Start Guide
TaskMate is designed to help teams move fast, stay organized, and work efficiently. Whether you're tracking project activities, measuring progress, or generating impact reports, TaskMate offers a clean, intuitive platform that adapts to your team's needs.
This guide will walk you through the key features of TaskMate and help you get set up quickly, so you can focus on what matters most: delivering impactful work.
Let's get started!
Intro to TaskMate
Watch our high level overview of the TaskMate environment:
Video coming soon
Demo TaskMate
Visit our demo instance to explore some of the features and workflows in TaskMate. Changes made are local to your web browser and will be cleared once you refresh the page. The demo does not allow for exploring settings and it does not support/show advanced features.
Onboarding sessions
Join a live onboarding session to learn the essentials of TaskMate and see demos of our core workflows in action.
Setting up TaskMate for your organization
Now that you've established an overview and have started exploring some functionalities of TaskMate, it's time to see how TaskMate works for your organization!
The best way to do this, of course, is to create a workspace by signing up using (preferably) your work email. Once you've created your workspace, check out our onboarding guides:
Onboarding for admins
Onboarding for team members
Joining your team in a workspace can be a lot to take in. Visit our tips for joining your team on TaskMate for guidance on how to navigate your onboarding.
Other resources
Examples of using TaskMate
It's always helpful to see examples of other organizations, or even the TaskMate team, use TaskMate for their internal tooling. Through conversations with our customers and internal teams, we're passing on the knowledge through these resources:
How we think about impact measurement
Our approach to tracking and measuring project impact.
Read more →TaskMate for Non-Profit Organizations
How non-profits use TaskMate to track activities and report impact.
Learn more →