Your setup at a glance
Eight steps across three phases. Each one is detailed later in this guide. Phase 1: Your account & team
Phase 2: Get connected
Phase 3: Go live
Phase 1: Your account & team
1
Create your account
Who does this: the first person from your company (you’ll become the org owner).
- Go to the sign-up page and choose Create account (or continue with Google).
- Enter your name, work email, and a password (needs an uppercase letter, a number, and a symbol).
- Complete the quick “prove you’re human” check.
- Open the confirmation email and click the activation link. You’ll need to confirm before using the app.
2
Set up your organization
Why: tasksmind is built around your organization. Your access, repositories, and
integrations all live there, shared by your whole team. So the first thing you do is create
your company’s organization (or join one a colleague already made).
If you're first (create)
Choose Create a new organization. Enter your organization name and your company email
domain (e.g.
acme.com). Optionally invite teammates now, or do it later in Step 3,
then finish.If your company already has an org (join)
Choose Join an existing organization. Paste an invite link, or enter your company
email so an admin can approve you.
3
Invite your team
Who can do this: owners and admins.Open your Organization page and go to member management. Enter teammate emails to send
invites (each link works for 7 days). Teammates click the link to join, or request to join
with their company email and you approve them.
Owner
Full control of the organization. The person who created it.
Admin
Can invite and manage members and settings. Can’t remove the owner.
Member
Uses the product day to day.
Phase 2: Get connected
This phase gives tasksmind what it needs to work for you: an activated account, access to your repository, and a place to hear from your customers.1
Get your account activated
What this means: your usage and access are set up together with the tasksmind team. Reach out
to your tasksmind contact to get your account activated. You can go ahead and set up the
tools below in the meantime.
We’ll handle this with you. During onboarding, your tasksmind contact activates your
account so everything is ready when your first issue comes in. Nothing here is
self-checkout, just a quick conversation.
2
Install the GitHub App
Why it’s first: the tasksmind GitHub App is how we securely read your code and open fix pull
requests. Installing it is also where you grant access to the specific repositories tasksmind
should work on.
- In Settings → Connect Your Tools, click Install App under GitHub App.
- On GitHub, pick the account or organization to install on, and choose which repositories tasksmind may access.
- Approve. GitHub sends you back to tasksmind and the connection completes automatically.
Fixes always arrive as pull requests on branches named
tasksmind/…, proposed changes your
team reviews and merges. tasksmind never merges by itself.3
Connect your repository & add a project
Once the GitHub App is installed, connect the repository you granted access to and create a
project. A project simply points tasksmind at one repository and holds your preferences for
it.
- Connect the repository you just granted access to.
- Create a project: give it a name, confirm the repository and the branch to base fixes on
(usually
main). - Set your preferences. Your team’s approval is always required before anything merges.
New to this? We’ll get you started. Your tasksmind contact can set up your first
repository and project with you during onboarding, so your very first issue has somewhere
to go.
4
Connect Slack
Why Slack matters most: Slack is your customers’ front door. Connect it so the questions your
customers raise in a Slack channel become incidents automatically. tasksmind investigates
each one and, when the fix ships, replies to them with a friendly “this is fixed” note.
- In Settings → Slack integration, click Add to Slack (owner/admin) and approve the permissions.
- Invite the agent into your customer support channel:
/invite @tasksmind - Connect that channel to your repository:
@tasksmind connect support acme/web(owner/admin). Customers here only ever see friendly updates. - Keep your engineers posted: in your team’s internal engineering channel, run
@tasksmind set dev channel here. Root cause, file paths, and PR links go here, never to the customer channel. (The agent will refuse if you run it in a support channel.)
Phase 3: Go live
1
See it work end to end
With your repository and Slack connected, watch a real issue flow all the way through:
- A customer posts a problem in your connected support channel.
- tasksmind turns it into an incident and starts investigating. Your team sees progress in your internal channel.
- It pinpoints the root cause, drafts a fix, and opens a pull request.
- One of your engineers reviews the pull request, approves it, and merges.
- tasksmind replies to the customer in their original thread to let them know it’s been fixed.
You’re live. A real customer issue now flows in, becomes a pull request your team can
merge, and the customer is notified automatically. The only manual step is reviewing and
merging the change.
A closer look: what happens inside
A plain-language tour of the stages every incident moves through, for anyone who’s curious.- Incident created. A customer’s message (or a report from your team) creates the incident and posts an “investigating” update for your engineers in Slack.
- Investigation. tasksmind reads the report and your code to pinpoint the root cause. If the report is too vague, it asks a clarifying question in the customer’s thread rather than guessing.
- Fix. It drafts the change and opens a pull request. Riskier changes are flagged so they’re never merged without a careful look.
- Your approval. One of your engineers approves and merges. tasksmind never merges on its own; that stays with your team.
- Merge & deploy. Once merged, the incident is marked fixed. If you connect a deploy tool, tasksmind waits until the fix actually ships to production before telling the customer.
- Safety nets. If a fix gets stuck, tasksmind retries automatically, and anything it can’t handle safely is flagged for a person. A customer’s reply to a question picks the investigation right back up.
Statuses you may see on an incident
Questions at any point?
Your tasksmind contact is here to help you through every step.Email your contact
Include the step you’re on and any error text you’re seeing.
See what tasksmind can do
Real walkthroughs of the product in action.