Managing Tasks

Tasks track post-shoot work across your team: photo editing, gallery uploads, delivery emails, video QC, and the like. They're generated automatically from templates you configure, so nothing slips through the cracks.

Task Management is in Beta. For the full guide on templates, lifecycle, and the dashboard widget, see Task Management.

How tasks reach your team

1. Create task templates under Ordering → Tasks.
2. Link each template to the services it applies to.
3. When a job is booked with those services, the tasks are created and assigned automatically. No manual step.

Assignment modes

Each template decides who gets the task:

• Specific Person - always one named staff member.
• Whoever Shot It - the photographer on the appointment. If that photographer is reassigned, the task follows.
• Skill-Based Routing - picks from qualified staff by Round Robin, Least Assigned, or Lowest Current Load.

Staying in sync

Tasks adjust themselves as the job changes:

• Reschedule an appointment and due dates recalculate.
• Reassign a photographer and "Whoever Shot It" tasks move with them.
• Remove a service and its pending tasks are cleaned up (completed ones are kept).

Each assignee sees their tasks on their dashboard and on the job itself, and completes them with a single click.

Permissions

Admin includes all three. Grant them to other roles under Team → Roles.