Welcome to TaskRail Help Center

Get oriented fast — find the guides you need to plan sprints, manage tasks, automate workflows, and keep your team on track.

TaskRail helps your team plan work, track progress, and ship projects without losing anything in the shuffle. This help center has everything you need — from spinning up your first board to automating handoffs and reading velocity reports.

New here? Start with the basics

These three guides get you from zero to a running project with your whole team on board.

Create your first project

Spin up a project board from a template in under a minute.

Invite your team

Add teammates so tasks can be assigned and boards stay in sync.

Create and assign a task

Add a task to a board, assign an owner, and set a due date.

Plan and run sprints

Once your board is live, use sprints to time-box work and keep planning grounded in real data.

Plan a sprint

Create a time-boxed sprint, set its goal, and pull in backlog tasks.

Create a velocity report

Track completed work per sprint to make planning numbers honest.

Automate the routine stuff

TaskRail can move tasks and send notifications for you — so your team spends less time on status updates and more time on actual work.

Automate task handoffs

Move work between people automatically when a task changes column.

Post board updates to Slack

Send automatic notifications to a Slack channel when tasks ship.

Keep your team healthy and on track

Check in on workload distribution regularly — catching overload early keeps deadlines from slipping.
Share a project timeline with stakeholders to align on phases and milestones without a meeting.

Balance your team's workload

Spot overloaded teammates and rebalance tasks before deadlines slip.

Build a project timeline

See phases and milestones on a Gantt-style timeline and share it with stakeholders.