Add Edit Task

Creating and Managing Tasks

Tasks keep your event organized by breaking down work into manageable pieces. Use this screen to create new tasks, edit existing ones, and organize them into smaller subtasks—perfect for tracking vendor deliverables, decoration setup, catering coordination, or guest management across your Diwali party, wedding, or corporate event.

Prerequisites

Before you start, you’ll need an event created in Velora.

Creating a New Task

How to get there: Event Dashboard > Tasks > + Add Task

1. Tap the + Add Task button to open the task creation form.
2. Enter your Task Title (e.g., “Book caterer”, “Arrange seating”, “Confirm guest list”).
3. Add a Description to capture details, deadlines, or special instructions.
4. Link the task to relevant Activities (e.g., “Catering”, “Venue Setup”, “Guest Management”).
5. Scroll down and tap Save to create the task.

Tip

For large weddings or multi-day events, link related tasks to the same activity. This makes it easy to see all work under one category (e.g., all decoration tasks together).

After your task is created, you’ll see a success message. Most organizers then add subtasks to break down the work further.

Next Best Action

After creating your first task, most organizers:

• For weddings: Add subtasks for vendor checklist
• For corporate events: Assign tasks to team members
• For multi-day events: Link tasks to timelines

Editing an Existing Task

How to get there: Event Dashboard > Tasks > Select a task > Edit

1. Open the task you want to modify.
2. Update any field: Title, Description, or linked Activities.
3. If you need to change subtask activities, ensure they match the parent task’s linked activities (see warning below).
4. Tap Save to apply changes.

The app automatically syncs your updates across all team members viewing the event.

Subtask Activity Mismatch

If a subtask has activities that aren’t linked to the parent task, you’ll see a warning. For example: if your “Catering Coordination” task is linked to “Catering” but a subtask mentions “Venue Setup”, you must either add “Venue Setup” to the parent task or remove it from the subtask before saving.

Managing Subtasks

Subtasks break larger work into smaller, assignable pieces. For instance, “Book Caterer” might have subtasks like “Get 3 quotes”, “Compare menus”, and “Confirm final headcount”.

How to get there: Task detail screen > + Add Subtask

1. Tap + Add Subtask at the bottom of the task detail screen.
2. Enter the Subtask Title (e.g., “Get catering quotes”).
3. Link it to Activities already linked to the parent task (you can’t use different activities).
4. Add a Description and due date if needed.
5. Tap Save Subtask.

To edit an existing subtask:

1. Find the subtask in the list.
2. Tap the subtask to open it.
3. Modify details and tap Save.

To mark a subtask complete:

1. Locate the subtask in the list.
2. Tap the checkmark icon next to the subtask name.

Tip

For weddings with 50+ guests, create a subtask per guest group (e.g., “Confirm attendance: Groom’s side”, “Confirm attendance: Bride’s side”). This prevents bottlenecks and makes delegation easier.

Task and Subtask Fields Reference

Field	Description	Required
Title	Name of the task or subtask	Yes
Description	Details, notes, or special instructions	No
Linked Activities	Event functions this task supports (Catering, Venue, Decorations, etc.)	Yes
Due Date	When this task must be completed	No
Status	Open, In Progress, or Completed (subtasks only)	No

What to Do Next

Your Situation	Recommended Next Step
Have many vendors to coordinate	Create tasks for each vendor
Need to assign tasks to team members	Set up task assignments
Want to track task progress over time	View task timeline
Need to export task list for printing	Export your event checklist

Related Articles

• Managing Subtasks in Detail — Step-by-step guide to breaking down complex work
• Task Assignment and Delegation — How to assign tasks to co-organizers
• Activity Management — Linking tasks to event activities
• Event Dashboard Overview — Navigate your event workspace
• Vendor Coordination Checklist — Best practices for managing vendors

Troubleshooting

“Subtask activities don’t match parent task” — You’ve added activities to a subtask that aren’t linked to the parent task. Update the parent task to include those activities, or edit the subtask to remove the mismatched activities before saving.

“Task won’t save” — Check that the Title field is filled in and at least one Activity is linked. All required fields must be complete before saving.

**“Changes aren’t syncing to my team” ** — Wait 10–15 seconds after saving. If others still see old data, ask them to refresh their app by swiping down on the task list or closing and reopening the event.

“Can’t find a task I created earlier” — Tasks are sorted by activity or due date. Use the search bar or filter by Activity to locate it. If you created a draft task and closed the app without saving, it may have been discarded.