{"id":128,"date":"2020-03-09T09:01:32","date_gmt":"2020-03-09T07:01:32","guid":{"rendered":"https:\/\/taskeo.co\/blog\/?p=128"},"modified":"2020-12-04T11:04:28","modified_gmt":"2020-12-04T09:04:28","slug":"taskeo-user-guide","status":"publish","type":"post","link":"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/","title":{"rendered":"Ultimate Taskeo User Guide"},"content":{"rendered":"\n<p class=\"has-text-align-right\"><strong>Updated for version\u00a01.0.3.23<\/strong>  <strong>  \u00a0<\/strong><\/p>\n\n\n\n<p>If you don&#8217;t find answers to your questions in this guide, you can get more support by:<\/p>\n\n\n\n<ul><li>using the live chat on <a href=\"https:\/\/taskeo.co\/\" target=\"_blank\" rel=\"noreferrer noopener\">Taskeo homepage<\/a><\/li><li>contacting us on office@taskeo.co<\/li><li>joining the <a href=\"https:\/\/www.facebook.com\/groups\/TaskeoUsersGroup\" target=\"_blank\" rel=\"noreferrer noopener\">official Taskeo User Group<\/a><\/li><li>following <a href=\"https:\/\/www.youtube.com\/channel\/UCzOD2nA3VYeyKLtL34rOLFw\" target=\"_blank\" rel=\"noreferrer noopener\">Taskeo YouTube channel<\/a><\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_17 counter-hierarchy counter-decimal ez-toc-white\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" style=\"display: none;\"><i class=\"ez-toc-glyphicon ez-toc-icon-toggle\"><\/i><\/a><\/span><\/div>\n<nav><ul class=\"ez-toc-list ez-toc-list-level-1\"><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#Workspaces_in_Taskeo\" title=\"Workspaces in Taskeo\">Workspaces in Taskeo<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_Workspace_in_Taskeo\" title=\"How to create a Workspace in Taskeo?\">How to create a Workspace in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_a_Workspace_in_Taskeo\" title=\"How to edit a Workspace in Taskeo?\">How to edit a Workspace in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_delete_a_Workspace_in_Taskeo\" title=\"How to delete a Workspace in Taskeo?\">How to delete a Workspace in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_a_logo_to_a_Workspace_in_Taskeo\" title=\"How to add a logo to a Workspace in Taskeo?\">How to add a logo to a Workspace in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_people_to_Workspace_team\" title=\"How to add people to Workspace team?\">How to add people to Workspace team?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_remove_people_from_Workspace_team\" title=\"How to remove people from Workspace team?\">How to remove people from Workspace team?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_manage_peoples_permission_in_your_Workspace\" title=\"How to manage people&#8217;s permission in your Workspace?\">How to manage people&#8217;s permission in your Workspace?<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#Project_Management\" title=\"Project Management\">Project Management<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_project_in_Taskeo\" title=\"How to create a project in Taskeo?\">How to create a project in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_a_project_in_Taskeo\" title=\"How to edit a project in Taskeo?\">How to edit a project in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_delete_a_project_in_Taskeo\" title=\"How to delete a project in Taskeo?\">How to delete a project in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_archive_a_project_in_Taskeo\" title=\"How to archive a project in Taskeo?\">How to archive a project in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_sync_a_Taskeo_project_to_a_calendar\" title=\"How to sync a Taskeo project to a calendar?\">How to sync a Taskeo project to a calendar?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_save_Taskeo_project_as_a_template\" title=\"How to save Taskeo project as a template?\">How to save Taskeo project as a template?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_project_from_a_template\" title=\"How to create a project from a template?\">How to create a project from a template?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_assign_people_to_projects_in_Taskeo\" title=\"How to assign people to projects in Taskeo?\">How to assign people to projects in Taskeo?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_change_project_member_permissions\" title=\"How to change project member permissions?\">How to change project member permissions?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_mark_a_project_as_private\" title=\"How to mark a project as private?\">How to mark a project as private?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_stage_in_Taskeo_projects\" title=\"How to create a stage in Taskeo projects?\">How to create a stage in Taskeo projects?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_a_stage_in_Taskeo_projects\" title=\"How to edit a stage in Taskeo projects?\">How to edit a stage in Taskeo projects?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_move_stages_in_Taskeo_projects\" title=\"How to move stages in Taskeo projects?\">How to move stages in Taskeo projects?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_task_in_the_projects\" title=\"How to create a task in the projects?\">How to create a task in the projects?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_a_task_in_a_project\" title=\"How to edit a task in a project?\">How to edit a task in a project?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_delete_a_task_from_a_project\" title=\"How to delete a task from a project?\">How to delete a task from a project?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_people_to_a_task_in_a_project\" title=\"How to add people to a task in a project?\">How to add people to a task in a project?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_remove_people_from_task_in_a_project\" title=\"How to remove people from task in a project?\">How to remove people from task in a project?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_assign_people_to_checkpoints_in_the_projects_task\" title=\"How to assign people to checkpoints in the project&#8217;s task?\">How to assign people to checkpoints in the project&#8217;s task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_remove_people_from_checkpoints_in_the_projects_task\" title=\"How to remove people from checkpoints in the project&#8217;s task?