Copy, export or delete tasks

Copy a task

1. Open Tasks in the menu.
2. Click the actions button (⋮) at the end of the task’s line and choose Copy.

The copy is added to the list, with a word after its title that marks it as a copy. It is open and unassigned, with the same type, description, due date, tags and documents. Edit it to choose the person.

From the task’s page, choose Copy in More actions: the copy’s page opens.

Delete a task

1. Click the actions button (⋮) at the end of the task’s line and choose Delete. On the task’s page, it is in More actions.
2. Confirm with Yes, delete it!

The task goes to the trash, with its comments, documents and followers. To get it back, see Restore a deleted item.

Work on several tasks at once

1. In the list, tick the box in front of each task, or the box at the top to select every task on the page.
2. In the bar that appears, choose Export, Copy or Delete.

Export tasks

1. Search or filter the list to show the tasks you want.
2. Click Export at the top right of the list.
3. Tick the columns to include and click Confirm.

Skileo downloads a CSV file of the tasks shown, which you can open in a spreadsheet.

Who can copy, export and delete

A Business owner can. A Member can when they are allowed to make changes in Tasks. Without that, these actions don’t show.

Common questions