Managing Project Tasks

Tasks break down project work into individual items that can be assigned, tracked, and completed. They help teams stay organized and ensure nothing falls through the cracks.

Create a task

1. Open a project and go to the Tasks tab.
2. Click New Task.
3. Enter a task name.
4. Optionally, add a description, assignee, due date, and estimated hours.
5. Click Create.

Assign tasks

1. Click on a task to open it.
2. Select an assignee from the dropdown (only team members assigned to the project are listed).
3. Click Save.

Track task status

Tasks can be in one of these states:

• To Do — Not yet started.
• In Progress — Currently being worked on.
• Done — Completed.

Update the status by clicking the status badge on the task or using the dropdown in the task detail view.

Link time entries to tasks

When creating a time entry, you can optionally select a task in addition to the project. This links the time entry to the specific task for tracking purposes.

Filter and sort tasks

Use the filters on the Tasks tab to narrow the list:

• Status — Show only tasks in a specific state.
• Assignee — Filter by team member.
• Due date — Sort by upcoming deadlines.

Tip: Use tasks for granular tracking when you need more detail than project-level time entries provide.