Tasks

Some of your services may have multiple steps to go through before an order is complete. This is where the Tasks feature comes in handy, allowing you to organize and plan all the steps required for your services and keep track of their progress.

To set up tasks for your services, navigate to Services and select a service. Enter the Tasks page from the top navigation bar:

Click on Add Task to create a new task for your service. 

Enter a name for the task, a description, and deadline (optional). You’re able to use basic HTML tags like <strong>, <em>, <a>, <ul> in your task description to customize how it looks for your team.

You’re also able to assign a deadline as well as one or multiple team members to each task.

Each task also has two visibility options. Visible in the portal lets clients see the task and its completion status. Assign to client goes a step further and lets the client mark the task as done from their portal — useful for tasks like filling in a brief or approving deliverables.

When a client purchases a service with tasks, the order will display your tasks as a checklist.

You and your team can mark tasks as complete by checking the corresponding checkboxes. You can also scroll down to the order history to see who completed which tasks and when.

When a task is completed, the assigned team members are automatically unassigned from the order and the next task’s team members are assigned. This means you don’t need to manually reassign people as work progresses through the checklist.

You can edit individual tasks, add new ones (either from scratch or from your service’s task library), and rearrange their order directly on the order page:

If you’d like to change tasks for all new orders of the service, go back to Service settings and update them there. Note that your changes will apply to new orders only, and any existing orders will show the original checklist.

Tasks page

The admin panel has a dedicated Tasks page where team members can see all tasks assigned to them across all orders. Use the Filter button to narrow down by assignee, due date, or completion status.

Recurring orders

When a recurring order is reopened after a billing cycle, all tasks are reset to incomplete and team members are reassigned based on the current service configuration.