Welcome to TandemTask

Let's help you get started with your new AI-powered growth project management platform

Overview

Congratulations on becoming a TandemTask customer! 🥳🎉 You now have access to a powerful platform for growing your business and managing tasks—with the ease of AI. This article provides a quick overview of what's included in your plan, how to get set up, and where to go next.

Your Plan

TandemTask offers three plans, each with increasing features and support:

Starter Plan - $249/year or $29/month
Essential task and project management with the Planning AI Assistant. Includes email support.

Pro Plan - $649/year or $69/month
Adds advanced views, flowcharts, additional AI assistants, and includes Account Setup assistance with our team. Includes email, chat, and phone support, plus 20% off task credits and hourly work.

Enterprise Plan - $1,499/year or $149/month
Complete platform with all AI assistants, integrations (Gmail, Calendar, HubSpot, Zapier, Make), and a dedicated Project Manager who will create a Tailored Growth Plan for your business. Includes 48 credits or 12 hours of project work.For a complete feature breakdown, visit our pricing page.

Setting Up Your Account

Starter

You're ready to dive in! Log into app.tandemtask.com and start creating your Spaces, Companies, Contacts, Projects, and Tasks. If you need help, email us at support@tandemtask.com.

Pro

Schedule your Account Setup call with our team. We'll help you configure TandemTask for your business, set up integrations, and make sure you're taking advantage of all the features in your plan. You can also reach us anytime via email, chat, or phone.

Enterprise

Meet with your dedicated Project Manager who will work with you to create a Tailored Growth Plan. They'll help you set up your account, configure integrations, establish workflows, and use your included project hours to build custom automations or imports. Your Project Manager is your main point of contact for ongoing support and strategy.

Adding Team Members

You can add team members to Projects, Tasks, and Companies so they can collaborate on work within TandemTask.Platform invitations (giving someone their own login to TandemTask) are currently handled by our team. If you need to invite someone to access the platform, email support@tandemtask.com with their name and email address, and we'll get them set up.

Creating Your First Project or Task

TandemTask organizes work around Projects (work initiatives tied to Companies) and Tasks (the actionable items within those Projects).

You can start by creating a Project for yourself, your company, an internal initiative, customer, or something else. Then, add tasks to track the work and progress.Tasks can include:

• Assignments to team members
• Sub-Tasks for breaking down complex work
• Associated projects, companies, contacts, and deals

You'll find different views available depending on your plan: Quick List, Board View, List View, Table View (Pro and Enterprise), and Calendar View (Enterprise only).

Understanding How TandemTask Works

TandemTask uses connected objects to keep your CRM and project execution organized:

• Your Account contains everything
• Spaces organize work by team or department
• Companies represent the organizations you work with
• Contacts are people at those Companies
• Deals track sales opportunities
• Projects are work initiatives tied to Companies
• Tasks are work items within Projects
• Subtasks break down complex Tasks

For a detailed explanation of how these objects work together, see our article on Understanding TandemTask Objects and Associations.

Next Steps

Here are the recommended articles to help you get started:

• Understanding TandemTask Records, Objects, and Associations - RECOMMENDED
• Creating a Company
• Creating a Contact
• Creating a Deal
• Creating a Project
• Creating a Task
• Adding Team Members to Projects and Tasks (coming soon)
• Inviting Team Members to the Platform (coming soon)
• User Roles and Permissions (coming soon)
• Associating Contacts, Companies, and Deals (coming soon)
• Associating Projects and Tasks (coming soon)

Need Help?

• Starter: Email us at support@tandemtask.com
• Pro: Email, chat, or call us—plus schedule your Account Setup session
• Enterprise: Contact your dedicated Project Manager

Welcome to TandemTask! We're excited to help you organize your work, manage your customers, and achieve your goals. 🚀