Tasks in HoneyBook are your internal to-do list, visible only to you and your team—not your clients—making them a great way to keep your projects organized.
✅ Note
Tasks can also be tied to a specific project.
Add a general task
General tasks are added directly to your main task list, with no project associated. These tasks are private to you. Once you tie that task to a project, though, it will no longer be private.
From the top navigation menu, select Tools > select Tasks
Select Add Task
A new task will appear at the top of the table
Label the task, give it a due date, and assign the task by selecting the profile photo
The task details will automatically save as you add or change them
If you connect the task to a project, it won't be private anymore
Learn more about adding a task to a project
From here, the task can be found in the Tasks tool. If the tasks you were expecting to see disappear, you need to adjust your task list's status filter.
Adjust the task list's status filter
Review the list of things that still need to be done, the ones that are due today, the ones that have been finished, and more by changing the filters on the project task list. When you select a new status filter, only those tasks will appear in the task list.
From the top navigation menu, select Tools > select Tasks
Above the task list, select the filter
This usually will default to Open tasks
Change the filter for the task list
You'll see how many tasks have each status when viewing the filter options
Task status filter options
Filter option | Description |
Open tasks | Shows all incomplete tasks regardless of due date. |
Tasks due today | Shows tasks due today. |
Tasks due this week | Shows tasks due this week. |
Overdue tasks | Shows tasks that are past due. |
Tasks to approve | |
Completed tasks | Shows completed tasks. |
Delete a general task
If a task is no longer important or necessary, you can remove it to ensure that your list of tasks remains accurate and up-to-date. Keep in mind that once a task is deleted, it cannot be restored, so double-check before deleting any tasks.
For tasks you've completed, mark it as complete by selecting the empty circle next to them.
From the top navigation menu, select Tools > select Tasks
Find the task you want to delete > select the trash can icon
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!