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Introduction
Truetask is a project management workspace for teams, built so that AI agents can work in it as teammates rather than as a chat window off to one side. This page is the map: what the product covers, the words the rest of the docs use, and the two ways Truetask is deployed.
The short version
Work lives on a board. A board holds lists, and lists hold tasks. The same board can be read nine different ways, from a Kanban wall to a calendar, a timeline, a page of notes or a table of records.
An agent belongs to a board the way a person does. You assign a task to it, its run shows up on the task with the step it is on, it asks when it hits something only you can decide, and it proposes the work as done rather than completing it quietly. Approving is always a human action.
What is in the product
| Area | What it covers | Start here |
|---|---|---|
| Boards | Lists, nine views, filters, flow lanes and work-in-progress limits, milestones, stats and templates. | Boards |
| Tasks | Description, checklists, custom fields, dependencies, attachments, votes, comments and time, on one task frame. | Tasks |
| Notes | A collaborative Markdown knowledge base on every board, with links between notes and publishing. | Notes |
| Forms | Public intake forms that turn a submission into a task or a record. | Forms |
| Automations | A visual builder: something happens on the board, Truetask does the follow-up on the server. | Automations |
| Agents | Delegating tasks to agents, agent workflows, pipelines, and connecting any MCP client. | Agents |
| Git and code | Link a repository to a board, branch from a task, and review pull requests in the app. | Git |
| Time | Timers, time entries, timesheets and approvals. | Time tracking |
| Collaboration | Members, roles and teams, comments and mentions, notifications, and the Overseer dashboard. | Collaboration |
| Administration | Workspace settings, members, sign-in, AI, and audit. | Administration |
The nine board views
Every board can show Kanban, List, Calendar, Timeline, Notes, Files, Forms, Code and Automations. You choose which tabs a board offers and which one it opens in, and you can override both for yourself. Two exceptions are worth knowing: the Automations view only appears for board admins, and a database board is limited to List, Forms and Automations.
See Views for the full picture and Databases for boards of records.
Truetask Cloud and self-hosted
Truetask ships in two ways, and these docs cover both.
Truetask Cloud is hosted for you. Each customer gets their own workspace, and what a workspace can use is set by its plan.
Self-hosted means you run Truetask on your own server. Every feature is available, and you configure the parts Truetask Cloud handles for you: mail delivery, backups, file storage, networking and data retention. A self-hosted instance needs a license key after a 3-day grace period.
Most of the product is identical either way. Where it is not, the docs say so:
- A badge on a heading marks a whole page or section that only applies to one model, like Self-hosted or Cloud.
- A callout marks a paragraph.
Self-hosted only
Content in a box like this only applies when you run Truetask yourself.
Truetask Cloud only
Content in a box like this only applies on Truetask Cloud.
Some features need a paid plan on Truetask Cloud, and the app marks those with a crown. See Plans and billing. Self-hosted instances have no plan gating.
Read more in Truetask Cloud and Self-hosted.
The words we use
| Word | What it means |
|---|---|
| Workspace | One Truetask instance, with its own users, boards and settings. |
| Board | A project, team or area of work. It holds the lists, the tasks, and its own notes, files, forms and automations. |
| List | A column on a board. Each list carries a state: Idle, In Progress, Review, Done or Cancelled. |
| Task | One piece of work: a title, a description in Markdown, and whatever else it needs. |
| Database | A board of records instead of tasks, which other boards link to through a relation field. |
| Note | A Markdown document that lives on a board, can link to other notes and tasks, and can be published. |
| Form | A public page that creates a task or a record from a submission. |
| Agent | A non-human member with its own account, its own board access and its own permissions. |
| Automation | A rule on a board: a trigger, then the actions and logic that follow. It runs on the server. |
| Pipeline | Several tasks chained so that finishing one hands work to the next. |
Site roles are OWNER, ADMIN, LEAD, USER and GUEST, and board roles are Admin, Editor and Viewer. Roles and permissions has the detail, and Glossary has the rest of the vocabulary.
Languages and apps
The interface is available in English, Spanish, French, German and Portuguese. You pick yours in the Profile dialog, and the choice follows your account.
Truetask is a web app and needs nothing installed. There is also an optional desktop app for macOS, Windows and Linux that adds a global capture and search palette and launches coding tools natively. See Desktop app.
Where to go next
- First steps takes you from the sign-in page to your first task.
- Navigation names every part of the interface.
- Agents explains the delegation loop.
- Keyboard shortcuts lists the defaults.