Creating Tasks From Inventory
Work on props, costumes and set pieces is usually item-led — you are looking at the item when you decide who builds it. You can start a task from inventory instead of going to the Tasks page first.
- One item: On the Inventory Detail page, use Add Task in the Assigned Tasks card
- Several items: On the Inventory page, tick the items, then choose Bulk Actions → Create Task for Selected
- One task per item: Selecting several items creates a separate task for each, so each piece can be marked done on its own
- Show: Pick which production the work belongs to — a task always belongs to a show
- Assignees: Choose one or more people; leave it empty to assign the work to yourself
- Department: Pre-filled from the item's category (a Prop starts on Props), and can be changed
Selecting several items and several assignees creates a task for every combination, and the dialog tells you how many it will create before you confirm.
More in Tasks
- Tasks: Task Overview — Tasks help you track to-do items for your production. Each task has:
- Tasks: Global Tasks Page — Access all your tasks across all shows from the Tasks link in the main navigation.
- Tasks: Creating Tasks — Create tasks from the Tasks tab in any show, or from the global Tasks page using the "New Task" button.
- Tasks: Linking Tasks to Inventory Items — Tasks can be linked to inventory items to track work on specific props, costumes, or equipment.
- Tasks: Assigning Tasks to Songs — Tasks can be linked to a song so musical work is tracked next to the number it belongs to.
- Tasks: Assigning to Multiple People — Tasks can be assigned to multiple people for collaborative work.
- Tasks: Delegating Tasks — Reassign tasks to different team members as needed.
- Tasks: Task Status & Priority — Track task progress with status and priority levels.
- Tasks: Filtering Tasks — Use filters to find the tasks you need.
- Tasks: Dashboard Tasks Widget — The Outstanding Tasks widget on your dashboard shows your top 5 pending tasks.
Related features
- Tasks & Delegation — Production to-dos assigned to one or several people, delegated down, and tracked on each person's dashboard.
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