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- Subject: What needs to be done?
- Due Date/Time: When is it due?
- Priority: Low, Medium, High, or Urgent.
- Assignee: Who is responsible? You can assign tasks to specific staff members.
Linking Content
Tasks can be linked to other parts of the system for quick access:
- Orders: “Check address for Order #1234”.
- Customers: “Call Mrs. Smith about her account”.
- Events: “Finalize proposal for Jones Wedding”.
Task Categories
Organize your tasks with custom categories (e.g., Admin, Flower Prep, Cleaning). You can manage these in Settings.
Completing Tasks
Check off tasks as you go. Completed tasks are moved to the archive but can always be reviewed later.