> For the complete documentation index, see [llms.txt](https://help.flowerbuddy.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.flowerbuddy.co/reference/tasks/create-a-task.md).

# Create a task

Select **Add Task** on the [Tasks page](/reference/tasks.md) to define the work, when it is due, who is responsible, and when it applies. To add one directly on an event's **Tasks** tab instead, see [Create and manage tasks for an event](/reference/event-page/tasks/create-and-manage-event-tasks.md).

The dialog keeps these choices together in sections. For work you have not started, use **Add Task** in the **To Do** column. Use **Add Task** in another Board lane when the work should start **In Progress** or **Complete**.

The lower part of the dialog keeps the due date, assignment, reminders, completion Workflow Status, and applicable event statuses together before you add the task.

<div data-with-frame="true"><figure><img src="https://2616748322-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtdSEPutB4SrRwwUMOIx%2Fuploads%2Fgit-blob-72068a4eeddfe534a110795efb299f195596ac4d%2Fcreate-task-dialog.png?alt=media" alt="FlowerBuddy Add Task dialog showing the selected event, due date, assignment, Notifications and automation, completion Workflow Status, and Applicable event statuses sections." width="550"><figcaption></figcaption></figure></div>

## Select the event

In the Tasks page's Add Task dialog, enter a **Task Name** and optional **Description**, then select an **Event**. The dialog lists events with their names and dates. Select the event before choosing an optional group, Event role, or completion dependency because those choices belong to that event.

## Choose a task group

If the selected event has task groups, choose one in **Task Group**. Choose **No group** when the work stands alone. Adding a task to a group does not remove the task's individual status, assignee, due date, or completion behavior.

## Choose a due date

Use the due-date fields to choose a date source, an offset, or a completion dependency. You can use the event date, event creation date, proposal date, booking date, a specific date, completion of another task, or completion of a task group. See [Set a task due date and completion dependency](/reference/tasks/set-task-due-date.md) for the choices and their effects.

## Assign responsibility

After selecting an event, choose an **Event Role** when responsibility should follow that role on the event. Choose **Assign members directly** when the task belongs to one or more specific workspace members. See [Assign a task to a member or Event role](/reference/tasks/assign-a-task.md).

## Choose reminders and completion behavior

Turn on **Email reminder notifications** when the task should be eligible for due reminders. Notifications are considered only when the task is due, is not **Complete**, and is applicable to the event's current status. See [Turn task notifications on or off](/reference/tasks/manage-task-notifications.md) for recipients and timing.

Choose an **Email Template** when the task should prepare reusable message content for manual sending. The template does not send an email automatically. You can also choose **On completion, set workflow status to** when completing the task should update the event's custom Workflow Status.

## Choose when the task applies

Use **Applicable event statuses** to choose the event stages in which the task belongs in task rollups and can send reminders. A new task starts with **Inquiry**, **Proposal**, **Booked**, and **Completed** selected. Add or remove **Cancelled**, **Lost**, or **Archived** when the work should also apply in those outcomes. At least one event status is required.

For example, a final-delivery task might apply only while its event is **Booked**. If that event later becomes **Cancelled**, the task remains part of the event but is excluded from task rollups and reminders until the event matches one of the task's applicable statuses again.

After creating the task, open its three-dot menu to change **Task email**, its completion **Workflow Status**, or **Applicable event statuses**.

## Choose the starting status

Choose the starting task status, then select **Add Task**. The task appears in the matching Board lane or List. The available statuses are **To Do**, **In Progress**, and **Complete**.

The task name, event, and at least one applicable event status are required. A task missing one of those choices cannot be added.