Guide
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, reminders, Flo, agents, Concierge, and TIA into one connected workspace.
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.
Value ladder
Core runs work, Flow captures movement, and Intelligence coordinates execution.
Reminders
Use email, SMS, AI fill, delivery history, and task/document shortcuts to make follow-through visible.
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 controls work before Taskologic creates tasks, channels, or docs for you.
Getting started
Start here
A quick orientation to the value ladder, the shared workspace, and the first workflows teams usually set up.
Guide
Value ladder
Core runs work with projects, tasks, docs, chat, and reminders. Flow captures movement from live collaboration. Intelligence coordinates execution with TIA, agents, approvals, and reports.
Guide
Bring your team
Invite collaborators, assign roles, and set up the right permissions before real delivery work begins.
Taskologic basics
Core runs work
The work base: every surface shares context instead of fragmenting work across tools.
Guide
Tasks
Track execution, ownership, due dates, blockers, and status without losing the surrounding project context.
Guide
Projects
Use projects as the home for plans, execution, documentation, and team communication.
Guide
Documents
Capture knowledge directly inside the workspace so plans, specs, notes, and decisions stay attached to the work.
Guide
Chat
Keep project channels and direct conversations tied to the same entities the team is actually working on.
Guide
Reminders
Schedule email and SMS reminders, use AI fill to draft reminder details, track delivery history, and create reminders from tasks, messages, and documents.
Flow layer
Flow captures movement
Flo turns collaboration, meetings, notes, and decisions into lasting context your team can act on.
Flo
The Flow layer connects live sessions, moments, outcomes, memory, and followups to the work your team is already doing.
Guide
Live
Run live audio and video sessions with invites, recording, transcript archival, and live capture handoff into moments.
Guide
Moments
Capture notes, recordings, transcripts, and collaboration context, then turn that context into clear next steps.
Guide
Outcomes
Preserve decisions, commitments, risks, questions, insights, and opportunities as the durable result of collaboration.
Guide
Memory
Search team memory across moments, outcomes, recordings, and live sessions so context remains available later.
Guide
Followups
Surface action items and movement from moments, live sessions, outcomes, and tracked tasks so commitments do not disappear.
Automation
Intelligence coordinates execution
Taskologic pairs focused agents with TIA so the workspace can recommend, escalate, coordinate, and still keep humans in control.
Guide
Agents
Use built-in and custom agents to suggest next steps from intake, collaboration, and day-to-day workspace activity.
TIA
Track check-ins, pulse, risk signals, recommendations, reports, and controlled automations across the workspace.
Guide
Approvals
Approve important changes before they happen, then review a clear action history afterward.
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.
Guide
Integrations
Connect external systems while keeping work organized inside Taskologic.
Guide
Agent workflow
See what triggered an agent, what it suggested, what was approved, and what changed.
Administration
Operate the workspace safely
Control membership, visibility, notifications, AI settings, and automation boundaries from one place.
Guide
Roles & access
Define who can administer the workspace, who can approve actions, and how project visibility is enforced.
Guide
Notifications
Manage reminders, activity, and actionable updates so teams can stay current without turning the workspace noisy.
Guide
AI settings
Connect your own AI key, choose model behavior, and set automation safety controls for the workspace.
Guide
Plans & limits
Understand what each plan includes across Core, Flow, Intelligence, reminders, AI usage, storage, and live capture.
Guide
Security
Review how Taskologic handles approval controls, membership boundaries, and workspace safeguards.
Next step
Explore the product with real context, not empty demo copy.
Taskologic is strongest when projects, tasks, docs, chat, reminders, Flo, Concierge, agents, and TIA all share the same context. Create an account to see how the pieces fit together in practice.