Reference
Start guide
A practical walkthrough of the first workspace, first project, and the core surfaces teams touch in the first week.
Taskologic Docs
Documentation built around the way the product actually works.
Learn how Taskologic connects projects, tasks, documents, chat, Flo, agents, Concierge, and TIA into one operating system for work.
Popular
The fastest way to get oriented if you are new to the product.
Start guide
Understand how Taskologic structures work across projects, tasks, docs, chat, and Flow from day one.
Projects
Learn how projects hold tasks, documents, conversations, and operating context together.
TIA
See how pulse, reports, recommendations, and controlled automation help teams stay ahead of risk.
Concierge Handoffs
See how Concierge sends qualified visitor signals into a native Concierge Desk without creating noisy projects.
Agent approvals
Review how approval-backed actions work before Taskologic creates tasks, channels, or docs for you.
Getting started
Start here
A quick orientation to the product model, the shared workspace fabric, and the first workflows teams usually set up.
Reference
Core concepts
Taskologic runs as one connected work engine, so projects, tasks, docs, chat, Flo, and automations share the same context.
Reference
Bring your team
Invite collaborators, understand org roles, and set up the right operating boundaries before real delivery work begins.
Taskologic basics
Run work in one system
The main pillars that make the product feel cohesive: every surface shares context instead of fragmenting work across tools.
Reference
Tasks
Track execution, ownership, due dates, blockers, and status without losing the surrounding project context.
Reference
Projects
Use projects as the operating container for plans, execution, documentation, and team communication.
Reference
Documents
Capture knowledge directly inside the workspace so plans, specs, notes, and decisions stay attached to the work.
Reference
Chat
Keep project channels and direct conversations tied to the same entities the team is actually working on.
Flo
Use Flo to capture live collaboration, async updates, presence, and followups before they become structured Taskologic execution.
Automation
Move from awareness to action
Taskologic pairs focused agents with system-level TIA monitoring so the workspace can recommend, escalate, and coordinate without losing human control.
Reference
Agents
Use built-in and custom agents to propose structured actions from intake, collaboration, and day-to-day workspace activity.
TIA
Track check-ins, pulse, risk signals, recommendations, reports, and controlled automations across the workspace.
Reference
Approvals
Keep agents and TIA on a short leash with approval-backed execution for write actions such as creating follow-up tasks.
Concierge Handoffs
Authorize Concierge from the Concierge handoff screen, then receive qualified visitor signals as tasks and concierge-desk channel updates in a persistent Concierge Desk.
Reference
Integrations
Connect external systems and automation entry points without breaking the shared Taskologic operating model.
Administration
Operate the workspace safely
Control membership, visibility, notifications, AI settings, and automation boundaries from one place.
Reference
Roles & access
Define who can administer the workspace, who can approve actions, and how project visibility is enforced.
Reference
Notifications
Manage reminders, activity, and actionable updates so teams can stay current without turning the workspace noisy.
Reference
AI settings
Configure BYOK provider settings, model behavior, and automation safety controls for the workspace.
Reference
Security
Review how Taskologic handles approval gates, membership boundaries, and workspace-level operating safeguards.
Next step
Explore the product with real context, not empty demo copy.
Taskologic is strongest when projects, tasks, docs, chat, Flo, Concierge, agents, and TIA all share the same workspace state. Create an account to see how the pieces fit together in practice.