Overview

You can now tie a task to a single job on a project, such as the pack, load or delivery day, instead of only to the whole project. Due dates can also count from a project or job date, so a task moves on its own when that date moves. The Tasks page has a new layout to support this.

In this article, you'll learn about:

• Task levels: Project vs. Job
• Due date rules
• Task templates and automations
• Creating a task
• The new Tasks page and View Task drawer
• The project Tasks widget

Task Levels: Project vs. Job

Every task and task template now has a Task Level:

• Project: the task belongs to the whole project. All tasks and templates that existed before this update are project tasks.
• Job: the task belongs to one job on the project. On a multi-day move, you can see at a glance which task is for the survey, pack, load or delivery.

Due Date Rules

When you create a task or template, choose how its due date is set:

1. Relative to project date (or Relative to job date on a job task): a number of days before or after that date, at a set time. For example, "2 days before job start date at 9:00 AM."
2. Relative to task creation date: a number of days after the task is created (how due dates worked before).
3. Specific date and time: pick a date by hand (individual tasks only).

A project task can count from the project start or end date, the survey start or end date, or the pack, load or delivery date. A job task counts from the job start or end date.

Note: When a date changes, every pending task that's due relative to it moves with it. Completed and archived tasks, and tasks with a hand-picked date, stay where they are.

Task Templates

Go to Settings → Workflows → Task Templates.

• The list now shows each template's Task Level and Due Date rule. You can sort by either column and filter by Task Level, Due Date Rule and Assignee.
• When editing a template, choose the Task Level at the top of the form, then the due date rule.
• Type @ in the task name or details to insert a variable (project variables on project templates; job or project variables on job templates).

Automations

In Settings → Workflows → Automations, the Create task step picks a task template:

• Under a job trigger (such as Job Created), you can pick job or project templates. A job template creates one task linked to the job that triggered the automation, so an automation that runs once per job creates one task per job, each due before its own job.
• Under any other trigger, only project templates are offered, as before.

Create a Task

1. Go to Tasks and click New Task.
2. Choose the Task Level. For a Job task, pick the project, then the job. Each job shows its number, type, date and start time.
3. Optionally pick a Task Template. Only templates of the chosen level appear. The template fills in the name, details, assignee and due date rule.
4. Set the Due Date rule. The drawer shows the date it works out to, such as "Due 11/09/26 9:00 AM."
5. Save.

The New Tasks Page

• Pending, Completed and Archived tabs, each with a count.
• A Job column next to Project showing the job number and type (blank for project tasks).
• A Sales Stage badge replaces Project Status, and a Client column has text, email and call buttons.
• Every column can be sorted. The Due Date filter offers Today, Tomorrow, This week, This month, Past due and No due date.
• Clicking a project or job opens it in a pane beside the list. Cmd/Ctrl-click opens it in a new tab.
• Bulk actions: select tasks with the checkboxes on each row, then use the toolbar to complete, restore or archive them. This replaces the old Bulk Edit switch.
• Managers can choose whose tasks they see from the dropdown next to New Task. Everyone else sees their own tasks.

View and Edit a Task

Clicking a task now opens a read-only View Task drawer instead of going straight to the edit form. It shows the status, level, template, job or project, and due date with its rule.

• Complete is in the drawer header.
• The ⋮ menu holds Edit (pending tasks), Copy link and Archive.
• A completed or archived task shows Restore, which returns it to its previous status.

The Project Tasks Widget

On a project, the Tasks widget now has search, an assignee filter, sorting, and Pending / Completed / Archived tabs. Each task shows its Task Level, and job tasks show the job and type, such as "Job 1002-2 · Pack." New Task here opens the same drawer with the project already selected.

FAQ

Can I switch back to the old Tasks page?
No. The previous layout has been replaced for all accounts. If something takes more clicks than before, let our Product Experts know and we'll pass that feedback to the Product team.

Where did Bulk Edit go?
Use the checkboxes on each row; a toolbar appears to complete, restore or archive the selected tasks.

Why didn't my task's due date move when I changed the job date?
Only pending tasks with a date-relative rule move. Tasks with a specific date, and completed or archived tasks, don't change.

Need Help? If you have questions about tasks, contact our Product Experts team at help@supermove.com.