\">How to remove people from checkpoints in the project&#8217;s task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_reminder_for_a_task\" title=\"How to create a reminder for a task?\">How to create a reminder for a task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_delete_a_task_reminder\" title=\"How to delete a task reminder?\">How to delete a task reminder?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_recurring_task_in_a_projec\" title=\"How to create a recurring task in a projec?\">How to create a recurring task in a projec?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_stop_a_task_from_repeating\" title=\"How to stop a task from repeating?\">How to stop a task from repeating?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_save_a_task_as_a_template\" title=\"How to save a task as a template?\">How to save a task as a template?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_a_task_from_a_template_in_the_project_module\" title=\"How to create a task from a template in the project module?\">How to create a task from a template in the project module?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_delete_a_task_template\" title=\"How to delete a task template?\">How to delete a task template?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_a_task_template\" title=\"How to edit a task template?\">How to edit a task template?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_a_subtask\" title=\"How to add a subtask?\">How to add a subtask?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_remove_a_subtask\" title=\"How to remove a subtask?\">How to remove a subtask?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_track_time_for_a_task\" title=\"How to track time for a task?\">How to track time for a task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_tracked_time_in_the_project_module_task\" title=\"How to edit tracked time in the project module task?\">How to edit tracked time in the project module task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_change_project_mode_view_to_Kanban_List_Calendar_or_Burndown_Chart\" title=\"How to change project mode view to Kanban, List, Calendar or Burndown Chart?\">How to change project mode view to Kanban, List, Calendar or Burndown Chart?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_filter_your_project_module_view_by_Users_Tags_Deadline_and_Status\" title=\"How to filter your project module view by Users, Tags, Deadline and Status?\">How to filter your project module view by Users, Tags, Deadline and Status?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_remove_filters_from_Taskeos_project_view\" title=\"How to remove filters from Taskeo&#8217;s project view?\">How to remove filters from Taskeo&#8217;s project view?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_a_tag_to_a_task_in_the_project\" title=\"How to add a tag to a task in the project?\">How to add a tag to a task in the project?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-46\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_remove_a_tag_from_a_task\" title=\"How to remove a tag from a task?\">How to remove a tag from a task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-47\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_move_task_between_projects\" title=\"How to move task between projects?\">How to move task between projects?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-48\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_set_a_time_estimate_for_a_task\" title=\"How to set a time estimate for a task?\">How to set a time estimate for a task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-49\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_archive_a_task_in_the_project_module\" title=\"How to archive a task in the project module?\">How to archive a task in the project module?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-50\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_upload_files_to_task\" title=\"How to upload files to task?\">How to upload files to task?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-51\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_preview_task_files_in_the_project\" title=\"How to preview task files in the project\">How to preview task files in the project<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-52\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#Appointment_Scheduling\" title=\"Appointment Scheduling\">Appointment Scheduling<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-53\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_an_appointment_form\" title=\"How to create an appointment form?\">How to create an appointment form?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-54\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_delete_an_appointment_form\" title=\"How to delete an appointment form?\">How to delete an appointment form?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-55\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_embed_an_appointment_form_on_a_website\" title=\"How to embed an appointment form on a website?\">How to embed an appointment form on a website?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-56\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_synchronize_Taskeo_appointment_scheduling_mode_with_Google_Calendar\" title=\"How to synchronize Taskeo appointment scheduling mode with Google Calendar?\">How to synchronize Taskeo appointment scheduling mode with Google Calendar?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-57\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_your_appointment_scheduling_form\" title=\"How to edit&nbsp; your appointment scheduling form?\">How to edit&nbsp; your appointment scheduling form?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-58\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_change_the_appointment_URL\" title=\"How to change the appointment URL?\">How to change the appointment URL?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-59\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_create_an_appointment_type\" title=\"How to create an appointment type?\">How to create an appointment type?