Tasks & Roadmap
Plan backward from the wedding date
Tasks and Roadmap help couples track what needs to happen and when. The roadmap is milestone-oriented; the task list is day-to-day operational follow-up.
Roadmap
Tasks
Timeline
Support
Tasks & Roadmap Help
How to use them together
| Tool | Purpose |
|---|---|
| Wedding Roadmap | Phase-based planning timeline and countdown. |
| Tasks / Planning To-Do | Action items, notes, owners, and follow-up. |
| Reports | A way to review open items before planner meetings. |
| Dashboard | Quick at-a-glance progress for the couple/planner. |
Suggested task fields
- Task title.
- Due date.
- Owner or responsible person.
- Status.
- Category such as venue, guest list, print, budget, day-of, music, lodging, or vendor.
- Notes with next action.
Planning rhythm
- Review roadmap monthly early in planning.
- Review tasks weekly as the wedding gets closer.
- Review every few days during the final month.
- Use reports to identify stuck areas such as missing RSVPs, seating, or unpaid budget items.
Good task examples
| Example | Why |
|---|---|
| Bad | “Invitations” |
| Better | “Approve final Invitation Studio RSVP card proof before email/send batch.” |
| Bad 2 | “Music” |
| Better 2 | “Review DJ Keep list and export Spotify/DJ notes after RSVP song requests close.” |
Need more help?
If you have tried the checks on this page and the issue still is not resolved, open a support ticket with the couple/site name, the page you were using, and what you expected to happen.
Use Tasks for
Specific action items such as call the florist, confirm shuttle count, order signage, or send reminder text to family.
Simple way to start
- Use Roadmap to see what phase you are in.
- Create 5 to 10 real tasks for the next few weeks only.
- Mark them off as you go.
- Review both pages once a week.
Simple rule
Roadmap tells you where you are in the process. Tasks tells you what to do next.
Common mistakes
- Putting all your planning into Roadmap and skipping Tasks.
- Writing vague tasks that are not actually actionable.
- Using Tasks to track money instead of using Budget.
Tasks / To-Do
Use Tasks for actual action items, assignments, and smaller items that need completion.
Simple rule
Roadmap tells you what phase you are in. Tasks tell you what you still need to do today.
Common planning mistakes
- Trying to run all planning through Roadmap alone.
- Putting money tracking in Tasks instead of Budget.
- Letting Tasks become vague milestone statements instead of actionable items.