Getting Started
Varta AI makes task and project management as simple as having a conversation. Whether you're a solo founder keeping track of your work or managing a team, the process is straightforward and intuitive.
Create Your Organisation
Start by creating an organisation on the web dashboard. This is your workspace where all tasks, projects, and team activities will be organised.
Connect to WhatsApp
In your dashboard, scan the QR code to connect your WhatsApp account to our service number. This enables AI-powered task management through natural conversation.
Start Your Session
Once connected, you'll receive a system-generated message confirming your session has started. You're now ready to begin managing tasks and projects through WhatsApp.
Begin Chatting
Start talking naturally about your tasks, projects, and work. The AI understands context and will help you stay organised without complex commands or interfaces.
Core Workflows
Tasks are the heart of Varta AI. Everything revolves around getting things done, whether you're working solo or with a team.
Task Management
Solo Founders
- Create personal tasks and assign them to yourself
- Set priorities and due dates for your work
- Track progress on your projects
- Keep notes and thoughts organised with memos
Teams
- Assign tasks to team members
- Monitor team progress and workloads
- Coordinate project deliverables
- Share context through linked memos
Project Coordination
Solo Founders
- Organise related tasks under projects
- Set project timelines and milestones
- Track overall project progress
- Maintain focus on key objectives
Teams
- Create team-based projects
- Assign project ownership and roles
- Coordinate cross-functional work
- Monitor team project timelines
WhatsApp Commands
Communicate naturally with Varta AI. No complex syntax needed - just describe what you want to accomplish.
Creating Tasks
Managing Tasks
Project Management
Notes & Context
Team Coordination
Web Dashboard Features
While WhatsApp handles the conversation, your web dashboard provides organised visibility and advanced management capabilities.
Task Overview
View all tasks with status indicators, priority levels, and due dates. Filter by assignee, status, priority, or project.
Project Management
Organise tasks under projects, track progress, and manage timelines with clear visual indicators.
Team Coordination
See team member workloads, track assignments, and monitor project collaboration across your organisation.
Chat History
Access previous WhatsApp conversations and commands, with search functionality to find past discussions.
Memo System
View contextual notes linked to tasks and projects, keeping important information organised and accessible.
Advanced Filters
Use sophisticated filtering to find overdue tasks, cadenced work, priority items, and custom queries.
Advanced Features
Task Status Workflow
Tasks move through a complete lifecycle (default status is Pending):
Additional states include Paused, Feedback Pending, and Failed for comprehensive tracking.
Priority Management
Three priority levels help you focus on what matters:
Cadenced Tasks
Set recurring tasks with flexible intervals:
- Daily: Stand-ups, reviews
- Weekly: Reports, meetings
- Monthly: Reviews, planning
- Quarterly: OKRs, strategy
- Custom: Any interval you need
Contextual Memos
Link notes and research directly to tasks for better context. Memos can include meeting notes, research findings, or important updates that relate to specific work items.
Overdue Detection
Automatic identification of overdue tasks helps you stay on track. Filter and prioritise based on urgency and impact.
Best Practices
For Solo Founders
- Start small: Begin with 3-5 key tasks to avoid overwhelm
- Use priorities: Focus on high-impact work first
- Set realistic deadlines: Give yourself buffer time
- Review weekly: Check progress and adjust priorities
- Link memos: Capture thoughts and research as you work
For Teams
- Clear assignments: Always specify who's responsible
- Regular check-ins: Use filters to monitor team workloads
- Project structure: Group related tasks under projects
- Context sharing: Use memos to share important information
- Status updates: Keep task statuses current for visibility
Communication Tips
- Be specific: Include deadlines, priorities, and context
- Use natural language: Don't worry about exact commands
- Ask questions: The AI can help clarify and suggest improvements
- Regular updates: Keep the AI informed about progress and changes
- Reference past work: The AI remembers your previous conversations
💡 Pro Tip
The most effective users treat Varta AI like a conversation with a knowledgeable assistant. Share context, ask for advice, and let the AI help you stay organised naturally.
Ready to Get Started?
Create your organisation and begin managing tasks through WhatsApp today.