Tasks

A task is a single job inside a phase, like "Remove cabinets" or "Install backsplash".

  • Tasks > Add Task
  • Pick the phase and set the status
  • Add photos and costs as you go

Add a task

The Tasks page

Choose Add Task and fill in:

  • Task Name
  • Description
  • Phase: pick one first. Create phases on Projects if you have none.
  • Status: Pending, In Progress or Completed
  • Start Date and End Date
  • Assign to Rooms: optional
  • DIY task: tick it if you are doing the work yourself

Tip: For a DIY task, enter the Estimated DIY savings. It shows on the task so you remember why you did it yourself.

What a task card shows

A task card with status, costs and sharing

  • Status and progress
  • View Ideas: ideas linked to this task
  • Add cost: money spent, with the vendor if you want
  • Phase, dates and DIY savings
  • Rooms
  • Sharing switches for the showcase

Photos and videos

  • Use Upload photos or videos or Add link.
  • Mark each one as Before, After or Unclassified.
  • Add a caption if you like.
  • Choose one as the main picture with Change main media.

Tip: Before and after photos are what make a showcase worth reading.

  • Open View Ideas on the task.
  • Add or remove ideas.
  • Or pick the task from the idea itself. See Ideas and voting.

Record costs

  • Choose Add cost on the task.
  • Enter a description and an amount.
  • Pick a vendor if it applies.
  • It appears on the Budget page.

Common questions

Why can't I edit a task? Your role may be Viewer, or the project may be archived. See Members and roles.

Can I delete a task? Yes, with the bin icon. Use the box icon to archive it instead.

Need help?