Keep work separate without creating another account
The Personal and Teams switch makes context obvious. Everyday tasks, family lists and budgets stay in Personal. Client work, company projects, team members and internal knowledge live in Teams. You can rename both spaces and move between them without signing in again.
Plan the work where everyone can see it
A kanban board turns project status into a shared visual language. Move work through backlog, to-do, doing, review and done. Add an owner, due date, priority and notes so each card contains enough context to move forward without another status meeting.
- Use backlog for approved work that is not ready to start.
- Limit doing to the work the team is actively advancing.
- Use review as a real quality checkpoint, not a waiting room.
- Close the loop by moving accepted work to done.
Build an operational memory
The team wiki keeps company information, procedures, meeting notes, useful links and operating context editable and searchable. This reduces repeated questions and gives new members a place to learn how the team works. Sensitive passwords should still be stored in a dedicated password manager, with TaskSimply linking to the approved location rather than exposing secrets in general notes.
A practical starting point
Start in four steps
- 1
Create and name the team space
Choose a clear company or project name in workspace settings.
- 2
Invite the right members
Add teammates who need shared access and confirm the working group.
- 3
Create the first project
Define the outcome, then add only the cards needed for the next milestone.
- 4
Document the repeatable work
Turn recurring decisions and procedures into short, editable wiki pages.
Common questions
Clear answers
Does TaskSimply have kanban boards?
Yes. Team projects can be planned across backlog, to-do, doing, review and done columns, with owners, due dates, priorities and notes on the work.
Can I invite people into a team workspace?
Yes. TaskSimply Teams includes member invitations so a business, ministry or project group can work in the same space.
Can I rename my team workspace?
Yes. The team workspace name can be changed from settings, separately from the personal or family workspace name.
Is TaskSimply a ClickUp alternative?
TaskSimply covers a more focused set of needs for small teams: shared projects, kanban planning, tasks, members and a team wiki, combined with a separate personal and family workspace. Larger organizations that need extensive enterprise automation may need a broader platform.