Tasks
Tasks is a to-do layer on top of order statuses. Small shops can skip it and live in statuses. Larger floors use it for purchasing, print, and pack.
Shop-wide vs on an order
- Sidebar Tasks — all jobs, with an order filter
- Order tab Tasks — locked to that order (same fields, no order picker)
Filters and views
- My tasks / All tasks
- Status filter, assignee filter, search titles
- List (grouped by status) or Board
- Filters persist for your user
Add task: title, status, order (optional on the shop-wide page), assignee, scheduled start/end, notes.
Notifications
The header bell lists assignment alerts. Clicking opens the order tasks tab or the shop task list.
Settings → Tasks: toggle Email team members when a task is assigned to them (on by default).
Dates
Scheduled start/end show on the orders Timeline as nested bars when present. They are independent of the order’s own start/deadline.
Tips
- Don’t duplicate every status as a task. Use tasks when a person owns a slice of work.
- Invite staff under Settings → Team before you assign them.