Tasks

Projects are made up of tasks, and knowing how to manage your tasks (and everyone else’s) is the secret to getting your projects completed on time. The ability to keep track of your tasks and deadlines makes the task management feature a crucial tool for your freelance business needs.

Tasks List

The Tasks list displays a list of all your tasks, for all projects, in an easy-to-follow table format.

Tip

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

Create Task

Task List

To create project task stages, open a project and click on tasks tab. Click on the New List. A modal will popup that allows you to add a new task list.

New Task

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

The task creation form contains the fields below;

  • Task Name: Enter the task name

  • Milestone: Select a milestone attached to this project (optional)

  • Board: Enter the task stage e.g Backlog

  • Description: Enter a task description

  • Start Date: Date when the task should start

  • Due Date: Date when the task should end

  • Hourly Rate: The billing rate to charge per hour for the task

  • Est. Hours: Total number of estimated hours a task takes

  • Recurring Task: Select the frequency in which the task repeats.

  • Visible to Client: Uncheck it to hide from client

Recurring Tasks

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 Recurring Task 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 Recurring Task field to No.

Tip

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