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How to create and manage tasks

Tasks pieces of work that you want to finish. Use the tasks panel to keep track of everything you need to do while you're planning an event, managing a poll, or organizing your time.

Written by Brett Anderson

Creating a Task from the Task panel

The easiest way to create a Task is using the task icon.

  1. Look for the icon on the right side of the screen.

  2. Click 'add task'.

  3. Type the name of the task or piece of work you want to finish (for example: "confirm venue" or "send reminder email").

  4. Optionally set a due date, priority, and effort level

  5. Press enter or click the checkmark to save the task.

Your task now appears in the panel and you can see it at a glance.

Creating an task from the create button

You can also create an task directly from the main content area of your event, poll, or page. This is useful when you're actively planning and want to quickly add a task without switching to the panel.

  1. From the dashboard, click on the create+ button

  2. Select task to create a to-do item you want to track and optionally schedule on your calendar.

    The Task form lets you:

    • Add a title

    • Set a priority (XS, S, M, L, or XL)

    • Add a deadline using the date picker

    • Set an effort level

    • Write notes using the rich text toolbar

    • Optionally schedule the task by adding a time block - click 'add to calendar' to set a start time, date, and recurrence

    • Mark the task as private and set a status

    3. Click create to save. Scheduled tasks appear on your calendar alongside your meetings.

Checking off a completed task

Once you finish a task, you can mark it as complete.

  1. In the Task panel, find the task you just finished.

  2. Click the checkbox next to the task name.

The task is now marked as done and will be moved to your archived folder.

Editing a task

If you need to change a task after creating it, you can edit the text easily.

  1. In the task panel, find the task you want to edit.

  2. Click on the task text or the edit button next to it.

  3. Update the task name or description as needed.

  4. Press enter or click outside the field to save your changes.

Your edited task is now updated in the panel.

Adding a Task to the Calendar

You can add a task to your calendar to schedule when you want to work on it. This helps you manage your time and remember when specific tasks are due.

  1. In the task panel, find the task you want to add to the calendar.

  2. Click the calendar icon or 'add to calendar' button next to the task.

  3. Select the date when you want to work on this task.

  4. Optionally, set a time if needed.

  5. Click save or confirm to add the task to your calendar.

The Task now appears on your calendar on the chosen date, making it easy to see all your tasks at a glance.

Tips

  • Tasks are always visible - The icon stays on the top right side of the screen while you work, so you never lose sight of what needs to be done.

  • Add tasks anytime - You can add new tasks at any point, not just when you're creating your event or poll.

  • Deadlines - if you set a deadline for your action and the deadline has passed it will be indicated in your task panel.

  • Filters - actions can be easily filtered by their priority, status, and due date by clicking on the filter icon.

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