How to Manage Tasks and Projects in Slateo

1

Create your first project

Start a project from your workspace dashboard. Give it a name and a visibility setting, then decide if it should be the default project new tasks land in.

2

Pick the view that fits how you think

Switch between a Kanban board, a list, or a calendar without losing your filters or sort order. Group tasks by workstream, priority, assignee, or stage, and use free text or custom field filters to narrow things down.

3

Organize work into workstreams

Break a project into workstreams for sprints, epics, or lanes. Each workstream gets its own board, list, and task count, and you can bulk create tasks the moment a new one is spun up.

4

Keep your own work in one place with My Tasks

My Tasks pulls everything assigned to you across every project into one table. Filter by stage, priority, project, or custom field, and sort by due date when you need to know what's next.

5

Add the context each task needs

Group related tasks into a bundle, or break a task into subtasks without losing the parent-child link. Add custom fields and tags, and reference people, projects, or customers directly from a task.

6

Get formal sign-off with acknowledgements

Use acknowledgements when you need a clear, recorded confirmation that someone reviewed a task or document, tied to the exact version they saw, instead of chasing a "yes" over chat.

7

Set up workflow stages that match your team

Define your own stages for how work moves from start to done, or let Slateo's AI suggest a project structure and workflow when you're starting something new.

How to manage tasks and projects in Slateo