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. Creating tasks with Bonsai

How to create a task

Steps to create a task

Go to the Tasks page
Click New Task
In the task window:
- Assign the task to a project
- Assign a team member
- Add task details
- Upload files (optional)
- Add subtasks (optional)
Click Save

How to add subtasks to a task

Steps to create a subtask

Open an existing task
Click Add Subtask
Enter a title
Save the subtask

Mark a subtask complete

Click the checkbox next to the subtask

How to create nested subtasks

Steps to create a nested subtask

Select a task
Open an existing subtask (or create one first)
Click Add Subtask inside that subtask
Enter a title and save

Key notes

You can create multiple levels of subtasks
Each subtask includes a completion checkbox

Nested subtasks allow detailed task hierarchies for complex work.

How to track task status

Use preset statuses

Open a task
Select a status from the dropdown

Create a custom status

Open the Status dropdown
Click Settings
Select + Add Status
Enter a name and save

Result

Statuses help track progress across different stages of work.

How to set task priority

Steps to set priority

Open a task
Navigate to the Priority section on the right-hand side
Select:
- Urgent
- High
- Medium
- Low

Result

Priorities help teams understand what to work on first.

How to schedule tasks with dates

Steps to add dates

Open a task
Go to the Dates section
Set:
- Start date
- Due date

How to set recurring tasks

Steps to create a repeating task

Open a task
Find the Frequency section
Choose how often the task repeats

Result

The task will automatically repeat based on your selected schedule.

How recurring tasks work
When a frequency is set, the task will regenerate according to the schedule you’ve selected (e.g., weekly, monthly). Each new occurrence is created as a separate task, allowing you to track completion individually over time.

Where recurring tasks show up
Each new instance will show up in your task list as it becomes due, following the selected frequency.

What happens when a project is completed
Once a project is marked as completed, no new recurring tasks will be generated moving forward.

Any tasks that are already open at the time the project is completed will remain in their current state, but no additional recurring instances will be created.

How to set tasks as Billable or Non-Billable

Steps to update billing status

Open a task
Select Billable or Non-billable

Important behavior

Changing billing status updates:
- All past time entries (except locked or billed)
- All future time entries

Default rules

Tasks in billable projects → Billable by default
Tasks in non-billable projects → Non-billable by default
Tasks without a project → Billable by default

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

Optional: Show billable column

Click the two dots (...) in the task list
Enable Billable column
Use the $ icon to toggle status

Result

Ensures consistent billing across time tracking entries.

How to set task dependencies

Steps to add dependencies

Open a task assigned to a project
Go to the Dependencies section
Click Add dependency
Choose:
- Waiting On
- Blocking
- Related To
Select related tasks

Key behavior

Tasks can still be completed even if blocked
Dependencies are for visibility, not restriction

Automatic date adjustments

When a task due date changes:
- Dependent tasks shift automatically
- Upstream tasks remain unchanged
- Weekends are skipped by default

Result

Dependencies help manage task order and timelines.

How to categorize tasks with tags

Steps to add tags

Open a task
Enter a tag name
Press Enter

Use tags to:

Filter tasks
Organize across projects and clients

Result

Tags make it easier to find and group related work.

How to bulk edit tasks

Steps to bulk edit

Go to the Tasks page
Click the three dots (...)
Select Select Multiple
Choose tasks:
- Individually
- Or select all
Click Select Action and choose:
- Edit (status, priority, dates, assignee, billing, tags, service)
- Follow / Unfollow
- Archive
- Delete (permanent)