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As an admin, you create tasks inside the project they belong to. Every task is linked to a project, and all of them are managed from Time > Projects and tasks.

Step 1: Open the project

In the left-hand menu, expand Time and click Projects and tasks. Then click the project you want to open its page.

Step 2: Open the Tasks tab

On the project page, open the Tasks tab (next to Members).

Step 3: Click “Add task”

Click Add task, or Add first task if the project has none yet. The Add new task window opens with the project already set.

Step 4: Fill in the task details

  • Task name (required).
  • Assignee: the employee responsible for the task (optional).
  • Estimate (Hrs): how long the task should take (optional). Task estimates add up to the project’s total estimate.

Step 5: Save the task

Click Save. The task appears in the Tasks tab and becomes available in the Tracker’s Select task dropdown for the project’s members.

Who Else Can Create Tasks?

Anyone whose role has the Projects and tasks permission can create, edit, finish, and delete tasks in the projects they’re assigned to, and assign people to them.

Tips

  • Give tasks short, clear names.
  • Add an estimate so you can compare planned and actual time later.
  • Avoid duplicate tasks in the same project.
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