Manage tasks in Homeezy
Add tasks to a project, assign them to team members, set due dates, and check them off in list or board view.
How do I manage tasks in Homeezy?
Open Tasks to see every task across your active projects, or use the Tasks tab inside a single project. Click Add task to create one — give it a title, pick the project, assign a team member, and set a due date. Check the box to mark it done; completed tasks drop to the bottom of the list.
Tasks keep the small, easy-to-forget work visible — order materials, book the inspection, schedule the crew. Each task belongs to a project, so you can work from one master list or zoom into a single job.
Add a task
- 1Open Tasks and click Add task
From Tasks (or a project's Tasks tab), click Add task.
- 2Pick the project and name the task
Choose which project the task belongs to, then type a clear title like "Order drywall — 50 sheets".
- 3Assign and schedule
Pick a team member as the assignee (or add a new one by email on the spot), and choose a due date.
- 4Add detail and create
Add an optional description, then click Create.
List view vs board view
- List — a sortable table by task, project, assignee, and due date. Best for working through everything quickly.
- Board — a kanban-style view that groups tasks so you can see status at a glance.
Due dates are color-coded: overdue tasks turn red, tasks due within 72 hours turn orange. Completed tasks stay neutral grey, so a finished task never looks overdue.
Yes. In the assignee picker, choose "Add new member", enter their email, and they're added to your team and assigned in one step.
Click the checkbox beside the task, or use the row menu and choose "Mark complete". Completed tasks move to the bottom of the list.
Tasks attach to a project, so you need at least one active project first. Create or get hired on a project, then add tasks to it.
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