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Tasks

A task is a single time entry. Each task records a start and end time and links to a project. You can add a description, tags, a rate, and a billable status, and you can attach breaks, expenses, and notes.

Task list​

The task list shows all your tasks grouped by date. Summary cards at the top give you the totals for the current selection, and each row shows the key details of one task.

Task list with summary cards and columns

Summary cards show, for the selected range:

  • Duration: total tracked time.
  • Total: total earnings.
  • Expenses: total expense amount.
  • Breaks: total break time.

Each card also shows the percentage change compared with the previous period.

Columns in the list:

  • Date and time range of the task.
  • The member who tracked the task (avatar).
  • Project (shown with its color dot).
  • Description, with any tags below it.
  • Duration of the task.
  • Status badge (for example Unpaid, Billed, or Paid). Click it to change the status directly.
  • Edit and Delete actions.

To create a task, click New Task in the top right corner.

Filtering tasks​

Use the date range picker at the top to choose the period you want to see. Click Filter to open the full filter panel, where you can narrow the list further.

Task list filters, row selection, and bulk actions

What you see: the filter panel adds a second date range for comparison, a Search field, and dropdowns to filter by project, tag, type, rate, member, and feeling.

How to use it: set any combination of filters. The list and the summary cards update to match your selection.

Bulk actions​

You can act on several tasks at once.

  1. Select the tasks using the checkbox at the start of each row.
  2. The bar shows how many tasks are selected.
  3. Open Choose Action and pick what to do:
    • Set the status to Paid, Billed, Unpaid, Not Billed, or Not billable.
    • Delete the selected tasks.

Creating and editing a task​

Click New Task to create a task, or Edit on any row to change one. The form is split into two parts.

Task form, first part: project, member, ToDo, times, and description

In the first part, set:

  • Project (required): the project the task belongs to.
  • Member: the person the task is tracked for.
  • ToDo: link the task to a ToDo, or leave it as None.
  • From and To: the start and end date and time. The two date fields let you record a task that runs across days.
  • Description: a rich text editor with bold, italic, strikethrough, headings, lists, quotes, code, and links.

Task form, second part: tags, type, location, rate, status, feeling, and signature

In the second part, set:

  • Tags: one or more tags to categorize the task.
  • Type: the kind of entry (for example a standard task).
  • Location: an optional place for the task.
  • Rate: the rate that applies to the task. It defaults to the project rate and can be changed here.
  • Billable, Billed, and Paid: the billing status of the task.
  • Feeling: an optional mood rating with five levels.
  • Signature: click SIGN to add a signature to the task.

Task details​

Open a task to see the full details on one page. The header shows the date and time range, with Action and Edit buttons in the top right.

Task details view with summary cards, description, rate, and status

The details view shows:

  • The four summary cards for this task: Duration, Total, Expenses, and Breaks.
  • The member, project, client, tags, and location.
  • The full Description.
  • Referenced Documents linked to the task.
  • A Rate panel with the rate name, factor, and any extra per hour.
  • A Status panel showing whether the task is billable, billed, and paid.

Breaks, expenses, and notes​

Below the task details you can manage breaks, expenses, and notes for the task.

Breaks, expenses, and notes sections on a task

Breaks​

Breaks are time inside the task that should not count as worked time. A break recorded by pausing the timer appears here automatically, and you can also add one manually.

To add a break, click New Break. Each break shows its date, time range, description, and duration, with Edit and Delete actions. Break time is subtracted from the task duration.

Expenses​

Use expenses to record costs tied to the task.

To add one, click New Expense. Each expense shows its date, description, amount, and a status (for example Refunded), with Edit and Delete actions. The Total of all expenses is shown at the bottom of the section.

Notes​

Notes let you add comments and attachments to the task.

To add one, click New Note. Each note shows its date, text, and any attached file (such as a PDF receipt), with Edit and Delete actions.