Updated for version 0.9.8.17  

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Table of Contents

Workspaces in Taskeo

A Workspace is your basic work unit in Taskeo. It’s further divided into modules and then, tasks. You select the Workspace in which you’d like to work once you log your Taskeo account.

You can use workspaces to create an area of work of your own: for personal projects, particular clients or teams. For example, a company can create an “onboarding workspace” within which they will store only items concerning the training of their new team members.

General Workspace Guide

How to create a Workspace in Taskeo?

  • Enter the Workspace list. (If you’re not in it at the moment, click your avatar picture and Select Change Workspace.)
  • Click Add new on top of your workspace list.
  • Click Save.

How to edit a Workspace in Taskeo?

  • Enter the Workspace list. (If you’re not in it at the moment, click your avatar picture and Select Change Workspace.)
  • Select the pencil icon next to the Workspace you want to edit.
  • In the window that opens, you can change the Workspace’s name or upload logo associated with it.

How to delete a Workspace in Taskeo?

  • Enter your Workspace list.
  • Click the triple-dot action icon next to the workspace you want to delete.
  • From the side menu that opens, select Delete.

Keep in mind that this action is irreversible.

How to add a logo to a Workspace in Taskeo?

  • Enter your Workspace list.
  • Click the pencil icon next to the Workspace to which you will upload y our logo.
  • Click the Upload logo button and select your file.
  • Click Save.

How to add people to Workspace team?

  • Log the Workspace to which you want to add a team member.
  • Select Team from your top bar.
  • Click the blue Add user button.
  • Enter the user’s email address associated with their Taskeo account (if they have one).

Use the columns and checkboxes below to determine the user’s permission in your Workspace.

How to remove people from Workspace team?

  • Log the Workspace from which you want to remove a team member.
  • Select Team from your top bar.
  • On the list of your team members, find the user which you want to remove from your team and click their name to open their profile.
  • Click the red Remove user button.

How to manage people’s permission in your Workspace?

  • Log your Workspace.
  • Select Team from your top bar.
  • Use the columns and checkboxes below to determine the user’s permission in your Workspace.

Modules

General Module Guide

How to create a Module in Taskeo?

  • Enter the Workspace in which you want to create a module.
  • From your top bar, select the type of module you want to create.
  • Click the + New button.
  • Enter the name of your new module.
  • If you have previously saved a module template, you can select Use Template to copy it.

 How to edit a Module in Taskeo?

  • Enter the Workspace in which you want to edit a module.
  • From your top bar, select the type of module you want to edit.
  • Click the pencil icon next to the module you want to edit.
  • In this view, you can apply basic changes to the module (Name, Description, Status, Dates and Privacy) or edit advanced settings in different tabs (Members, Tags & Automations).

How to delete a Module in Taskeo?

  • Enter the Workspace in which you want to delete a module.
  • From your top bar, select the type of module you want to delete.
  • Click the triple-dot action icon next to the module you want to delete.
  • From the side menu that opens, select Delete.

Keep in mind that this action is irreversible.

How to archive a Module in Taskeo?

  • From your top bar, select the type of module you want to archive.
  • Open the Edit window of the module which you want to archive by clicking on the pencil icon next to it.
  • Click the Status dropdown menu in the Basic tab.
  • Select the Archived status.
  • Click Save.

How to sync a Taskeo module to a calendar?

  • From your top bar, select the type of module you want to sync to your calendar.
  • Click the triple-dot action menu next to the module you want to sync.
  • Select Sync to Calendar.
  • Copy or click the link generated for you in the new window and add it to your calendar application in the appropriate for it place.

How to save Taskeo module as a Template?

  • From your top bar, select the type of module you want to save as a template.
  • Click the triple-dot action menu next to the module you want to turn into a template.
  • Click Save as Template.

How to create a module from a template?

  • From your top bar, select the type of module you want to create from a template.
  • Click the +New button.
  • From the window that opens, select Use Template.
  • On the list of your saved templates, find the one you want to use and click Create next to it.

If you don’t have any templates, you’ll have to create one by saving one of your existing projects as a template.

How to assign people to Modules in Taskeo?

  • From your top bar, select the type of module to which you want to add users.
  • Click the pencil icon next to the module to which you want to add users.
  • Enter the Members Tab.
  • Open the “Select….” dropdown menu
  • Select and click the name of your team member that you want to add to the module.
  • Click Save.

Remember that in order for them to show as an optional member, the user needs to be added to your Workspace team first.

