Tasks

Tasks are time entries that record your actual working hours. Each task represents an activity completed as part of a project, with start and end times, descriptions, and optional metadata like tags, expenses, and notes.

On this page: task fields · the task list and filters · creating manually · editing · bulk actions · exporting.

iPad

On iPad with enough screen space (full-screen or a wide split view), the Tasks screen renders as a two-column list + detail layout. Tapping a row opens the edit view in the right column. See iPad Cockpit → List + detail.

Task Basics

What is a task?

A task is a single time entry — a start time, an end time, a project it belongs to, and whatever optional context you add (description, tags, location, rate, and more). Duration is derived automatically from start and end.

Tasks come in three flavours, picked when you create them:

• Task — the standard work entry. Most of your entries will be these.
• Mileage — travel, with origin, destination, and distance.
• Call — a phone call, with the contact's number.

Four ways to create a task

You can:

• Use the timer for real-time tracking while you work — the most accurate path.
• Add manually when you forgot to start the timer.
• Apply a template when a kind of task repeats — preset project, rate, tags, and description in one tap. See Task Templates.
• Duplicate an existing task to copy its breaks, expenses, and notes along with the fields.

Task Fields

Every task has three required fields: a project (which one this work belongs to), a start time, and an end time — the end is blank while the timer is still running.

Beyond the required fields, you can flesh out a task with any of the following:

Type. Each task is one of three kinds — a standard Task, a Mileage entry (with origin, destination, and distance), or a Call entry (with phone number). The form swaps in the right extra fields based on the type you pick.

Description. Anything you want to say about the work. Supports Markdown formatting.

Location. Where the work happened — handy for site visits and client work.

Tags. Color-coded labels for cross-project categorisation. Apply as many as you like.

Rate. Picks a billing rate to apply for earnings calculation. Inherited from the project's default rate if you've set one.

Billing status. Three flags — Billable (is it chargeable?), Billed (has it been invoiced?), and Paid (has the invoice been settled?). The latter two only show up when Billable is on.

Feeling. Optional mood indicator — an emoji you pick to remember how the work session felt. Useful when reviewing past patterns.

Signature. Hand-drawn confirmation. Mostly used in field-service workflows where a customer signs off on the time.

Breaks. Added inline at the bottom of the form — each break has a start time, end time, and duration. Tap New Break to add one at the task's midpoint with your default break duration; swipe left to remove. Breaks save together with the task in a single action. Overlapping breaks merge automatically on save, and breaks outside the task's time range get truncated.

Task List

The task list displays all your time entries for a selected period.

Accessing the Task List

1. Open the Tasks tab
2. View entries for the current filter period
3. Scroll to see more entries
4. Tap any task to view details

Task List Display

Each task in the list shows:

• Project color - Visual indicator on the left
• Time range - Start and end times
• Duration - Total time
• Description - Task description if entered
• Tags - Color-coded tag chips
• Status indicators - Billable, paid, or other flags

Searching Tasks

Use the search bar at the top of the task list to find specific entries:

• Search by description text
• Results update as you type
• Works with current filters applied

Changing the Time Range

Tap the header showing the current period to change the view:

Period	Description
Today	Current day's entries
Yesterday	Previous day's entries
This Week	Current week (respects first day setting)
Last Week	Previous week
This 2 Weeks	Current two-week period
Last 2 Weeks	Previous two weeks
Last 4 Weeks	Previous four weeks
This Month	Current calendar month
Last Month	Previous calendar month
This Quarter	Current quarter
Previous Quarter	Previous quarter
This Year	Current calendar year
Last Year	Previous calendar year
Custom	Select specific start and end dates
Single Date	View a specific date
All Time	View all entries

Quick Navigation

Swipe left/right on the task list header to quickly move between periods (previous/next week, month, etc.).

Filtering Tasks

Filter Options

By Time Range

Select a predefined period or custom date range.

