Task List

Managing Your Task List

Stay on top of your event planning with a centralized task list. Track who’s doing what, monitor progress, and keep your team aligned—whether it’s vendor coordination for a wedding, decoration setup for Diwali, or activity planning for a college fest.

Prerequisites

Before you start, you’ll need an event created and team members assigned to your event.

Viewing All Tasks

See every task across your event in one place, with status badges, due dates, and assignee info at a glance.

How to get there: Dashboard > All Tasks

1. Open your event from the dashboard.
2. Tap the Tasks tab or icon in the sidebar.
3. You’ll see all tasks listed with their current status (To Do, In Progress, Hold, Done, Closed).

Tip

Tasks are grouped by priority and status automatically. Scroll down to see completed tasks. The badge next to “All Tasks” shows your total task count.

Searching for a Specific Task

Quickly find a task by name when your list grows long.

How to get there: Dashboard > All Tasks > Search field

1. Tap the search field at the top (magnifying glass icon).
2. Type the task name or keyword (e.g., “catering” or “invitation design”).
3. Results filter instantly as you type.
4. Tap the X button to clear the search.

Filtering Tasks by Status or Assignee

Narrow your list to see only tasks assigned to you, unassigned items, or specific team members.

How to get there: Dashboard > All Tasks > Filter button

1. Tap the filter icon (funnel shape) next to the search bar.
2. The filter sheet opens with two tabs: Status and Assignee.
3. Tap Status to filter by task states (In Progress, Hold, Done, etc.).
4. Tap Assignee to select:
   • Me — your own tasks
   • Unassigned — tasks with no owner yet
   • Specific team member names
5. Search within filters using the search field.
6. Tap Apply Filters to show only matching tasks.
7. Active filters appear as badges below the search bar. Tap the X on any badge to remove it.

Tip

Use the “Me” filter during your standup meeting to focus on what your team needs from you today. Use “Unassigned” weekly to spot work that hasn’t been claimed yet.

Creating a New Task

Add a task to your event’s task list.

How to get there: Dashboard > All Tasks > + button (floating action button)

1. Tap the + button in the bottom-right corner.
2. You’re taken to the task creation screen.
3. Enter the task name, description, due date, and priority.
4. Assign team members and set a status.
5. Tap Save to create the task.

The new task appears in your task list immediately.

Next Best Action

After creating tasks for your major deliverables (catering, decorations, invitations):

• For weddings: Assign vendor tasks to coordinators
• For corporate events: Set task dependencies so teams know what’s blocking them
• For all events: Enable notifications so assignees get alerted

Updating a Task’s Status

Move tasks through their lifecycle (To Do → In Progress → Done) as work progresses.

How to get there: Dashboard > All Tasks > Task card > Status button

1. Find the task in your list.
2. Tap the status badge (e.g., “To Do”, “In Progress”) in the top-right of the task card.
3. A dropdown menu shows allowed transitions (you can’t move directly from To Do to Done).
4. Select the new status.
5. If the task requires proof of completion (e.g., decorated hall photos), an attachment dialog opens. Upload required files and tap Submit.
6. The task’s status updates instantly.

Caution

If a task is blocked by another task (e.g., “Order cake” blocks “Decorate cake”), you won’t be able to move it to an active status until the blocker is resolved. A red lock icon and message will tell you which task is blocking it.

Viewing Task Details & Relationships

Understand what a task depends on, what it unlocks, and how it connects to other work.

How to get there: Dashboard > All Tasks > Task card > Relationship icon

1. Look for the relationship icon (lock, link, or duplicate symbol) on a task card.
2. Tap it to open a bottom sheet showing:
   • Blocked By: Tasks that must complete first
   • Blocks: Tasks waiting for this one to finish
   • Relates To: Connected work
   • Duplicates: Tasks that overlap
3. Each relationship shows the related task’s due date, assignee, and current status.
4. Tap the task name to jump to its details.

Tip

Use task relationships to coordinate between departments. For example, “Order flowers” blocks “Arrange flowers”—your vendor team and decoration team see this link and coordinate timing naturally.

Assigning or Reassigning a Task

Add team members to a task or change who owns it.

How to get there: Dashboard > All Tasks > Task card > Assignee section

1. In a task card, find the Assignee row showing profile pictures or “Unassigned”.
2. Tap the assignee avatars or the Unassigned button.
3. A screen opens showing your team members.
4. Tap a name to assign them (checkmark appears).
5. Tap again to deselect.
6. Tap Save or Apply to confirm.

The assignee is updated immediately and they receive a notification (if enabled).

Tip

For wedding tasks, assign vendor coordination to one lead (e.g., “Catering Lead”) who can then delegate internally. Keep your task list focused on your event team’s work.

Viewing Task Progress with Subtasks

If a task has subtasks, see how many are done and track nested work visually.

How to get there: Dashboard > All Tasks > Task card with subtasks

1. A task with subtasks shows a progress bar and percentage (e.g., “60%”).
2. The percentage reflects how many subtasks are completed.
3. Tap the expand icon (chevron down) at the bottom-right of the card to reveal all subtasks.
4. Each subtask shows its own status, due date, and assignee.
5. Tap a subtask to edit it, or tap Update Subtask to modify details.

Tip

Use subtasks to break down large deliverables. For example, “Decoration Setup” → “Buy flowers”, “Arrange centerpieces”, “Hang backdrops”. This helps your team see progress without micromanaging.

Refreshing Your Task List

Pull down to reload tasks and sync the latest changes from your team.

How to get there: Dashboard > All Tasks > Swipe down

1. Swipe down from the top of the task list.
2. A loading spinner appears.
3. Tasks refresh and sync with the server.
4. Release to dismiss the spinner.

A subtle background refresh indicator also shows when Velora is syncing changes automatically.

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What to Do Next

Your Situation	Recommended Next Step
Setting up a wedding with 50+ deliverables	Create a task template or bulk import tasks
Tasks are frequently reassigned mid-event	Enable task notifications so everyone sees changes
Team isn’t sure what to do next	Set up task dependencies to show blockers and sequencing
Tracking vendor deadlines (florist, caterer, etc.)	Set task reminders and due date alerts

Related Articles

• Creating and Editing Tasks — Step-by-step guide to task fields and options
• Task Dependencies & Relationships — How to link tasks and show blockers
• Assigning Tasks to Team Members — Delegate work and track ownership
• Task Reminders & Notifications — Keep your team on schedule
• Subtasks & Nested Work — Breaking down large deliverables
• Proof of Completion & Attachments — Require photos/documents for done tasks
• Bulk Task Management — Update multiple tasks at once

Troubleshooting

“I can’t move a task to the next status” — Your task is blocked by another task that hasn’t completed yet. The red lock icon shows which task is blocking it. Resolve the blocker first, then try again.

“I don’t see new tasks my teammate just created” — Pull down to refresh the list. Tasks sync automatically within a few seconds, but manual refresh ensures you see the latest.

“The assignee I want isn’t in the dropdown” — They haven’t been added to your event yet. Go to Team Members and invite them first.

“A subtask isn’t showing progress correctly” — If subtasks don’t have states assigned, the progress bar shows 0%. Make sure each subtask has a status (To Do, In Progress, Done).

“I see a duplicate task relationship I didn’t create” — This may have been set during task import or by another organizer. Tap the relationship icon to see details and contact your co-organizer if it’s incorrect.