Task Management Feature - Templata

Templata's per-guide task system helps you organize action items and to-dos for each life event separately. Track wedding vendor tasks, career transition action items, and home buying to-dos—all in dedicated task lists that keep your planning organized.

Per-Guide Task Organization

Each life event guide gets its own task list. Your wedding planning tasks stay separate from your career transition action items, preventing confusion and helping you focus on the right tasks for each life event.

Priority Management

Set priority levels (low, medium, high) for each task to focus on what matters most. Tackle high-priority vendor bookings first, then move to medium-priority planning details, and handle low-priority nice-to-haves when time allows.

Status Tracking

Track task progress through three statuses: To Do (not started), In Progress (working on it), and Done (completed). See at a glance what needs attention and what's been accomplished.

Due Date Management

Add optional due dates to tasks to track deadlines. See upcoming tasks across all your guides or focus on deadlines for a specific life event.

Use Cases

Wedding Planning: Track tasks like "Book venue," "Send invitations," "Finalize menu," and "Order cake"—all in your wedding task list.

Career Transitions: Manage action items like "Update resume," "Research companies," "Practice interview questions," and "Follow up with contacts."

Home Buying: Organize tasks such as "Get pre-approved," "Schedule inspections," "Review contracts," and "Arrange movers."

Business Launch: Keep track of "Finalize business plan," "Register LLC," "Build website," and "Launch marketing campaign."