Tasks

Pinning a Task on the Live Site

Your client does this from the widget on their own Squarespace site, without leaving the page they are looking at:

1. Open the Bridge widget and go to the "Tasks" tab
2. Click "+ Add task" — the pointer becomes a crosshair and the element under it is outlined
3. Click the spot on the page the task is about
4. A pin drops there and a small card opens with one field: "Describe the task or feedback"
5. Click "Add task" to file it, or "Discard" to throw it away
6. Click "Done" to leave task mode

While task mode is on, clicks go to Bridge rather than to the Squarespace site, so nothing on the page is triggered by accident. Tasks already pinned to that page appear as markers too, each carrying the photo of whoever raised it; clicking a marker opens that task. Filing a task requires being signed in to the widget, and anyone with view-only access can read tasks but not raise them.

What Arrives With a Pinned Task

A pinned task carries the context you would otherwise have to ask for. Alongside the description, Bridge records:

• The page the task was pinned on, and where on it the pin sits
• A screenshot of the page as the client saw it, taken at the moment they clicked and uploaded only if they go on to file the task
• The size of their browser window, and the browser and operating system

The screenshot shows the visible part of the page, with the Bridge widget itself left out and anything typed into form fields masked. You will find it in the task's detail panel under "Screenshot", with the pin drawn back where it went.

Other Ways a Task Starts

Not every piece of work has a spot on the site to pin, so tasks also start:

• From your dashboard: "New task" on the Tasks page asks for a project, what needs doing, and an optional price
• From a chat message: "Make a task" on a message opens the same form, already filled in with the message text
• From an email: an email to a project arrives as a chat message, so it becomes a task the same way
• From the client portal: your client presses "New request"

However it starts, you are told about it in the dashboard, and by email as well if email notifications are on for that website.

Task Statuses

Every task is in one of five states:

• Open: raised and not started — where every new task begins
• In progress: you are working on it
• Waiting on client: it cannot move until your client comes back to you
• Resolved: done
• Cancelled: not going to be done, with your reply explaining why

The statuses are yours to run. A client can mark a task resolved when they consider it finished, and reopen one they resolved themselves — nothing else. They cannot cancel a request, or revive one you cancelled.

Table and Board Views

The Tasks page shows every project's tasks together, as a table or as a board. The toggle sits at the top right and your choice is remembered in that browser.

• Table: description, amount, status, due date and when it arrived
• Board: one column per status — drag a card into another column to change its status, or focus a card and press Shift with the left or right arrow

Above both views, a card per status shows how many tasks are in it and doubles as a filter. On the board, Cancelled starts folded into a slim column so it stays out of the way while remaining somewhere to drop a card.

Working a Task

Opening a task from either view slides out its detail panel, where you can:

• Reply to your client, and read their replies
• Set a price, or run a timer on the work
• Set a due date
• Jump to the page it was pinned on, or the chat message it came from
• Mark it resolved, or request payment for it
• Delete it outright, for a duplicate or something filed by accident

Tip: Cancel a request you are not going to do rather than deleting it. A cancelled task stays visible to your client with your reply attached, so the answer is on the record; a deleted one simply disappears.