How to Add and Manage Tasks in FlowerBuddy
You can manage tasks in FlowerBuddy either within an event or from the Tasks page. Here’s how:
1. Add & Edit Tasks Within an Event
Open an event, then go to the Tasks tab.
You’ll see three columns: To Do, In Progress, and Complete.
Click “Add Task” at the bottom of any column to create a new task.
Edit the task name, add a description, and set a due date using the calendar or a date offset (e.g., “21 days before the event”).
Toggle the bell icon to receive an email reminder if the task is not marked complete.
To change a task’s status, drag and drop it into another column.
2. Use the Tasks Page
Click “Tasks” in the top navigation bar to view tasks across all events.
Use quick date filters (e.g., next day, next month) or click Reset to view all tasks.
Filter by event status (e.g., Booked, Inquiry) or team member (if applicable).
Add new tasks using the green “Add Task” button at the top.
Drag tasks between columns to update their status.
Need help planning your workflow? Chat with us anytime!