Manage your tasks

Centralize your to-dos, assign them, and track deadlines — globally or per event.

Manage your tasks

Tasks in Joinways help you track follow-ups and actions: client reminders, BEO delivery, catering confirmation, technical prep… Each task can be linked to an event, contact or company.

Where to find tasks

There are two places to access your tasks:

Tasks section (sidebar) — centralized view of all workspace tasks. You can filter between "My tasks" and "All tasks".
Tasks tab on an event — tasks specific to that event.

Create a task

Open the Tasks section or the Tasks tab of an event.
Click Create a task.
Fill in the fields:

Title — short description of the action (required).
Description — additional details.
Priority — Low, Medium, High or Urgent.
Status — To do, In progress, Waiting, Done, Cancelled.
Due date — the deadline for completing the task.
Assignee — the team member responsible.

Save.

💡 If you create the task from an event, it's automatically linked to that event.

Manage and track

From the centralized view, you can:

Filter by status, priority, assignee, event.
Mark a task as done with a single click.
See overdue tasks (past due date).

Overdue or upcoming tasks trigger notifications if you've enabled them in Settings > Notifications.

Typical workflow for an event

Here's an example task list for a wedding, from the initial inquiry to the big day. Adapt this template to your own event types to make sure nothing is missed.

D-90: Send initial quote and follow up within 7 days if no response
D-60: Confirm menu with caterer and update BEO
D-30: Finalize floor plan and send to client for approval
D-14: Confirm final headcount and adjust billing
D-7: Distribute BEO to teams and vendors
D-1: Technical check and setup

Best practices

Always assign — every task should have a clearly identified owner, even in a small team.
Use due dates — a task without a deadline is a task that will be forgotten. Set a realistic date.
Link to events — associate each task with the relevant event to centralize tracking and maintain context.

💡 Check your tasks every morning: filter by 'Today' to get a clear picture of your day.

Troubleshooting

Task not showing on the event?

Tasks are linked to specific events. Make sure you're viewing the correct event page and check the Tasks tab. Use the search or filters if needed.

Missed a task deadline?

Overdue tasks are highlighted in the task list. Update the due date or mark the task as complete if it's no longer relevant.

FAQ

Am I notified when a task is assigned to me?

Yes, you receive an in-app and email notification (depending on your preferences in Settings > Notifications).

Can I create a task without linking it to an event?

Yes, from the Tasks section in the sidebar. The task can also be linked to a contact or company.

Can I set recurring tasks?

Currently, tasks are created per event. For recurring workflows, create a checklist template and duplicate it for each new event to ensure consistency.