Tasks & Checklists

Tasks and Checklists are your to-do system inside SeroBook — for the work that isn't a booking but still has to happen.

Tasks

Use Tasks for one-off jobs: follow-ups, prep work, admin. Add a task, work it, tick it off. Keeping them in SeroBook means the to-do list lives next to the bookings and customers it relates to.

Checklists

Checklists are repeatable, step-by-step lists for jobs you do often — pack-outs, event setups, close-downs. Build the list once, then run through it each time so nothing gets missed, no matter who's doing the job.

Next Steps

• Daily Brief – your once-a-day summary of what's ahead