Tip

You can mark a task as completed by simply clicking on the checkbox that appears on the left side of the task name.

### Stages¶

To create project task stages, open a project and click on tasks tab. Click on the gears icon on the right side of the top navigation bar. A modal will popup that allows you to add, update or delete the stages.

To create a new task, open the project you want to create a task for. Click on tasks tab and select Create button.

The task creation form contains the fields below;
• Milestone: Select a milestone attached to this project (optional)
• Stage: Enter the task stage e.g Backlog
• Team: Select multiple users assigned to the task
• Description: Enter a task description
• Start Date: Date when the task should start
• Due Date: Date when the task should end
• Hourly Rate: The blling rate to charge per hour for the task
• Est. Hours: Total number of estimated hours a task takes
• Recur Every: Select the frequency in which the task repeats.
• Visible to Client: Uncheck it to hide from client
• Tags: Custom tags e.g logos, design etc

## Time Entry¶

There are two ways to record time spent on a task: Timer and Manual.

### Timer¶

This is an automatic timer feature that allows you to record working sessions in real time. To begin the timer, press Start. Then get to work. The timer will run until you select Stop. When you select Stop, the timer will be stopped and the time entry can be viewed in Timesheets section of the task page.

### Manual¶

The other way you can create a time entry is by manual entry of the session details.

• To enter time manually click on Time Entry button.
• Select a task from the dropdown list (optional).
• Enter time in the format {hours}:{minutes}:{seconds} i.e 01:10:30 means 1 hour, 10minutes and 30 seconds.
• Alternatively, you can choose a start time and end time by checking Use start and End Dates checkbox.
• Enter time entry description and choose whether it’s billable or unbillable.

You can create recurring tasks for tasks you have to do again and again as part of a single project. Before setting a repeat, you will first need to make sure you have a due date set on the task.

When editing the task, you will see the Recur Every field and under this field you can choose when the task should repeat:

You can set a repeat interval such as daily, week, month, quarter, six months, year.

Once you have chosen the interval, you can decide for the repeat to stop by a particular date.

Note

Any files attached to the original task will not carry over to each future repeating task.

Tip

To stop a recurring task, edit the task and change Recur Every field to None.

Tip

Reminders are sent based on the due date of the task.