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Managing Tasks

Tasks are work items within a project. Use them to track what needs to be done, who’s responsible, and when it’s due.

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Creating a task

1. Open a project
2. Go to the Tasks tab
3. Click New Task
4. Fill in:
   • Title (required): What needs to be done
   • Status: Defaults to “Not Started”
   • Priority: Low, Medium, or High
   • Assigned to: Which team member is responsible
   • Due date: When it should be completed
   • Description: Any additional context
5. Save the task

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Viewing tasks

You can see tasks in two places:

• Project detail page → Tasks tab: Shows all tasks for that specific project
• Tasks page (sidebar): Shows all tasks across all projects, with filtering and sorting

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Editing a task

Click on any task to open it. You can update the title, description, status, assignee, priority, or due date at any time.

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Task priority

• Low: No rush, can be done when convenient
• Medium: Should be done within the normal timeframe
• High: Urgent — needs attention soon

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Tracking time

Tasks have a time spent field where you can log how long you’ve worked on something. This is optional but useful for billing and workload tracking.