Every client record in BookLive includes a dedicated Tasks tab where you can create, track, and complete follow-up actions tied to that client. Client tasks keep your to-do list organized alongside the people who need attention — without cluttering your gig timelines or partnership records. This article walks through how to create, complete, edit, and delete tasks on a client record.
Where to Find Client Tasks #
- Log in at https://booklive.com/login.
- Click Clients in the left sidebar.
- Click the name of any client to open their record.
- Select the Tasks tab within the client detail page.
The Tasks tab displays all open and completed tasks for that client, sorted by due date. Each task shows its name, optional description, and due date with color-coded status: green for tasks due within 7 days, red for overdue tasks, and gray for tasks further out.
Creating a Task #
- On the Tasks tab, click Add Task.
- In the dialog that appears, enter a Task Name — this is required. Be specific: for example, “Send follow-up email about August wedding” is more useful than “Follow up.”
- Optionally, add a Description with additional context or notes about the task.
- Optionally, set a Due Date by clicking the calendar field and selecting a date. Due dates enable color-coded urgency indicators and help you prioritize.
- Click Create Task. The task immediately appears in the task list.
Marking a Task Complete #
When you finish a task, click the checkbox to the left of the task name. The task is marked complete and visually struck through. To un-complete a task, click the checkbox again — tasks can be toggled back to open at any time.
Editing a Task #
- Click the edit (pencil) icon on the task you want to change.
- Update the task name, description, or due date in the dialog.
- Click Update Task to save your changes.
Deleting a Task #
Click the delete (trash can) icon on the task. Deleted tasks cannot be recovered, so confirm before removing anything you may need to reference later.
Overdue Task Indicators #
If a task’s due date has passed without being completed, its due date chip turns red. Tasks due within the next 7 days display in green. This color coding gives you an at-a-glance view of what needs immediate attention when you open a client record.
Tips & Notes #
- Client tasks vs. partnership tasks: The Tasks tab on a client record is separate from the task management inside Gig Vault partnership records. Use client tasks for follow-ups on potential or existing clients; use partnership tasks for venue relationship actions.
- Client tasks vs. timeline tasks: Performance timeline tasks are tied to specific gigs and often involve musicians. Client tasks are general follow-up actions that don’t belong to a particular gig.
- Keep tasks actionable: The best tasks describe a specific action you (or a team member) will take — “Call Jennifer to confirm rehearsal time” rather than just “Jennifer.”
- Due dates drive urgency: Without a due date, tasks won’t show color coding. Adding a due date makes it much easier to prioritize across multiple clients.
