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A task is internal work. An event is a meeting or a crew block. Neither is a job. Neither can be invoiced. Neither needs a customer. A checklist step on a job is also called a task in a few places. That one lives on the job. Ticking it does not finish the visit, and it does not appear as a company task. Finishing the visit is How to finish a visit. Checklist templates are Checklists.

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Add one from the schedule

Click an empty slot. The dialog is Add to schedule, with tabs Job, Task, and Event. On Task or Event: Create task or Create event saves it. The toast is Created — you can edit details anytime. If there are no people yet, the form says to invite them from Settings → Team. You can also add one without opening the board. Tasks & events in the schedule area has New task and New event. The pages are New company task and New team event. Same fields.

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The list

Tasks & events has two tabs: Company tasks and Team events. Search each list. A row shows who is assigned, or Unassigned. Assign team on a row chooses who is responsible. Several people can be on one task or event. Delete removes it from the schedule. The confirm says this cannot be undone. A multi-select Delete does the same for every selected row. If some fail, the toast says some items could not be deleted. Open schedule jumps back to the board.

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Edit one

Click it on the calendar. Edit changes title, notes, schedule, and team. Save changes. Open full task or Open full event is the longer page: Overview, Schedule, Notes, and People. Title is required and End must be after start are the same checks as create.

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Hide them

Schedule → Options → Show on schedule can turn off Tasks or Events. They stay in Tasks & events. They are just not drawn on the board. That is not a delete. Colours are in Options → Key. A task and an event are not the visit colour.