0 SSO, SOC-2 reports, and 2FA.

Popular Help Topics

How does Taskly differ from other project management tools?

Taskly combines minimalist, distraction-free design with powerful AI automation. Instead of forcing you into complex database configurations, it provides intuitive views, automated task prioritization, and seamless mobile-to-desktop sync so you can focus on actual execution.

Can I use Taskly for both personal tasks and team projects?

Yes! You can create separate personal and team workspaces within the same account. Personal tasks remain strictly private, while team workspaces allow real-time collaboration, assignment, and status tracking.

Is there a free trial for paid plans?

Yes, all new accounts receive a 14-day free trial of the Professional plan with zero credit card required up front. You can downgrade to the free Starter tier anytime.

Which platforms and devices does Taskly support?

Taskly is available as a web app on all modern desktop browsers, and as dedicated native applications for iOS (iPhone & iPad), Android, and macOS/Windows desktop clients.

How secure is my team's data?

We adhere to enterprise-grade security standards with AES-256 encryption at rest and TLS 1.3 in transit. We are SOC-2 Type II compliant and GDPR ready.

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