Manage your tasks

Managing Tasks in Joinways

Tasks in Joinways help you track follow-ups and actions, either for a specific event or globally.

Where to find tasks

• On the event page

Go to the relevant event and open the Tasks tab. Here you can:

• See all tasks linked to that event
• Add new tasks
• Edit due dates
• Assign tasks to team members
• Mark tasks as done
• Centralized tasks view

From the main navigation (e.g. Events or Dashboard), open Tasks, My tasks, or All tasks. In this view you can:

• See all tasks across events
• Filter by event, assignee, or date

Typical navigation path: Events or Dashboard → Tasks, or a direct Tasks link in the sidebar/menu.

How to create a task

1. Open the relevant event page (or the central Tasks view).
2. Click Add a task or New task.
3. Fill in the task details:

• Title (e.g. "Follow up with client")
• Due date
• Assignee (optional – choose a team member)
• Description (optional notes or context)

1. Save.

The task will appear:

• In the event’s Tasks tab (if linked to an event)
• In the assignee’s My tasks list (if assigned)

Managing and tracking tasks

• Mark as done

Check the box or click Done. The task remains visible but is clearly shown as completed.

• Edit a task

Open the task to update:

• Title
• Due date
• Assignee
• Description
• Delete a task

If the task is no longer needed, delete it from the task detail view.

Overdue tasks may be highlighted (e.g. color, label, or an Overdue filter), depending on your configuration.

Good to know

• Tasks are usually linked to an event, so opening the event shows everything left to do for that file.
• For team follow-up, assign tasks to the right people so they can track them in My tasks (if available in your setup).

FAQ

Can I create tasks without linking to an event?

Depending on your configuration, a General tasks view may exist for actions not tied to a specific event. If not, tasks must be associated with an event.

Are overdue tasks notified?

Yes. Notifications or reminders are typically sent for upcoming or overdue tasks. You can adjust this in Settings → Notifications.

See also

• Create an event
• Event notes & files
• Manage people (People)