Help Center

Enter the number of hours you expect the task to be worked on. Adding hours allows you to track your effective bill rate and bill your service items by time and materials.

If the project type is billable or non-billable, then a company is required to be associated with the project, and with each of the project tasks. When you add a new task, the company associated with the project will auto-populate this field. Alternatively, you can add a new company by clicking the plus icon. If your project type is internal, then this field is not required.

Choose between low, medium, and high priority options for the tasks so your team knows what to focus on. You can see the priority on each task, in the project widget and filter by priority on task table.

The task statuses that show up in this drop-down menu are determined by each organization’s system configurations. Set task statuses by navigating to Settings > Projects > Task Statuses. You can also set a default task status on this page. When you create a new task, unless you specifically choose a different status, the task will be created with your system’s default.

The complete status will default to auto, which means the system will use the hours on the task to estimate how far along you are. If you would prefer to set the completion status yourself, select a percentage from the drop-down menu. You can always override the auto-complete status amount by using the drop-down menu on the task and selecting a new completion percentage.

You can associate tasks with your project’s milestones. When you view that milestone on the Milestones tab, any tasks associated with it will also display. You can also filter your tasks by milestone on the Tasks tab. Associating a task with a milestone will help organize your projects.

This field indicates whether the task is dependent on another task’s start. For more information about dependencies and predecessors, view the help center page Create Task Dependencies.

This field indicates whether the task’s start is dependent on one or more other task's ends. For more information about dependencies and predecessors, view the help center page Create Task Dependencies.

Add a description of the task in this field to give your team more information. You can be as brief or as specific as you would like to be here.

Choose from a multi-select list of the users that are participants on the project to assign to this specific task. If you want users to put time towards a task or have a discussion, you must add participants to the task. Each participant on the task can add hours to the task on their timesheets, which will in turn update the recorded hours on the task.

You also have the choice of selecting from any user groups that are assigned to the project rather than individual users.

If there are any vendors, and vendor contacts assigned to the project, you can also assign them to tasks. For more information as to how vendors interact with your projects, reference the help center page ‘Working with Your Vendors on Projects’.

This field will only display if there is a PO associated with the project. You can choose from either Fixed, or Time bill types. You must have a Vendor and at least one PO associated with the project before you can assign a PO item to a project task. Only Unit, Daily, and Monthly units can be assigned to a task; Hourly PO units are assigned to Vendor Contacts NOT at the task level.

This field will only display if there is a PO associated with the project. You can select from a drop-down list of available PO items.

If you want expenses for the task to be recorded to a specific account, indicate that here. Expense Accounts are configured by navigating to Settings > Payables > Groups & Accounts.

Indicate whether or not to track project utilization for this task. For more information about project utilization, see the help center page Tracking Project Utilization.