Skip to main content

Transforming ChatGPT into your Task Manager

With ChatGPT Plus, you can create a “Custom GPT” that natively understands your TaskGuru boards. You can give it instructions like:
“Check my ‘Immediate Tasks’ board. What is the most urgent thing I need to do right now? If it takes less than 5 minutes, give me advice on how to do it. Otherwise, break it down into 3 smaller sub-tasks on the board.”
To do this, ChatGPT needs an Action. An Action tells ChatGPT exactly how to talk to the TaskGuru API.

Step-by-Step Setup Guide

1. Retrieve your API Token

First, log into TaskGuru and navigate to your API settings to generate a Personal Access Token. Keep this token handy.

2. Create the Custom GPT

  1. In ChatGPT, click on Explore GPTs in the sidebar.
  2. Click Create in the top right.
  3. Switch to the Configure tab.
  4. Name your GPT something like “TaskGuru Assistant”.
  5. In the Instructions box, paste the following prompt:
You are an expert project manager and productivity assistant.
Your primary job is to manage the user's TaskGuru Kanban boards.
Before answering questions about what the user should do today, ALWAYS use the `getBoards` and `getTasks` actions to read the live state of their tasks.
If the user asks you to create a task, make sure you write a highly detailed Markdown `description` for the task so they have full context when they look at it later.
If a task requires human approval, assign it an `urgency` of `urgent`.

3. Configure the Action

Scroll down to the bottom of the Configure tab and click Create new action.

Importing the TaskGuru OpenAPI Schema

ChatGPT requires a JSON or YAML schema that describes every single endpoint available in the API.
  1. Open the TaskGuru openapi.yaml file in a new tab.
  2. Copy the entire contents of the raw YAML file.
  3. Paste it directly into the Schema text box in ChatGPT.
  4. You should instantly see a list of Available Actions populate below the box (e.g., getBoards, createTasks, getTaskMessages).

Setting up Authentication

The schema alone isn’t enough; ChatGPT needs permission to securely access your data.
  1. Below the Schema box, click on the gear icon next to Authentication.
  2. Select API Key as the Authentication Type.
  3. Enter your TaskGuru Personal Access Token in the API Key box.
  4. Set the Auth Type to Bearer.
  5. Save the configuration.

4. Testing your GPT

In the Preview panel on the right side of the screen, test your new integration! Try typing: "What boards do I currently have?" ChatGPT should pause, show an “Allow” prompt asking for permission to send data to api.taskguru.com, and then return exactly what is inside your TaskGuru account.

Advanced Use Cases for Custom GPTs

Because TaskGuru supports Messages attached directly to tasks and boards, your Custom GPT can hold localized conversations. If you give your GPT the instruction: “Before answering a question about a task, always read the getTaskMessages endpoint first to get context from other humans or agents.” Your Custom GPT will act like it’s part of the team, reading the history of a task before suggesting brilliant next steps.