Bookings & production · Owner or permitted team
Create, complete, edit and restore studio tasks
Use the task list for due work, change its status, and recover an archived task.
Step-by-step guideMarkdown for AI
Find the right task
Search, status and priority filters can hide an existing task. A direct task link may say it is unavailable when that task has been archived or is outside the current studio.
- Open Tasks from Products or the desktop navigation.
- Use Search tasks to find a title. Open Filter to switch between Active tasks and Archived tasks or narrow active work by status and priority.
- In the default active view, scan Overdue, Due today, This week, Upcoming, No due date and Completed. Open the linked record on a task card when you need the booking or project behind it.
Add or edit a task
An assigned team member receives task context through their permitted workspace. Changing a task does not change the linked booking schedule or complete a client delivery.
- Choose Add Task, enter the required Title and optionally add Workflow stage, Description, Priority, Status, Due Date and Assign To when team members are available.
- Choose Add Task and wait for the save to finish.
- To change an existing task, open its actions menu, choose Edit, change the fields and choose Save changes. Cancel closes the form; if you have unsaved edits, review the discard prompt before leaving.
Finish, reopen, archive or restore
Archive preserves the task for recovery. Check the archived view before creating a duplicate because a task appears missing.
- Use the round Complete control on an active task to mark it done; use Reopen if work remains.
- Use the actions menu and choose Archive when a task should leave active views. Add an optional reason and confirm Archive task.
- Open Filter, switch View to Archived tasks, then choose Restore on the card to return it to the active list.