✅ 1. What Are Tasks?

Tasks are the steps you need to complete as part of a commission or project.

• For example:
  • Responding to an initial enquiry
  • Preparing sketches or drafts
  • Sending a preview to the client
  • Packaging or delivering the final work

When you add a task, it appears with a tickbox next to it.

• When you finish it, simply check it off ✅
• The task stays visible but shows a strikethrough, so you can still see what’s been completed as part of the workflow

✅ 2. Default & Custom Tasks

Freehand includes a few default tasks to get you started, like:

• Respond to Enquiry
• Send Quote

But you can also:

• Add custom tasks that fit your own specific workflow
• Delete any custom tasks you no longer need

This makes the task list flexible and tailored to the way you work

✅ 3. Priority Tasks

Some tasks need to be handled before the commission or project officially starts—for example, responding to an enquiry before creating a quote.

For tasks like these, you can mark them as Priority Tasks.

• Priority Tasks always appear at the top of your task lists, regardless of start date or deadline.
• This means on the Tasks Page and Planner Page, you’ll always see them first and can action them before anything else.

💡 This is especially useful for early workflow steps, like responding to enquiries or preparing quotes.

✅ 4. How Tasks Are Organised

• On the Tasks Page and Planner Page, tasks are normally sorted by start date.
• But Priority Tasks are pinned to the top so you never miss them.
• Once marked complete, tasks remain visible with a strikethrough, so you can always review what’s been done.

✅ 5. Adding & Managing Tasks

• Go to the commission or project record
• Scroll to the Tasks section
• Add tasks as needed
• Mark tasks complete when finished
• Mark any important tasks as Priority

It’s a simple way to keep all your workflow steps clear and easy to follow.