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Your day Meetings Tasks & projects Decisions Atlas AI Comms Knowledge base

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SKALA GUIDE

Quick start

SetupCreate your account and follow the setup tasks.MeetingsCreate a meeting and prepare its agenda.Connect Google Calendar or OutlookBring existing meetings into Skala automatically.ProjectsKeep related meetings, tasks and context together.TasksCreate, assign and schedule work.DecisionsCreate decisions inside meeting agendas.AtlasAsk Atlas to draft, create and summarise work.CommsSend messages and follow notifications.Knowledge BaseCreate and manage shared team knowledge.

Basics

Link accountsStart linking another Skala account.CalendarSee meetings and tasks together, with colours that highlight deadlines.Set up your sidebarChoose what appears and pin important content.Set leave and public holidaysAvoid task due dates on days you are away.Your OrganizationSet up your organization and invite your team.

Meetings

Create a meetingSet the time, purpose and people for a meeting.Prepare for a meetingAdd the objective and agenda attendees need.Set meeting rolesAssign responsibility around an agenda item.Apply a meeting templateStart an agenda from a reusable structure.Create actions from a meetingCreate a task from an agenda item.Meeting best practicePrepare focused discussions, clear decisions and useful follow-through.Meeting scoringUnderstand the score and prepare a useful meeting.Generate and publish meeting minutesTurn the meeting record into shareable minutes.Archive or restore a meetingHide a meeting from the calendar while preserving its record.Meeting Access ControlCompare attendee, project, organization and link access.Add attendees and set accessInvite the people needed and control who can open the meeting.Build a meeting agendaAdd focused items with enough context and time.

Decisions & follow-through

Create a decisionRecord a decision with its context and approvers.Review meeting tasks and decisionsCheck the actions and decisions recorded for a meeting.Find decisions and their contextFind a decision you have been asked to approve.Respond to an approval requestApprove, decline or give another response.Open a decision’s meetingReturn from a decision to the meeting that created it.Create follow-up work after a decisionTurn an agreed outcome into an assigned task.

Tasks & projects

Use the task list and detailFilter, sort and open work in My Tasks.Set assignees, dates and priorityAdd an assignee, schedule and priority to a task.Run a workflow in KanbanView and move work by status.Custom WorkflowsTailor task stages to your organisation’s types of work.View project timing in GanttSee scheduled project tasks on a calendar timeline.Creating tasksCreate a task directly or turn an agenda item or project message into one.Tagging Parent Tasks and ProjectsLink one task to multiple parent tasks and projects without duplicating it.Task PrioritisationKeep critical tasks visible and consider colleagues’ existing priorities.External CollaboratorsInvite customers and suppliers to work with you on a project.Keep project communication contextualDiscuss project work in its channel.Join shared project workAccept a project invitation and open its board.

Knowledge & communication

Find a knowledge base pageSearch shared pages and open the right result.Create and edit a pageCreate a shared page, add content and save it.Build an onboarding checklistPublish a checklist new teammates can follow.Create a personal noteCapture working material in Notes.Find and sort NotesSearch notes or order them by recency or name.Open notificationsReview follow-up from across Skala.

Atlas AI

Open AtlasOpen your AI assistant from anywhere in Skala.Ask Atlas wellGive Atlas a specific subject, scope and output format.Create a meeting with AtlasTurn a clear request into a meeting draft.Summarize project updatesAsk Atlas for a focused update on recent project activity.

Your workspace

Configure holidaysChoose observed public holidays or add your own.

More

Coming soonRequest more guide content.

Guide / Tasks & projects

Run a workflow in Kanban

1

Open Kanban

Select Kanban to show task cards by status.

2

Move a task

Drag its card to the destination status column.

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