// docs
documentation
Clear, simple guides to every part of Coalface Tasks — from your first board to the public API.
Getting started
Set up your workspace and add your first tasks.
Create your workspace
Sign up, create your first workspace and get your first board ready in a couple of minutes.
The board
How boards, columns and cards work — the layout you'll spend most of your time in.
Inviting people
Add your team, choose what each person can do, and share the right boards with the right people.
Core
Boards, tasks, views — the everyday essentials.
Tasks & subtasks
Create tasks, break them into subtasks, and use priority, due dates, labels and assignees to keep work moving.
Boards & groups
Organise boards into groups, keep some private and share others, and understand the My Boards group everyone starts with.
Views — board, calendar & table
See the same tasks as a kanban board, a calendar or a table — at board, group or whole-workspace level.
Daily priorities
Star a handful of tasks as today's focus and keep them in front of you, wherever you are in the app.
Search
Find any task fast with quick search, or dig deeper across descriptions, comments and checklists with full search.
Labels & filters
Tag tasks with colour-coded labels and narrow any view down to exactly what you want to see.
Extensions
Optional features, off by default until you need them.
Automations
Set up templates and rules that move, assign, label and notify — so routine work happens without you.
Time tracking
Track time automatically as you work, or start and stop a timer by hand — kept private, always yours to edit.
Marketing & planning
A month-grid planning view plus a typed data-table engine for content, campaigns and anything spreadsheet-shaped.
Site Health
Keep an eye on the WordPress sites you manage — uptime, SSL and SEO checks — and get a task when something needs attention.
AI assist
Summarise tasks, suggest subtasks and labels, and read attachments — always as a suggestion you confirm, never a silent change.
Activity log
A running history inside each task — who did what, when — with data-retention controls to keep only what you need.
Public boards
Publish a board as a read-only public roadmap that anyone can view — and thumbs-up — without an account.
WordPress & sync
Connect a site and keep tasks in sync both ways.
Connecting a WordPress site
Link a WordPress site so tasks stay in sync both ways — set up from the hub, no fiddly configuration on the WordPress side.
How sync works
What syncs between Coalface and WordPress, which way it flows, and how to keep a connection read-only.
Importing your tasks
Bring existing work in from a CSV, or from a Trello or Asana export — mapped, previewed and created in one pass.
Security & privacy
Encryption, the Vault, and account protection.
Encryption & the Vault
How your task content is encrypted at rest, and how the Vault hides your most sensitive values from everyone but managers.
Account security — 2FA & step-up
Add two-factor authentication to your login, and require a fresh check before the most sensitive actions.
Your data & privacy
What we do and don't do with your data — no lock-in, full export, automatic cleanup, and clear boundaries around AI and sync.
Account & billing
Plans, usage, notifications and your data.
Plans & usage
How plans, features and usage meters fit together — and where to see what you're using.
Notifications
Choose what you're told about and where — in-app, email or Slack — with quiet hours and @mentions.
Managing & deleting your data
Delete exactly what you choose — specific categories or everything — with an owner-only, carefully-guarded flow.
Developers
Build on the public API and the MCP server.