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-60\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_delete_an_appointment_type\" title=\"How to delete an appointment type?\">How to delete an appointment type?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-61\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_edit_an_appointment_type\" title=\"How to edit an appointment type?\">How to edit an appointment type?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-62\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_team_members_to_appointments\" title=\"How to add team members to appointments?\">How to add team members to appointments?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-63\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_integrate_appointment_scheduling_with_Zoom\" title=\"How to integrate appointment scheduling with Zoom?\">How to integrate appointment scheduling with Zoom?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-64\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_payments_to_your_appointments\" title=\"How to add payments to your appointments?\">How to add payments to your appointments?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-65\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_integrate_appointment_scheduling_with_Stripe\" title=\"How&nbsp; to integrate appointment scheduling&nbsp; with Stripe?\">How&nbsp; to integrate appointment scheduling&nbsp; with Stripe?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-66\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_change_meeting_location\" title=\"How to change meeting location?\">How to change meeting location?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-67\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_connect_appointment_scheduling_with_CRM\" title=\"How to connect appointment scheduling with CRM?\">How to connect appointment scheduling with CRM?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-68\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_change_the_look_of_your_appointment_scheduling_form\" title=\"How to change the look of your appointment scheduling form?\">How to change the look of your appointment scheduling form?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-69\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_different_fields_to_your_appointment_scheduling_form\" title=\"How to add different fields to your appointment scheduling form?\">How to add different fields to your appointment scheduling form?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-70\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_set_up_reminders_for_your_appointments\" title=\"How to set up reminders for your appointments?\">How to set up reminders for your appointments?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-71\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_set_up_follow_up_emails_for_your_appointments\" title=\"How to set up follow up emails for your appointments?\">How to set up follow up emails for your appointments?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-72\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_GDPR_and_marketing_consents_to_your_appointment_form\" title=\"How to add GDPR and marketing consents to your appointment form?\">How to add GDPR and marketing consents to your appointment form?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-73\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_a_thank_you_page_to_your_appointment\" title=\"How to add a thank you page to your appointment?\">How to add a thank you page to your appointment?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-74\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_add_parameter_forwarding_to_your_appointment_scheduling\" title=\"How to add parameter forwarding to your appointment scheduling?\">How to add parameter forwarding to your appointment scheduling?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-75\" href=\"https:\/\/taskeo.co\/blog\/taskeo-user-guide\/#How_to_cancel_a_meeting_scheduled_in_Taskeo\" title=\"How to cancel a meeting scheduled in Taskeo?\">How to cancel a meeting scheduled in Taskeo?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Workspaces_in_Taskeo\"><\/span><strong>Workspaces in Taskeo<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>A Workspace is your basic work unit in Taskeo. It&#8217;s further divided into modules and then, tasks. You select the Workspace in which you&#8217;d like to work once you log your Taskeo account.<\/p>\n\n\n\n<p>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 \u201conboarding workspace\u201d within which they will store only items concerning the training of their new team members.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_Workspace_in_Taskeo\"><\/span><strong>How to create a Workspace in Taskeo?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter the Workspace list. (If you&#8217;re not in it at the moment, click your avatar picture and select <em>Change Workspace.<\/em>)<\/li><li>Click <em>Add new <\/em>on top of your workspace list.<\/li><li>Click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_a_Workspace_in_Taskeo\"><\/span><strong>How to edit a Workspace in Taskeo?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter the Workspace list. (If you&#8217;re not in it at the moment, click your avatar picture and select <em>Change Workspace.<\/em>)<\/li><li>Select the pencil icon next to the Workspace you want to edit.<\/li><li>In the window that opens, you can change the Workspace&#8217;s name or upload logo associated with it.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_delete_a_Workspace_in_Taskeo\"><\/span><strong>How to delete a Workspace in Taskeo?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your Workspace list. (If you&#8217;re not in it at the moment, click your avatar picture and select <em>Change Workspace.<\/em>)<\/li><li>Click the triple-dot action icon next to the workspace you want to delete.<\/li><li>From the side menu that opens, select <em>Delete.<\/em><\/li><\/ul>\n\n\n\n<p><strong>Keep in mind that this action is irreversible.<\/strong><\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_a_logo_to_a_Workspace_in_Taskeo\"><\/span><strong>How to add a logo to a Workspace in Taskeo?