How do I create/manage tasks?
To create new tasks, or make changes to existing ones, follow these steps:
- Head to the Time Tracking tab
- Click on the Tasks subtab
- Click on + New Task to create a new one, or edit to make changes an existing one.
- Give your Task a Task Name. The Description field isn’t mandatory, but will provide your Clients with a little more information regarding the Task you’re billing for.
- If you do not plan on billing your Client for the time you track against this Task, uncheck the Bill to Client box
- If you do plan on billing your Client, set a Rate per hour
- Assign the Task to the relevant Projects
- Click Save.