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Task lists and Tasks

Create task lists for your projects and assign tasks to team members.

Miha Suznik avatar
Written by Miha Suznik
Updated over a week ago

By tracking time on specific tasks, you will get more detailed and insightful reports, and be able to manage projects and time better. It is possible to set a budget (in total hours, billable amount, or cost) for each task, follow its progress, and mark tasks as completed.

You can create one or more task lists for a project in the Tasks tab of the project overview:

Add a new task or task list

You can simply add a new task by clicking '+ Add task' or start by adding a new task list to a project. To rename a task list or a task, just click on its name to edit it.


​You can add a task list from scratch or select one of the task lists from the task templates. We recommend preparing task templates for task lists that recur on many projects.


Learn all about task templates here >>>


Here are the basic fields you need to enter to create a new task:

When you click to expand Optional fields, you will get additional options to set for the task:


Mark tasks as non-billable


Tasks on billable projects are always marked as billable by default. However, you can set the default billable state for certain tasks as non-billable by deselecting this option:

If the 'Billable by default' option is not selected, new logs assigned to this task will be marked as non-billable by default. It will still be possible to edit the non-billable time logs and mark them as billable if needed.

Selecting or deselecting the 'Billable by default' option will not affect the billable settings of past logs assigned to this task. It will only affect the default billable state for new logs assigned to this task. If you need to change the billable state of the past time logs, you will need to edit the time logs and change their billable state.



Task-based billable rates

If you selected a task-based rate as a billable method for your project, you can input the billable rate for each task:


Task budget (task estimates)

If you set your project budget based on Tasks (as opposed to the entire project), you can set task estimates (in total hours, billable amount, or cost). This way you will always be able to quickly see how many resources are left for each task and which tasks are over budget.

You can also decide to show the information on available hours to all users. This means they will be able to see how much budget is left before entering their time. The budget spent will be displayed on the Track page:

If you wish to hide/show this information, please go to the Time log fields.



Assign users to a task

You can assign one or more users to each task. When no specific user is assigned to a task, all users assigned to a project can track time on its tasks. If one or more users are assigned to a task, only they will be able to track time on the task.

Mark tasks as completed

Administrators and Managers can mark tasks as completed. When a task is marked as completed, users can still add more time to it. If you wish to prevent users from adding more time to a task, you need to archive it.

It is also possible to move a completed task back to the task list:

Delete a task from the task list

To delete a task, click on the task to open it and then click 'Archive' under the task. This will move the task into the archived tasks folder. If you archive a task, it will not be available for selection on future time logs but will remain assigned to past time logs.

If you delete a task, it will be removed from past time logs. This action is irreversible.

To delete a task, click on the archived tasks on the task list. Then the list of archived tasks will show up and you will be able to delete a task:


Delete an entire task list

Put your mouse over a task list name and click the 'Archive' button to remove the entire task list from the project overview. You will be able to decide whether to archive or delete it.

If you archive it, the tasks from the list will not be available for selection on future time logs, but all past data tracked on the task list will remain in the reports.

If you delete the task list, all data related to the deleted tasks will be removed from past time logs. This action is irreversible.

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