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your Workspace list. (If you&#8217;re not in it at the moment, click your avatar picture and select <em>Change Workspace.<\/em>)<\/li><li>Click the pencil icon next to the Workspace to which you will upload  your logo.<\/li><li>Click open the <em>Logo <\/em>section.<\/li><li>Click <em>Upload Logo <\/em>and select your file.<\/li><li>Click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_people_to_Workspace_team\"><\/span><strong>How to add people to Workspace team?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Log the Workspace to which you want to add a team member.<\/li><li>Select <em>Team <\/em>from your top-bar menu.<\/li><li>Click the blue<em> Add user <\/em>button.<\/li><li>Enter the user&#8217;s email address associated with their Taskeo account (if they have one).<\/li><\/ul>\n\n\n\n<p>Use the columns and checkboxes below to determine the user&#8217;s permission in your Workspace.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_remove_people_from_Workspace_team\"><\/span><strong>How to remove people from Workspace team?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Log the Workspace from which you want to remove a team member.<\/li><li>Select <em>Team <\/em>from your top-bar menu.<\/li><li>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.<\/li><li>Click the red <em>Remove user <\/em>button.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_manage_peoples_permission_in_your_Workspace\"><\/span><strong>How to manage people&#8217;s permission in your Workspace?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Log your Workspace.<\/li><li>Select <em>Team <\/em>from your top-bar menu.<\/li><li>Use the columns and checkboxes below to determine the user&#8217;s permission in your Workspace.<\/li><\/ul>\n\n\n\n<h2><span class=\"ez-toc-section\" id=\"Project_Management\"><\/span>Project Management<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_project_in_Taskeo\"><\/span><strong>How to create a project in Taskeo?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter the Workspace in which you want to create a project.<\/li><li>Select <em>Projects <\/em>from your top-bar menu.<\/li><li>Click the <em>+ New <\/em>button.<\/li><li>Enter the name of your new project.<\/li><li>If you have previously saved a module template, you can select <em>Use Template<\/em> to copy it.<\/li><li>Click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_a_project_in_Taskeo\"><\/span>How to edit a project in Taskeo?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the pencil icon next to the project you want to edit.<\/li><li>Switch between different tabs to change Basic information, add members or set up project billing.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_delete_a_project_in_Taskeo\"><\/span>How to delete a project in Taskeo?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the triple-dot action icon next to the module you want to delete.<\/li><li>From the side menu that opens, select <em>Delete.<\/em><\/li><\/ul>\n\n\n\n<p><strong>Keep in mind that this action is irreversible.<\/strong><\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_archive_a_project_in_Taskeo\"><\/span>How to archive a project in Taskeo?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter the list of your projects.<\/li><li>Open the Edit window of the project which you want to archive by clicking on the pencil icon next to it.<\/li><li>Click the <em>Status<\/em> dropdown menu in the <em>Basic<\/em> tab.<\/li><li>Select the <em>Archived<\/em> status.<\/li><li>Click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_sync_a_Taskeo_project_to_a_calendar\"><\/span>How to sync a Taskeo project to a calendar?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the triple-dot action menu next to the module you want to sync.<\/li><li>Select <em>Sync to Calendar.<\/em><\/li><li>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.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_save_Taskeo_project_as_a_template\"><\/span>How to save Taskeo project as a template?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the triple-dot action menu next to the module you want to turn into a template.<\/li><li>Click <em>Save as Template.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_project_from_a_template\"><\/span>How to create a project from a template?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the <em>+New <\/em>button.<\/li><li>In the window that opens, select <em>Use Template.<\/em><\/li><li>On the list of your saved templates, find the one you want to use and click <em>Create<\/em> next to it.<\/li><\/ul>\n\n\n\n<p>If you don&#8217;t have any templates, you&#8217;ll have to create one by saving one of your existing projects as a template.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_assign_people_to_projects_in_Taskeo\"><\/span>How to assign people to projects in Taskeo?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the pencil icon next to the project to which you want to add users.<\/li><li>Enter the <em>Members Tab<\/em>.<\/li><li>Open the &#8220;<em>Select&#8230;.&#8221; <\/em>dropdown menu.<\/li><li>Select and click the name of your team member that you want to add to the module.<\/li><li>Click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<p>Remember that in order for them to show as an optional member, the user needs to be added to your Workspace team first.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_change_project_member_permissions\"><\/span>How to change project member permissions?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the pencil icon next to the module in which you will changing user permissions.<\/li><li>Enter the <em>Members<\/em> tab.<\/li><li>Find the user whose permission you want to change. Click the dropdown menu next to their name.<\/li><li>Choose between <em>Full Access, Limited Access <\/em>and <em>Module Owner<\/em> as your available options.<\/li><li>Click <em>Save<\/em>.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_mark_a_project_as_private\"><\/span>How to mark a project as private?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project list.<\/li><li>Click the pencil icon next to the project which you want to set as private.<\/li><li>Click the blank dot below the <em>Private <\/em>option.