# Create a task

Open Tasks in the menu and click Add new. Give the task a title and a type, choose who does it and when, then click Create 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](https://www.skileo.com/help/en/task-list-and-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

### Who can I assign a task to?

The people of your workspace: the employees, or the candidates in Recruiting. See [Assign a task and add followers](https://www.skileo.com/help/en/assign-a-task).

### Can I give the same task to several people?

Yes. Choose them all in “Assign to”. Each person gets a copy of their own to complete, and the button says how many tasks it will create.

### Why can't I see my new task in the list?

The list shows the tasks of the software you are in. If the task doesn't show in this software (see “Shows in” on its page), set the “Software” filter to “All” to see it. A search or another filter may also hide it.

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https://www.skileo.com/help/en/create-a-task · Updated: 2026-11-02