iTasks Documentation
This section brings together help topics for the main iTasks workflows: getting started, creating a workspace, configuring projects and statuses, managing tasks, running HelpDesk, tracking time, working with reports, and using voice rooms. Choose the topic you need and open the relevant section.
A step-by-step guide to creating your first iTasks workspace: naming it, adding the first project, finishing the initial setup, and getting the team ready.
The next step after creating a workspace: how to invite users, choose roles, and grant access to the required projects.
How the shared inbox works, how conversation cards are organized, how ownership is assigned, and how teams reply from the app.
How to create projects in iTasks, manage their names, colors, and settings, and build a clear project structure inside a workspace.
How to create a task in iTasks, fill in the description, checklists, tags, type, priority, due date, assignee, watchers, and the rest of the form without missing important details.
How to create tasks from conversations, connect support work to existing tasks, and keep one shared context for the team.
How to configure workflows in iTasks: process steps, task routes, automatic status movement, and rules that keep team work predictable.
How to open an iTasks voice room, invite workspace members, and use voice collaboration for quick team discussions without leaving Telegram.
Step-by-step instructions are being added
We are gradually adding detailed explanations and examples. You can already open each topic, review the section breakdown, and move through the related pages.
All documentation sections
Getting Started
First steps: launching the bot, basic onboarding, creating your first workspace, inviting your team, and understanding the main screen.
How to open iTasks, sign in through Telegram, and what to do if you see the access restriction screen.
A step-by-step guide to creating your first iTasks workspace: naming it, adding the first project, finishing the initial setup, and getting the team ready.
How to choose the current workspace, switch between multiple workspaces quickly, and understand the limits of the free and PRO plans.
The next step after creating a workspace: how to invite users, choose roles, and grant access to the required projects.
What you see on the iTasks home screen, how task view modes work, where the key actions live, and how to navigate the app faster.
HelpDesk and Customer Support
Connecting your own bots, support channels, the shared inbox, customer replies, linked tasks, and attachments inside HelpDesk.
How support channels work, why to connect your own Telegram bots, and how to split support by product or brand.
How the shared inbox works, how conversation cards are organized, how ownership is assigned, and how teams reply from the app.
How to create tasks from conversations, connect support work to existing tasks, and keep one shared context for the team.
How to keep the full conversation, files, images, and internal team notes in one support card without losing context.
Workspaces and Team
Managing your team structure: projects, members, roles, workspace settings, custom statuses, and billing.
How to create projects in iTasks, manage their names, colors, and settings, and build a clear project structure inside a workspace.
Invitations to a workspace, team membership management, differences between OWNER, ADMIN, and MEMBER, and assigning project access.
Timezone, invite link, AI API, storage, members, JSON export, and workspace deletion.
How a workspace owner connects AI assistants to iTasks with a connection link, MCP URL, Bearer protection, and ready Codex CLI / Claude Code prompts.
How to tailor task statuses to your workflow, reorder process stages, and understand how those changes appear in task cards and boards.
FREE, PRO, and read-only mode, workspace limits, card payment in the website account or Telegram Stars in the app, and what happens after expiration.
Tasks
The core workflow: creating tasks, editing them, using tags, changing statuses, working with task details, subtasks, discussions, files, and different task views.
How to create a task in iTasks, fill in the description, checklists, tags, type, priority, due date, assignee, watchers, and the rest of the form without missing important details.
How the iTasks task details screen is structured, where to view tags, change status, review change history, inspect details, and jump to related actions.
How to break large tasks into multi-level subtasks, navigate with the task tree, and keep complex work structured inside iTasks.
How to use built-in task discussions, quoted replies, mentions, jump-to-message, and links to other tasks inside iTasks.
How to attach files and images to tasks, use rich text and code blocks, and format task descriptions so they stay clear and easy to read.
When to use list, Kanban, or project tree views, how to switch task modes, apply filters, tags, and sorting.
Operations and Control
The iTasks operations section covers backlog, sprints, search, workflows, time tracking, reports, and voice rooms for day-to-day process control.
How to use backlog for ideas and non-urgent tasks, then move them into active work at the right time without losing priorities.
How to enable sprints for a project, create a short planning cycle, fill it with backlog and active tasks, then start or close the sprint.
How to search tasks by text, jump to the right result quickly, and use search as a fast entry point into your daily work.
How to configure workflows in iTasks: process steps, task routes, automatic status movement, and rules that keep team work predictable.
How to log time in iTasks tasks, review time history, capture actual effort, and track team workload using real data.
Where to review completed tasks, time reports, and overall team activity so you can measure progress, workload, and results over time.
How to open an iTasks voice room, invite workspace members, and use voice collaboration for quick team discussions without leaving Telegram.
Profile, Notifications, and Access
The iTasks personal settings section covers profile, interface language, notifications, timezone, Push, and app access rules.
How the iTasks profile page works, which fields come from Telegram, and how interface language switching is handled for each user.
How the website user account works: sign-in, workspace selection, PRO bank-card payment, and available billing periods.
How to connect Telegram and Google as two sign-in methods for one account, choose the primary account, and review which workspaces will be deleted.
How to enable Telegram and Push notifications, set a personal timezone, choose delivery time, and configure early deadline reminders.
Which actions are available to each role, where editing restrictions apply, and why some features may be unavailable.
Common questions
Is the documentation available in two languages?
Yes. All help topics are available in both Russian and English, and switching languages keeps you in the same section.
Why are some pages still short?
We are filling the documentation step by step. The main sections and topics are already in place, and each page will be expanded with detailed step-by-step instructions.
Which topics are already covered?
The help center already covers getting started, workspaces, projects, tasks, HelpDesk, statuses, automation, search, reports, voice rooms, permissions, and notifications.
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