<\/li><li>Click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_stage_in_Taskeo_projects\"><\/span>How to create a stage in Taskeo projects?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>Click the blue <em>New Stage<\/em> button.<\/li><li>In the new pop-out window, fill in the information about the Stage and choose where it\u2019s supposed to be placed.<\/li><li>Click <em>Save<\/em> to save your changes.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_a_stage_in_Taskeo_projects\"><\/span>How to edit a stage in Taskeo projects?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>Click the triple-dot icon next to the stage you want to edit.<\/li><li>Click <em>Edit stage<\/em>.<\/li><li>Enter the changes you want to apply.<\/li><li>Click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_move_stages_in_Taskeo_projects\"><\/span>How to move stages in Taskeo projects?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>Click the triple-dot icon next to the stage you want to move.<\/li><li>Select <em>Move Stage Left <\/em>or <em>Move Stage Right<\/em> depending on where you want to place it.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_task_in_the_projects\"><\/span>How to create a task in the projects?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>In your project, click the plus icon on the bottom of the stage where you want to create a task.<\/li><li>In the new window, fill out all the information you want to include, such as task&#8217;s name, assignees, deadline or tags.<\/li><li>All these elements will be automatically saved.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_a_task_in_a_project\"><\/span>How to edit a task in a project?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Find your task in your project and open it.<\/li><li>Apply changes to wherever necessary. They will save automatically.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_delete_a_task_from_a_project\"><\/span>How to delete a task from a project?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task you want to delete.<\/li><li>Click the triple-dot icon in the top-right corner of your most-left column.<\/li><li>Select <em>Delete <\/em>Task.<\/li><\/ul>\n\n\n\n<p><strong>Keep in mind that this action is irreversible.<\/strong><\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_people_to_a_task_in_a_project\"><\/span>How to add people to a task in a project?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task to which you want to add people.<\/li><li>Look for the <em>Assignees<\/em> section.<\/li><li>Click the plus icon in the assignee section.<\/li><li>Use the <em>Select<\/em> dropdown to add a user to the task.<\/li><\/ul>\n\n\n\n<p>Remember that in order for a user to show up as potential assignee, they need to be added to the particular project module.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_remove_people_from_task_in_a_project\"><\/span>How to remove people from task in a project?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task to which you want to add people.<\/li><li>Look for the <em>Assignees<\/em> section.<\/li><li>Click the pencil icon in the assignee section.<\/li><li>Click the bin icon next to the assignee you want to remove from the task.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_assign_people_to_checkpoints_in_the_projects_task\"><\/span>How to assign people to checkpoints in the project&#8217;s task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open your task.<\/li><li>Click the triple-dot icon next to your checkpoint (create it first if you haven&#8217;t got any)<\/li><li>Open the <em>Assign to <\/em>dropdown menu<\/li><li>Select and click the user you want to assign the checkpoint to.<\/li><\/ul>\n\n\n\n<p>Remember that in order for a user to appear as a potential checkpoint assignee, they need first to be added to the task.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_remove_people_from_checkpoints_in_the_projects_task\"><\/span>How to remove people from checkpoints in the project&#8217;s task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open your task.<\/li><li>Click the triple-dot icon next to your checkpoint that already has an assignee.<\/li><li>Click the blue <em>Unassign Current<\/em> button.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_reminder_for_a_task\"><\/span>How to create a reminder for a task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Start with creating a task or open an existing one.<\/li><li>Click the triple-dot icon in the top right corner of the left-most column.<\/li><li>Select <em>Reminders.<\/em><\/li><li>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.<\/li><li>Click <em>Add.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_delete_a_task_reminder\"><\/span>How to delete a task reminder?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task from which you want to delete a reminder.<\/li><li>Click the triple-dot icon in the top right corner of the left-most column.<\/li><li>Select <em>Reminders.<\/em><\/li><li>In the list of reminders, find the one you want to delete and click the bin icon next to it.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_recurring_task_in_a_projec\"><\/span>How to create a recurring task in a projec?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task which you want to set as repeating.<\/li><li>Click the <em>Not Repeated<\/em> button in the left-most column of your task view.<\/li><li>Use the <em>Repeating <\/em>dropdown menu to set the pattern for how your task will repeat.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_stop_a_task_from_repeating\"><\/span>How to stop a task from repeating?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the original task that was the base for all your repeated task of that type.<\/li><li>Click the <em>Repeating<\/em> button in the left-most column of your task view (the button will show how the tasks repeats, e.g &#8220;Monthly&#8221; or &#8220;Weekly&#8217;.<\/li><li>Click the <em>Repeating<\/em> dropdown menu and select <em>Don&#8217;t repeat.<\/em> This action will stop more recurring tasks from being created and <strong>delete already created repeatable tasks.<\/strong><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_save_a_task_as_a_template\"><\/span>How to save a task as a template?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task from which you want to turn into a template.