Wedding Tasks & Checklists
A board of tasks for your team and the couple, with subtasks and reusable checklists.
The Tasks tab is a board of everything that has to happen for a wedding. Cards move between four columns, carry subtasks, and can be handed to the couple.
It is part of CeremonySync Complete. On other plans the tab explains what it is instead of opening.
The board
Four columns, each with a colored dot, its name and a count of the cards in it:
To Do · In Progress · Waiting · Completed
Drag a card into another column to change its status — that is the fastest way to work the board. The column you drop into highlights as you drag over it.
Adding a task
Add Task sits at the top right of the tab, not on the columns. It opens a panel with:
| Field | Required | What goes in it |
|---|---|---|
| Task Title | Yes | At least two characters |
| Description | No | The detail behind the title |
| Status | Yes | Which column it starts in — To Do by default |
| Assign To | Yes | Team or Couple |
| Team Member | No | Shown only for Team tasks: type a name and pick from your venue's team |
| Due Date | No | A date picker |
Save with Create Task, or Save Changes when editing.
Who a task belongs to
There are two owners, not three: Team and Couple.
A Team task can also name one person, and when it does, the card's badge shows that name instead of the word Team. Couple tasks cannot be assigned to an individual.
If you have been using CeremonySync a while you may see tasks that were once marked Venue or Planner. Those now read as Team — the two older options were folded into one, and existing tasks were not rewritten.
Subtasks
The panel has a Subtasks section with a count in its heading. Add Subtask adds a line; the × beside a line removes it.
On the board, a card with subtasks shows a count like 3/5, and each subtask can be ticked straight on the card without opening it. Cards with five or more subtasks also get a progress bar.
Checklist templates
This is the part worth setting up once.
- When you create a task, the panel opens with Start from a checklist template at the top. Pick one and it fills in the title, the description, the owner and all its subtasks.
- Once a task has two or more subtasks, Save as Template appears in the Subtasks heading. It saves the whole checklist for reuse on any wedding.
- Templates beside the Add Task button manages the saved set.
So the "standard checklist you run on every wedding" is a template you build once from a real task, not something you retype.
Due dates
A task with a due date shows it on the card. Once the date has passed and the task is not Completed, that chip turns red. Tasks without dates never age, which is usually how they get forgotten.
What the couple sees
Couple tasks appear in the couple's Planning Hub under Your Tasks, but only if Planning Tasks is switched on for that wedding's share. They see their own tasks and nothing else — Team tasks stay internal.
They can also work them: a couple can tick subtasks and move a task to Completed themselves, and it is the same record, so your board updates with it.
Editing and deleting
Hover a card for a pencil and a trash icon. Deleting asks you to type DELETE to confirm — it is the most guarded delete in the wedding record, because a task carries its subtasks down with it.
How tasks affect readiness
Completed tasks are 20% of the wedding's readiness score — the share of this wedding's tasks that are done. A wedding with no tasks at all scores nothing there and is told to Create planning tasks.
What it does not do
- No categories or priorities on a task — the column and the due date are the only ordering you get.
- No recurring tasks, and no task that creates itself when a wedding is booked. A template still has to be applied by hand.
- No reminders. An overdue chip is the whole notification.
Frequently Asked Questions
Can I assign a task to a specific person? Yes, for Team tasks — choose Team, then type the person's name in Team Member. Couple tasks belong to the couple as a pair.
Why does an old task say Team when I set it to Venue? Venue and Planner were merged into Team. Old tasks display as Team without being changed.
Do couples get notified about their tasks? No. The tasks are waiting in their Planning Hub when they look; nothing emails them.
Can I add a task from a column? No, there is one Add Task button for the board. Choose the starting column in the panel with Status.
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