Docs / Getting started

Getting started

From signing up to your first ranked list, in about five minutes.

Create your account

Sign up with an email and an 8-character-minimum password, or use Continue with Google if your server has it configured. Either way, you land straight in the app — there's nothing to configure before you can look around.

Every new account starts on a 14-day free trial with full access and no card required. You'll only be asked for payment details if you choose to subscribe — see Account & billing.

Look around with demo data

Every new account is seeded with its own Demo connection and a handful of sample tasks, so the whole flow — sync, sort, edit, write-back — is real from the first click, before you've connected anything of your own. Editing a demo task really does write to its "source" (a small file behind the scenes), so re-syncing shows the change coming back exactly like a real connector would.

An administrator can turn this off (TASKER_DEMO=0) if a deployment shouldn't seed demo data for new signups.

Connect a real system

Go to Systems → Connect a system and pick a provider. Each one needs a token or API key from that system — see the connector-specific guide for exact steps:

• Azure DevOps
• Monday.com
• Jira
• Zendesk
• ClickUp
• LiveAgent
• Anything else, via the Custom / Other connector

Use Test connection before saving — it checks your credentials actually work without doing a full sync yet.

Set your priorities

Under Priorities, pick a role preset (manager, exec, individual contributor) to load a sensible starting set of weights, or tune the eight factors yourself. See How prioritization works for what each one means.

Work the list

Back on My tasks, click Sync all to pull everything in. From here you can sort, filter, pin, snooze, link related tasks across systems, and edit — edits to a synced task are pushed back to wherever it came from. The ? Tour button in the top bar walks through the workspace interactively any time you want a refresher.