Features

Project management for software teams and their AI agents.

Assign work, follow structured agent runs, chain tasks into pipelines, connect Git, review evidence, and keep human approval in the same hosted workspace your team uses to plan and ship.

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01 — Your workspace

Plan work the way your team thinks

Nine board views over one task model, with flow states, keys, milestones and analytics built in, and every change synced live.

Kanban

Drag and drop across lists that carry flow states, WIP badges, multi-select with bulk actions, card styles from Dense to Vast, and live agent progress on every card.

List view

A real table: inline editing, grouping, multi-column sort, frozen columns, custom field columns, right-click menus, and CSV or Excel export that matches the screen.

Timeline

Date bars with four zoom levels, drag to resize, groups, an unscheduled tray, a milestones preset, and a pipeline's run order drawn as arrows.

Calendar

Month, week and day layouts with milestones. Click a day to create a task, right-click one for its full menu.

Files

An explorer for every attachment on the board: folders, thumbnails, previews, rubber-band and multi-select, drag groups, and a storage meter.

Deep task model

Markdown with a slash menu, checklists with per-item owners and dates that convert to and from cards, dependencies with cycle detection, votes, covers and attachments of any type.

Flow states & WIP limits

Lists carry open, in progress, review, done and cancelled states, so automations and agents target the state. Cap In Progress per board or per person, soft or hard.

Ticket keys & milestones

Auto-numbered keys like DEVE-563 on every board, matched in branch names, PR text and commits. Milestones with dates, colors and progress, in their own floating panel.

Board details

A project status with a kind Overseer understands, start and end dates, a summary, AI context and board-level fields, in a panel beside the board.

Task templates & recurring tasks

Save any task as a template and start one by typing /. Make any task recurring, on a schedule or when it completes, in one dialog.

Board analytics

Workload, schedule health, burndown, cumulative flow, cycle time, throughput and task aging, with every count filtering the board on click.

Archive, trash & drafts

Archive boards and tasks and restore them later, recover deleted tasks from the trash, and keep author-only drafts until they are ready to share.

Localized UI

The whole app ships in 5 languages: English, Spanish, French, German and Portuguese. Each member picks their own.

02 — Databases & fields

Records, relations, rollups and formulas

Boards can hold shared records instead of tasks, and any board can link to them, sum over them and compute from them.

19 field types

Text, long text, number, select, date, URL, email, phone, checkbox, rating, currency, percent, duration, person, relation, rollup, formula, created on and updated on.

Database boards

Shared records other boards link to, in a flat table with a property sheet, record pictures and field groups. Records stay out of task views and Overseer.

Relations

Link tasks to tasks or to records on another board. Pick or create in place, peek a record on hover, and see who references what from either side.

Rollups

Count, sum, average and compare over linked records, over records that link here from any board, or over a whole board. Live in list cells and Board details.

Formulas

Compute from a record's own fields with today and stage-entry dates. Show as money, percent, duration, date or yes/no, and sort, filter, export and drive automations.

Field layout

Arrange fields into named groups, show each one always, only when set, or never, and carry the layout along with templates and clones.

Global fields

Define a field once at workspace level and attach it to chosen boards. Renaming a field updates the automations that use it.

Record import

Import rows with values and relation links from a spreadsheet, the API or MCP, five hundred at a time, with AI mapping columns to fields.

03 — Templates & setup

Start from a real shape

Every template ships lists with flow states, fields, sample records, forms, automations and task templates, and a plan you review before anything is created.

18 board templates

Software project, Bug tracking, Product roadmap, Sprint, Hiring, Sales CRM, Content calendar, Project plan, Client work, Launch plan, OKRs, Support queue, IT assets, Inventory, Marketing campaign, New hire, Knowledge base and Personal.

7 database templates

Contacts, Companies, Customers, Positions, Assets, Inventory items and Suppliers, each with fields, sample records and links.

Template bundles

Sales CRM wires Deals, Contacts and Companies. Inventory pairs purchase orders with items, suppliers and stock movements. Roadmap and Support share one Customers database.

