Tasks represent small to medium sized jobs or services performed for a client, and are suited perfectly for services rendered with an hourly rate. Tasks enable you to track your time on the job, with stopwatch-like functions baked into your tasks, and you can track and record hours across as many date and time periods as you need to. You can assign tasks to a project, in order to keep track of the various jobs involved in it, or leave them as standalone small jobs. Tasks can be added to a clients invoice independently, or in bulk when you create an invoice out of the project record itself. Tasks also allow you to assign an admin portal User to them, to maintain accountability and responsibility for the work associated with them.

The Tasks module is powerful, especially when used in combination with Projects and Expenses, and very useful to any service-based business.


The Tasks module allows you to easily manage and organize your tasks within the software application.

Table View

Board View

With the Tasks module, you can easily manage your work and stay organized. Try it out today!

Note that the Tasks board view does not present invoiced and paid tasks, it is more like a "to do list" board for visualizing and managing your current work, rather than a full history view, which the table view is better suited for.

Viewing a Task

With the Tasks panel, you can easily view and manage your tasks and stay organized. Try it out today!


The Overview tab in the Tasks panel provides you with all the general information about a task, including duration, value, and status.


Here you are able to upload files such as pictures, documents, and more in order to give your client access to these files from the client portal.

Creating and Editing a Task

When creating or editing a task in the desktop layout, you will be switched away from the table/list view completely to a "Edit Task" or "New Task" view, with all the available fields visible. On a mobile layout, it is similar behavior, but the fields available are divided into two tabs.


Time Tracking

The time tracking feature allows you to easily track billable hours for your work on a task for the client.

Time Entries

Lifecycle of a Task

Tasks have a unique lifecycle, with the option to create custom statuses and support for multiple statuses to aid in sorting and managing tasks while reflecting their current states.

Manual Task Status or Logged

A manually set task status is one that you select or configure, such as one of the pre-configured task statuses (Backlog, Done, In progress, or Ready to do) or a custom status you've created in Settings > Task Settings. These statuses serve primarily as recordkeeping and help sort and visualize your active tasks. Tasks with a manually set status are considered Logged if they have not been invoiced and are not currently in a Running state.


A running task is any task that is currently tracking billable hours on the clock.


A task is in an invoiced state after the task has been added to an invoice. A task in the invoice state no longer appears in the board view, because it is considered completed. When viewing a task that has been invoiced, there will be a link to the invoice it has been assigned to.


Archived tasks are hidden from all views by default. Archived tasks are still considered available, and can be invoiced and billed for. You can change your view filters to see archived tasks, and you can "Restore" an archived task to return it to its former state.


A deleted task is no hidden from all views by default, and is no longer considered available. Deleted tasks can not be added to invoices, edited, or billed for. You can change your view filters to see deleted tasks, and you can "Restore" a deleted task record to return it to its former state.

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