We’ve made managing your tasks a breeze so you can spend more time getting things done. In this article, we'll explore the choices you have on the Tasks page to help you better organize your workflow.

Get started with creating a brand new task by navigating to the Tasks page and selecting the New Task button.

A window will then appear, where you can assign the task to a project and team member. You can also input the details of your task, upload related files, set subtasks and more.

Subtasks can be created under an individual task by clicking on 'Add Subtask'. Simply type in your subtask's title and save it:

Each individual subtask created will show a checkbox that can be checked once it has been completed.

You also have the option to create a subtask within a subtask.

To do so, navigate to the Tasks page and select your preferred task. Next, you can either 1.) create a subtask if you haven't already or 2.) click into an existing subtask:

Next, you have the option to add a subtask to your subtask:

Feel free to add as many subtasks as needed:

Once you've completed a subtask, simply select the checkbox to the lefthand side:

This will ensure you can keep track all of your tasks and subtasks for your projects.

Keep track of which stage your task is in by using our preset statuses' or create your own.

Custom statuses can be created by selecting the status dropdown menu of a task, and choosing Settings. From here, click on + Add Status to type in a title. After the status has been added, it will then be available to select for your tasks.

Make it easier to understand what your team should work on next by prioritizing tasks as Urgent, High, Medium, or Low. Designate a task priority by selecting a task and navigating to the Priority section on the menu.

Effectively plan projects by configuring a start date and due date under the Dates section of a tasks.

If you have tasks that repeat on a regular basis, use the Frequency section of a task to set a schedule for how often they repeat:

You have the option to set a task as billable or non-billable:

This ensures that any time tracking entries associated with your task will be marked as billable or non-billable.

When you update the billing status on a task, you'll receive a notice confirming that all previous time entries on this task will be marked as billable or non-billable as well (with the exception of locked or billed time):

This ensures that all time tracking entries share the same billing status. This will also ensure that all future time tracking entries on the task will reflect the same billing status you've selected.

If you'd like to see your tasks' billable status at a glance in your task list, you have the option to enable the 'Billable' field. To do so, select the 3 dots (...) in the top righthand corner column > select 'Billable':

Once you have done so, the 'Billable' field will appear as a column. Next, you can select the dollar sign ($) to enable Billable or de-select the dollar sign ($) to mark as non-billable:

Once a task has been assigned to a project, a task dependency can be set up under the Dependancies section of your task. Click on the Add dependency option to select 'Waiting On', 'Blocking' or 'Related To' and the tasks associated with your project in the dropdown menu:

You're able to finish tasks even if they have dependencies blocking them. The dependencies section helps you see which tasks your work relies on, but it doesn't stop you from completing blocked tasks.

When you change the due date of a task, all dependent tasks automatically adjust to maintain the timeline structure, while upstream tasks remain unchanged. By default, weekends are skipped during these adjustments to preserve the number of working days, but you can change this setting if you prefer. This ensures that your project schedules stay aligned and efficient, even as dates shift.

Use custom tags across projects and clients better organize your tasks. To add a new tag, simply navigate to the task, type in the tag title and hit enter. Tags can be used to filter the list and board views to display the information you’re looking for easily.

You have the option to bulk edit your tasks.

To do so, select the 3 dots (...) under Tasks and 'Select Multiple':

This will allow you to select multiple tasks that you'd like to edit.

You can select individual tasks or use the checkbox in the top-left corner to select all tasks:

Once you've highlighted the task you want to update, you can click 'Select Action' to:

You can also group your tasks by Client, Project, Assignee, Priority, Due Date, Status or Service.

As an example, by grouping you tasks by Project, you can select all of the tasks under certain projects and update all tasks under those projects accordingly: