Create a Task

Tasks are the individual work items your team tracks day to day. You can create a task from the Tasks section or directly from within a project.

Creating a task from the Tasks section

1. In the sidebar, click Tasks under the Work section.
2. Click Create Task at the top of the list.
3. Fill in the task details:
   • Name — a clear, brief description of the work
   • Project / Phase — where the task lives. Pick a phase, pick Whole project (no phase) to attach it to a project without a specific phase, or leave it blank to create a standalone task that belongs to no project at all.
   • Due date — when the task needs to be done
   • Fee type — Billable, Unbillable, or Extra Service
   • Time allotted — the planned hours
   • Assign Task to Me — ticked by default, so the task is assigned to you as soon as it’s created. Untick it to create the task unassigned, for example when you’re setting up work for someone else.
   • Description — any additional context
4. Click Save.

The task is created with Open status. To assign it to someone else, or to add more assignees, open the task and use the Assigned to field — see Assign tasks and set dependencies.

Creating a task from a project

1. Open the project.
2. Click View Tasks at the top of the page — or View Tasks inside a phase, to see just that phase’s tasks.
3. Click Create Task.
4. Fill in the task details, choosing the project (and phase, if any) in the project picker.
5. Click Save.

Changing a task’s status

After creating a task, update its status as work progresses:

• Open → To Do → In Progress → Completed
• Or move it to On Hold or Cancelled as needed

Related pages

• Tasks
• Assign tasks and set dependencies
• Log time with activities
• Use comments, to-dos, and subtasks
• Add multiple tasks at once