Tasks
The Tasks page brings together work for your active events so you can see what needs attention without opening each event separately. A task is one piece of work, such as confirming centerpiece quantities, checking a flower order, or arranging delivery. It can have an assignee, a due date, and a status.
Use this page to review work across events. When you want to concentrate on one event, use the Tasks tab on its Event Page.
The board below shows wedding preparation in To Do, In Progress, and Complete columns. Event names on the cards help you see which event each task belongs to.
Tasks across events
The filters above the board let you choose which work to review. Event Status can focus on active events or a particular event stage or outcome. Date Range narrows the results by due date, while Due Today shows tasks due today or earlier. Where available, Assignee helps you focus on one person's responsibilities, including your own.
For example, you could review tasks due next week for Booked events before deciding who will prepare each flower order. Filter tasks on the Tasks page explains how to set and clear these filters.
Board and List views
The Board view groups tasks into To Do, In Progress, and Complete, so you can see their progress. List presents the same work in rows. Use the view buttons above the results to switch between them; Choose Board or List view shows their differences.
A task's status records progress on that piece of work. It is separate from the event status. Moving a flower-order task to Complete, for example, does not mean the whole event is completed. See Change a task status.
Task details and responsibility
Use a task for something your team needs to do, such as "Confirm centerpiece quantities." Give it a due date and an assignee so you can see when it needs attention and who is responsible. You can also limit the event statuses in which the task is applicable, so a task for a booked event does not appear or send reminders while the event is still an inquiry. Create a task explains the available choices.
Related tasks can belong to a group. For example, "Design review" could bring together checking quantities, reviewing colors, and confirming rental details. Each task still has its own progress, while the group helps you review the work together. See Create and manage task groups.
Due dates and assignments
A due date can be a specific date or depend on an event milestone, such as the event date. It can also depend on completing another task or group. These choices let you plan work relative to the event instead of choosing every date separately. Set a task due date and completion dependency explains how those dates are calculated.
You can assign work directly to a workspace member or through an event role. For example, assigning a task to a design role lets the person assigned that role on the event receive the responsibility. See Assign a task and Manage task notifications.
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