Add or edit a task on a project

Add a new chargable or non-chargable task to keep track of the different parts of your projects. You can edit an existing task if you haven't invoiced it.

Add a new task to a project

  1. In the Projects menu, select All projects.

  2. Click the project name.

  3. On the Tasks and Expenses tab, click Add, then select Task.
  4. Give the task a name, or choose from an existing task.
  5. Under Chargeable either:
    • Select Yes if you will charge the customer for time spent on the task, then enter a Charge rate / hr.
    • Select No if you won't charge the customer for time spent on the task.
  6. (Optional) Enter an estimate for the amount of hours allocated to this task.
  7. Either:
    • Click Save & add another to save the task and create a new one.
    • Click Save to save the task and return to the project overview.

Edit an existing task

  1. In the Projects menu, select All projects.
  2. Click the project name.
  3. On the Tasks and Expenses tab, click the task you want to edit.
  4. Make your changes, then click Save.