Tasks

Running an event means juggling dozens of to-dos across multiple vendors and timelines. Vendor Space's task system keeps everything organized in one place so nothing slips through the cracks.


Creating a Task

  1. Navigate to Tasks in the sidebar.

  2. Click New Task.

  3. Fill in the task details (see below).

  4. Click Save.

Task Fields

Field
Required
Description

Title

Yes

A short, clear description of what needs to be done

Description

No

Additional details, notes, or context

Due Date

No

When the task should be completed by

Priority

Yes

Low, Medium, High, or Urgent

Event

No

Link the task to a specific event

Vendor

No

Link the task to a specific vendor

Tip: Always link tasks to the relevant event and vendor when possible. This makes filtering and searching much easier as your task list grows.


Task Statuses

Every task moves through three stages:

Status
Meaning

Pending

The task has been created but work has not started

In Progress

Someone on your team is actively working on it

Completed

The task is done

To update a task's status, click on the task and select the new status from the dropdown, or use the quick-action checkbox to mark it as completed.


Priority Levels

Priorities help you and your team focus on what matters most:

Priority
When to Use

Low

Nice-to-have items with no hard deadline

Medium

Standard tasks that should be done on schedule

High

Important tasks that could impact the event if delayed

Urgent

Time-sensitive items that need immediate attention


Filtering and Finding Tasks

The task list includes a filter bar at the top to help you zero in on exactly what you need:

  • By Event -- See only tasks related to a specific event.

  • By Status -- Show only pending, in-progress, or completed tasks.

  • By Vendor -- Find all tasks associated with a particular vendor.

  • By Priority -- Focus on high-priority or urgent items.

You can combine filters. For example, show all High priority, Pending tasks for your Summer Market event.


Working With Tasks Day to Day

Here are a few ways to get the most out of the task system:

Before the Event

  • Create tasks for each major milestone: finalize vendor list, confirm booth assignments, send onboarding forms, order signage.

  • Set due dates that give you buffer time before the actual event date.

  • Use the High or Urgent priority for anything that blocks other work.

During the Event

  • Mark setup-related tasks as completed in real time.

  • Use the vendor filter to quickly check if all tasks for a specific vendor are done.

After the Event

  • Review any incomplete tasks and decide if they need to carry over.

  • Create follow-up tasks for post-event items like sending thank-you messages or processing refunds.

Tip: Start each week by filtering tasks to the current event and sorting by due date. This gives you a clear picture of what needs attention right away.

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