> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Configure task templates and checklist templates for admin tasks and event briefs

## Overview

Task settings allow you to manage templates for both administrative tasks and event brief checklists. These default templates automatically populate when creating new events, ensuring consistency in your operations.

## Default Task Templates

<AccordionGroup>
  <Accordion icon="list-check" title="Admin Tasks">
    Configure administrative task templates:

    * Pre-event preparations
    * Client communications
    * Resource management
    * Post-event follow-ups

    <Tip>
      Create comprehensive task lists to ensure nothing is overlooked during event preparation.
    </Tip>
  </Accordion>

  <Accordion icon="arrow-right-circle" title="Apply Tasks to Existing Events">
    Apply your default admin task templates to all upcoming events:

    <Steps>
      <Step title="Open the apply dialog">
        Go to Settings → Tasks → Admin Default Tasks. Click the menu icon (three dots) and select "Apply to events".
      </Step>

      <Step title="Review the count">
        The system shows how many upcoming events will be updated. Only events with event briefs are included.
      </Step>

      <Step title="Confirm the update">
        Click "Add tasks to events" to apply all admin task templates from your default checklist to the listed events.
      </Step>

      <Step title="View results">
        After processing, you'll see how many events were updated and how many new tasks were created. Click "Done" to close.
      </Step>
    </Steps>

    <Info>
      Existing tasks are never duplicated. The system only adds tasks that don't already exist for each event.
    </Info>

    <Warning>
      You cannot cancel the update once it starts processing. Make sure you want to apply tasks to all listed events before confirming.
    </Warning>
  </Accordion>

  <Accordion icon="file-lines" title="Event Brief Checklist Template">
    Configure default checklist templates:

    * Create templates of your most standard checklist tasks
    * Organize tasks by event brief sections
    * Default checklist auto-applied to new events
  </Accordion>
</AccordionGroup>

## Markdown Support

<AccordionGroup>
  <Accordion icon="markdown" title="Formatting Options">
    Use Markdown to enhance task descriptions:

    ```markdown theme={null}
    - Create links: [Gallery](https://example.com/gallery)
    - Add emphasis: **Important** or *Note*
    - Create lists: 1. First 2. Second
    - Add headings: # Main Point
    ```

    <Info>
      Markdown formatting helps create clear, structured task instructions.
    </Info>
  </Accordion>

  <Accordion icon="link" title="Link Integration">
    Add useful links in tasks using markdown formatting:

    * Equipment manuals
    * Setup guides
    * Training videos
    * Reference documents
  </Accordion>
</AccordionGroup>

## Task Organization

<AccordionGroup>
  <Accordion icon="folder-tree" title="Section Management">
    Organize tasks by event phase:

    * Prep and Loading
    * Travel to Event
    * Setup
    * Service
    * Post-Event Cleanup
    * Return and Unload
  </Accordion>

  <Accordion icon="arrows-up-down" title="Task Ordering">
    Control task sequence:

    * Set priority levels
    * Arrange logical flow
    * Group related tasks
    * Manage dependencies
  </Accordion>
</AccordionGroup>

## Checklist Template Management

<AccordionGroup>
  <Accordion icon="document-duplicate" title="Creating Templates">
    Save successful checklists as reusable templates:

    1. Complete an event with a well-organized checklist
    2. Navigate to the Event Brief tab
    3. Select the checklist you want to save
    4. Click "Checklist options" → "Save as template"
    5. Enter a descriptive name for your template

    <Tip>
      Use specific names like "Lead team member checklist" or "Premium bar checklist" to make templates easy to identify.
    </Tip>
  </Accordion>

  <Accordion icon="building-office" title="Company-Wide Access">
    Templates benefit your entire team:

    * All team members can access company templates
    * Standardize procedures across events - Maintain consistency in service quality
    * Share best practices organization-wide
          <Note>
            Templates are automatically available to all team members when creating new
            event checklists.
          </Note>
  </Accordion>

  <Accordion icon="trash" title="Template Maintenance">
    Keep your template library organized:

    * Regularly review template effectiveness
    * Remove outdated or unused templates
    * Create new updated templates based on operational changes

    <Warning>
      Deleting a template doesn't affect checklists already created from that template.
    </Warning>
  </Accordion>
</AccordionGroup>

## Best Practices

### Task Creation

1. Create clear, actionable tasks
2. Use consistent formatting
3. Keep instructions concise
4. Review and update regularly
5. Maintain logical task order

### Template Management

6. Use descriptive template names
7. Regularly audit and clean up templates
8. Test templates with real events before company-wide rollout
9. Gather feedback from staff on template effectiveness
10. Create templates for different event types and sizes

## Next Steps

After configuring tasks and templates:

* [Create event briefs with checklists](/events/event-brief)
* [Set up timeline defaults](/events/timeline)
* Test task templates with upcoming events
* Train team on checklist procedures
* Gather feedback and iterate on templates