Tasks: Managing Work Across Your Project
Overview
Tasks is where all the action items across your project come together. You can create tasks manually, but what makes Tasks really powerful is that it's connected to every other section of Studio — Notes Tracker, Readiness, and Payments all feed directly into Tasks, so action items created anywhere on the platform land here automatically. One place for everything your team needs to do.
Found in: Studio → Workflow → Tasks
Creating a Task
Manually:
Open your project in Studio.
Go to Workflow → Tasks.
Click Add Task.
Fill in the task name, assign it to a team member, set a due date, and choose a priority level.
Save — the task is now visible to your whole team.
From other sections: Tasks can also be created directly from:
Notes Tracker — from a Priority Action in Smart Insights, or from an individual entry's Follow Up option
Readiness — from any pending material item
Payments — from any payment marked as Follow Up
In each case, just click Create Task or Follow Up from within that section and the task is created automatically and added here.
Tracking Tasks
View all tasks across your project in one board
See assignee, due date, priority, and current status at a glance
Update status as work progresses
Edit or reassign tasks at any time
Tip: Tasks created from Readiness or Notes are pre-labelled with context so you know exactly where they came from — no need to re-explain the action when assigning to a team member.
