IN THIS ARTICLE
Overview
The Tasks section contains:
Main pane: shows your assigned tasks.
Header right side controls:
Sort: arrange tasks by priority, date, project, client or closed.
Add task: add a new task, add multiple tasks, add tasks' due dates to your calendar.
Features
Add a task
Roles: all roles | Free Feature
Tasks are how you break down your work and track your team's hours in TrackingTime. They can live on their own or within a specific project.
How to add a new task:
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These are the task basic details:
Assignees: the team members that have this task assigned,
Project and Task list: the project and task list the task belongs to.
Estimated Time: the amount of hours required to complete this task.
Due Date: the date by when the task should be completed.
Mark as Billable: specify whether the task should be marked as billable or not (requires the money mode add on enabled).
Hourly Rate: if the task is billable, then you can enter an hourly rate for it (requires the money mode add on enabled) .
💡Tip: add extra fields of information to your tasks using Custom Fields.
⚠️ limits: tasks' names can be up to 500 characters long and names are not unique.
⚠️ Important: tasks without project assignation will be assigned to the No Project project.
Assign tasks
Assign a task to a single user
Roles: all roles | Free Feature
Assign a task to multiple users
Roles: all roles | Paid Feature
How to assign multiple users to a task:
💡Tip: If you click on the users' name, then the assignee will be replaced, instead of added. |
Assign a task to Everyone
Roles: Admin, Project Manager | Paid Feature
⚠️ Important: If the project is public: then everyone from your workspace will be able to visualize the task. If your project is private, all users with access to the project will be able to visualize and edit the task.
Assign tasks to Nobody
Roles: all roles | Free Feature
You can leave tasks unassigned. Just enter the task name and assign the users later.
Mark a task as done
Roles
: all roles | Free Feature
You can mark it as done to get it out of your way. When you mark a task as done you can no longer track time against it. However, you can re-open tasks anytime as needed.
How to mark a task as done:
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Delete a task
Roles
: all roles | Free Feature
How to delete a task:
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💡 Tip: You can also right click on a task and select Delete from the drop down menu.
⚠️ Important: When you delete a task all associated time entries will also be deleted. and those hours will be also subtracted from the project. This action cannot be undone.
Edit tasks in batch
Roles
: all roles | Free Feature
How to delete multiple tasks at the same time:
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Attachments
Roles
: all roles | Free Feature
Add documents, images, videos and screen captures to collaborate with others in your team, or for your self organization. You can attach them to your tasks, comments and hours.
Attach files to tasks
Adding files to a task helps you collaborate with your team, by adding extra information. You can upload as many files as you need.
How to attach a file to a task:
How to delete a file:
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⚠️ Important: All users assigned to the task will be able to see the files.
Attach files to comments
When adding a comment to a task, you can upload a file to help your team with their current assignment.
How to attach a file to a tasks' comment:
How to delete a file:
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Attach files to a Time entry
You can also add files to your time entries.
How to attach a file to a time entry:
How to delete a file:
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Subtasks
Roles
: all roles | Free Feature
Subtasks are always associated to a specific task. These are very helpful for when you’re working on a big task, and you want to break it down into smaller, achievable goals.
How to create subtasks:
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How delete subtasks:
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📝 Note: You can mark subtasks as open or closed, by ticking them using the green button next to their names.
⚠️ Important: Currently, tracking time against subtasks is not supported.
Comments
Roles
: all roles | Free Feature
Task comments allow to you to keep all conversations around your tasks, in one place and in context. Every user who has permission to view a given task is also allowed to leave a comment.
How to add a comment:
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💡 Tip: Notify people via email about your new comment. Select from the list, which users should receive an email notification, so they don't miss anything!