Managing Tasks

Add, edit, and archive tasks from Manage > Tasks. Once a task is added to your account, add it to any project for which people need to track time to it.

Adding Tasks

1. Go to Manage > Tasks and click Add Task.
2. Name the task.
3. Enter a default rate, if applicable. You can adjust it when you are creating or editing a project.
4. Check Billable by default if the task is always billable, or make it a Common task to add it to all future projects.
5. Click Add Task or Add Task to All Current Projects to Save.

To add a task to a project:

1. Go to Manage > Projects and click into the project to which you want to add a task.
2. On the Edit Project page, scroll down until you see the Tasks list. Add the desired task from the menu.
3. Save your project.

Editing, Archiving, and Deleting Tasks

Editing

You can edit tasks under Manage > Tasks by clicking Edit next to the task name.

Archiving

You can archive a task if it has time tracked to it. To archive a task:

1. Go to Manage > Tasks, and clicking Edit next to the task name.
2. Click the trash can icon.

Once you archive a task, it will be removed from all the projects it is associated with. Reactivate archived tasks from the Manage Archived Tasks page under Manage > Tasks.

If you reactivate a task, you also need to reactivate it on any projects for which you need to track time to it. To reactivate a task on a project:

1. Go to Manage > Projects and click into the project for which you need to reactivate the person or task.
2. Click the refresh button next the person or task you need to reactivate.

Deleting

You can only delete a task if it has no time tracked to it. To delete a task:

1. Delete all time entries for that task.
2. Go to Manage > Tasks, and click Edit next to the task name.
3. Click the trash can icon to delete the task. You can not retrieve this information once it is deleted.