Project Tasks
The units of work inside a project — assignees, dates, attachments and time — and how logged time flows on.
How tasks fit projects
Tasks are the units of work inside a project. Each has one or more assignees, a start date, a due date, and a status, and belongs to a client through its project. Time logged against a task flows into timesheets and, ultimately, into project profitability — so keeping statuses current is what keeps reporting honest.
Creating a task
- Go to ERP → Tasks (or open a project and use its Tasks tab) and click New Task.
- Give it a clear title — someone else should be able to tell what "done" means from the title alone.
- Pick the project it belongs to.
- Assign one or more assignees and set a start date and due date.
- Save.
The task detail page
Open a task to see its client (via the project), assignees, dates, and status in one place, plus:
- Attachments — attach files directly to the task, with inline previews for images.
- Time logging — log timesheet entries against the task without leaving the page; they show as a running list.
- Closing note — completing a task prompts for a short note on what was done, the same pattern used when resolving a ticket.
Logging time
Team members log time against the task, either from the task detail page or their timesheet. That time is what feeds project cost and profitability, so time booked to the wrong task quietly distorts both.
Keeping it useful
A task list only helps if statuses are real. Stale "in progress" tasks make the portfolio view worthless — review and close them as part of your weekly project cycle.
Tip: Break work down until each task is a few days at most. Long-running tasks hide slippage until it is too late to react.
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