Tasks

Tasks help you keep track of everything that needs doing around the shop — flower prep, admin jobs, cleaning, phone calls, and anything else. Create tasks, assign them to team members, set due dates and priorities, and track progress with checklists. Tasks appear on your Dashboard alongside orders, so your team can see their work for the day in one place.

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Viewing tasks

You can view tasks in two ways:

• On the Dashboard — tasks show alongside orders in the main table and in the dedicated Tasks tab. Use the date filters to see tasks due today, tomorrow, or any date you choose.
• In the Tasks calendar — a monthly or daily overview of all tasks across your team.

Switch to the daily view to see individual tasks with their details, priority, and assignees.

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Creating a task

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Task statuses

Every task moves through these statuses: You can change a task’s status from the dashboard, the task detail view, or the mobile app. On the dashboard, use the Start and Done buttons for quick status changes.

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Overdue tasks

Tasks past their due date that haven’t been completed appear as an amber alert on your dashboard. This makes sure nothing gets forgotten — even if the day gets busy.

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Quick actions from the task modal

Click any task on your dashboard to open its modal. From here you can make quick changes without opening the full task editor:

• Reassign — change who the task is assigned to
• Change status — move it to In Progress, Completed, or back to Pending
• Change priority — bump it up or down
• Move to tomorrow — didn’t get to it today? Roll it to the next day with one click instead of editing the due date manually
• Delete — remove the task entirely

This is the fastest way to manage tasks during a busy day — no need to navigate away from the dashboard.

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Bulk actions

You can update multiple tasks at once from the dashboard:

• Change the status of several tasks (e.g. mark a batch as completed at the end of the day)
• Move tasks to a different date (e.g. push today’s unfinished tasks to tomorrow)
• Change the priority of multiple tasks

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Checklists

For tasks with multiple steps, enable the checklist. Each item can be ticked off individually, and you’ll see a progress bar showing how far through the list you are. This is useful for things like:

• “Set up shop floor” — displays, signage, stock replenishment
• “Prepare for wedding consultation” — samples, portfolio, quote template
• “End of day” — cleaning, stock check, cash up, lock up

Each checklist item tracks who completed it, so you know which team member did what. You can also bulk-assign checklist items to a specific person.

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Linking tasks

Tasks can be linked to other parts of the system:

• Orders — “Check delivery address for Order #1234”. When an order is cancelled, any linked tasks are automatically cancelled too.
• Customers — “Call Mrs. Smith about her account”
• Events — “Finalise flowers for the Jones wedding”
• Addresses — “Deliver samples to the Grand Hotel”
• Delivery runs — tasks can be attached to a delivery run so drivers see them alongside their stops

Linked tasks show a badge with the related item, and you can click through to it directly.

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Attachments and automations

You can upload images to a task — useful for reference photos, inspiration images, or photos of completed work. Supported formats are JPEG, PNG, and WebP (up to 20MB each). Tasks can also be created automatically using Automations. For example, you could set up an automation that creates a “Prepare order” task every time an order is confirmed, with a checklist item for each product in the order. When automations create tasks with checklists, they loop through the order’s items and create one checklist item per product — complete with the product name and quantity. Tasks can be created automatically using Automations. For example, you could set up an automation that creates a “Prepare order” task every time an order is confirmed, with a checklist item for each product in the order. When automations create tasks with checklists, they can loop through the order’s items and create one checklist item per product — complete with the product name and quantity.

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Tasks on the mobile app

Your team can view and manage tasks from the Digital Florists App on their phone. They can:

• See tasks assigned to them
• View task details and checklists
• Mark tasks and checklist items as complete
• Upload photo attachments
• Create new tasks (florists only, not drivers)

Learn more about the app →

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Repeat tasks

For jobs that happen regularly, set up a repeat task. The system automatically creates a new task on your chosen schedule — daily, weekly, or monthly — so you never forget. Learn more about repeat tasks →

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Common questions

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What’s next?