Tasks and client follow-ups

Your tasks are saved in your ShootCal account, separately from calendar events. You can create, edit, complete, reopen, or delete them without connecting Google or Microsoft. Calendar sync does not copy these tasks to Google Tasks or Microsoft To Do.

General tasks

Open Tasks in the web calendar, add a title, and optionally choose a due date. Edit a task to change its title, due date, or notes. Open tasks appear before completed tasks. A due date is a calendar day, rather than an appointment time.

Client and appointment follow-ups

Open a saved client on the web to add a follow-up such as “send wardrobe guide,” “check album choices,” or “deliver gallery.” The task belongs to that saved client; ShootCal does not match people just because their names are alike.

When creating a web appointment, review Follow-up tasks before saving. A session type can supply reusable suggestions. Include or exclude each task, change its title and days after the session, remove a suggestion, or add another task. The selected tasks and the appointment are saved together. Recovering the same create attempt does not create a second set of tasks.

Follow-up tasks are reminders for you; creating or completing them does not send a client message. Later changes to the session type or appointment date do not automatically rewrite the tasks already saved. Review their due dates when rescheduling a session. See Session types and studio defaults.

Earlier Google tasks

Use Hide to collapse Earlier Google tasks. Reopen the panel with Review Google task import and history to see your import history and recovery controls. Hiding it does not remove saved tasks or archives.

In the panel, choose Review Google task lists, review the list name and ID, and select the list you intend to copy. This is an explicit, one-time import. Active and completed tasks are copied into ShootCal; deleted source records are retained in an original archive. The Google list stays unchanged, and later edits to the imported copies are saved in ShootCal.

Earlier client links are kept for review and do not automatically assign imported tasks to saved clients. View original archive shows the retained source snapshot. Disconnecting Google does not remove your saved tasks or archives. If the Google account has changed, reconnect the original account before importing another list.

Google Tasks permission is needed only for this optional Google import, not for ordinary ShootCal tasks. An earlier unresolved Google task operation may need recovery before import can continue; follow the displayed instructions rather than starting another create.

Interrupted saves and imports

If a task create result is uncertain, use Recover task to check the original saved attempt. Avoid submitting the same task as a new create while its result is unresolved.

For an interrupted import, choose Recover import to check the original selection, including after disconnecting Google. Choose a list again clears only the saved browser selection after confirmation. Review imported lists before choosing again; copied tasks and their original archive are kept.