Describe it

Describe what your team needs to run, or attach a spreadsheet or document, and Truetask AI builds the template for you: boards, databases, fields, forms, automations and recurring checks, as a plan you review before anything is created.

Your own templates

Save any board as a template with its cards, checklists, forms, fields, task templates and agent workflows, or clone it into a new board.

Guided walkthroughs & Learn

Ten walkthroughs on the real product, a Learn library for the harder ideas, and an Agent Playground to practise delegate, supervise and approve.

04 — Find and focus

Everything you own, across every board

Personal surfaces that cut across boards, plus saved views, filters and search inside each one.

Home

An attention strip of what needs you, your delegated runs and pipelines in a rail, and a since-your-last-visit digest.

Tasks

Every task across the boards you belong to, filtered by who, state, board, tag, milestone, priority, due date or client, with saved, shared and pinned views.

Inbox

Catch ideas that have no board yet. Paste links, images and files, let AI sort them into boards, drag one onto a list, or capture from the desktop palette.

Saved views

Named views per board that capture grouping, columns, sorting and filters, with a starred default and per-device overrides, plus saved filters, personal or shared with the board.

Search

Find tasks by key, title or description, plus boards, notes, comments, people and actions, from the sidebar or with a slash.

Overseer

A portfolio dashboard: boards by status kind, burnup, flow health, a team table, pipeline chips, saved views, and an AI rail grounded in the numbers.

Reviews inbox

Every pull request waiting on you, across all boards, in one list.

Keyboard-first

Customizable shortcuts with key chips in tooltips, bulk edit, quick add, and modifier clicks that select tasks instead of opening them.

05 — Collaboration & notes

Keep everyone on the same page

Discussion, mentions and notifications keep people aligned, and every board carries a knowledge base that edits live.

Comments & mentions

Threaded Markdown comments with attachments, and @mentions that notify by web, push and email. Agents can mention people too.

Members, groups & roles

Workspace roles from owner to view-only guest, per-board admin, editor and viewer, groups that share boards, and ownership hand-over.

Notifications & briefs

22 notification kinds with an Agents category, web push, per-board digests, and a personal daily or weekly brief at the hour you pick.

Co-edited notes

A Markdown vault per board with folders, statuses, tags, covers, an outline, find in note, version history and true realtime co-editing.

Wikilinks & embeds

[[Wikilinks]] with backlinks and a link graph, and live embeds of tasks, whole board views and video inside notes.

Permissions & publishing

Restrict notes or folders to named viewers and editors, then publish a note, folder or board to a public URL with a custom slug and optional password.

Note templates & vault import

Meeting notes, spec, weekly review and daily note templates, and an Obsidian-style vault import that keeps folders and links.

Realtime everywhere

Boards, notes and panels update live for every connected person and agent, with the top of every list painted first.

06 — AI agents

Agents that work like teammates

Assign a task to an agent, follow its run on the card, answer its questions, and approve what it proposes. Chain tasks across agents and run them where you already work.

Agents as assignees

Bot accounts a person owns, with names and avatars, added to boards like members. Assign a task and the agent picks it up, optionally the moment it is assigned.

Full task context

One call returns the brief, checklists, comments, Definition of Done, dependencies, custom fields, linked and pinned notes, attachments as text, and the board's contract.

Structured runs

Steps drawn as a strip on the card, a Shift-hover peek, and a Chat tab with logs, evidence, durations and previous runs. Cancel, retry, skip or reassign.

11 built-in workflows

Coding agent, Vibe coding, Quick fix, Bug squashing, Code review, Triage, Research report, Checklist executor, Status report, Source watch and Office assistant. Edit them per board.

Needs input

Agents ask batched questions with click-to-answer choices. They reach the card, the chat, your notifications and a command center in the top bar.

Definition of Done & approval

Agents propose done with evidence cross-checked against real state. A person approves or returns it with feedback, or auto-approve per pipeline or task.

Guardrails

Per agent: deny complete, archive, delete, merge or web access. Per workflow: branch, pull request, when-blocked, brief and narration policies, timeouts and rounds.

