Create a Task
How to Create a Task
- Click the New task button
- Fill in the form:
- Task name (required) — a short description of what you will be doing
- Project (required) — select the relevant project from the list
- Milestone (optional) — if the project has milestones, you can select one
- Click Create
The task immediately appears in the day's list.
Available Projects
Only active projects appear in the selector. Projects being closed are flagged with a warning and no longer accept new time entries.
If you are a Member with project restrictions, only the projects assigned to you appear in the list.
Assign a Task to a Member (Supervisor+)
If you are a Supervisor, Admin, or Owner, an Assign to field appears at the top of the form. It allows you to create a task directly in another team member's schedule.
- By default, the task is created for yourself ("Myself")
- When selecting a member, the project list updates to show only the projects accessible by that member
- If the member has project restrictions, only their assigned projects are offered
Members do not see this field and always create tasks for themselves.
Milestones
If the selected project has milestones, an additional field allows you to link the task to a specific milestone. This makes it easier to track progress by milestone in reports.