<\/li><li>Click the triple-dot icon in the top right corner of the left-most column.<\/li><li>Select <em>Save as Template<\/em>.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_a_task_from_a_template_in_the_project_module\"><\/span>How to create a task from a template in the project module?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>Click the triple-dot icon next to the stage to which you want to add a task from a template.<\/li><li>Select <em>Task Templates.<\/em><\/li><li>Choose the task template you want to use.<\/li><li>If your task template was saved with users, you can choose to automatically add them to it. <\/li><li>Click <em>Create<\/em> next to it.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_delete_a_task_template\"><\/span>How to delete a task template?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>Click the triple-dot icon next to whichever of the stages.<\/li><li>Select <em>Task Templates.<\/em><\/li><li>Choose the task template you want to delete and click <em>Delete<\/em> next to it.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_a_task_template\"><\/span>How to edit a task template?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>Click the triple-dot icon next to whichever of the stages.<\/li><li>Select <em>Task Templates.<\/em><\/li><li>Click the name of the template you want to edit and apply changes where necessary.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_a_subtask\"><\/span>How to add a subtask?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Start with creating a task or open an existing one.<\/li><li><em>Find the Subtasks<\/em> section in the bottom of the left-most column<em>.<\/em><\/li><li>Click <em>the <\/em>pencil icon next to it.<\/li><li>From the dropdown menu, choose task you want to to become a subtask.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_remove_a_subtask\"><\/span>How to remove a subtask?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open your task.<\/li><li>Find the <em>Subtasks <\/em>section in the bottom of the left-most column.<\/li><li>Click<em> <\/em>the pencil icon next to it.<\/li><li>Click the bin icon next to the subtask you want to delete.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_track_time_for_a_task\"><\/span>How to track time for a task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task you want to track the time for.<\/li><li>Click the play-like icon to start tracking your task time.<\/li><li>When it turns to a red square, click it again to stop the time tracking.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_tracked_time_in_the_project_module_task\"><\/span>How to edit tracked time in the project module task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open the task you tracked the time for.<\/li><li>Click the triple-dot icon in the right top corner of the left-most column.<\/li><li>Click <em>Time Tracking.<\/em><\/li><li>Next to the field containing the name of your task, enter the starting time. In the field next to it, select the duration.<\/li><li>Click <em>Add <\/em>button.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_change_project_mode_view_to_Kanban_List_Calendar_or_Burndown_Chart\"><\/span>How to change project mode view to Kanban, List, Calendar or Burndown Chart?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>Select the eye icon from the menu next to your project module&#8217;s name.<\/li><li>From the dropdown menu, select one of the views: Kanban, List, Calendar or Burndown Chart.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_filter_your_project_module_view_by_Users_Tags_Deadline_and_Status\"><\/span>How to filter your project module view by Users, Tags, Deadline and Status?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>The menu next to your project module&#8217;s name lists four groups of filters: Users, Tags, Deadline and Status.<\/li><li>Click on the filter you want to apply.<\/li><li>Select the options of the given filter that you want to apply.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_remove_filters_from_Taskeos_project_view\"><\/span>How to remove filters from Taskeo&#8217;s project view?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your project.<\/li><li>The menu next to your project module&#8217;s name lists four groups of filters: Users, Tags, Deadline and Status.<\/li><li>Click on the filter you want to remove.<\/li><li>Select the <em>Deselect All<\/em> from the dropdown menu to remove all filters from the selected category.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_a_tag_to_a_task_in_the_project\"><\/span>How to add a tag to a task in the project?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your task.<\/li><li>Find the <em>Tags<\/em> section in the left-most column.<\/li><li>Click the pencil icon next to it<em>.<\/em><\/li><li>Select the existing tag from the drop down menu, or create a new tag by clicking the cogwheel icon and then selecting it.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_remove_a_tag_from_a_task\"><\/span>How to remove a tag from a task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your task.<\/li><li>Find the <em>Tags<\/em> section in the left-most column.<\/li><li>Click the pencil button next to it.<\/li><li>Click the bin icon next to the tag you want to delete.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_move_task_between_projects\"><\/span>How to move task between projects?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open your task.<\/li><li>Click one of the breadcrumb elements below your task&#8217;s name.<\/li><li>Using the dropdown menus, choose the new location for your task.<\/li><\/ul>\n\n\n\n<p>Keep in mind that moving task between projects removes all the associated tags.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_set_a_time_estimate_for_a_task\"><\/span>How to set a time estimate for a task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open your task.<\/li><li>Click on the date in your task description column.<\/li><li>Use the field <em>Time estimate<\/em> to enter your estimate (in hours).<\/li><\/ul>\n\n\n\n<p>Creating a task estimate will automatically add a progress bar to your task.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_archive_a_task_in_the_project_module\"><\/span>How to archive a task in the project module?