SKALA GUIDE

    Guide / Tasks & projects

    Creating tasks

    1

    Use a + button

    Select + in the header, then Task, or open a project’s Tasks tab and select +. Complete the task editor and select Create Task.

    2

    Create from an agenda item

    Open a meeting’s agenda item, select its three-dot menu and choose Create Task. The task editor automatically drafts a description linking back to that agenda item. Review the draft and select Create Task.

    3

    Create from a project message

    Open the project’s Comms tab, select the three-dot menu on a message and choose Make task. The task editor automatically drafts a description with a link back to that message. Review the draft and select Create Task.