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Adding tasks to an event

How to attach a task list to an event and manage individual tasks.

Task lists are checklists of work that needs to be done before, during, or after an event. You can attach a task list to any event to track responsibilities and deadlines.

  1. Open the event and go to the Tasks tab.

  2. Click the task list field (or Click to add info if no list is attached yet).

  3. Select a task list from the dropdown. The dropdown shows all task lists available in your workspace.

Once attached, all the tasks from that list appear on the event.

You can set a default task list for each event type in Workspace Settings. When a default is configured, the task list is applied automatically every time you create an event of that type.

Managing tasks on the event

After the task list is attached, you can:

  • Assign each task to a specific person.

  • Set individual deadlines for each task. Overdue tasks appear in red.

  • Mark tasks as completed as work progresses.

All assigned tasks also appear in the assignee's Reminders tab, so nothing gets missed.

Changing the task list

You can switch to a different task list at any time by opening the Tasks tab and selecting a new list from the dropdown. The previous list is replaced with the new one.

FAQ

Where do I create task lists?

Task lists are created in Workspace Settings under Configuration > Events > Task Lists. Once created, they are available to attach to any event.

Can someone other than the assignee mark a task as done?

Yes. Users with the appropriate permissions can mark any task as completed, even if they are not the original assignee.

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