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Assignments to team membersSub-Tasks for breaking down complex workAssociated projects, companies, contacts, and deals
Your Account contains everythingSpaces organize work by team or departmentCompanies represent the organizations you work withContacts are people at those CompaniesDeals track sales opportunitiesProjects are work initiatives tied to CompaniesTasks are work items within ProjectsSubtasks break down complex Tasks
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)
Pro: Email, chat, or call us—plus schedule your Account Setup sessionEnterprise: Contact your dedicated Project Manager
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Welcome to TandemTask
March 19, 2026
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:
- $249/year or $29/month
Essential task and project management with the Planning AI Assistant. Includes email support.
- $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.
- $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.
Setting Up Your Account
Starter
You're ready to dive in! Log into and start creating your Spaces, Companies, Contacts, Projects, and Tasks. If you need help, email us at .
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 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:
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:
For a detailed explanation of how these objects work together, see our article on .
Next Steps
Here are the recommended articles to help you get started:
Need Help?
Welcome to TandemTask! We're excited to help you organize your work, manage your customers, and achieve your goals. 🚀
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