Editing & Formatting

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Table of Contents

• Overview

• Format Tasks & Sub-Tasks

• Available Block Types

• Project Views

• Highlight & Style

• Drag to Reorder

• Multi-Select Formatting

• Add-Ons Menu

• Keyboard Shortcuts

• What's Next

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Overview

Every Taskade project is a collection of tasks — structured like bullet points that can be nested into sub-tasks. You can format, style, reorder, and enhance tasks with add-ons like due dates, assignees, comments, timers, and custom fields.

Genesis hint: Genesis apps use these same formatting and structuring capabilities in their project databases. Understanding formatting helps you build better apps.

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Format Tasks & Sub-Tasks

Taskade lets you turn tasks into checklists, headings, ordered lists, paragraphs, and more.

How to Format

Method	Steps
Drag icon	Click the six-dot drag icon to the left of a task → Click the first item → Select a format
Slash command	Type / followed by the format name (e.g., /paragraph, /heading1, /checklist)
Keyboard shortcut	Use shortcuts listed below

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Available Block Types

Format	Syntax (Slash Command)	Markdown Shortcut	Description
Heading 1	/heading1	# + space	Large section title
Heading 2	/heading2	## + space	Sub-section title
Paragraph	/paragraph	—	Plain text block
Checklist (Check 1)	/checklist	[] + space	Checkbox task item
Circle Check	/circle-check	—	Circle checkbox variant
Bullet List	/bullet	- + space	Unordered list item
Numbered List	/numbered	1. + space	Ordered list item
Alphabetical List	/alpha	—	Lettered list item (a, b, c...)
Heart	/heart	—	Heart icon task
Triangle	/triangle	—	Triangle icon task
Square	/square	—	Square icon task

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Project Views

The same content can be displayed in 8 different views — switch anytime without changing your data:

View	Description	Best For
List	Vertical list/to-do format with checkboxes and hierarchy	Task management, checklists, notes
Board	Kanban columns for workflow stages (drag-and-drop)	Pipeline management, sprints
Table	Structured spreadsheet-like format with filtering, sorting, grouping	Data management, CRM
Calendar	Events on calendar grid for deadline tracking	Scheduling, content calendars
Gantt	Timeline with task duration, dependencies, and progress	Project planning, milestones
Mind Map	Connected nodes radiating from center	Brainstorming, concept mapping
Org Chart	Hierarchical organizational structure	Team structure, process flows
Action Sheet	Compact action-oriented format	Quick task management

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Highlight & Style

Text Styling

Style	Keyboard Shortcut (Mac)	Keyboard Shortcut (PC)	Markdown
Bold	Cmd + B	Ctrl + B	**text**
Italic	Cmd + I	Ctrl + I	_text_
Underline	Cmd + U	Ctrl + U	__text__
Strikethrough	—	—	~~text~~
Inline code	—	—	`code`
Block quote	—	—	> quote
Code block	—	—	```code```

Color Highlights

Method	Steps
Menu	Select text → Click three dots → Select A (highlight) → Choose color
Keyboard	Select text → Cmd + E (Mac) / Ctrl + E (PC) → Cycle through colors
Slash command	Type /red, /blue, /green, etc.
Remove highlight	Select same color again, or press Cmd/Ctrl + E

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Drag to Reorder

Action	How
Reorder tasks	Grab the six-dot drag icon to the left of any task → Drag to new position
Nest as sub-task	Drag a task underneath and to the right of another task
Un-nest	Drag a sub-task to the left to promote it
Move sections	Drag a top-level task to reorder its entire section (including sub-tasks)

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Multi-Select Formatting

Format multiple tasks at once:

Step	Action
1	Highlight multiple tasks or lines of text with the mouse cursor
2	Apply formatting using the toolbar, slash commands, or keyboard shortcuts
3	All selected items are formatted simultaneously

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Add-Ons Menu

Enhance tasks with additional features:

Add-On	Shortcut (after Cmd + /)	Slash Command	Description
Due Date	D	/duedate	Set start/end dates with optional times
Assign	A	/assign	Assign to team members
Comment	C	/comment	Thread discussions on tasks
Embed	E	/embed	Embed media, links, or files
Timer	T	/timer	Track time spent on tasks
Label/Tag	—	/tag	Color-coded categorization
Custom Fields	—	/field	Add custom field values (text, number, date, select)
File Attachment	—	/file	Attach documents and media

Accessing the Add-Ons Menu

Method	Steps
Plus icon	Click the + icon next to a task → Choose an add-on
Keyboard	Press Cmd + / then a letter (D, A, C, E, T)
Slash command	Type / followed by the add-on name

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Keyboard Shortcuts

Action	Mac	PC
Bold	Cmd + B	Ctrl + B
Italic	Cmd + I	Ctrl + I
Underline	Cmd + U	Ctrl + U
Highlight	Cmd + E	Ctrl + E
Add-ons menu	Cmd + /	Ctrl + /
Due date	Cmd + / then D	Ctrl + / then D
Assign	Cmd + / then A	Ctrl + / then A
Comment	Cmd + / then C	Ctrl + / then C
Embed	Cmd + / then E	Ctrl + / then E
Timer	Cmd + / then T	Ctrl + / then T
Indent (nest)	Tab	Tab
Outdent (un-nest)	Shift + Tab	Shift + Tab

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What's Next

Guide	What You'll Learn
Markdown Support	Full Markdown syntax reference
Import	Import .md and PDF files as projects
Version History	Track and restore editing changes
Embed Taskade	Embed projects on your website