Welcome to Taskflow AI Documentation!
This comprehensive guide will help you get the most out of your project management and task tracking experience.
What is Taskflow AI?
Taskflow AI is a powerful, flexible project management platform that combines the best of task management, team collaboration, and AI-powered features. Whether you're working on personal projects or managing large teams, Taskflow AI adapts to your workflow.
Key Features
- Project Management: Create and organize projects with custom workflows
- Task Tracking: Advanced kanban boards with customizable columns
- Team Collaboration: Invite team members and manage permissions
- AI Integration: Get intelligent task suggestions and automation
- Flexible Storage: Choose between our secure cloud storage or your own database
- Organizations: Manage multiple teams and projects under one roof
Quick Setup
- Create an Account: Sign up at Taskflow AI to get started
- Set Up Your Profile: Customize your profile and preferences
- Create Your First Organization: Organize your work into teams and departments
- Add Projects: Start tracking work with your first project
- Invite Team Members: Collaborate with your team
Database Configuration
Taskflow AI offers flexible storage options:
- Official Database: Fully managed by taskflow team, No setup, Free to use
- Self-Hosted Database (Recommended): Use your own MongoDB database for complete control
For detailed instructions on setting up your own database, see our MongoDB Setup Guide.
Per-Organization Storage
You can configure storage on a per-organization basis:
- During Organization Creation: Enable "Self-host this organization" checkbox
- In Organization Settings: Toggle storage mode in the Storage tab
When self-hosting is enabled, all organization, project, and task data is stored in your custom database while maintaining organization memberships in our system.
Setup and Configuration
- MongoDB Setup Guide - Complete guide to setting up your own MongoDB database
- SMTP Configuration - Set up custom email notifications and invitations
Organizations
Organizations are the top-level containers for your teams and projects. Each organization can have its own storage configuration, member roles, and settings.
Tasks
Tasks are the basic units of work in Taskflow AI. They move through customizable columns in a kanban-style board.
Roles & Permissions
Control who can do what in your organizations and projects with a permission system.
AI Integration
Configure AI features to get intelligent task suggestions, automated workflows, and smart project insights.
Need Help?
- Browse our comprehensive guides in the sidebar
- Check out the MongoDB Setup Guide for database configuration
- Contact our support team for personalized assistance
Ready to boost your productivity? Let's get started!