Tasks
Finding a Task
Last Updated: July 15, 2026Using the Tasks Hub Go to the Tasks hub by using the hub menu (or click Go > Tasks or press F11). Search By default, the Search By field is set to “Assigned to User” and the current logged-in user is selected. You can also choose to search by the following: assigned to department, task...
Linking a Task
Last Updated: July 15, 2026Linking a task to a client is helpful for organizing tasks as well as for tracking a detailed client history (i.e., seeing all the tasks you have done for a specific client). Follow these steps to link a task to a client: Open the task. Click the Link button on the ribbon. Search for the client...
Assigning a Task
Last Updated: July 15, 2026Tasks can be assigned to a user or a department. This allows the user or department to track their own tasks and easily see what they need to do each day. Follow these steps to assign tasks to a user or department: Open the task you want to assign. Change the Assigned To fields to...
Creating a Task
Last Updated: July 15, 2026Manually Creating a Task To manually create a new task, click File > New > Task (or Ctrl+D) from any hub, or click the Task icon in the New group on the ribbon. This opens a new task. Tasks may be assigned to a department and/or user, linked to a client, session, invoice, production order,...
Tasks Overview
Last Updated: July 15, 2026Tasks are a great way to stay organized with all the miscellaneous things you do every day to keep your business running at peak condition. Not only can you view a list of what you need to do today, you can look back at the history of your tasks and recall events and other things...
Tasks Hub
Last Updated: July 15, 2026The Tasks hub is where you’ll find a list of all your tasks. Use the tools on the ribbon to export, search, and quickly create new records. The hub can be customized, sorted, and rearranged. See Customizing the Hubs for more information on how to change the look of the Tasks hub. Double-click a task to...
Features of the Task Record
Last Updated: July 15, 2026Tasks can be attached to individual client records as well as specific session, invoice, and/or production order records. You can assign tasks to individual users or departments as well as track your tasks by using task types and statuses you’ve set up in Maintenance > Task. You can also link communication records (such as emails,...
Managing Tasks
Last Updated: July 15, 2026Tasks are a great way to stay organized with all the miscellaneous things you do everyday to keep your studio running at peak condition. Not only can you view a list of what you need to do today, you can look back at the history of your tasks and recall events and other things that...