Updated Sep 5, 2023
Have something that needs to get done? Add a task in Dubsado to keep track of your todo list!
Manually create tasks
To create a task:
Head to the Tasks page from the main menu.
Click Add Task. A popup will appear to add the task details.
In the Body field, type your task name.
Optionally assign a due date, project, or assignee (multi-user) if desired.
Check Make Task Private if you want this task only visible to you.
Click Save.
Tasks can also be created:
From the Dashboard under the Tasks section.
Under the Tasks tab of any project. Creating a task within a project will automatically assign it to that project.
Automatically as part of a workflow using the Create Todo action.
View and manage tasks
Tasks page
To get a complete view of all of your tasks, head to the Tasks page from the main menu. Here, you will see general tasks as well as tasks assigned to specific projects.
Click on the circle checkbox icon to complete the task.
There are also options to duplicate or delete a task.
Click anywhere on the task to make changes.
From the top of the screen, you can filter by assignee by clicking on the All button. The default view shows all tasks assigned and unassigned.
You can also filter by task status — complete, incomplete, or both. The default view shows incomplete tasks only.
Dashboard
Only tasks specifically assigned to you will appear on the dashboard under the Tasks section. If you do not see a task here, it might be assigned to someone else.
Project tasks tab
The Tasks tab within a project will show all of the tasks assigned to that specific project.
Calendar
If you set a due date on a task, it will appear on your Dubsado calendar and export to any external calendars you have connected to Dubsado with the export option turned on. Completing a task removes it from the calendar view.
FAQ
Are "tasks" and "todos" the same thing?
Yes!
Can I create a recurring task?
No. Each task must be created individually at this time.
What happens when I assign a task to one of my multi-users?
Your multi-user will get an email. For more information on assigning tasks to multi-users, click here.
Can I assign tasks to clients?
No. But you can create and share a task board with your clients, which they can view in their client portal.
Will I get reminders to complete a task?
No. If you would like to automate a reminder for a task, and that task is part of your standard client process, consider generating tasks automatically with the Create Todo workflow action. This workflow action has the option to send an email reminder when the task is created!
If I set a due date on a task, will it block off my scheduler availability?
Nope! The event created on your calendar will be automatically marked as available.