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 and add tasks with detailed descriptions to the task list.

*** Please note that Administrators and Managers can create new tasks, while Normal users can only track time on existing tasks.

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.
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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.

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.

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:

If you are using the same task list on different projects, you can create task templates. This way you can quickly add a task list to your projects.
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Once a task from the templates is added to a project, you can edit it independently in each project and this will not affect the same task in other projects.

Please go to Settings > Task templates to create and manage task templates.

You will be able to enter a Task list name for each of your task templates. Task templates with the same Task list name will be automatically grouped in the same Task list.
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When adding templates to the projects, you will select a Task list, not individual tasks. This means all task templates from the same Task list will be added at once.

When creating a task template you can set it to be automatically added to all new projects:

If you wish to add a task from the task templates to all existing projects, you can do this here:

You will be able to edit your task template when needed:

IMPORTANT: Please note that when editing a task template, only the template will be updated. Updating the template will not update the tasks in projects. Tasks in the projects are independent of the task templates and one another.

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

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.

To delete a task, click on the task to open it and then click 'Archive' under the task. Then a pop-up will open that will allow you to archive or delete a task. If you archive it, it will remain assigned to past time logs. If you delete it, it will be removed from past time logs. In both cases, it will not be available for selection on future time logs.

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, all data tracked on tasks from the list will remain in the reports. If you delete it, everything will be removed.