Features
Everything your team needs, hosted for you. Yours to take anywhere.
A cloud tool that respects your privacy: fast project management, notes, automations, and an AI-native MCP server. We host it for convenience and price. You can export everything or self-host on your own servers anytime, so there's no lock-in.
01 — Your workspace
Plan work the way your team thinks
Boards, notes, forms, files, and time tracking in one place, with every view fast and every change synced instantly.
Kanban boards
Drag-and-drop columns and cards that stay fast across hundreds of tasks.
List view
Spreadsheet-style tables with sortable columns, inline editing, and grouping.
Calendar view
Month, week, and day layouts. Drag a task to reschedule, or click a day to create one.
Timeline & milestones
Schedule with start and due dates, resize durations, and track progress to milestones.
Notes
A connected knowledge base with backlinks, versions, and publishing alongside your work.
Intake forms
Shareable forms whose submissions land as real cards and trigger your automations.
Files
Attach files to any card with image previews, a built-in viewer, and folder organization.
Time tracking
One-click timers, manual entries, and timesheets that roll up by user, board, and date.
Timesheets & billing rates
Approve timesheets and set per-user billing rates. Billable work goes from timer to invoice (Team+).
Board analytics
Nine built-in widgets: burndown, workload by member, overdue radar, tag and priority breakdowns.
Localized UI
The app ships in English, German, Spanish, French, and Portuguese. Each member picks their own.
02 — Collaboration
Keep everyone on the same page
Discussion, mentions, and notifications keep the team aligned, and changes sync to every client in real time.
Comments
Threaded discussion on every card with Markdown, attachments, and an activity feed.
@mentions
Tag teammates to pull them in. Mentions notify by web, push, and email.
Members
Assign multiple people per card and invite teammates with role-based board access.
Groups
Bundle teams into groups to assign or mention everyone at once.
Notifications
A unified center for assignments, comments, mentions, and overdue alerts you can filter.
Watchers
Follow any card to stay in the loop without being assigned, plus per-board digests.
03 — AI & MCP
Built to be run by your AI
Truetask ships an MCP server on every plan, so assistants do real work instead of just chatting about it.
MCP server, every plan
Connect Claude and other assistants to create cards, update tasks, and search notes.
Real workspace tools
173 governed tools let agents move cards, write notes, and trigger automations.
Truetask AI on every cloud plan
Managed AI credits come with every hosted plan, so you can draft, summarize, and tag without an API key.
Bring your own model
Point in-app AI at your own endpoint: OpenAI, Anthropic, Ollama, LM Studio and more (Enterprise).
Governed agent loops
Multi-step agents that reason and act inside automations, with guardrails (Enterprise).
04 — Automations
Workflows that run themselves
A visual builder wires triggers, conditions, and actions that run server-side, even when no one is logged in.
Visual builder
Drag-and-drop nodes to connect triggers to actions with branching logic.
Event triggers
React to cards created, moved, completed, tagged, assigned, or re-prioritized.
Conditions & schedules
Branch on card properties and run recurring jobs on cron-style schedules.
HTTP & email actions
Call external services and send email to wire Truetask into the rest of your stack.
Agent loop nodes
Embed a reasoning agent that calls workspace tools mid-workflow (Enterprise).
Portable workflows
Export automations as JSON and import them into another board or workspace.
05 — Your data & portability
Hosted, but never locked in
Your workspace lives in the cloud, but it's always yours to take. Export everything, import from anywhere, self-host when you like.
Full JSON export
Export your entire workspace (boards, cards, tags, members, automations) anytime.
Import from anywhere
Bring boards over from Trello, Asana, Jira, Notion, Linear, GitHub, or Todoist. The dialog shows exactly what maps before you commit.
CSV & JSON portability
Export any board to CSV from list view or JSON for complete data portability.
Self-host option
Move the same workspace onto your own infrastructure whenever you choose.
No lock-in
Open formats and a documented API mean your data is never held hostage.
06 — Identity & security
Sign in your way, secured your way
Connect your identity provider, control access by role, and keep an auditable record. Availability varies by plan and self-hosted setup.
SSO / OIDC
Single sign-on with any OIDC-compliant provider, including Google, Microsoft Entra ID, and Okta (Pro+).
LDAP / Active Directory
Sync users from your directory with scheduled syncs and password failover.
Role-based access
System and per-board roles put the right people in control of the right work.
Audit log
An append-only, tamper-evident record of every action, filterable by user and date.
Session management
Review active sessions, see login history, and revoke access in a click.
Encryption
Credentials and sensitive settings are encrypted at rest with configurable keys.
07 — Deployment
Take it with you, anywhere
Start in the cloud in minutes, then run it yourself if you ever need to. Same product, your choice of home.
Hosted cloud workspace
Spin up a managed workspace in minutes, with no servers to provision or maintain.
US & EU regions
Choose where your hosted workspace lives to keep data close to your team.
Self-host via Docker
Run the same workspace on your own infrastructure with a one-command deploy.
Air-gapped capable
Deploy fully offline with zero outbound calls when isolation is a requirement.
Perpetual license
Own your self-hosted deployment outright, with updates on your schedule.
Start free, keep what's yours
Create a workspace in minutes. Export everything anytime, or self-host when you're ready. No lock-in.