How to Use Tasks

Break projects into assignable work items — track status on a board, table, timeline, or calendar, and log time from the web app or desktop tracker.

Open Tasks

1. Go to Tasks

   Click Tasks under Manage in the left sidebar. Use Search by task name, Select Project, Member, and Select date range to narrow the list. Click + Add Task to create work or Team chat to message the team.

2. Switch views

   Use the tabs below the header to change how tasks are displayed. The status dropdown (for example, All) filters which tasks appear in each view.

   • Board

     Kanban columns — Todo, In Progress, Completed. Drag cards between columns to update status.

   • Table

     Spreadsheet-style list with time worked, ETA, assignee, and row actions.

   • Gantt

     Timeline by month with task names and project on the left.

   • Calendar

     Month grid with status colors; unscheduled tasks listed below.

   • Workload

     Team chart and per-member cards showing task counts and completion.

Board view

1. Kanban board

   Each column is a status with a count (for example, In Progress 12). Cards show the task name, project, and assignee avatar. Drag a card to another column to move its status.

   Empty columns show a placeholder — drag a card from another column to populate Todo.

   

Table view

1. Task list table

   The table is best for sorting and bulk review. Each row includes actions to edit, mark complete, or remove.

   • Task Name

     Title shown in the tracker and Live Feed when someone works on this task.

   • Project

     Parent project badge — time rolls up to this project on timesheets and reports.

   • Time Worked

     Hours logged against the task in the filtered period.

   • ETA

     Estimated time when set on the task; shows a dash until populated.

   • Assign

     Assignee avatar — click the plus icon to add or change who owns the task.

   • Row actions

     Edit (pencil), complete (checkmark), and delete (X) on the right.

   

Gantt view

1. Timeline

   See tasks on a monthly grid (for example, May 1 — May 30, 2026). The left lists task name, project, and assignee; the right shows days with Today highlighted. Use arrows or Today to navigate months.

   

Calendar view

1. Month calendar

   Tasks with due dates appear on the calendar. The legend shows status colors: Todo, In progress, Completed, and Overdue. Scroll to Unscheduled at the bottom for tasks without a due date.

   

Workload view

1. Team capacity

   The Team Workload Overview chart stacks Todo, In Progress, and Completed per member. Below, member cards show total tasks, percent done, and a short task list.

   Use Workload before assigning new work — balance Todo and In Progress across the team instead of overloading one person.

   

Create a task

1. Create Task modal

   Click + Add Task from any view. Fill the form and click Add Task or Cancel to close.

   • Task Name

     Required title — keep it actionable so Live Feed and reports stay readable.

   • Select Project

     Required — ties the task to a project for tracking and billing.

   • ETA hours / minutes

     Optional estimate shown in Table view and Performance when configured.

   • Due date

     Optional — drives Calendar placement and overdue status.

   • Priority & Labels

     Optional priority level and comma-separated labels (for example, Bug, Client, Sprint) for filtering.

   

2. Track time on a task

   Members select the project and task in the desktop tracker or web timer. Logged time appears in Timesheets, Live Feed, and Reports under that project.