Not everything is a booking. Order new lashes, call the venue, edit Sharma wedding photos, post a reel by Friday. Tasks is a built-in to-do list with a kanban board, so your business admin lives in the same app as your bookings.
In this tutorial
Step 1: Open Tasks
Go to Tasks in the desktop sidebar, or Quick Actions → Tasks on your dashboard. The Tasks widget on your dashboard also shows what's due.
Step 2: Add a task
Tap Add Task and fill in:
- Title: What needs to be done?
- Details (optional)
- Due Date and Time
- Priority: High, Medium or Low
- Category: for example Editing, Purchases or Marketing
- Pin to top: keep important tasks at the top
Step 3: Work the kanban board
Tasks sort themselves into columns:
| Column | Meaning |
|---|---|
| Overdue | Past deadline |
| Today | Due today |
| Upcoming | Scheduled for later |
| Done | Completed |
Drag a task to another column to reschedule it or mark it done. You'll see confirmations like Moved to Today or Marked as done.
Step 4: Filter and search
Use Search tasks… and Filters for Status, Priority and Category. From a task's menu you can Edit, Archive or Delete it.
Step 5: Organize with categories
Create categories that match how you work (Client follow-ups, Kit & supplies, Social media, Accounts), then filter by them when you sit down to work.
Tasks vs checklists
| Use Tasks for… | Use Checklists for… |
|---|---|
| One-off business to-dos | Repeatable steps for every booking |
| "Renew Instagram ads" | "Pack kit, confirm call time" |
| Your own deadlines | Steps tied to the event date |
See event checklists.
Frequently asked questions
Will I get reminded about tasks? Yes. Tasks with a due date send you a push notification reminder, as long as notifications are on.