When managing a booking, you can add tasks in two ways: either by loading a Task Group (a set of predefined tasks) or by adding a Single Task.
Below are the detailed steps for each method, accompanied by screenshots for clarity.
1. Adding a Single Task
To add a single task to your booking, follow these steps:
1. In a Booking, navigate to the Tasks Tab:
• Open the booking details for the event you want to manage.
• Click on the Tasks tab.
2. Click on +Add Task:
• In the Tasks section, click on the +Add Task button.
3. Fill Out the Required Information:
• Artist: Select the artist for whom the task is relevant.
• Assigned User: Choose the user responsible for completing the task.
• Task: Enter the task itself (e.g., “book flight”).
• Due On: Set the due date for the task, ensuring it is completed on time.
• Click OK to save the task.
This method allows you to create and assign individual tasks that are tailored to the specific needs of your booking.
2. Managing Task Groups for Booking
Task Groups are predefined sets of tasks that can be loaded into a booking to streamline your workflow. Here’s how to load a Task Group into a Booking:
1. Click on +Load Tasks:
• In the Tasks section of the booking, click on the +Load Tasks button.
2. Choose an Artist and Task Group:
• Artist: Select the artist for whom the tasks will be assigned.
• Task Group: Choose a Task Group from the predefined options available (e.g., “Travel Tasks”, “Social Media Tasks”).
• Click OK to load all the tasks from the selected Task Group into the booking.
This approach is ideal when you have a set of tasks that are commonly repeated across bookings, allowing you to quickly and efficiently assign all necessary tasks with just a few clicks.