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Taskzen Taskzen — Project Workflow Guide
Complete Guide

How Taskzen works, start to finish

One straight line from "just signed up" to "the whole team runs on it" — ten steps, in the order you'll actually hit them.

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5 min read 10 steps Printable PDF

Sign up & set up your company

Start a free trial with just your name, email and company name. Taskzen creates your account and drops in a default "General" department so you're never starting from a blank slate.

Free trialInstant setup
1

Add your team

Invite people one at a time from the Employees page, or bulk-import a whole team from a CSV. Each person gets a role — Admin, Manager, or Employee — that decides what they can see and do.

Bulk CSV uploadRole-based access
2

Organize with departments

Group people by function — Engineering, Design, Marketing, Support, whatever fits your company. Departments carry through to task assignment, reporting, and access control.

Custom departments
3

Create a project

A project is the container for a body of work — a launch, a client engagement, an internal initiative. Every task lives inside one, so reporting always rolls up cleanly.

Unlimited projects*
4

Break work into tasks

Add tasks with a priority, a due date, tags, and one or more assignees. Tasks can be worked in a Kanban board or a flat list — whichever your team prefers.

Priority & due datesMulti-assignee
5

Collaborate on each task

Comment directly on a task and @mention a teammate to pull them in — they get notified immediately with a direct link back to that exact conversation.

@mentionsComment threads
6

Track progress

Every task moves through a simple flow — To Do → In Progress → Done → Closed — visible at a glance on the board, so status meetings stop being status meetings.

Kanban viewList view
7

Stay in the loop

Taskzen nudges people before things slip — due-soon and overdue reminders land as in-app notifications (and email, if it's turned on), each one linking straight to the task it's about.

Due-date remindersClickable notifications
8

Review with reports

Zoom out with reports on task completion, workload by employee, and department performance — plus a full activity log of everything that changed and who changed it.

ReportsActivity log
9

Manage billing anytime

Upgrade, downgrade, or update your billing details whenever you need to — every invoice is generated automatically and available to download.

Self-serve billingAuto invoices
10

That's the whole loop.

Ten steps, and most teams are fully moved in within a day.

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