How to change module member permissions?

  • From your top bar, select the type of module which you want to work with.
  • Click the pencil icon next to the module in which you will changing user permissions.
  • Enter the Members tab.
  • Find the user permission of whom you want to change. Click the dropdown menu next to their name.
  • Choose between Full Access, Limited Access and Module Owner as your available options.
  • Click Save.

How to set the module as private?

  • From your top bar, select the type of module which you want to set as private.
  • Click the pencil icon next to the module which you want to set as private.
  • Click the blank dot below the Private option.
  • Click Save.

How to create Taskeo Project Automations?

  • From your top bar, select the type of module to which you want to add automation.
  • Click the pencil icon next to the module to which you want to add automation.
  • Enter the Automations tab.
  • If you don’t have any automations created, click the blue Create Automation button.
  • Select conditions that will trigger the automation and the result. Remember to Enable it.
  • Click Save Automation.

How to delete Taskeo Project Automations?

  • From your top bar, select the type of module from which you want to delete automation.
  • Click the pencil icon next to the module from which you want to delete automation.
  • Enter the Automations tab.
  • Click the bin icon next to the automation you want to delete.

How to add user tag to Taskeo Modules?

  • From your top bar, select the type of module to which you want to add a user tag.
  • Click the pencil icon next to the module to which you want to add a user tag.
  • Select the Tag tab.
  • Find the user for whom you want to create a tag.
  • Enter the tag’s name in the empty field next to the select user.
  • Click Add.
  • Click Save.

How to add user tag to Taskeo Modules?

  • From your top bar, select the type of module to which you want to delete a user tag.
  • Click the pencil icon next to the module to which you want to delete a user tag.
  • Select the Tag tab.
  • Find the user from whom you want to delete a tag.
  • Among the tags assigned to this user, find the one you want to delete and click it. It will remove the tag from the list.

Project Modules

How to create a stage in Taskeo project module?

  • Enter your project module.
  • Click the blue New Stage button.
  • In the new pop-out window, fill in the information about the Stage and choose where it’s supposed to be placed.
  • Click Save to save your changes.

How to edit a stage in Taskeo project module?

  • Enter your project module.
  • Click the triple-dot icon next to the stage you want to edit.
  • Click Edit stage.
  • Enter the changes you want to apply.
  • Click Save.

How to move stages in Taskeo project module?

  • Enter your project module.
  • Click the triple-dot icon next to the stage you want to move.
  • Select Move Stage Left or Move Stage Right depending on where you want to place it.

How to create a task in the project module?

  • In a project module, Click the plus icon on the bottom of the stage where you want to create a task.
  • In the new window, fill out all the information you want to include, such as task’s name, assignees, deadline or tags.
  • All these elements will be automatically saved.

How to edit a task in the project module?

  • Find your task in your project module and open it.
  • Apply changes to wherever you deem it necessary. They will save automatically.

How to delete a task in the project module?

  • Enter the task you want to delete.
  • Click the triple-dot icon in the top-right corner of your most-left column.
  • Select Delete Task.

Keep in mind that this action is irreversible.

How to add people to a task in the project module?

  • Open the task to which you want to add people.
  • Look for the Task Assignees section.
  • Click the plus icon in the assignee section.
  • Use the Select dropdown to add a user to the task.

Remember that in order for a user to show up as potential assignee, they need to be added to the particular project module.

How to add people to a task in the project module?

  • Open the task to which you want to add people.
  • Look for the Task Assignees section.
  • Click the plus icon in the assignee section.
  • Use the Select dropdown to add a user to the task.

Remember that in order for a user to show up as potential assignee, they need to be added to the particular project module.

How to assign people to checkpoints in the project module’s task?

  • Open your task.
  • Click the triple-dot icon next to your checkpoint (create it first if you haven’t got any)
  • Open the Assign to dropdown menu
  • Select and click the user you want to assign the checkpoint to.

Remember that in order for a user to appear as a potential checkpoint assignee, they need first to be added to the task.

How to remove people from checkpoints in the project module’s task?

  • Open your task.
  • Click the triple-dot icon next to your checkpoint that already has an assignee.
  • Click the blue Unassign Current button.

How to create a task reminder in the project module?

  • Start with creating a task or open an existing one.
  • Click the triple-dot icon in the top right corner of the left-most column.
  • Select Reminders.
  • Define the time when the reminder will be pushed and its type. You can also click the user avatar to assign the reminder to someone else.
  • Click Add.

How to delete a task reminder in the project module?