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Open your task.<\/li><li>Click the triple-dot icon in the top-right corner of your left-most column.<\/li><li>Select <em>Archive Task.<\/em><\/li><\/ul>\n\n\n\n<p>You can preview all your archived tasks in the list of archived tasks associated with a module.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_upload_files_to_task\"><\/span>How to upload files to task?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Upload files to your task by clicking <em>Upload File <\/em>on the bottom of the task&#8217;s comment section.<\/li><li>Upload files by opening your task&#8217;s description and selecting <em>Upload file<\/em> below the description box.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_preview_task_files_in_the_project\"><\/span>How to preview task files in the project<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter your task.<\/li><li>Click the triple-dot icon in the top-right corner of your left-most column.<\/li><li>Select <em>Files.<\/em><\/li><\/ul>\n\n\n\n<h2><span class=\"ez-toc-section\" id=\"Appointment_Scheduling\"><\/span>Appointment Scheduling<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_an_appointment_form\"><\/span>How to create an appointment form?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter Appointments through the menu on the top of your screen.<\/li><li>Click the \u201c+New\u201d to create a new appointment form<\/li><li>Enter the form\u2019s name and click \u201cSave\u201d.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_delete_an_appointment_form\"><\/span>How to delete an appointment form?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, find the one you want to delete.<\/li><li>Click the three-dot menu next to it.<\/li><li>Select <em>Delete<\/em>.<\/li><\/ul>\n\n\n\n<p><strong>Keep in mind this action is irreversible.<\/strong><\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_embed_an_appointment_form_on_a_website\"><\/span>How to embed an appointment form on a website?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>WordPress:<\/strong><\/p>\n\n\n\n<ul><li>Install and activate the Taskeo WordPress plugin.&nbsp;<\/li><li>Select <em>Appointment Scheduling<\/em> from your plugin list.<\/li><li>Copy the available shortcode<\/li><li>Paste the shortcode in any place on your website or blog post.<\/li><\/ul>\n\n\n\n<p>Watch a <a href=\"https:\/\/youtu.be\/nBJ9mkN3Tpk\">how-to video<\/a>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Webflow:<\/strong><\/p>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>From the list of your appointment forms, select the one you want to embed.<\/li><li>Select <em>Settings.<\/em><\/li><li>From the column on the right, select <em>Embed.<\/em><\/li><li>Copy the code you\u2019ll find in the box.<\/li><li>Paste your code on the page where you want to embed your form.<\/li><\/ul>\n\n\n\n<p>Watch a <a href=\"https:\/\/youtu.be\/AM9D22bM_Pk\">how-to-video<\/a>.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_synchronize_Taskeo_appointment_scheduling_mode_with_Google_Calendar\"><\/span>How to synchronize Taskeo appointment scheduling mode with Google Calendar?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, find the one you want to synchronize.<\/li><li>Click the three-dot menu next to it.<\/li><li>Select <em>Sync to Calendar<\/em>.<\/li><li>Copy the given URL and add it to your calendar calendar app in the place meant for external calendar synchronization.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_your_appointment_scheduling_form\"><\/span>How to edit&nbsp; your appointment scheduling form?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the one you want to edit.<\/li><li>Select <em>Settings<\/em>.<\/li><li>Use the column on the right to navigate through available options and add changes wherever they\u2019re necessary.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_change_the_appointment_URL\"><\/span>How to change the appointment URL?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select Basic.<\/li><li>In Your appointment form URL box type in your new, custom URL.<\/li><li>The changes will be automatically saved.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_create_an_appointment_type\"><\/span>How to create an appointment type?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Types.<\/em><\/li><li>Select <em>+New.<\/em><\/li><li>Fill the information about the appointment type and click <em>Save<\/em>.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_delete_an_appointment_type\"><\/span>How to delete an appointment type?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Types.<\/em><\/li><li>On the list of appointment types you\u2019ve created, find the one you want to delete and click the bin icon next to it.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_edit_an_appointment_type\"><\/span>How to edit an appointment type?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Types.<\/em><\/li><li>On the list of appointment types you\u2019ve created, find the one you want to delete and click its name.<\/li><li>Add changes wherever they are necessary and click <em>Save.<\/em><\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_team_members_to_appointments\"><\/span>How to add team members to appointments?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Users.<\/em><\/li><li>Add users from the drop down menu.<\/li><\/ul>\n\n\n\n<p><br><strong>You can add users separately to selected appointment types from the appointment type settings.<\/strong><\/p>\n\n\n\n<p><strong>Remember that in order to be able to add users to your appointments, they first need to be invited to your Workspace.<\/strong><\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_integrate_appointment_scheduling_with_Zoom\"><\/span>How to integrate appointment scheduling with Zoom?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Location.<\/em><\/li><li>From the drop down menu, select <em>Zoom<\/em>.<\/li><li>Click the blue <em>Zoom Integration <\/em>button.<\/li><li>Click <em>Integrate with Zoom<\/em>.<\/li><li>Sign in to your Zoom account and follow the instructions to finish the integration process.