Learn TskVlo, step by step
In-depth guides to help you get the most out of TskVlo.
Getting Started with TskVlo
Create your account, set up your first workspace, and invite your team in minutes.
Creating Your First Board
Learn how to create a workspace, add a board, configure columns, and invite your first team members.
Importing and Exporting Data
Bring items into TskVlo from a CSV file, and export your board as CSV or JSON for backup, reporting, or migration.
Structuring Workspaces and Boards
Design a workspace and board hierarchy that keeps your teams organized, data isolated, and navigation fast.
Appearance and Workspace Branding
Choose light, dark, or system theme, pick an accent color and surface style, set your board density, and brand your workspace with a logo and brand color.
Using Custom Fields
A complete guide to TskVlo's 12 field types. Learn when to use each and how to configure them.
Using Board Templates
Start new boards from a built-in or workspace template, save your own boards as reusable templates, and manage your workspace's template library.
Managing Team Permissions
Set workspace roles, invite members and clients, restrict access to selected boards and the wiki, and control which integrations can read or change your data.
Creating Views and Saved Filters
Build custom board perspectives using filters, sort rules, and column visibility, then save your filters as personal named filters — per board or workspace-wide.
Set Up Board Email Intake
Enable IMAP-based board intake, copy the generated board email address, and choose where email-created items land.
Setting Up Notifications
Configure which events trigger in-app, email, and push notifications so you stay informed without getting overwhelmed.
Collecting Requests with Public Forms
Create a public form for a board, choose which fields to ask for, add conditional questions, and share the form by link or embed it on your website.
Bulk Editing Tasks
Select multiple items in Table view and stage new field values, move, duplicate, archive, or delete them — all from the bulk edit bar docked under your table.
Linking Items with Relations
Connect related tasks, epics, and sub-tasks to make dependencies and hierarchies visible across your boards.
Kanban Board Best Practices
Structure your groups, limit work in progress, and use Kanban view to run smooth daily standups and clear handoffs.
Using the Workspace Wiki
Create and organize wiki pages, edit them with the markdown editor, recover deleted pages, and control who in your workspace can access the Wiki.
Using the Files View
Find every file on a board in one place, upload new files, switch between grid and list, group and filter files, and preview images, PDFs, video, and documents right in the app.
Setting Up Automation Rules
Create trigger-based rules that set fields, assign people, post comments, create items, send emails and notifications, call webhooks, and more — without any manual effort.
Recurring Tasks
Make any task repeat daily, weekly, monthly, or on a custom interval. TskVlo creates the next occurrence automatically the moment you mark the current one as done.
Tracking Time on Tasks
Log time with the built-in timer or manual entry, view per-member breakdowns, and export reports for billing.
Reading Time Tracking Reports
Use the Time Report to filter logged hours by date range, see per-member and per-task breakdowns, and export to CSV for billing.
Connecting Claude via MCP
Step-by-step guide to connecting Claude or any MCP-compatible AI assistant to TskVlo — via OAuth sign-in or a workspace API key.
Set Up and Use the AI Assistant
Connect your own AI provider via any OpenAI-compatible API and use the built-in assistant to draft tasks, answer board questions, and summarize comment threads.
Best AI Prompts for TskVlo
Ready-to-use prompts for Claude, Cursor, and other MCP-enabled AI tools to manage your TskVlo boards with natural language.