Guides

Skybase guides

Short, practical guides to setting up your workspace and getting more from it. Each one names the buttons you will press, so you can follow along in another tab.

All guides

  1. 4 min read

    Getting started with Skybase

    Find your way around a new workspace: projects and boards, adding jobs and tasks, your Inbox, and the shortcuts that save time.

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  2. 3 min read

    Get work approved

    Ask the right people to approve files by a date, review and decide from the email, comment on the spot and keep track of every round.

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  3. 3 min read

    Invite your team and clients

    Members or guests? How to invite people to your workspace, a project or a single job, and which roles count towards your bill.

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  4. 3 min read

    Board, table and calendar

    The same jobs three ways: drag them across the board, sort and group them in the table, and plan due dates on the calendar.

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  5. 5 min read

    Plan with the Timeline

    Plan start and due dates on a Gantt chart: drag bars, link jobs that wait on each other, mark milestones, compare with a baseline and undo a move.

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  6. 3 min read

    Saved views and filters

    Filter a project by person, label, priority or due date, share the link, and save the filters you use most as a view for you or the whole project.

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  7. 4 min read

    Automations

    Write a rule as a sentence and let the board handle hand-offs: when a job moves, changes or sits too long, assign it, move or archive it, or notify people.

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  8. 3 min read

    Reports

    See what your team created, finished and let slip: the Overview, Flow, People and Projects tabs, drill-downs, CSV export and scheduled report emails.

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Can't find what you need?

Email us with any question about Skybase.

support@skybase.it