Create & Edit Task

Create & Edit Task

The Create/Edit Task screen is where you define what needs to be done for your event. Set the title, description, priority, due date, linked activities, and add subtasks to break large tasks into manageable pieces.

How to Get There

Creating a New Task

Task List > Tap the + button

1. Open the Task List screen.
2. Tap the + (floating action button) at the bottom-right.
3. The task form opens in create mode.

Editing an Existing Task

Task List > Tap a task card

1. Open the Task List screen.
2. Tap the task you want to edit.
3. The task form opens pre-filled with the existing data.

Task Form Fields

Field	Required	Description
Title	Yes	The task name (e.g., “Book DJ for Sangeet”)
Description	No	Detailed description of what needs to be done
Priority	No	Low, Medium, High, or Urgent (defaults to Low)
Status	No	Current workflow state (defaults to To Do)
Due Date	No	Deadline for task completion
Linked Event	No	The event this task belongs to
Linked Activities	No	Specific activities within the event that this task relates to
Assignees	No	Team members responsible for this task

Break Down Large Tasks

For a complex task like “Arrange Wedding Reception”, create it as the parent task, then add subtasks for “Book caterer”, “Order decorations”, “Confirm guest count”, “Arrange valet parking”, etc. Each subtask can have its own assignee and due date.

Working with Subtasks

Below the main task form, you see the Subtasks Section:

• Existing subtasks are listed with checkboxes for quick completion toggling
• Tap any subtask to edit it
• Tap Add Subtask to create a new one
• Each subtask can have its own priority, assignee, due date, and attachments

Subtask Activity Validation

If your parent task is linked to specific activities, subtasks can only be linked to activities that are already on the parent task. This prevents subtasks from referencing activities that the parent task does not cover.

Saving a Task

1. Fill in the required fields (at minimum, the title).
2. Add any subtasks below.
3. Tap Save or the submit button.
4. On success:
   • A green “Task created successfully” or “Task updated successfully” snackbar appears
   • You are navigated back to the Task List
   • The list refreshes automatically

Validation

• Subtasks are validated against the parent task’s linked activities. If a subtask references an activity not linked to the parent, you see a warning and the save is blocked.
• The form validates required fields before submission.

What to Do Next

Goal	Where to Go
Add or manage subtasks	Subtask Management
Assign team members	Assignee Management
Return to the task list	Task List
View task completion analytics	Task & Operations Report

Related Articles

• Task List
• Subtask Management
• Assignee Management
• Task & Operations Report

Troubleshooting

Issue	Solution
”Failed to save task” error	Check your internet connection. Also verify that all required fields are filled and valid.
Subtask activity warning appears	One of your subtasks references an activity that is not linked to the parent task. Either add the activity to the parent task or remove it from the subtask.
Due date picker not opening	Ensure you are tapping the date field. On some devices, the picker takes a moment to render.
Task was saved but does not appear in the list	Pull-to-refresh on the Task List screen. The list should update with your new task.
Edit screen is blank	The task data may still be loading. Wait a moment for the form to populate. If it stays blank, navigate back and try again.