Tasks

Tasks are the individual pieces of work within a project. They give your team a clear, trackable way to break down engagements into manageable steps — from initial document collection through to final sign-off.

Every task lives inside a project and appears on that project’s Tasks tab. You can assign tasks to team members, set priorities and due dates, track status changes, and log time directly against each task. Tasks are the connection point between planning your work and measuring how long it takes.

Key Concepts

Task Status

Every task has a status that shows where it is in the workflow.

Status	Icon	Description
Open	Circle	Not started. The task is ready to be picked up.
In Progress	Spinning loader	Someone is actively working on it.
Done	Checkmark	The work is complete.
Cancelled	X circle	The task is no longer needed.

Tasks start as Open when created. The allowed transitions are:

Open can move to In Progress or Cancelled
In Progress can move to Done, back to Open, or to Cancelled
Done can be reopened (back to Open)
Cancelled can be reopened (back to Open)

Priority Levels

Each task can be assigned a priority to help your team focus on what matters most:

Priority	When to use
Low	Nice-to-have items or long-term improvements
Medium	Standard work items (this is the default)
High	Important items that should be addressed soon
Urgent	Critical items that need immediate attention

Recurring Tasks

For work that repeats on a schedule — like monthly reconciliations, weekly reviews, or daily check-ins — you can set a recurrence pattern. Options include Daily, Weekly, Monthly, and Yearly, each with a configurable interval (for example, every 2 weeks). Recurring tasks automatically create new instances on schedule so nothing falls through the cracks.

Creating a Task

Step 1 — Open a project

Navigate to the project where you want to add the task and click the Tasks tab.

Step 2 — Click New Task

Click the New Task button to open the task creation dialog.

Step 3 — Fill in the details

Complete the form fields:

Title (required) — a clear, action-oriented description such as “Prepare draft financial statements” or “Review contract amendments”
Description (optional) — additional context, instructions, or acceptance criteria
Priority — choose Low, Medium, High, or Urgent (defaults to Medium)
Assignee (optional) — select a team member from the project’s member list
Due Date (optional) — pick a target completion date
Recurrence (optional) — set a repeating schedule if this task recurs

Step 4 — Create the task

Click Create. The task appears in the task list with Open status.

The Task Detail Sheet

Clicking a task in the list opens the task detail sheet — a side panel that shows everything about the task without leaving the project page.

Header area:

Task title (editable)
Status selector — change status with a single click
Close button to return to the task list

Metadata section:

Assignee — who is responsible for the task. Click to assign, reassign, or release.
Due Date — the target completion date
Created By — who created the task
Created — when the task was created
Tags — colour-coded labels for categorisation
Custom Fields — any additional structured data configured by your admin
Recurrence — the repeating schedule, if set

Tabs within the detail sheet:

Sub-items — break a task into smaller steps
Time — time entries logged against this task
Comments — discussion and notes from team members

Working with Tasks

Claiming and Releasing Tasks

If a task is unassigned, you can claim it to assign it to yourself. If you need to hand off a task, open the assignee selector and either pick a different team member or release the task to make it unassigned again.

Filtering and Saved Views

The task list includes filter chips to quickly narrow your view:

All — every task regardless of status
Open — tasks not yet started
In Progress — tasks currently being worked on
Done — completed tasks
Cancelled — cancelled tasks
My Tasks — tasks assigned to you
Recurring — tasks with a recurrence pattern

By default, the list shows Open and In Progress tasks. You can save your current filter, sort, and column configuration as a saved view so you can return to it with one click.

Bulk Operations

Select multiple tasks using the checkboxes to perform bulk status changes. This is useful for closing out a batch of tasks at once or cancelling tasks that are no longer relevant.

Tips and Best Practices

Write action-oriented titles — start with a verb (“Prepare,” “Review,” “Send”) so it is immediately clear what needs to happen.
Set priorities deliberately — if everything is Urgent, nothing is. Reserve High and Urgent for items that genuinely need immediate attention.
Use due dates — even rough target dates help your team plan their week and flag overdue work early.
Break large tasks into sub-items — if a task has multiple steps, use sub-items to track progress without creating too many top-level tasks.
Log time as you go — recording time against tasks while the work is fresh ensures accurate invoicing and effort tracking.

Projects — tasks live inside projects and inherit their customer and budget context
Time Tracking — log hours against tasks for invoicing and reporting
Invoicing — billable time logged on tasks flows into customer invoices
Custom Fields and Tags — add structured data and labels to tasks