Case Study: Tasks at Home

How a family of four shares one Tasks project: a name on every chore, chores that come back on their own, one grocery list anyone can add to, and the conversation kept on the task instead of the group chat.

On this page
  1. What they asked for
  2. One shared project
  3. A name on every chore
  4. Chores that come back
  5. One grocery list
  6. Talk on the task, not in the group chat
  7. A list for the kids
  8. What we learned
  9. Try it yourself

A Tasks customer runs a busy house: two parents and two kids, aged 15 and 10. We call them Alex, Sam, Maya and Leo here. The chores lived on a whiteboard on the fridge, the shopping list in someone’s notes and everything else in the family group chat, where it scrolled away.

They wanted one list the whole family could share, simple enough for a 10 year old. This is the setup, and it’s yours to import.

The whole house on one board, with a face on every chore.

What they asked for

  1. One list for the whole house, on everyone’s phone.
  2. Who’s doing what, without having to ask.
  3. Chores that come back, like the bins every Tuesday.
  4. One shopping list that anyone can add to.
  5. Fewer messages in the group chat.

One shared project

Everything lives in one project called Family, shared with all four of them. It has a few fields, each answering one question:

Field Answers Values
Status Has it started? To Do, Doing, Done
Who Who’s doing it? This is an Assigned to field renamed to Who. Alex, Sam, Maya, Leo
Area Which part of home life? A Task Type renamed to Area. Kitchen, Cleaning, Garden, Errands, School, Bills
Date When? Every Tuesday
Checklist What’s on the list? A Subtasks field. Milk, Eggs, Pasta
Notes Anything else? In Leo’s blue folder.

Three statuses is plenty for a family. Nobody has to think about which column a chore goes in, and moving it to Done ticks it off.

To share the project, open the menu for Family and choose Invite people, then tap Invite, choose Create and send the link to the family. Only the person sharing needs Tasks Plus, and the project has to use Tasks Cloud, which Tasks offers to switch to. The sharing guide has the details.

A name on every chore

Every task has a Who. Open a task, tap Who and pick someone. A chore can have more than one name: Alex and Sam are fixing the garden gate together, and Maya and Leo split the laundry.

Tap Who and pick one person, or two.

The sidebar does the rest. Expand Family, then Who, and everyone is listed with how many chores they have. Tap a name, such as Maya Rivera, to see only hers. It’s the easiest way for a teenager to check what’s left before going out.

Tap a name under Who to see just their chores.

Chores that come back

Most chores repeat, so each one has a date and a repeat:

Chore Who Repeat
Empty the dishwasher Leo Every day
Pack school lunches Sam Every weekday
Take out the bins Maya Every Tuesday
Water the tomatoes Leo Tuesday, Thursday and Saturday
Clean the bathroom Alex Every Saturday
Mow the lawn Maya Every 2 weeks
Pay the electricity bill Alex Monthly, on the 15th
Renew home insurance Sam Every year

Mark one done and Tasks moves it to its next date, so nobody has to write it on the whiteboard again. To set a repeat, open the task’s Date, then Repeat.

A Smart List called This week shows everything due in the next 7 days, with one column for each area of the house. It’s the Sunday evening question, answered. To make a Smart List, tap + on the Home screen, then More, then Smart List. Smart Lists are part of Tasks Plus.

The next 7 days, one column for each area of the house.

One grocery list

Weekly groceries is a task, and each thing to buy is an item in its Checklist. Anyone can add to it during the week. Whoever goes to the shop ticks things off as they go, and 3/8 shows how much is left. The task repeats every Sunday.

Talk on the task, not in the group chat

Questions about a chore go in its comments, so the answer stays with the chore instead of scrolling away in the group chat. Maya asks for the granola with nuts on the grocery list, Sam replies that it’s added, and Leo reminds everyone about Grandma’s birthday candles. Each comment shows who wrote it, and a new one shows a blue dot until you’ve read it.

The grocery list as a checklist, and the conversation about it right below.

The latest comment also shows on the board under its task, so a quick look at Family shows what’s new.

A list for the kids

A second Smart List, Kids, shows what Maya and Leo still have to do. It looks in Family for tasks assigned to either of them, hides completed ones and groups by area. It’s the kids’ own view of the house, without the parents’ errands and bills.

Kids: the Family project, assigned to Leo or Maya, finished chores hidden.
Only Maya's and Leo's chores, sorted by area.

What we learned

  • Keep it small. Three statuses and a handful of fields are enough for a family, and easy for a 10 year old.
  • Put a name on every chore. “Someone should take out the bins” becomes Maya’s job, on Maya’s list.
  • Let repeats do the remembering. Chores come back on their own, so nobody has to keep the whiteboard up to date.
  • Keep the conversation with the chore. A question asked on the task is still there when someone needs the answer.

Try it yourself

The whole setup is in one file: the Family project with its fields, 24 tasks across the house with their checklist items and repeats, and the This week and Kids Smart Lists.

  1. Download Family.tasks on your iPhone, iPad or Mac.
  2. Tap the file, in your downloads or in Files. It opens in Tasks.
  3. Import Data? tells you what it will add. Tap Import, and Family appears on the Home screen.

If tapping the file doesn’t open Tasks, open Settings in Tasks, scroll down to Import Data under Data & Integrations, tap it and pick Family.tasks.

Tap Family.tasks, tap Import, and the house is ready to share.

People don’t come with a file, so the Rivera family stays behind: the tasks arrive without a Who, and their comments arrive as yours. Share Family, and once your family joins, pick them in Who and edit Kids to choose your own kids. The dates are examples, so move them to your own week. The backup and import guide has more on how importing works.

This is part of a series of case studies on how people use Tasks. For a team sharing a board at work, see Tasks at Work.

Questions, ideas or a setup you'd like us to look at? Email tasks@msquarelabs.com.