WedSites

Learn how to add tasks to your wedding checklist with titles, due dates, categories, and assignments.

Adding a new task

Learn how to edit the title of any task in your wedding checklist to keep descriptions accurate.

Editing task title

Learn how to organize your checklist tasks by category such as venue, catering, flowers, and photography.

Setting task category

Learn how to set due dates for your tasks to track what's urgent, upcoming, or overdue.

Setting task due date

Learn how to assign tasks to specific team members so everyone knows their planning responsibilities.

Assigning task to user

Learn how to add detailed descriptions to tasks for extra context and instructions.

Adding task description

Learn how to add notes to tasks for extra information, updates, and reminders as you work.

Adding task notes

Learn how to mark tasks as complete to track your progress and move them to the done section.

Marking task complete

Learn how to unmark a completed task to put it back on your active checklist.

Marking task incomplete

Learn how to recover recommended tasks that were deleted by mistake from your checklist.

Recovering deleted task

Learn how to permanently delete custom tasks you've added to your checklist.

Deleting custom task

Learn how to delete recommended tasks that don't apply to your wedding, with the option to recover them later.

Deleting recommended task

Learn how to add comments to tasks to share updates, ask questions, and coordinate with your team.

Adding task comment

Learn how to remove comments from tasks when they're no longer relevant.

Deleting task comment

Learn how to use different view modes, filters, and groupings to organize your checklist and focus on specific tasks.

Viewing and filtering tasks

Learn how to select and update multiple tasks at once to save time on status changes, reassignments, and date shifts.

Bulk updating tasks

Learn how to download your checklist as a CSV file for sharing, printing, or backup purposes.

Exporting tasks to CSV

Learn how to customize your checklist display including column visibility, grouping, and date display format.

Checklist settings

Checklist

Create a custom design with text, images, and links

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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