Creating Tasks
Tasks track the work that needs to happen before, during, and after an event. Create tasks on a project or from the global Tasks page.
When to use this page
Use tasks for actionable items: order florals, confirm delivery, assign setup crew, send client approval, and similar production steps.
Who can do this
Owners, admins, members, and project guests (on accessible projects) can create tasks.
How to create a task on a project
- Open the project.
- Go to the Tasks section.
- Select Add task or the equivalent create action.
- Enter a title.
- Optionally set status, category, due date, assignee, and notes.
- Save the task.
How to create a task from the Tasks page
- Go to Tasks in the main navigation.
- Find the project context or open a task and use create where available.
- Complete the task form and save.
Most teams create tasks directly on the project they belong to.
Task categories
Categories help group work (for example Production, Setup, Teardown, Admin). Your company defines available categories in Planning Lists.
Show on timeline
Turn on Show on timeline when a task should appear on the project timeline alongside setup and event timing.
Next steps
- Assign the task to a team member if you have not already.
- The assignee may receive an email notification depending on notification settings.
- Track progress on the Task board or project Tasks section.
Good to know
- Tasks belong to one project.
- Due date reminders require notification settings to be enabled for assignees.