Tasks help break down projects into manageable pieces of work. Each task can have its own billing rate, time budget, and tracking settings, making it easier to manage work and monitor project progress effectively.

Steps to Create Tasks

1. Access Task Creation

  • Navigate to Worklog → Projects.
  • Select the project where you want to create tasks.
  • Click on the Tasks tab.
  • Click the + Add New Task button.

2. Enter Task Details

Provide the following required information:

  • Task Name (required): A descriptive name for the task.
  • Project ID: Auto-filled based on the selected project.
  • Rate per Hour (required if using task-based billing): The hourly rate for the task.
  • Budget Hours (required if using task-specific budgets): The estimated time allocated for the task.

3. Configure Task Settings

Add more details to customize the task:

  • Basic Information:

    • Task name
    • Task description
    • Billable status (Yes/No)

  • Budget Settings:

    • Set rate per hour (if applicable).
    • Define budget hours.
    • Specify the currency.

  • Time Tracking:

    • Enable or disable time tracking for the task.
    • Set billable status (if applicable).
    • Add task notes for additional context.

4. Task Management Options

Once tasks are created, you can manage them using these options:

  • Edit Task Details: Update task name, description, or budget.
  • Track Time Against Tasks: Log and monitor time spent on the task.
  • Mark Tasks as Complete: Indicate when a task is finished.
  • Generate Task-Specific Reports: Review performance and billing details.
  • Delete Tasks: Remove tasks that are no longer needed.

5. Bulk Actions

Perform bulk operations on multiple tasks for efficiency:

  • Delete multiple tasks at once.
  • Update the billing status for multiple tasks.
  • Modify task settings across selected tasks.

Why Use Tasks?

Tasks are essential for:

  • Tracking Progress: Keep your projects organized and ensure work is completed on time.
  • Managing Costs: Monitor billable hours and stay within budget.
  • Improving Productivity: Break down projects into actionable steps for your team.

Keep your tasks organized and up-to-date to achieve the best results for your projects!