Create and manage tasks for an event

Use the Tasks tab on an Event Page when the work belongs to the event you have open. The tab already supplies the event, so Add Task starts with the task details instead of asking you to choose an event.

The event Tasks tab keeps group progress and child-task work in the same board, with Add Task, Add Group, Show unresolved, and Assignee controls visible together.

Add a task

Open the event's Tasks tab and select Add Task from the toolbar or a task lane. FlowerBuddy immediately adds a New Task card inline. When you use a lane's Add Task, the card starts in that lane.

Select New Task on the card and replace it with the task name. Select Description... to add more detail. These fields save when you press Enter or move focus away from the field. A task name is required.

The name is edited directly on the card, with its date, status, and assignment controls still visible below it.

Use the card's Assign task control to assign the task. Choose an event role under Event roles, or select Assign members directly and then choose an account member under Account members.

Select the due date shown on the card to open the Due Date dialog. Use Due date based on to choose Event creation date, Proposal date, Booking date, Event date, Specific date, Another task is completed, or A task group is completed. Depending on that choice, set Specific due date, choose a Task or Task group, and set Days or Direction. For the available date choices and their effects, see Set a task due date and completion dependency.

Use task groups

Create a group when several tasks contribute to one recognizable piece of event work. Select Add Group in a task lane to add a New Task Group card inline. Select the group name to replace it, and select Group description... to add an optional description. For example, a "Design review" group can contain the separate work of confirming centerpiece quantities and sending a rental confirmation.

Select the group's Add child task control to create a New Task card inside the group. You can also add a standalone task to the group from that task's Add to group control when a group is available.

The group has its own status and progress summary. Its child tasks keep their individual statuses and due-date rules. Expand the group to review its tasks, or use Show All when the group preview does not show every child task.

Manage a task group

Edit the group name or description directly on its card or List row. Change the group status from its status menu. Select Add child task on the group to create another child task. If you delete a group, choose whether to keep its child tasks as standalone tasks or delete them with the group. A dependent task may require a replacement due-date rule before the group can be deleted.

Use the shared Change a task status article for task status changes. A group status is related to the statuses of its child tasks, but group progress is not a substitute for reviewing the individual tasks.