Manage tasks on the project board

Tasks are the pieces of work inside a project. The board shows every task in four columns, To do, Doing, Review and Done, so the team and the manager see what is moving.

Before you start

• To add tasks you need the right Create and change projects, costs and invoices.
• Anyone assigned to a task can move it and tick its checklist, even without that right.

Steps

1. Open the project from the Projects list and go to Tasks.
2. Open New task.
3. Type the Task title and choose its Phase.
4. Choose who it is Assigned to, the Due date and the Estimate (hours).
5. Under Checklist (one item per line), type the steps, one per line.
6. Select Add. The task appears in the To do column.
7. Open Projects → Board to see the columns. Choose one project, or All projects, and tick Only mine to see only your tasks.
8. Select a task to open it above the board.
9. Select the button of the column it should move to, for example Doing or Review.
10. Tick checklist items as they are done.
11. Type a Comment and select Add to leave a note for the team.

Good to know

• Tasks move with buttons, not by dragging. There is no Gantt chart, no task dependencies and no recurring tasks.
• The project page lists every task with its phase, assignee, due date, column and how many checklist items are ticked.
• Estimates matter for progress invoices: the share of estimated hours on tasks marked Done is offered as the suggested % complete. A task without an estimate counts as one hour. See Invoice a project.
• Team members without the right to see project figures see their own tasks and projects only, without contract values or costs.
• Time is recorded against a task from the time page: see Record time and approve timesheets.