Multi-agent handoffs

Steps assigned to different agents hand off automatically, with send-backs, per-step retry policies and signed launch calls.

Pipelines

Chain tasks across boards into a run order, bind each to an agent, model and effort, and start, pause, resume or re-run from a drawer on any page.

Three ways to run

A kickoff reaches an agent through its signed wake URL, through the desktop app where its coding tool is signed in, or through Truetask AI on the server.

Runners & external agents

A reference runner, a public runners guide and lifecycle webhooks let Claude Code, Codex, a gateway or a CI job work an agent's queue.

Watchdog & summaries

A run silent for thirty minutes is flagged and its people notified. Every run ends with one summary comment that links the note it wrote.

07 — Truetask AI & MCP

Bring your own agent, or use ours

MCP gives any compatible agent governed access on every plan. Truetask AI is the managed assistant that ships with every cloud workspace.

342 MCP tools

The whole product as governed tools for Claude Code, Claude Desktop, Codex, Cursor, VS Code, Zed or any MCP client, on every plan. A connector dialog writes each client's config and gives an agent a one-prompt setup.

Agent onboarding docs

Every workspace serves /v1/agent-setup.md and /v1/agent-patterns.md, also as MCP resources, so an agent can teach itself the protocol and the patterns.

Desktop agents

Run your own Claude Code or Codex from the desktop app, chat with it from any device, and approve its permission requests remotely.

Truetask AI

A managed assistant on every cloud plan, in a floating window that follows you between views, docks as an edge tab and saves conversations as notes. It acts as you behind inline approvals: tasks, records, forms, notes, timers and board settings.

Builders

Describe what you need and get a template built, describe an automation, break a task into sub-tasks, sort the inbox or map a spreadsheet, each returned as a plan you apply.

Sparkle assists

Title suggestions while you type, describe, checklist and tag suggestions, summarize and improve title, each with undo.

Bring your own model

OpenAI, Anthropic, Gemini, OpenRouter, Ollama and OpenAI-compatible local runtimes, with capability routing per job. Keys stay server-side.

Agent-loop automations

An Agent node inside automations with a brain, a prompt and a budget, using every automation tool. On every plan.

08 — Git workflows

Your tracker and your repos, one loop

Connect GitHub, GitLab or Gitea and the board follows branches, PRs, issues and CI, with code review, merge gates and agent access built in.

GitHub, GitLab & Gitea

All three providers, cloud or self-managed, with optional per-user OAuth so provider actions are attributed to the real person.

Branches & ticket keys

Create a templated branch from any card in one click. Auto-numbered keys like DEVE-563 are matched in branch names, PR text and commits.

PR & issue linking

Linked PRs sync status both ways: merge completes the card, reopen un-completes it. Referenced links keep context only. “Fixes KEY-123” auto-links.

Code view & unlinked rail

Every PR and issue for the board in a tree, an Unlinked rail to triage by drag or menu, label-to-tag mappings, and webhook status with re-register.

Code review in-app

File-by-file diffs with syntax highlighting, viewed state, j/k/v keys, inline comments, and approve or request changes, plus a cross-board reviews inbox.

CI merge gates

Block merging on red or pending checks, with a live CI badge on the card and an optional admin bypass for the exceptions.

Launch your coding tool

Open Claude Code, Codex CLI, Cursor, VS Code or Zed with the task, repo and branch pre-loaded, or copy a ready prompt or checkout command. The desktop app verifies the checkout first.

Agent-driven git

52 git MCP tools let agents open, review, comment on and merge PRs, where guardrails allow, and manage issues.

Slack & Teams notifications

Deliver 15 git event types, PRs, reviews, CI, issues, commits and comments, to Slack or Microsoft Teams channels.

Git automations

14 git triggers and five git actions, plus ready-made templates: move cards on PR events, comment on CI failure, create tasks from new issues, and more.

Team mapping & identity

Map git identities to people, attribute actions through personal accounts, and choose to act as yourself or as the workspace.

09 — Automations

Workflows that run themselves

A visual builder wires triggers, conditions and actions that run server-side, even when no one is logged in, with an Agent node when a step needs judgment.

