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Understanding and using the tasks tool
Understanding and using the tasks tool

How to manage your task list in HoneyBook

Updated over a week ago

Are you someone that loves checking to-dos off a checklist? Or even just someone that wants to keep their business life organized (so... pretty much everyone)? Boy, have we got a tool for you!

Tasks in HoneyBook are your internal to-do list, visible only to you and/or your team—but not your clients!—making them a great way to keep your projects organized. 

You can find your tasks tool by selecting the Tools menu in your top navigation bar, then clicking Tasks

PLEASE NOTE: HoneyBook will notify you on both desktop and the mobile app when tasks are due so long as you have notifications enabled.

The two kinds of tasks you can create

Project-related tasks

Project-related tasks are associated with a specific project, and visible both within the project itself, and in your main task list. Your team members who've been added as participants to projects that include tasks will be able to view and edit the tasks as well.

General tasks

General tasks are added directly to your main task list, with no project associated. These tasks are private to you.

Navigating your main task list

Once you've started adding tasks to your projects or your main task list, you'll be able to sort and filter your full task list however you'd like, and check items off when they're complete.

  • Click any column header (Description, Due Date, Project, Created By, Assigned To) to sort the list by that field.

  • Click the filter drop-down to filter your list by due date or task status.

  • Click the task's bubble to mark it as complete.

PLEASE NOTE: If you've set up any automations to include a Create a Task action, or if you've set any of your automation emails to require approval before sending, those tasks will also be visible in the main task list, with the associated automation noted in the Created By column.

From your main task list, you can also edit task details.

  • Task description: Click into the task description field and type to edit. (NOTE: You won't be able to edit the task description for tasks created via automations.)

  • Due date: Click into the due date field and select a new task due date from the calendar. (NOTE: You won't be able to edit the due date for tasks created via automations.)

  • Project: If a task does not have a project associated with it, click into the field and type to search for a project.

  • Assigned to: Click the drop-down and select a team member to assign the task to them. (NOTE: You'll only be able to assign the task to a team member if you haven't associated the task with a project, or if you have and there are team members already added to the project as participants.)

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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