Tasks

Overview

The Task management system helps you organize work, track progress on projects, and stay on top of deliverables. Create tasks for retouching, gallery setup, client follow-ups, or anything else.

Tasks can be standalone or linked to specific projects (bookings, galleries, invoices) for better organization.

Kanban vs List View

Organize your tasks visually or in a simple list:

Kanban View

Visual board with columns for different statuses (To Do, In Progress, Done, etc.). Drag cards between columns to update status.

Best for: Visual learners, teams, large projects with many tasks.

List View

Sortable table showing all tasks with details (due date, assignee, status, priority).

Best for: Quick overview, filtering, deadline-focused work.

💡 Switch Anytime

Toggle between Kanban and List views with a button. Your tasks and progress are synchronized regardless of view.

Creating & Managing Tasks

Creating a New Task

1. Go to Scheduling → Tasks
2. Click Create Task or click directly in Kanban column
3. Enter task name and description
4. Set optional details:
   • Due date
   • Priority (Low, Medium, High, Urgent)
   • Assign to team member
   • Link to project/booking/gallery
   • Add labels/tags
5. Save the task

Common Task Types

• Editing: "Retouch client portraits - 50 images"
• Delivery: "Upload gallery and send client link"
• Follow-up: "Send thank you email and booking link"
• Admin: "Send invoice reminder"
• Prep: "Prepare studio, check lighting"
• Personal: "Update portfolio with recent work"

Linking to Projects

Link tasks to specific projects to keep everything organized:

Project Types

Tasks can be linked to:

• Bookings: Task related to a specific client session
• Galleries: Gallery setup, editing, publishing tasks
• Invoices/Estimates: Invoice creation, payment follow-up
• Clients: General client-related tasks
• Custom Projects: Create custom projects for large initiatives

Linking a Task to a Project

When creating a task, click "Link to Project" and select:

1. Project type (Booking, Gallery, Invoice, etc.)
2. Specific project (e.g., "John Smith - Studio Session")
3. The task now appears on the project's detail page

💡 Project Tasks View

Open a project (booking, gallery, etc.) to see all related tasks. This keeps everything for a project in one place.

Task Statuses

Track task progress through different statuses:

→

To Do

New task, not started

→

In Progress

Currently working on it

→

In Review

Waiting for feedback/approval

✓

Done

Completed

✕

Cancelled

Decided not to do this task

💡 Drag to Change Status

In Kanban view, drag tasks between columns to change status. In List view, click the status dropdown to update.

Next Steps

• Go to Scheduling → Tasks and create your first task
• Set up a few recurring tasks (e.g., "Weekly portfolio review")
• Link tasks to bookings and galleries
• Assign tasks to team members if applicable

CRM Links and Deep Linking

Tasks can now be linked more directly to your CRM records. When creating or editing a task, you can associate it with a contact, company, project, or lead.

Those links are clickable from task cards and list rows, so you can jump straight into the related CRM record without manually searching for it.

Deep links

When you open a linked company or lead from a task, StudioLedger uses deep links to open the correct record in the CRM page automatically. This is especially helpful when you are moving quickly between task execution and client context.