Visual builder

A canvas that autosaves, quick-add from a dragged edge, groups and sticky notes, undo and redo, tidy up, and a one-line summary of every node when zoomed out.

58 triggers

Card, checklist and comment events, people, board and list changes, notes, due dates, schedules, milestones, timers, agent handoffs and run status, incoming webhooks, SMS, WhatsApp, and fourteen git events.

56 node types

Card and record actions, board details, tags, people, comments, email, text, WhatsApp, notes, HTTP, git, conditions, filters, loops, delays, JSON and XML parsing, focus nodes and AI.

Agent node

A brain (Truetask AI or a board agent with its model), a prompt and a budget. It can ask a blocking question, notify people, propose done, read PRs and issues, and comment on notes.

Schedules & delays

Run in a timezone you pick at any minute of the hour, once per occurrence, with a next-run preview and Run now. Delays resume on fresh data.

Placeholders

Card, trigger, AI output, parsed HTTP replies, linked record fields, board status and fields, the actor, and the clock, in every text field.

Durable execution

Queued, idempotent retries, a step budget against runaways, a time budget per agent turn, and a log per run that shows the path it took.

50 templates

Recurring tasks, git sync, AI triage, hydrate new cards, standups, weekly reviews, escalations, webhook to task, routines and agent handoffs, mapped to your lists and tags on install.

Portable & AI-built

Export and import automations as JSON, clone them between boards, or describe one and review the graph Truetask AI proposes before it is saved.

Interactive example

Git events, schedules, card changes, and agents — on one canvas.

Every board ships with this builder, and the palette lists every real node type. Each example below is a shipped template. Pick one and watch it fire.

CI failed — back to In Progress

Manual

Card events

People

Board

Agents

Notes

Time

Integrations

Git

Card lifecycle

Card content

Board

Wired into the rest of your stack

Signed webhooks out, endpoints in, texting, email and a documented API.

35 outbound webhook events

Task, checklist, comment, list, member, tag, timer and agent lifecycle events, HMAC-signed with a stable delivery id, retried from a durable queue, logged with the sent body.

Incoming webhooks

Endpoints other systems post to, with a board allowlist, header or basic auth, chosen HTTP methods, JSON, form and file bodies, request logs and the request as placeholders.

Twilio SMS

Connect a Twilio number, send texts from automations, and start workflows when a text arrives. A reply lands on the task that texted last.

Connect a WhatsApp Business number, send messages from automations, and trigger on messages received.

Email

Workspace SMTP with delivery checks every fifteen minutes, HTML email from Markdown in automations with cc, bcc, reply-to and attachments, and briefs by mail.

REST API & tokens

476 documented routes with readable operation ids and request examples, personal access tokens with read or write scope, and the same filter grammar as the UI.

11 — Forms & intake

Work arrives through a form

Public forms for people outside the workspace, and the same forms inside it for creating tasks and records.

Public forms

No-login forms at short URLs whose submissions land as real tasks or records with full provenance.

Any field

Built-in fields plus every custom field type, rendered with the proper control. Relation fields pick a record, match typed text, or create one.

Groups & conditions

Group fields behind a Show more fold and show or hide fields based on earlier answers.

Anti-spam by design

Password protection, a honeypot, per-IP rate limiting, attachment caps and a safe extension allowlist. No CAPTCHA friction.

Forms inside the app

A form can be a board's default New task or record, opening as a popover, window, dialog or side panel. A board's field layout becomes a form with no authoring.

Your look

A cover banner, your logo, a thank-you message or redirect, owner notifications, and insights on views and submissions.

12 — Time & timesheets

From timer to approved week

Timers, estimates and billing rates on every card, and a weekly approval flow for the whole team.

Timers & entries

One running timer at a time, notes on start or stop with AI suggestions, manual entries, a billable flag, rounding and required-notes policies, and overlap warnings.

Timelogs window

Paint hours onto a week, drag to resize, set capacity targets, copy last week, and open it anywhere with Alt+T.

Estimates

Natural input like 2h 30m, a budget-versus-actual bar on the card, and estimates over the API and MCP.

