How tasks work
A task is anything you need to do, with a title, a status and, if you like, a due date. Tasks keep the small jobs that hold up a shoot or a delivery out of your head and in one list that reminds you before they slip. They're on every plan.
The jobs between the shoots
Think about one wedding. Before the day there's the timeline to confirm, a second shooter to book and batteries to charge. After it there's a sneak peek to post, the cull and edit, a gallery to deliver, then album proofs that sit with the couple for weeks. Around all of that sit the jobs nobody pays you for: renewing your insurance, backing up last month's drives, chasing a print lab.
Each of those is a task. Give it a due date and CoreHue tells you when it's coming up and when it's late. Put the wedding ones in the couple's project, next to the booking, contract and gallery, and leave the admin ones on their own.
Where to find them
Tasks live under Projects in the sidebar:
- Tasks opens your tasks on two tabs: Up next (anything not finished yet) and Done (completed and cancelled).
- Views lists your saved views, starting with Due this week.
- Settings is where you manage task Statuses, Labels, Fields and Reminders, each on its own tab.
When something is overdue, a count shows beside Tasks in the sidebar, a red count sits above your board, and Home lists it under Needs attention, so you can see at a glance that something needs you.
Boards and lists
Every task has one status: To do, In progress, Waiting, Done and Cancelled to start with. Up next opens as a board with a column for each unfinished status. Drag a card to a new column as the work moves on, or tick the circle on a card to mark it done and send it to Done.
Prefer a plain to-do list? Switch to List and the same tasks show as rows. You can also group by due date, project or one of your fields instead of status, so a board can run Overdue, Today, Next 7 days. See Tracking tasks on a board or list.
Waiting is worth using. It's where a task goes when the next move is someone else's, like album proofs out with your client, so it stays visible without cluttering what you're working on today.
What a task can hold
Only the title is required. The rest is there when it helps:
- Status and Priority (Urgent, High, Normal or Low).
- Due date, with a time if it matters.
- Labels, such as Editing, Delivery or Follow-up.
- Project, to file it with a client's job.
- Contacts, so you know who it's about.
- Your own fields, like a Deliverable field with Gallery, Prints and Video.
- A description and a Checklist of smaller steps.
See Creating a task, Adding fields to your tasks and Adding a checklist to a task.
Tasks on their own or in a project
A task doesn't need a project. Studio admin, marketing and gear jobs are usually fine without one. Client work is easier to follow inside the client's project: open the project's Tasks tab and you see that job's tasks on their own board, with the same Up next and Done tabs, and its overview lists the next few that are still open. You can move a task into a project, or take it out, at any time without losing anything on it. See How projects work.
Reminders that find you
To begin with, any task with a due date gets a reminder in your notifications at 9:00am on the day it's due. You can add earlier ones, up to two weeks before, and nudges for up to two weeks after if it's still not done. Email reminders arrive together as one morning digest. See Setting up task reminders.
A setup that works for most photographers
- Keep the five starting statuses for your first few weeks before adding your own.
- Use the labels you start with, and add ones for the way you work, like Admin or Gear.
- Put a due date on anything a client is waiting for.
- Add an email reminder one day before, so the morning digest becomes your daily plan.
- Save a view or two, like "Editing queue" or "Wedding prep". See Saving task views.
- When labels start doing two jobs, add a field, like Editing stage with Culled, Edited and Exported.
Statuses and labels are yours to rename and recolor in Setting up statuses, labels and priorities.
Frequently asked questions
Can my clients see my tasks?
No. Tasks are only for you. Adding a contact to a task doesn't tell them anything or show it anywhere they can see.
Can I assign a task to someone else?
No. Tasks don't have assignees. They're a list for you, the account owner.
Does finishing every task in a project move the project on?
No. Tasks and project stages are separate, so you move the project yourself when the job is done.
Do tasks cost extra?
No. Tasks, views, fields and reminders are included on Free, Plus and Pro.