Tasks across the studio

Tasks is the studio's to-do list, and it sits at the top of the left nav because it answers the question you ask most often: what has to happen, and by when.

A task belongs to a project (and therefore to a client), carries a due date, a priority, and an assignee. That's it — it's deliberately not a project-management app.

Two views

• Studio — every open task across every project and every person. This is the morning view: what does the studio owe anyone today.
• My Tasks — only what's assigned to you. This is the working view.

Completed tasks drop to a Completed section at the bottom with the date they were finished, so a week's progress is visible rather than vanishing.

Adding a task

New task asks for the essentials:

• What — the task itself. Write it as an action: "Request Perrin & Rowe quote for primary bath fittings" beats "plumbing."
• Project — which job it belongs to. The client's name rides along automatically.
• Due date — when it's actually needed, not when you hope to do it.
• Priority — High, Medium, or Low.
• Assignee — who's holding it.

Tasks also appear on their project's own Tasks tab, so you can work either way round: by project when you're in a job, by studio when you're planning a day.

Priority, honestly

Three priorities only, and they're worth using sparingly:

• High — something breaks if this slips. A lead time, an install date, a decision blocking someone else.
• Medium — the default. Real work with real dates.
• Low — worth doing, wouldn't hurt anyone if it waited a week.

If everything is High, nothing is. The In progress marker is the other half of this: it separates "I've started" from "it's still sitting there", which is the distinction that matters in a standup.

Where tasks come from

Most tasks you'll type. Some arrive on their own:

• Project templates pre-build phases and milestones when a project is created — see Reusable project templates.
• Workflow templates can generate the step sequence you run every project through, applied from the project itself.

Related

• Tracking time
• Reusable project templates
• Creating a project