Tasks & Collaboration¶
Tasks help you track what needs to be done for each plan (activity). You can organize tasks by date or by category and invite others to help.
Tasks are plan-specific
Tasks and categories belong to a specific plan (activity). Switch the selected plan if you don’t see the tasks you expect.
Open Tasks¶
- Create at least one event plan (activity).
- Open the Dashboard for your occasion type.
- Select Manage Tasks on the plan you want to work on.
Pick a Plan¶
On the tasks page, select which plan you are working on. Uthsav can also open the correct plan automatically if you arrived from the dashboard.
Task Fields¶
Typical task details include:
- Task name / title
- Due date (date and time)
- Category (optional)
- Assignee (optional)
View Tasks¶
You may be able to switch between:
- Chronological view: tasks ordered by due date
- Category view: tasks grouped by category
Create Categories¶
- Open the category selector.
- Add a new category name.
- Save.
Categories are specific to a single plan.
Add or Edit Tasks¶
- Select Add Task.
- Enter the task name and due date.
- Choose a category and assignee (optional).
- Save.
You can edit tasks later to change the due date, category, or assignee.
Invite Collaborators (Assignees)¶
If you are planning with others, you can invite them to help:
- Open the assignee section.
- Select Invite.
- Enter the collaborator’s email (and any required details).
- Send the invite.
The collaborator receives an invite link. Depending on the invite type, they may:
- Accept the invite while logged in, or
- Accept and then create/log into an account to participate
What Collaboration Enables¶
- Assigning tasks to invited collaborators
- Tracking who is responsible for each task
- Receiving notifications when invites are accepted (if notifications are enabled)