Tasks overview

Goal

Understand how tasks organize project work, time capture, and completion status.

Who it is for

Project clerks and assignees (pm.view / pm.manage).

How tasks fit the cycle

1. Tasks belong to a project (created from the global Tasks list or from project detail).
2. Statuses: To do → In progress → Done / Cancelled. Marking Done sets completed_at.
3. Priorities: Low, Normal, High, Urgent.
4. Optional Assignee, Milestone, dates, Est. hours, Billable flag, checklist, comments.
5. Start timer / Stop timer logs time (one running timer per user). Manual Log time also available on the project.
6. Project detail supports Kanban and List task views. Workspace Tasks list filters by status, project, assignee, and My tasks only.

Tenant Projects setup can require assignee, due date, estimate, milestone, and/or task type — saves fail with 422 until those fields are filled.

Open the screen

Projects → Tasks (pm.view), or open a project’s tasks tab.

Related

• Find tasks
• Create a task
• Task status and timers
• Task policies (setup)