Tasks
Tasks break a project into work items on a board. They're optional for billing but organize work, assignees, and the time you track.
A task is a work item inside a project. Tasks are the third link in the Clients → Projects → Tasks → Time → Invoices → Payment chain — but unlike the others, they're optional for billing. They exist to organize work, not to price it.
The board
Tasks live on a simple three-column board: To Do → In Progress → Done. You move a task across the board as the work progresses. Each task can carry:
- Multiple assignees — more than one person can own a task.
- Priority — Low, Medium, or High.
- Checklists — break a task into smaller steps.
- Rich-text comments — with @mentions and attachments for discussion.
See Board and list, Assignees, and Comments and mentions.
Tasks and time
Tasks are optional, but they connect to time tracking. You can log a time entry against a project and optionally a task, which lets you see where hours actually went. The task itself doesn't decide billing — the project's rate type does. Only Hourly project time can be billable; Fixed fee and Non-billable task time is delivery effort.
You don't need tasks to bill a client. Use them when you want to break work into pieces, assign it, and talk about it; skip them when project-level tracking is enough.
Tasks and members
Assigning a task to a Member adds them to the project automatically, and Members can work the tasks assigned to them. They still never see rates or amounts. See Project access.
Doing it
Tasks overview
What tasks are and how the board works.
Create a task
Add a work item to a project.
Assignees
Give a task one or more owners.
Comments and mentions
Discuss work with @mentions and attachments.