Getting started

Find your way around

This is a short tour of where things live in Taskeni, so you can get to any board, task, or setting quickly.

The sidebar

  • Home: your dashboard, with the weekly review and (when AI helpers are on) a catch-up of what changed.
  • My tasks: everything assigned to you, grouped by when it's due.
  • Notifications: assignments, mentions, comments on tasks you follow, and deadlines.
  • Team activity: comments, moves, and edits across the workspace, with person and board filters.
  • Reports: cycle time, throughput, and the overdue trend (Pro and Business). See Reports.
  • Boards: your first few boards, then All boards for the full list, including archived boards.
  • Members: the people in the workspace, invitations, and workload.

Click the workspace name at the top of the sidebar to switch workspaces or create a new one. Click the arrow next to the logo to collapse the sidebar.

The top bar

  • The search field on the left finds boards and tasks as you type.
  • The sparkle button opens Ask Taskeni, the assistant (⌘J). See Ask Taskeni.
  • Add a task opens quick add from anywhere.
  • The bell opens your notifications. The number shows how many are unread.
  • Your picture opens a menu with Account settings, Notification preferences, Workspace settings, Members and invitations, Switch or create a workspace, and Sign out.
  1. Press / to open the search page, or type in the search field in the top bar.
  2. Results include boards and tasks by title or key (like TSK-12), and tasks whose description or comments match. When AI helpers are on, Smart results below them find tasks by meaning. See Smart search.
  3. Click a result to open it.

Good to know

  • Search only covers boards you can open. Private boards you aren't a member of never appear.
  • On a phone, the main sections move to a bar at the bottom of the screen.
  • ⌘K (Ctrl+K on Windows) opens the command palette, which searches and runs actions. See Keyboard shortcuts.
  • You can choose which screen Taskeni opens on in Settings → Account → Working preferences → Open Taskeni on.

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