Tasks

The Tasks page at /tasks is where admins build the reusable checklist templates that get attached to gigs. A template captures the recurring prep work for a kind of show (load-in steps, soundcheck items, day-of confirmations) so a coordinator doesn’t have to recreate it for every event. Every organization starts with a Standard Tasks template (Pre-event, Day-of, Post-event). New empty gigs attach the organization’s default checklist automatically. The starter is an editable org copy — you can change or delete it. Soundcheck will not overwrite it after it is created, and a deleted starter is not restored.

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Your tasks

Assigning a task is a hand-off, not a label. When someone assigns a checklist task to you, you get a push notification and the task shows up in one list alongside everything else assigned to you — across every gig and every organization you work with. Where to find them

• Web — /tasks opens on the My tasks tab. Tasks are grouped by gig, soonest gig first, with open work up top and finished tasks tucked into a collapsed Completed section. The sidebar’s Tasks row carries a count of what’s still open.
• Mobile — the Tasks tab (Browse → Tasks), and a Tasks segment in your Mailbox. The Mailbox badge counts open tasks along with anything else waiting on you.

Working from the list Check a task off (or move it to In progress) right from the list — no need to open the gig. Tapping a task’s gig header opens that gig’s Tasks tab if you want the full checklist. Changes made here and changes made on the gig are the same data, so both surfaces stay in sync. What the notification says A single assignment reads “New task on Summer Fest” with the task title (and its due date, if it has one). If several tasks on the same gig are assigned to you at once, you get one notification — “3 tasks assigned to you on Summer Fest” — rather than three. Opening it takes you to that gig’s Tasks tab. Assigning a task to yourself doesn’t notify you. “Auto” tasks A task badged Auto was created by Soundcheck, not by a person: after a gig’s date passes, close-out creates the follow-up work (settle payments, collect feedback) and assigns it to the organization’s close-out owner. They behave like any other task — check them off, reassign them, or delete them.

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How templates work

A template is a list of phases (e.g., “Pre-event”, “Day-of”, “Post-event”), each containing task titles and notes. When a gig is created empty, Soundcheck attaches the organization’s default template. A gig has one checklist; applying a template creates that checklist and does not merge additional templates into existing tasks. Each gig gets an independent copy of the steps and notes. Assign owners and due dates for that gig, then track its progress. Task templates do not carry over assignees, due dates, or completion status. Edits on the gig leave the saved template unchanged, and later template edits leave existing gig checklists unchanged.

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The library

Choose the Templates tab on the Tasks page to open the library. From here you can:

• Search by template name.
• Open a template to edit phases and tasks.
• Create a new template (Soundcheck auto-names the first one and you can rename it).
• Delete a template that’s no longer needed.

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The editor

Inside a template you can:

• Add, rename, reorder, and remove phases.
• Add tasks to a phase, with notes.
• Save the template. Changes don’t ripple back to checklists already attached to gigs.

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Spreadsheet edit mode

Where it’s enabled, choosing Edit on a gig’s Tasks tab (or opening a template) drops you into a spreadsheet grid instead of the row editor — the same shape production managers already use in Sheets: one row per task, with columns for Section, Task, Status, Assignee, Due, and Notes.

• Inline editing. Double-click a cell, or select it and press Enter, F2, or just start typing, to edit it in place.
• Range select. Click and drag, or use the arrow keys with Shift, to select a range of cells across rows and columns.
• Fill handle. Drag the small handle at the corner of a selection to repeat a value down a column — handy for setting the same assignee or due date on several rows at once.
• Copy and paste with Sheets/Excel. Copy a range with Cmd/Ctrl+C and it lands in Google Sheets or Excel as a normal tab-separated block; paste a block back with Cmd/Ctrl+V and Soundcheck reads it back in. If the pasted block has more rows than the grid, the extra rows become new tasks — you’ll see a toast such as “Added 4 tasks” confirming how many were created (with a note about any cells that couldn’t be read). Soundcheck also recognizes a header row (e.g. Task / Status / Due) and lines the pasted columns up automatically.
• Typed shortcuts. The Status, Assignee, Due, and Section cells open a picker when you double-click them, but you can also just type — done, wip, a teammate’s name, or a date like Sep 3 — and Soundcheck matches it to the right value.
• Moving a task between sections. Edit a task’s Section cell (type the new section’s name, or pick it from the list) to move the task there — it lands at the end of that section.

Save and Cancel work exactly as they do in the row editor: Save still requires every task to have a name, and nothing is written until you save.

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Attaching a template to a gig

On a gig without a checklist, open Tasks, choose Use template, and select a saved template. Its phases, task titles, and notes copy onto the gig. Tasks start unassigned and not started, with no due dates. If the gig already has a checklist, edit its tasks directly. Use template does not add another template over the existing checklist.

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Save a gig’s tasks as a template

Open Task actions (⋯) and choose Save as template. Give the template a name and save it to your organization’s task library. This captures the phases, task titles, and notes for future gigs; the current gig keeps its assignments, dates, and progress. Saving refinements gives your team a better starting point next time without changing other gigs.

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Permissions

Editing templates requires canManageOrganization plus the gig-checklist flag. My tasks needs only the flag — every member sees their own assigned work there, and never anyone else’s. Once tasks are on a gig, anyone with edit access to that gig can check them off and add ad-hoc items. An assignee can always update the status of a task assigned to them — from My tasks or the gig — even without edit access to the gig; changing anything else about the task still needs gig edit access.

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