Create your workspace

Sign up with your name, email, and a name for your organization. This creates your workspace and makes you the project manager with full control over settings, invites, and team management.

Once you're in, invite your team. You can send email invites from Settings > Team, or generate a shareable invite link with a custom expiry (1 day, 7 days, 30 days, or no expiry). Anyone with the link can sign up and join your workspace instantly.

Set up projects

Projects are where your work lives. Create one from the sidebar and give it a name, an emoji icon, and a color. Each project gets its own task list, members, and optional calendar.

Organize your sidebar by grouping projects into sections. Right-click any section header to rename it, add new sections, or reorder them. You can drag projects between sections to keep your workspace tidy as it grows.

Each project includes a hub panel with links, notes, and project-level comments. Pin reference links like Figma files, repos, or documents. Write shared notes, and use @mentions in project comments to loop in teammates. When a project is no longer active, archive it to keep your sidebar clean without losing any data.

All Tasks workflow

Taklet is built around a morning rhythm. When you start the day, open All Tasks from the sidebar. You get one combined list grouped by project so you can scan everything that is still open without jumping between projects.

While you scan, move what must be completed today into Focus (task menu, detail panel, or type focus when creating a task). At midnight in your timezone, Focus clears. That nudge keeps the team sweeping the full board each morning so work is less likely to sit unnoticed until it is late or overdue.

Add and manage tasks

Add tasks with the inline input at the top of any project. Just type a title and press enter. You can also add personal tasks from the dashboard, which live in a private space separate from team work.

While typing a task title, shortcuts appear as suggestions. Type a few characters to trigger them:

Open any task to expand it in place. You get subtasks, notes, links, a due date, assignees, the project pill, and an updates stream in one panel, matching what you see in the product.

Add links to reference documents, designs, or pull requests and Taklet will fetch the page title automatically. Reorder tasks by dragging the grip handle, or move them between project sections using the context menu.

Focus & Team Focus

Focus is Taklet's answer to priority lists that grow until they mean nothing. When you mark a task as in focus, it stays there until midnight in your local timezone, then it drops off automatically.

That means every morning the team actively chooses what matters today. There is no permanent "high priority" label sitting for two weeks. If it is still important tomorrow, add it to focus again.

Add focus from the task detail panel (target control), the right-click context menu, or by typing focus while creating a task. Personal focus tasks show on My Home. Team Focus in the sidebar lists every focused task across team projects with the same grouped layout as All Tasks, so everyone can see what the group committed to for the day.

Pipeline

Pipeline is the team's answer to “what are we working on next?” It is a single queue that spans every project, numbered 1, 2, 3, so there is no ambiguity about the order of upcoming work.

Add any task to the pipeline from the right-click menu (Add To Pipeline). It keeps its home project, but now also shows up in the sidebar Pipeline view with a project pill so you always know which project each item belongs to. Drag the grip handle to reorder and the new sequence syncs to every teammate in real time.

Flip the scope filter above the list between Team and Assigned to toggle between the full team queue and the subset assigned to you. The numbering stays tied to the team order, so even when you filter to your own work, you can still tell where it sits in the bigger picture.

Daily check-ins

Open Check-ins in the sidebar to see who has not checked in yet, who already checked in (with a timestamp), a composer for your own update, and a feed of threaded cards for the day. The page resets at midnight like Focus.

Only project managers can turn daily check-ins on or off for the whole workspace under Settings, in the Project section (same place where smart sidebar shortcuts are configured).

Trackers (cycle quotas)

Trackers help you count recurring deliverables per project: things like social posts per month, sales per week, or any goal you name with a unit label. A tracker is a quota and a running count for the current period, not a repeating task.

Turn Trackers on for a project from the project header switch (or when editing the project). Then add trackers above the task list. Each one has a name, target per cycle, unit name, weekly or monthly cycle, and either a day of month (1 to 28) or a day of week for when the due falls in that period. Tap +1 to increment progress; when a period ends, the count resets automatically.

Optional pace alerts spread expected progress evenly across the period. When pace is on, falling behind that line can show as behind pace. You can assign people to a tracker for clarity on who owns the quota.

The sidebar Trackers view lists only trackers that need attention across your projects: overdue after a cycle ends below target, behind pace (if enabled), due soon, or resetting soon without hitting the target. It is grouped by project with the same title bar style as Team Focus. Milestones in the project hub are separate: those are ordered phases you check off, not cycle quotas.

Collaborate with your team

Open any task to see its detail panel: notes, links, due date, assignees, high priority, subtasks, and more (see the task section above for the full layout).

Comments live in the task thread. Type @ followed by a name to mention someone; they get a notification. React to comments or updates with emoji. Seen indicators show who has read each item.

Updates are their own stream on the task: status changes with optional messages, @mentions, and reactions. The sidebar Updates view surfaces tasks with unread activity.

Notifications keep you in the loop for comments, assignments, updates, and project membership changes. Everything updates in real time, so you see changes the moment they happen without refreshing. Enable desktop notifications in Settings > Notifications to get native browser alerts even when Taklet is in the background.

Plan with calendars

Taklet has two levels of calendars. Each project can have its own calendar for milestones and deadlines specific to that work, and the team calendar aggregates everything into a single org-wide view.

To enable a project calendar, click the calendar icon in the project header. A Calendar tab appears next to Tasks. Create events with a title, date range, and optional time. Events can be set as all-day or time-specific, and recurring events support daily, weekly, biweekly, monthly, and yearly patterns with an optional end date.

Tasks with due dates automatically appear on their project calendar and on the team calendar. This means you don't need to manage events separately; just set a due date on a task and it shows up in the right place.

Invite external organizations

Working with a freelancer, agency, or partner team? You can invite people from outside your organization to collaborate on specific projects without giving them access to everything.

Go to Settings > Team > External Members and enter their email. When they accept the invite, they create their own organization and become its project manager. They maintain a link to your workspace but only see the projects you explicitly add them to and the tasks you assign to them.

External members appear in assignee pickers with an "External" badge. On shared projects, the header reflects that both your org and guest orgs have access, the same way as in the app.

When the engagement ends, remove their access from Settings and they lose visibility into your projects immediately.

Search and navigation

Press ⌘K from anywhere to open search. Type a few characters and matching tasks appear instantly across all your projects. Select a result to jump straight to that task in its project.

Under your profile block, the desktop sidebar lists smart views in this order: My Home, Check-ins (when the feature is on), All Tasks, Pipeline, Team Focus, Assigned to Me, This Week, Overdue, Team Calendar, Important, Stale Tasks, Trackers, Updates, and Activity. Project managers can hide individual smart filters for the whole workspace in settings. Count badges and dots reflect live data. Each project row shows its open task count on the right. Notifications live in the bell control next to Search under your profile; the full notifications page is also available from the mobile More menu when it is enabled there.

The What's New page in the sidebar tracks new features and improvements. A dot appears when there are updates you haven't seen yet.

On mobile, a bottom navigation bar gives you quick access to Home, Focus, Projects, Assigned tasks, and a More menu that opens the full sidebar with all views.