Create a New Project Task
To add a new project task, navigate to the Tasks tab on the project’s page, and click on Add New Task in the top right corner. This will prompt a pop-up where you can enter information about the task.
Each task requires a Name and a Start and End Date, though you can choose to enter information for any of the following fields. Each field serves a different purpose, and you can take advantage of them however you see fit.
The information section allows to add important details to the task such as hours, descriptions, and dependencies. Click on the field name below to learn more about the fields.
The Task Participants are needed to assign users or vendor contacts to tasks for hour tracking and discussions. While any user could work on a task, a user must be assigned to a task to help determine resource allocation.
The Billing is needed if you want to track costs, utilization rates, and your bill rate. You don't need to worry about the billing section if you only track internal labor costs, except for making sure to mark certain tasks as use for Utilization.
You can also create Sub-Tasks to fall under a specific project task. When creating a new task, you can click on Add Sub Task located at the bottom of the Add New Task pop-up. The sub-task will need a Name and a Start and End Date. If you want to include all of the main task's participants on the sub-task, then make sure to check the "Include All Participants" box. You can add and remove sub-task participants later if needed. There a few rules to follow when creating a sub-task:
The sub-task must have a date within the main task date.
The hours entered for a sub-task cannot be greater than the hours for the main task.
Important
Once the main task has been created, you will not be able to add sub-tasks from the Edit Task pop-up. Instead, you will need to choose Add New Sub Task from the ellipsis actions on the main task. This will prompt an Add Sub Task pop-up, which will be nearly identical to the Add Task pop-up.