Tasks

Tasks categorise the type of work being done on a project. They appear in the task dropdown when logging time entries.

How Tasks Work

Tasks represent activities like Design, Development, Testing, Project Management, or Meetings. They help you understand not just how much time was spent, but what kind of work was done.

Each time entry requires both a project and a task, giving you two dimensions of categorization.

Company-Level Tasks

Tasks are defined at the company level in Manage > Tasks. This provides a consistent vocabulary across all projects.

Creating Tasks

  1. Go to Manage > Tasks.
  2. Click New Task.
  3. Enter the task name.
  4. Configure defaults:
    • Billable by default — Whether time tracked to this task is typically billable.
    • Default hourly rate — An optional default rate for this type of work.

Default Tasks

Mark tasks as “default” to have them automatically added to every new project. This saves time when creating projects that use your standard set of activities.

Project-Level Task Configuration

When you assign tasks to a project, you can override company-level defaults:

Assigning Tasks to Projects

  1. Open the project settings.
  2. Go to the Tasks section.
  3. Select which tasks are available for this project.

Only assigned tasks appear in the dropdown when team members log time against this project.

Per-Project Overrides

For each task on a project, you can customise:

  • Billable — Override whether this task is billable on this specific project.
  • Hourly rate — Set a task-specific rate (when billing by task rates).
  • Budget — Set a per-task budget (when using per-task budgets).

Archiving Tasks

Tasks that are no longer used can be archived:

  • Archived tasks don’t appear in the task dropdown for new entries.
  • Existing entries with that task are preserved.
  • Archived tasks can be restored from the archive view.

Best Practices

  • Keep your task list focused — too many tasks creates decision fatigue.
  • Use tasks for the type of work, not specific deliverables (use notes for that).
  • Common task lists: Design, Development, Testing, Project Management, Meetings, Research, Documentation.
  • Set billable defaults accurately to reduce manual toggling.