Tasks

Business+

Manage tasks for your team with priorities, assignments, and entity linking.

The task module helps you organize team work, track progress, and ensure nothing falls through the cracks. Tasks can be linked to any entity in the system and assigned to team members with priorities and due dates. Requires the Tasks feature flag to be enabled.

Creating a Task

Fields available when creating a new task:

Title - Brief description of the task (required)
Description - Detailed context, requirements, and instructions
Assigned To - Select which team member is responsible. Tasks appear on their dashboard
Due Date - Deadline for the task. Overdue tasks are highlighted in red on the dashboard
Priority - Urgent (red), High (orange), Normal (blue), Low (gray). Affects sort order and dashboard visibility
Entity Link - Optionally link the task to an event, participant, application, contact, invoice, document, booth reservation, submission, or service order

Task Statuses

Understanding the task lifecycle:

Pending - Task has been created but not yet started. Shown in gray
In Progress - Task is actively being worked on. Shown in blue
Completed - Task was finished. Records who completed it and when. Shown in green
Cancelled - Task was abandoned or is no longer needed. Shown with strikethrough

Entity Linking

Tasks can be linked to any of these entity types for context:

Event - Link to an event (e.g., "Prepare signage for Spring Expo")
Event Participant - Link to a specific participant (e.g., "Follow up on missing documents")
Application - Link to an application (e.g., "Review application from Company X")
Contact - Link to a contact (e.g., "Update billing address")
Invoice - Link to an invoice (e.g., "Chase overdue payment")
Document - Link to a document (e.g., "Review contract draft")
Booth Reservation - Link to a booth reservation (e.g., "Confirm power requirements")
Submission - Link to a submission (e.g., "Review uploaded logo")
Service Order - Link to a service order (e.g., "Arrange furniture delivery")

Filtering and Searching

Find tasks efficiently:

By Status - Filter by Pending, In Progress, Completed, or Cancelled
By Priority - Show only tasks with a specific priority level
By Assignment - View tasks assigned to a specific team member or unassigned tasks
By Event - Show tasks linked to a specific event
Overdue Only - Filter to show only tasks past their due date
Search - Free text search by task title or description

Dashboard Integration

Tasks appear prominently on the admin dashboard:

My Tasks Widget - Shows the 4 most recent tasks assigned to the current admin
Overdue Tasks - Overdue tasks appear in the "What To Do Today" section with critical priority
Tasks Due Today - Tasks with today as their due date are highlighted
Task Statistics - Overview of total, overdue, pending, and completed task counts

Notifications

Task-related notifications:

Assignment Notification - When a task is assigned, the assignee receives a notification
Status Change - Task creator is notified when the status changes
Overdue Alert - Overdue tasks trigger notifications to the assigned admin

Tips

Use the calendar view for a time-based overview of tasks alongside events
Filter by assignment to see your own tasks quickly
Link tasks to entities so related information is always one click away
Use priorities consistently across your team for effective workload management
Check the dashboard "What To Do Today" section for overdue and due-today tasks

Notes

Tasks require the Tasks feature flag to be enabled in Settings
Completed tasks record the admin who completed them and the timestamp
Deleted tasks are moved to the trash and can be restored within 30 days
Task entity links are preserved when the linked entity is soft-deleted

Submissions Calendar