Billing rates

Per-user hourly rates with snapshot semantics, so a rate change never rewrites history.

Timesheets

A table with grouping, search and per-cell popovers, bar or stacked-area charts, a calendar with overlap tracks, and CSV or Excel export.

Approvals

Weekly submit, approve, request changes and reopen, with day-level decisions, an audit trail, notifications and a no-self-approval policy.

13 — Desktop & onboarding

A native app for the parts a browser cannot do

The same workspace, wrapped in a desktop app that launches tools, hosts your agents and captures anything in a keystroke.

Truetask Desktop

Wraps your workspace, keeps the session in the OS keystore, sends native notifications, and opens external links in your browser. macOS today, Windows coming soon.

Verified launches

truetask:// links open Claude Code, Codex, Cursor, VS Code or Zed after checking the repo, branch and commit, in a real terminal, never through a shell string.

Capture palette

Option+Space or Alt+Space anywhere: type a task into your inbox, press Tab to pick a board, paste links, images and files, or search the workspace.

Hosts your agents

Your Claude Code or Codex session runs here, the app keeps the computer awake while an agent works, and each agent gets its own local access grant.

Onboarding

A short wizard for profile, feature picks and startup page, a Welcome board with a Start here card, and walkthroughs that verify from real state.

Make it yours

Light, dark or system theme, density, a Features dialog to hide what you do not use, a Customize dialog for toolbar and tabs, all synced across devices.

14 — Your data & portability

Hosted, but never locked in

Export the whole workspace with its attachments on every plan, round-trip any board as JSON, and bring work in from nine sources.

Full workspace export

One ZIP with every board, task, comment, checklist, time entry, automation, custom field and file attachment, from Settings, on every plan.

Board export & import

Export any board as JSON with its views, custom fields, checklists and records, and import it into any workspace, cloud or self-hosted.

Import from anywhere

9 sources: Trello, Asana, Jira, Notion, Linear, GitHub Projects, Todoist, Truetask JSON, and any CSV, TSV or Excel spreadsheet as a board or a database.

Spreadsheets & documents

Drop a spreadsheet into the board wizard, the board menu or the AI chat. Columns map with AI help and rows become tasks or records with links.

CSV, Excel & Markdown

Export any list view to CSV or Excel, timesheets to both, and every note vault as a zip with its files.

Nothing proprietary

JSON, CSV, Excel and Markdown, plus a documented API and MCP, so your data is readable without Truetask.

15 — Identity & security

Sign in your way, secured your way

Connect your identity provider, control access by role, keep an auditable record, and keep secrets where browsers cannot reach them.

Sign-in options

Password, a passwordless 8-digit email code, or any OAuth2 or OIDC provider with field mapping. LDAP and Active Directory sync on self-hosted installs.

Role-based access

Workspace roles from owner to view-only guest, per-board admin, editor and viewer, and a last-admin guard.

Audit log

Every change logged with before and after snapshots and chained to the previous entry, filterable by user and date.

Sessions

Review every sign-in with its browser or agent, and revoke access in a click.

Secrets stay server-side

AI keys, git tokens and integration secrets are encrypted and never sent to browsers. Signing secrets are write-only. Outbound calls refuse private addresses.

Bots are never admins

Agents cannot sign in interactively or hold owner or admin roles. Every action is attributed to the agent's own account.

Retention

Set how long audit logs, error logs and notifications are kept.

16 — Hosted architecture

A workspace isolated for your team

We operate the cloud service. Each workspace runs as its own isolated instance with its own database and scoped credentials.

Managed 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.

Single-tenant isolation

Every workspace has its own instance and database rather than sharing one application database.

Scoped secrets

Workspace credentials and AI keys stay server-side and are never exposed to browser clients.

Full workspace export

A ZIP of the whole workspace with every attachment, whenever your team needs a portable copy or a clean exit.

Self-hosted license

The same product on your own servers under a perpetual license, with backups and restore, S3 storage and LDAP.

Give the next agent task a shared home

Create a hosted workspace in minutes, connect a compatible agent, and keep people in control of the result.

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