Add a task with a due date and an owner

Steps

1. Click New Task.

   A panel called New Task opens at the right. It has Task title, Due date, Owner, Related to and Notes, with Cancel and Add Task at the bottom.

   Mac screen: Notes and Tasks, a new task

2. Type the task in the Task title box, for example Book the lamp rig.

   The title is the only thing you have to fill in.

   Mac screen: Notes and Tasks, a new task with a title

3. Tick Set a due date and pick a date in the box beside it.

   The date box under Due date shows the day you pick, for example 28/10/2026. Leave Set a due date unticked for a task with no deadline. To give the task an owner, click the Owner menu: it lists No owner, which is the default, and your own name followed by (you).

   Mac screen: Notes and Tasks, a task with a due date

4. To link the task to something in the project, type in the Related to box.

   The box says Find a scene, location, character, shooting day or call sheet. Optional. Completing the task never changes the related item. If nothing matches, it says Nothing matches. Tasks can relate to scenes, scene cards, characters, locations, breakdown items, cast, crew, shooting days and call sheets.

   Mac screen: Notes and Tasks, searching for something to link a task to

5. Add anything else in Notes, then click Add Task.

   Cancel closes the panel and adds nothing.

   Mac screen: Notes and Tasks, a new task with a title

6. Look at the Tasks half.

   The task is listed with a tick box and its due date, for example due 28 Oct. The heading reads 1 open and a message says Added task “Book the lamp rig”. Click Undo in the message if you added it by mistake.

   Mac screen: Notes and Tasks with notes and a task

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