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Task Management

Tasks represent your actual working hours and activities within projects. Each task captures:

  • Start/end times
  • Detailed descriptions
  • Location data
  • Associated ToDo
  • Custom classifications / tags

Task List View

Task List Features

  • Comprehensive filtering by:
    • Project
    • User
    • Task type
    • Status
    • Rates
    • Tags
  • Bulk actions for multiple tasks
  • Detailed search capabilities

Selecting Multiple Tasks

  1. Apply desired filters
  2. Check individual task boxes or "Select All"
  3. Choose action from dropdown menu:
    • Change status
    • Edit fields
    • Export selection

Multi-Task Selection

Creating/Editing Tasks

Essential Fields:

  • Project assignment (required)
  • ToDo association (optional)
  • Time range (supports multi-day entries)
  • Description (Markdown supported)
  • Tags for categorization

Special Task Types:

TypeSpecial FieldsUse Case
DefaultStandard fieldsRegular work
MileageOrigin/Destination/DistanceTravel tracking
CallContact numberClient calls

Task Edit Form

Financial Tracking

  • Automatic billing (uses project rate)
  • Custom rates (override when needed)
  • Payment status (Billable/Billed/Paid)
  • Mood tracking (5-level satisfaction rating)

Task Details

View complete task information including:

  • Time breakdown (with/without breaks)
  • Associated expenses
  • Total earnings calculation
  • Related tasks (for context)

Task Details View

Break Tracking

  • Automatic (via timer pause)
  • Manual (added after task creation)
  • Dual duration calculation:
    • Absolute (includes breaks)
    • Relative (work time only)

Expense Management

Track additional costs with:

  • Amount and description
  • Payment status (Paid/Unpaid)
  • Receipt attachments
  • Project expense summaries

Notes & Attachments

  • Timestamped comments
  • File uploads (receipts, documents)
  • Markdown formatting support

View and connect similar tasks to:

  • Maintain workflow continuity
  • Copy relevant information
  • Track recurring activities

Related Tasks Panel