By Project

• Select specific projects to view
• Multiple projects can be selected
• Useful for client reporting

By Status

Status	Description
All	No status filter applied
Billable	Tasks marked as billable
Not Billable	Tasks not marked billable
Paid	Billable tasks marked as paid
Unpaid	Billable tasks not yet paid
Billed	Tasks that have been invoiced
Not Billed	Billable tasks not yet invoiced
Outstanding	Billed but unpaid tasks

By Type

• Task - Standard work entries
• Mileage - Travel entries
• Call - Phone call entries
• All - All types

By Tags (Plus/Pro)

• Filter by one or more tags
• Shows only tasks with selected tags

By Rate (Plus/Pro)

• Filter by specific billing rate

By Breaks (Plus/Pro)

Option	Description
All	Show all tasks
With Breaks	Only tasks that have breaks
Without Breaks	Only tasks without breaks

By Notes (Plus/Pro)

Option	Description
All	Show all tasks
With Notes	Only tasks that have notes attached
Without Notes	Only tasks without notes

By Expenses (Plus/Pro)

Option	Description
All	Show all tasks
With Expenses	Only tasks that have expenses
Without Expenses	Only tasks without expenses

By Feeling (Plus/Pro)

Filter tasks by the mood/feeling indicator you assigned when tracking.

Saving Filters

Your filter settings are automatically saved and persist between sessions.

Filter Bar

The bottom of the task list shows a filter bar with:

• Filter button (left) - Tap to open filter options
  • Shows icons indicating active filters (type, status, tags, rate, etc.)
  • Tap the filter icons to see a summary popover of active filters
  • Filter icon turns accent color when filters are active
• Statistics (center) - Duration and earnings totals for current view

Task List Menu

Access additional options from the three-dot menu (⋯) in the toolbar:

Sort Order

Option	Description
Ascending	Oldest tasks first
Descending	Newest tasks first (default)

Status Display

Choose how task status is displayed in the list:

• Configure which status indicators are shown
• Helps focus on relevant information

Selection Mode

• Select - Enter selection mode to choose multiple tasks
• Select All - Select all tasks matching current filters
• Deselect All - Clear all selections (shown when many tasks selected)

Bulk Actions

When in selection mode, a toolbar appears at the bottom with actions for selected tasks.

Selecting Tasks

1. Tap the three-dot menu (⋯)
2. Tap Select to enter selection mode
3. Tap tasks to select/deselect them
4. Use Select All from the menu to select all filtered tasks

Available Bulk Actions

With tasks selected, the bottom toolbar shows:

Action	Description
Export	Export selected tasks to CSV/Excel
Copy	Copy tasks to a different project
Move	Move tasks to a different project
Change Status	Update billable/billed/paid status
Delete	Delete selected tasks

Export Selected Tasks

1. Select the tasks you want to export
2. Tap Export in the bottom toolbar
3. Choose export format and options
4. Share or save the file

This is useful for creating invoices or reports for specific tasks rather than a full time range.

Copy or Move Tasks

1. Select tasks to copy or move
2. From the bottom toolbar, choose Copy or Move
3. Select the destination project
4. Confirm the action

Copy creates duplicates in the new project while keeping originals. Move transfers tasks to the new project.

Bulk Status Changes

Change status for multiple tasks at once:

1. Select the tasks
2. From the bottom toolbar, choose Change Status
3. Select the new status:
   • Billable / Not Billable
   • Billed / Not Billed
   • Paid / Unpaid

Selection Statistics

While tasks are selected, the bottom bar shows:

• Total duration of selected tasks
• Total earnings of selected tasks

This helps verify you've selected the correct tasks before performing actions.