  • Open the task from which you want to delete a reminder.
  • Click the triple-dot icon in the top right corner of the left-most column.
  • Select Reminders.
  • In the list of reminders, find the one you want to delete and click the bin icon next to it.

How to create a recurring task in a project module?

  • Open the task which you want to set as repeating.
  • Click the Not Repeated button in the left-most column of your task view.
  • Use the Repeating dropdown menu to set the pattern for how your task will repeat.

How to stop a task from repeating in the project module?

  • Open the original task that was the base for all your repeated task of that type.
  • Click the Repeating button in the left-most column of your task view.
  • Click the Repeating dropdown menu and select Don’t repeat. This action will stop more recurring tasks from being created.

How to save a task as a template in the project module?

  • Open the task from which you want to turn into a reminder.
  • Click the triple-dot icon in the top right corner of the left-most column.
  • Select Save as Template.

How to create a task from a template in the project module?

  • Enter your project module.
  • Click the triple-dot icon next to the stage to which you want to add a task from a template.
  • Select Task Templates.
  • Choose the task template you want to use and click Create next to it.

How to delete a task template in the project module?

  • Enter your project module.
  • Click the triple-dot icon next to whichever of the stages.
  • Select Task Templates.
  • Choose the task template you want to delete and click Delete next to it.

How to add a subtask in the project module?

  • Start with creating a task or open an existing one.
  • Find the Subtasks section in the bottom of the left-most column.
  • Click Manage subtasks.
  • From the dropdown menu, choose task you want to to become a subtask.

How to remove a subtask in the project module?

  • Open your task.
  • Find the Subtasks section in the bottom of the left-most column.
  • Click Manage subtasks.
  • Click the bin icon next to the subtask you want to delete.

How to track time for a task in the project module?

  • Open the task you want to track the time for.
  • Click the play-like triangle icon to start tracking your task time.
  • When it turns to a red square, click it again to stop the time tracking.

How to edit tracked time in the project module task?

  • Open the task you tracked the time for.
  • Click the triple-dot icon in the right top corner of the left-most column.
  • Click Time Tracking.
  • Enter the time range for which you want the time to be clocked or delete it with the red Delete button.

How to change project mode view to Kanban, List, Calendar or Burndown Chart?

  • Enter your project module.
  • Select the eye icon from the menu next to your project module’s name.
  • From the dropdown menu, select one of the views: Kanban, List, Calendar or Burndown Chart.

How to filter your project module view by Users, Tags, Deadline and Status?

  • Enter your project module.
  • The menu next to your project module’s name lists four groups of filters: Users, Tags, Deadline and Status.
  • Click on the filter you want to apply.
  • Select the options of the given filter that you want to apply.

How to remove filters from Taskeo’s project module view?

  • Enter your project module.
  • The menu next to your project module’s name lists four groups of filters: Users, Tags, Deadline and Status.
  • Click on the filter you want to remove.
  • Select the Deselect All from the dropdown menu to remove all filters from the selected category.

How to add a tag to a task in the project module?

  • Enter your task.
  • Find the Tags section in the left-most column.
  • Click Manage tags.
  • Click the blue New tag button
  • Enter the name of your tag and select its colour.

How to remove a tag from a task in the project module?

  • Enter your task.
  • Find the Tags section in the left-most column.
  • Click Manage tags.
  • Click the bin icon next to the tag you want to delete.

How to move task between projects?

  • Open your task.
  • Click one of the breadcrumb elements below your task’s name.
  • Using the dropdown menus, choose the new location for your task.

Keep in mind that moving task between projects removes all the associated tags.

How to set a time estimate for a task in the project module?

  • Open your task.
  • Click on the date in your task description column.
  • Use the field Time estimate to enter your estimate (in hours).

Creating a task estimate will automatically add a progress bar to your task.

How to archive a task in the project module?

  • Open your task.
  • Click the triple-dot icon in the top-right corner of your left-most column.
  • Select Archive Task.

You can preview all your archived tasks in the list of archived tasks associated with a module.

How to upload task files in the project module?

  • Upload files to your task by clicking Upload File on the bottom of the task’s comment section.
  • Upload files by opening your task’s description and selecting Upload file below the description box.

How to preview task files in the project module?

  • Enter your task.
  • Click the triple-dot icon in the top-right corner of your left-most column.
  • Select Files.

Appointment Modules

How to create a meeting in Taskeo’s appointment module?

Meetings in your appointment module are automatically created whenever someone books an appointment with your calendar link.

