Use the task list and the board

Switch between the list and the board

Open Tasks in the menu and click List or Board at the top. Skileo remembers your choice for the next time.

At first, you see the open tasks of the software you are in.

Find tasks in the list

• Search: click Search and type part of the task’s title.
• Filters: click Show filters to filter by Type, Assigned to, Tags, Status or Software. Click a tag on a task to see only the tasks with that tag. Assigned to, Tags and Software show only to people who can make changes in Tasks.
• Sort: click a column title, such as Due.
• Columns: click Customize columns to hide or show columns.

Click a task’s title to open its page.

Use the board

The board shows the tasks as cards in columns. Choose how to group them in Group by:

• Stage: To do, In progress and Done. This is the default.
• Assignee: one column per person, and Unassigned.
• Due date: Overdue, Next 7 days, Later and No date.
• Type: one column per task type.
• Tag: one column per tag, and No tag.

Done is always the last column. It shows the latest completed tasks; the link at its foot opens all of them in the list.

Click a card’s title to see the task in a side panel. From there you can complete it, edit it or Open the full page.

Move cards

Drag a card to another column. The change is saved at once. Most of the time, the message that follows has an Undo button.

What the move does depends on how the board is grouped:

• Stage: the task takes that stage. Moving it to Done completes it.
• Assignee: the task is assigned to that person, or to nobody in Unassigned.
• Type: the task takes that type.
• Tag: the task gets that tag and keeps its other tags.
• Due date: cards can only be moved to Done. To change a date, edit the task.

Without a mouse, or on a touch screen, use the card’s actions button (⋮) and choose a column under Move to.

Put cards in order

On the board grouped by Stage, you choose the order of the cards in To do and In progress:

• Drag a card between two others. A line shows where it goes.
• Or choose Top of the column or Bottom of the column in the card’s actions button (⋮).

The order is saved for everyone in the workspace. Cards that were never placed come first, the soonest due first.

Common questions