Create a task

Create a task

1. Open Tasks in the menu.
2. Click Add new at the top right of the list.
3. Under What to do, type the Title. This is what people see in their task list.
4. Choose the Task type. To make a new type, type its name and press Enter.
5. Add a Description if needed.
6. Under Who, choose the person in Assign to, and colleagues in Followers. Both are optional.
7. Under When, choose when it is due.
8. Click Create task.

The task is now in Tasks. If you assigned it, the person gets an e-mail.

Only the Title and the Task type are required. Skileo selects the type you used last for you.

Choose where the task shows

A new task shows in the software you create it in. To show it elsewhere too:

1. Under Who, click the field Which software modules show it?
2. Tick Every module, or each software where the task should show, then close the list.

You can change it later on the task’s page: under Shows in, at the bottom of the Details tab. The field is only there when your workspace uses more than one software.

Add a task from the board

On the board, you can add a task straight into a column:

1. Click Add a task at the foot of the column.
2. Type the title and press Enter.

The task takes the column’s stage, person, type or tag, and has no due date. To add the rest, open it and click Edit. See Use the task list and the board.

More options

Open More options at the bottom of the form for:

• Tags: words to group and find tasks. A new word becomes a tag of your workspace.
• Documents: documents to read or fill in for the task. You need access to Documents to add them.

Who can create tasks

A Business owner can. A Member can when they are allowed to make changes in Tasks. Without that, the Add new button doesn’t show.

Common questions