Goal
Create one task that has a clear owner and due date, then track it to completion without relying on an informal note.
Prerequisites
- Your role can create tasks.
- The intended assignee is an active user or driver in the company.
- You know the concrete outcome, priority, and due time.
Steps
- Open Tasks and select New Task.
- In Create New Task, write an action-based title, such as "Confirm pickup sign for BK-104".
- Add the details needed to complete the work. Link the relevant booking, client, or operational context when the form offers it.
- Select the priority, category, assignee, due date, and due time.
- Select Create Task.
- Open the task and add subtasks when the work needs a short checklist.
- Add comments or attachments to the same task instead of creating parallel notes.
- Move the task through the available statuses as work progresses, or use the board to drag it to the correct column.
- Confirm completion only after the outcome is real. Completing a task records task state; it does not replace the underlying booking, invoice, or customer action.
- For work that genuinely repeats, create a user-managed recurring task template and verify its next generated occurrence.
Expected result
The task appears in Tasks with the correct assignee, due time, and context, and its activity shows a clear path to completion.
Troubleshooting
- The task is missing: clear filters and search, then check the current list or board status.
- The assignee cannot see it: confirm the active user or driver link and whether the task is driver-facing.
- A due task is not on Calendar: confirm that it has a valid due date and refresh both Tasks and Calendar.
- A recurring template creates nothing: confirm that it is a user-created active template with a valid next run. Do not expect undocumented system templates.
- A booking checklist does not send messages automatically: treat booking packs as checklists unless a separate, verified automation owns the external action.
- A payment-overdue task was expected: verify the invoice reminder workflow separately. Do not rely on a task rule unless the generated task is visible.