How to Create and Manage Your Tasks

Task Center Overview

You can view your tasks across all projects and leads from your Task Center. This is a great place to get a general overview of all your projects/leads and where they stand.

To access the Task Center, click the Search icon from your left navigation and select Task Center under Management.

Once in the Task Center, you will be able to view all task details in an organized way, including assignees, due date, status and lead/project name. The tasks will be sorted by due date, with overdue tasks highlighted in red, upcoming tasks highlighted in yellow, and future tasks in black.

You can search all tasks by typing in the search text box, sort tasks in the sort dropdown, or filter by status, assignee, lead/project or reporter.

Project Tasks List

If you prefer to focus on a specific project instead, you can easily manage your tasks within the project overview page as well.

Find the Projects icon in your left navigation, and select the relevant project. Once in the project, select Tasks from the left menu.

In the project's task list, you will be able to view all task details for that project in an organized way, including assignees, due date and status.

You can search all tasks by typing in the search text box, sort tasks in the sort dropdown, or filter by status, assignee or reporter.

Reminders about upcoming tasks are placed throughout Houzz Pro so nothing is missed. You can quickly see all upcoming tasks in the To-Do section of your Houzz Pro homepage.

Lead Tasks List

To see tasks for a specific lead, find the Leads icon in your left navigation, and select the relevant lead. Once in the lead, select Tasks from the left menu.

In the lead's task list, you will be able to view all task details for that lead in an organized way, including title, assignees, due date and status.

You can search all tasks by typing in the search text box, sort tasks in the sort dropdown, or filter by status, assignee or reporter.

Reminders about upcoming tasks are placed throughout Houzz Pro so nothing is missed. Just like projects, you can view all upcoming tasks in the To-Do section of your Houzz Pro homepage.

For individual leads, you will also see approaching task deadlines in the Upcoming section of the lead overview page (as shown below).

Finally, you can see lead task reminders in the All Active Leads section.

Add a New Task

Within Task Center: To add a new task within the Task Center, click on the Add New Task button at the top right of your screen.

A new screen will pop up on the right side where you can input all the task details. Add the task name, assign to a specific lead/project, set a due date, assign to a team member or client, provide a description, and add attachments if relevant. You can also set the task as completed in the top left.

Your task will automatically show up in the Task Center, as well as under tasks for that individual lead or project.

Within a Project or Lead: To add a new task within a project or lead, click on Add Task at the bottom of your list or the top of your page.

A new blank line will appear in your task list. Type in the task name and select the check mark icon. Once complete, your task will automatically show up in your task list, as well as in the Task Center. You can then edit the details as needed.

For quick task creation within a lead, you can also click the Tasks icon in the Quick Create section of your lead overview page.

Edit a Task

Once you create a task, you can easily edit the details by clicking the pencil icon next to that individual task.

A screen will pop up on the right side that will allow you to edit the task title, due date, description, link to your schedule and add attachments if needed.

In the Activities tab for that task, you will be able to view the history of actions for that specific task. Actions listed here include task creation, changing the due date, assigning the task to someone, and marking a task as complete.

Assign a Task

Within Edit mode, you can also assign tasks to a team member, subcontractor or client in the assignee dropdown. Select the relevant tab — Team Members or Clients & Subcontractors — then select from a list of existing people, or invite someone new at the bottom.

When you assign a task to a client, another dropdown will appear where you can set the task as a Private task or a Shared task. If set as Private, the client will not be able to view the task — it is only for you to see. If set as Shared, the client will be notified about the task and will be able to see it in the client dashboard.

If you create, edit or complete a task, the assignee will be notified through email (unless you decide to not share with the client). If a team member, subcontractor or client edits or completes the task, you will be notified.

If you would like to change task notifications, you can do this in the Notification Center. Read this article to learn more: How to Manage Your Notifications

Here is an example email for a task assigned to a client.

Add Comments to a Task

Within task details, you can also add comments for your client and/or team as needed. To add a comment, click the Comments tab or select the Comment icon. You can select to add a comment for your client or your team.

Type your comment in the text box and click save. Your client or team member will then be notified and can reply directly.

Please Note: For the comment to be visible, you need to assign the task to your client and make sure the task is shared on the client dashboard. For team members or subcontractors, you need to invite them to the project and assign the task to them.

Delete a Task

There are several ways to delete a task:

• Click the checkbox to the left of the task you would like to delete, then click the Delete button at the top of the list.
• Click the three dots icon to the right of the task you would like to delete, then click Delete. Here, you can also rename, duplicate, or mark a task as complete.

Within the task section of an individual project/lead, you can also delete all your tasks for that project/lead at once — just click Actions and select Delete All from the dropdown menu.

Export Tasks

If you need to export an entire list of tasks, or export specific tasks, you can easily do this in several places within Houzz Pro. Within the Task Center, you can export a task list across all projects/leads. Within an individual project/lead page, you can export a task list for a specific project/lead.

To start, open up the Task Center or the task section in the relevant project/lead. To export certain tasks but not the entire list, click the checkbox next to the relevant tasks, then select the Export As button at the top of the list.

To export an entire list of tasks, select the Actions button, then click Export As.

A new screen will appear — select PDF, PNG, CSV, or XLSX format, then click Export. You can then download your tasks list and save and/or print the file as needed.

Add Tasks to Schedule

Once you have created tasks for your project or lead, you can add those tasks to your schedule to keep up with all the relevant due dates. You can either add tasks to an existing schedule, or you can create a new schedule for those tasks.

Add to Existing Schedule

To add tasks to an already created schedule, click the select all checkbox at the top left of your tasks to automatically add every task in your list. If you would like to remove a task, de-select the checkbox next to that task. If you want to manually select the relevant tasks, you can also just select the checkboxes for each task you would like to add.

To add to your schedule, select the Add to Schedule button at the top of your task list. You can also select Actions, then click on Add to Schedule in the dropdown.

Once you select the Add to Schedule button, you can choose to create a new schedule item for your tasks, or you can add it to an existing item.

If you add a new item, you will need to name the item for your schedule and add it to an existing phase (as shown below). You can also create a new phase if needed.

If you add to an existing item, you will need to select the relevant item from a dropdown menu.

Click Done once complete.

Your existing schedule will now appear showing all your tasks.

Tasks with a due date will appear on that date within your schedule. Tasks without due dates will display at the start of the schedule item. To adjust, you can easily click and drag the task to the relevant date, or you can edit the date within the task details. Within task details, you can also add a description, images, mark as complete, and more.

Add to New Schedule

If you don't already have a schedule created and have at least five tasks listed, you will see a banner at the top of your task list. Click the checkboxes next to the relevant tasks you would like to add, then select the Add Tasks to Schedule button. Please Note: If you do not select any checkboxes, all your tasks will be pulled into your schedule.

(You can also add tasks by selecting the Add to Schedule at the top of your list or in the Actions dropdown.)

Once you select the Add Tasks to Schedule button, you will need to name the item for your schedule, then click Done.

Your new schedule will now appear showing all your tasks.

Tasks with a due date will appear on that date within your schedule. Tasks without due dates will display at the start of the schedule item. To adjust, you can easily click and drag the task to the relevant date, or you can edit the date within the task details. Within task details, you can also add a description, images, mark as complete, and more.

To learn more about building out your schedule further, read How to Create Your Project Schedule.