Creating Tasks Manually

Add a New Task

1. Tap the + button on the Timer or Task List screen
2. Select a project
3. Set start and end times
4. Choose task type
5. Add description and other details
6. Tap Save

Using Templates

If you have Task Templates configured:

1. Tap + to create a new task
2. Template chips appear at the top
3. Tap a template to apply its settings
4. Adjust times as needed
5. Save the task

Duration Field

Toggle the duration field from the menu (three dots) to enter time by duration instead of end time:

• Select hours and minutes
• End time calculates automatically
• Useful for fixed-duration entries

Editing Tasks

Edit a Single Task

1. Tap the task in the list
2. Modify any fields
3. Tap Save to apply changes

Quick Status Changes

While viewing a task, toggle:

• Billable status
• Billed status
• Paid status

Bulk Editing

Select multiple tasks to change their status:

1. Tap the three-dot menu (⋯) and choose Select
2. Tap tasks to select them
3. Use Select All from the menu for all visible tasks
4. Choose an action from the bottom toolbar:
   • Mark as Billable/Not Billable
   • Mark as Paid/Unpaid
   • Mark as Billed/Not Billed
   • Delete selected

Bulk Delete

Deleted tasks cannot be recovered. Use caution when deleting multiple tasks at once.

Task Details

Viewing Full Details

Tap any task to see its complete information:

• Duration breakdown - Total, work time, break time
• Earnings - Calculated from rate and duration
• All metadata - Description, tags, location
• Related items - Breaks, expenses, notes

Task Tabs

Within task details, tabs organize related information:

Tab	Contents
Details	Main task information
Breaks	Break periods during this task
Notes	Additional documentation
Expenses	Costs related to the task

Related Items

Breaks

Track non-working time during a task:

• Pause the timer to start a break
• Or add breaks manually after the fact
• Break time is subtracted from work duration
• Each break has start/end time and optional description

Expenses

Track costs associated with tasks:

• Amount and category
• Date of expense
• Description
• Receipt attachment (photo)
• Paid/unpaid status

Notes

Document additional information:

• Multiple notes per task
• Timestamped entries
• Rich text content

Deleting Tasks

Delete a Single Task

1. Open the task
2. Scroll to bottom
3. Tap Delete Task
4. Confirm deletion

Delete Multiple Tasks

1. Tap the three-dot menu (⋯) and choose Select
2. Tap tasks to select them
3. Tap the delete action in the bottom toolbar
4. Confirm deletion

Swipe to Delete

On the task list:

1. Swipe left on a task
2. Tap Delete

Context Menu Actions

Long-press any task in the list to access quick actions:

Action	Description
Change Status	Update billable/billed/paid status
New Break	Add a break to this task
New Expense	Add an expense to this task
New Note	Add a note to this task
Duplicate	Create a copy including all breaks, expenses, and notes
Edit	Open the task edit form
Delete	Delete the task

Duplicating Tasks

When you duplicate a task, the copy includes:

• All task fields (project, description, type, rate, tags, etc.)
• All breaks with their original times
• All expenses with amounts, descriptions, and attachments
• All notes with text and attachments

This is useful for recurring work patterns where you consistently have the same break schedule, expenses, or documentation.

Exporting Tasks

Export your task data for reporting or invoicing.

Quick Export

1. Go to the Export screen
2. Select time range and filters
3. Choose format (CSV, Excel)
4. Share or save the file

See Export for detailed instructions.

Best Practices

Accurate Time Tracking

1. Start timer immediately - Don't estimate later
2. Use breaks properly - Pause for interruptions
3. Add descriptions promptly - Details fade quickly
4. Review daily - Catch errors while fresh

Efficient Organization

1. Use consistent tags - Enables better filtering
2. Set project defaults - Reduces manual entry
3. Create templates - For recurring tasks
4. Choose correct task type - Mileage for travel, Call for calls

Billing Accuracy

1. Mark billable tasks - As you create them
2. Assign rates - For earnings calculation
3. Use status workflow - Billable → Billed → Paid
4. Export filtered lists - For client invoices

Troubleshooting

Tasks Not Appearing

1. Check the current filter settings
2. Verify the time range includes the task date
3. Check project filter isn't excluding the task
4. Pull down to refresh/sync

Duration Seems Wrong

1. Check for overlapping breaks
2. Verify start and end times are correct
3. Check if relative duration display is enabled
4. Review rounding settings

Can't Edit a Task

1. Ensure you have network connection (for synced tasks)
2. Check if task is from a shared project
3. Verify your permissions (team projects)
4. Force close and reopen app