Task Management

Task Management lets you build standardized task templates that you can apply to any client wedding. Instead of recreating the same planning checklist for every new client, you build it once as a template and push it to weddings with a single click.

Creating a Task Template

1. Go to Task Management in the Planner Suite section of the sidebar.
2. Click New Template.
3. Give the template a name (e.g. "12-Month Planning Checklist", "Day-of Coordination Pack").
4. Click Add Task to add tasks to the template.
5. For each task, enter:
   • Task name
   • Relative due date — number of days/weeks before or after the wedding date (e.g. "12 months before", "1 week before", "Day of")
   • Category (optional)
   • Notes (optional)
6. Continue adding tasks until your template is complete.
7. Click Save Template.

Assigning a Template to a Wedding

Once a template is ready, you can push it to one or more client weddings.

1. In Task Management, open the template.
2. Click Assign to Wedding.
3. Select the wedding(s) you want to assign it to.
4. Folia calculates the actual due dates based on each wedding's date and adds the tasks to that wedding's To-Do List.
5. Click Confirm.

The couple will see the tasks on their To-Do List with calculated dates.

Editing Templates

You can edit a template at any time. Changes to a template do not retroactively update tasks that have already been assigned to weddings — they only affect future assignments.

Managing Tasks Within a Wedding

Once tasks are assigned, you can manage them from the wedding's To-Do List. You can add, edit, or delete individual tasks without affecting the template.