Assign and track tasks
Add to-dos to an order or a client, assign them to someone on your team, and find your own tasks on the dashboard.
On this page
Tasks are simple to-dos attached to an order or a client, like "Book counter template with fabricator". Assign each one to a person and it shows up on their dashboard.
Add a task to an order
Open the order
Open the order from Orders or the Board. On the Overview tab, scroll to the Tasks card.
Write the task
Type the task in Add a task….
Choose who does it
Pick a team member from the dropdown next to it. It starts on your own name. Choose Unassigned if nobody owns it yet.
Add it
Click Add. The task appears in the list.
Clients have the same Tasks section on their client page. Use it for to-dos that aren't tied to one order, such as "Call back about a second bathroom".
Work through tasks
- Done: tick the checkbox. The task is crossed out.
- Reassign: pick a different person in the task's dropdown.
- Delete: click remove at the end of the row.
See your own tasks
Every open task assigned to you appears on your Dashboard under My Tasks, with the client and order it belongs to. Tick a task there to mark it done.
A task you tick stays visible, crossed out, until you reload the page.
Tasks vs. the Current Tasks field
Orders also have a free-text field called Current Tasks (free text) in the Notes & Links section. It is a notes box, not a to-do list. Whatever you type there shows in the Orders list, on Board cards and in Open follow-ups on the dashboard. Use it for a short "what's next" line on the job. Use tasks when something needs an owner and a checkbox.
Good to know
- Tasks have no due dates, priorities or reminders, and nobody gets an email when a task is assigned.
- Tasks don't appear on the calendar.
- Everyone on the team, admin or not, can add, assign, tick and remove tasks.
- If you delete a user, their tasks stay on the order but are no longer assigned to anyone.