Tasks¶

Projects are made up of tasks, and knowing how to manage your tasks (and everyone else’s) is the secret to getting your projects completed on time. The ability to keep track of your tasks and deadlines makes the task management feature a crucial tool for your freelance business needs.

Tasks List¶

The Tasks list displays a list of all your tasks, for all projects, in an easy-to-follow table format.

Tip

You can mark a task as completed by simply clicking on the checkbox that appears on the left side of the task name.

Create Task¶

Stages¶

To create project task stages, open a project and click on tasks tab. Click on the gears icon on the right side of the top navigation bar. A modal will popup that allows you to add, update or delete the stages.

New Task¶

To create a new task, open the project you want to create a task for. Click on tasks tab and select Create button.

The task creation form contains the fields below;

Task Name: Enter the task name
Milestone: Select a milestone attached to this project (optional)
Stage: Enter the task stage e.g Backlog
Team: Select multiple users assigned to the task
Description: Enter a task description
Start Date: Date when the task should start
Due Date: Date when the task should end
Hourly Rate: The blling rate to charge per hour for the task
Est. Hours: Total number of estimated hours a task takes
Recur Every: Select the frequency in which the task repeats.
Visible to Client: Uncheck it to hide from client
Tags: Custom tags e.g logos, design etc

Time Entry¶

There are two ways to record time spent on a task: Timer and Manual.

Timer¶

This is an automatic timer feature that allows you to record working sessions in real time. To begin the timer, press Start. Then get to work. The timer will run until you select Stop. When you select Stop, the timer will be stopped and the time entry can be viewed in Timesheets section of the task page.

Manual¶

The other way you can create a time entry is by manual entry of the session details.

To enter time manually click on Time Entry button.

Select a task from the dropdown list (optional).

Enter time in the format {hours}:{minutes}:{seconds} i.e 01:10:30 means 1 hour, 10minutes and 30 seconds.

Alternatively, you can choose a start time and end time by checking Use start and End Dates checkbox.

Enter time entry description and choose whether it’s billable or unbillable.

Recurring Tasks¶

You can create recurring tasks for tasks you have to do again and again as part of a single project. Before setting a repeat, you will first need to make sure you have a due date set on the task.

When editing the task, you will see the Recur Every field and under this field you can choose when the task should repeat:

You can set a repeat interval such as daily, week, month, quarter, six months, year.

Once you have chosen the interval, you can decide for the repeat to stop by a particular date.

Note

Any files attached to the original task will not carry over to each future repeating task.

Tip

To stop a recurring task, edit the task and change Recur Every field to None.

Tip

Reminders are sent based on the due date of the task.