How to plan your event with tasks

Tasks keep the work behind an event in one place: booking the venue, ordering equipment, finding referees. Each task sits on a board in To do, In Progress or Done, so your team can see what’s left at a glance.

Before you start

• You need to manage the event.
• You can assign tasks to members of your organization, and to members of a co-hosting organization once it has accepted.

Steps

1. In your event’s planner, click Tasks in the sidebar.

   

2. Click Add task and give the task a Title. You can also set its Status, and add a Description, Tags (press Enter after each one), an Assignee and a Due date.

   

3. Click Save.

   

4. The task joins the board. Drag a card to another column to change its status, or click its pencil (Edit) and change Status.

   

5. To split a task into steps, click Add subtask on its card, give the subtask a title and click Save. A subtask can have its own assignee and due date, as long as it’s due no later than its task.

   

6. Click the circle in front of a subtask (Mark as done) when it’s finished. The card shows how many of its subtasks are done.

   

7. Use the filters above the board to show one person’s tasks (All assignees) or, once tasks have tags, the tasks with any of the tags you pick (All tags). On the right, a badge counts the tasks done, and another counts the overdue ones.

   

Delete a task

Click the bin on its card (Delete) and confirm. Deleting a task also deletes its subtasks, and it can’t be undone.