Tasks and Subtasks

Tasks are individual work items within a project. They help you break down the project into specific, actionable steps and track completion. Tasks can be nested with subtasks for more granular planning.

Navigate to: Projects > [Open a Project] > Tasks

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Creating a Task

1. Open the project.
2. Go to the Tasks section.
3. Click + Add Task.
4. Fill in the task details:
   • Subject (required) — What needs to be done
   • Due Date — When the task should be completed
   • Assignee(s) — Who is responsible for this task
   • Phase — Which project board phase this task belongs to
   • Status — Done or Pending
   • Is Billable — Whether to track this task's time as billable
   • Hourly Rate — Billing rate for this task (overrides project default if set)
   • Estimated Duration — How long the task is expected to take
5. Click Save.

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Creating Subtasks

Subtasks let you break a task into smaller steps:

1. Open an existing task.
2. Click + Add Subtask.
3. Fill in the subtask details (same fields as a task).
4. Click Save.

Subtasks appear nested under the parent task. They can be completed independently, and the parent task tracks the overall completion.

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Completing a Task

Toggle completion: Click the checkbox or the status indicator next to the task to mark it as done.

From the task detail: Open the task and change the Status to Done.

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Reordering Tasks

Drag and drop tasks within the task list to change their order. This helps you prioritize work visually.

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Task List vs. Board View

• Task List — A list of all tasks in the project with full details. Best for managing and reviewing tasks.
• Board view — Tasks appear as cards organized by phase alongside projects. Best for a visual workflow overview.

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Billable Tasks and Time Tracking

If time tracking is enabled in your account:

• Mark a task as Billable to track its hours as client-billable time.
• Set an Hourly Rate on the task for billing calculations.
• Team members can log time against billable tasks in Timesheets.

See Time Tracking Overview for more details.

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Deleting and Restoring Tasks

To delete: Open the task and click Delete, then confirm.

Deleted tasks can be restored by an administrator from Settings > Restore.

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Tips for Effective Task Management

• Keep task names action-oriented — Use verbs: "Write proposal draft", "Schedule kickoff call", "Review contract".
• Always set due dates — Tasks without due dates tend to be deprioritized.
• Assign every task — Unassigned tasks have no clear owner and often remain undone.
• Use subtasks for complex work — If a task requires multiple steps, use subtasks to track each step.
• Complete tasks promptly — Marking tasks done gives your team a clear view of real progress.