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_payments_to_your_appointments\"><\/span>How to add payments to your appointments?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Payments.<\/em><\/li><li>Enter the default payment method and select your currency.<\/li><li>Your changes will be automatically saved.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_integrate_appointment_scheduling_with_Stripe\"><\/span>How&nbsp; to integrate appointment scheduling&nbsp; with Stripe?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Payments.<\/em><\/li><li>From the drop down menu, Select <em>Stripe<\/em>.<\/li><li>Click the blue <em>Stripe Integration <\/em>button.<\/li><li>Fill the key fields and click <em>Connect Stripe<\/em> to finish the integration process.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_change_meeting_location\"><\/span>How to change meeting location?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Location.<\/em><\/li><li>From the drop down menu, select <em>Zoom or In person<\/em>.<\/li><li>Your changes will be automatically saved.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_connect_appointment_scheduling_with_CRM\"><\/span>How to connect appointment scheduling with CRM?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Client Management.<\/em><\/li><li>Check appropriate checkboxes to add contacts, companies and deals to Taskeo CRM modules.<\/li><li>Use drop down menus to select pipelines for your deals and tags for your contacts.<\/li><li>Your changes will be automatically saved.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_change_the_look_of_your_appointment_scheduling_form\"><\/span>How to change the look of your appointment scheduling form?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Branding.<\/em><\/li><li>Use the available options to add a logo to your form and change its colours.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_different_fields_to_your_appointment_scheduling_form\"><\/span>How to add different fields to your appointment scheduling form?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Form Elements<\/em>.<\/li><li>Use the list of Contact, Company and Deal elements to add to your form.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_set_up_reminders_for_your_appointments\"><\/span>How to set up reminders for your appointments?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Reminders<\/em>.<\/li><li>Tick the <em>Enable email reminders <\/em>option.<\/li><li>Use the default reminder template or click <em>+New <\/em>to create a new one.<\/li><li>Select the time of sending your reminder.<\/li><li>Your changes will be automatically saved.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_set_up_follow_up_emails_for_your_appointments\"><\/span>How to set up follow up emails for your appointments?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Follow-up emails<\/em>.<\/li><li>Tick the <em>Enable Follow-up Emails option<\/em>.<\/li><li>Use the default reminder template or click <em>+New <\/em>to create a new one.<\/li><li>Select the time of sending your follow up.<\/li><li>Your changes will be automatically saved.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_GDPR_and_marketing_consents_to_your_appointment_form\"><\/span>How to add GDPR and marketing consents to your appointment form?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>GDPR <\/em>or <em>Marketing Agreement <\/em>.<\/li><li>In the respective tabs, tick the <em>Require GDPR consent <\/em>or <em>Require Marketing Agreement<\/em> option.<\/li><li>Use the boxes below to modify the content of your consent.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_a_thank_you_page_to_your_appointment\"><\/span>How to add a thank you page to your appointment?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Thank You Page<\/em>.<\/li><li>Tick the <em>Redirect to external Thank You page <\/em>option.<\/li><li>In the box below, paste the link to the page to which you want to redirect your visitors.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_add_parameter_forwarding_to_your_appointment_scheduling\"><\/span>How to add parameter forwarding to your appointment scheduling?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li>Enter <em>Appointments<\/em> through the menu on the top of your screen.<\/li><li>On the list of your appointment forms, select the your appointment form.<\/li><li>Select <em>Settings<\/em>.<\/li><li>From the column on the right, select <em>Parameter Forwarding<\/em>.<\/li><li>Tick the <em>Enable Parameter Forwarding <\/em>option.<\/li><\/ul>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"How_to_cancel_a_meeting_scheduled_in_Taskeo\"><\/span>How to cancel a meeting scheduled in Taskeo?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As a person signing up for a meeting:<\/p>\n\n\n\n<ul><li>Open the appointment confirmation email you\u2019ve received after signing up for an appointment.<\/li><\/ul>\n\n\n\n<p>On the bottom of the message, select <em>Cancel<\/em>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.facebook.com\/groups\/TaskeoUsersGroup\"><img loading=\"lazy\" width=\"728\" height=\"90\" src=\"https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2018\/08\/Join-the-community.png\" alt=\"\" class=\"wp-image-1217\" srcset=\"https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2018\/08\/Join-the-community.png 728w, https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2018\/08\/Join-the-community-300x37.png 300w\" sizes=\"(max-width: 728px) 100vw, 728px\" \/><\/a><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Updated for version\u00a01.0.3.23 \u00a0 If you don&#8217;t find answers to your questions in this guide, you can get more support by: using the live chat on Taskeo homepagecontacting us on office@taskeo.cojoining the official Taskeo User Groupfollowing Taskeo YouTube channel Table of Contents Workspaces in TaskeoHow to create a Workspace in Taskeo?How to edit a Workspace<\/p>\n","protected":false},"author":2,"featured_media":1179,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[114],"tags":[24,22,23],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Ultimate Taskeo User Guide - Taskeo Blog<\/title>\n<meta name=\"description\" content=\"Dreaming of upping your productivity? 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