How to edit a meeting in the appointment module?

  • Enter your appointment module tab and select the module which contains the meeting you want to edit.
  • Find the meeting on the list and open it.
  • Add or change the information based on your needs. All changes will be automatically saved.

How to define your availability in Taskeo’s appointment scheduling module?

  • Select Appointments from the top bar menu.
  • Find the appointment module in which you want to set or edit your availability.
  • Click the pencil icon next to it.
  • Select the Appointments tab.
  • Use the Available Hours section to manage your availability; add days and hours with Add Hours button and delete them with the bin icon. Use the fields to insert the hours in 24-hour format.
  • Use the Duration tab to define how long your meetings can b (in minutes).

How to share your appointment calendar link?

  • Select Appointments from the top bar menu.
  • Find the appointment module link which you want to share.
  • Click the link icon next to it and copy the URL when it opens in a new tab.
  • You can also click the pencil icon next to the selected appointment module and enter the Appointments tab. Your calendar link will be listed in the Your appointment form URL field.

How to change the look of your appointment form?

  • Select Appointments from the top bar menu.
  • Find the appointment module look of which you want to modify.
  • Enter the Appointments tab.
  • Open the Branding section.
  • Here, you can change the header background colour or header text colour as well as add logo to the form (if you uploaded one for your Workspace).

How to add people to your appointment?

  • Open the appointment to which you want to add people.
  • Look for the Task Assignees section.
  • Click the user avatar icon in the assignee section.
  • Use the Select dropdown and select the user to add them to the task.

How to remove people from your appointment?

  • Open the appointment from which you want to remove people.
  • Look for the Task Assignees section.
  • Click the user avatar icon in the assignee section.
  • Use the Select dropdown and re-select the user again to remove them from the task.

How to create a task reminder in the appointment module?

  • Open your appointment.
  • Click the triple-dot icon in the top right corner of the left-most column.
  • Select Reminders.
  • Define the time when the reminder will be pushed and its type. You can also click the user avatar to assign the reminder to someone else.
  • Click Add.

How to delete an appointment reminder in the appointment module?

  • Open the appointment from which you want to delete a reminder.
  • Click the triple-dot icon in the top right corner of the left-most column.
  • Select Reminders.
  • In the list of reminders, find the one you want to delete and click the bin icon next to it.

How to assign people to checkpoints in the appointment module?

  • Open your appointment.
  • Click the triple-dot icon next to your checkpoint (create it first if you haven’t got any)
  • Open the Assign to dropdown menu
  • Select and click the user you want to assign the checkpoint to.

How to remove people from checkpoints in the project module’s task?

  • Open your appointment.
  • Click the triple-dot icon next to your checkpoint that already has an assignee.
  • Click the blue Unassign Current button.

How to track time for a task in the appointment module?

  • Open the appointment you want to track the time for.
  • Click the play-like triangle icon to start tracking your task time.
  • When it turns to a red square, click it again to stop the time tracking.

How to edit tracked time in the appointment module?

  • Open the appointment you tracked the time for.
  • Click the triple-dot icon in the right top corner of the left-most column.
  • Click Time Tracking.
  • Enter the time range for which you want the time to be clocked or delete it with the red Delete button.

How to add a tag to an appointment in the appointment module?

  • Enter your appointment.
  • Find the Tags section in the left-most column.
  • Click Manage tags.
  • Click the blue New tag button
  • Enter the name of your tag and select its colour.

How to remove a tag from an appointment in the appointment module?

  • Enter your appointment.
  • Find the Tags section in the left-most column.
  • Click Manage tags.
  • Click the bin icon next to the tag you want to delete.

How to archive a task in the appointment module?

  • Open your appointment.
  • Click the triple-dot icon in the top-right corner of your left-most column.
  • Select Archive Task.

You can preview all your archived tasks in the list of archived tasks associated with a module.

How to delete an appointment in the appointment module?

  • Enter the appointment you want to delete.
  • Click the triple-dot icon in the top-right corner of your most-left column.
  • Select Delete Task.

Keep in mind that this action is irreversible. It will also not send any notification to the other party that the meeting has been cancelled.

How to upload files in the appointment module?

  • Upload files to your appointment by clicking Upload File on the bottom of the appointment’s comment section.
  • Upload files by opening your appointment’s description and selecting Upload file below the description box.

How to preview files in the appointment module?

  • Enter your appointment.
  • Click the triple-dot icon in the top-right corner of your left-most column.
  • Select Files.

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