Tasks

Overview

Tasks are the individual actionable units within a project. Each task can be assigned to a team member, given a deadline, and tracked through to completion.

To access: Projects → Task

Creating a Task from a Project

1. Open the Project
2. On the dashboard, click the + icon next to Task
3. Enter the Subject — a clear description of what needs to be done
4. Set the Status — Open, Working, Pending Review, Overdue, Completed, Cancelled
5. Assign to an Employee under Assigned To
6. Set Expected Start Date and Expected End Date
7. Set Priority — Low, Medium, High, Urgent
8. Click Save

Creating a Task Independently

1. Go to Projects → Task → New
2. Enter the Subject
3. Link to a Project if applicable
4. Fill in status, assignee, and dates
5. Click Save

Task Status

Tracking Task Progress

The Actual Start and End Dates on a task are recorded automatically based on Timesheet entries. The Total Costing Amount and Total Billing Amount are also pulled from linked timesheets automatically.