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.

Task templates simplify the process of managing a new project by adding preset task lists. Each task template can have multiple tasks and subtasks under each task. This is helpful for when you have a set structure of tasks that are used regularly. You can add or edit the tasks anytime as your process evolves.

To create a new task template, navigate to the Tasks page, select the 'Templates' tab and select the 'Create template' option.

You have the option to add a start and a due date to your task templates. To do so, navigate to Tasks, select the 'Templates' tab, and click into the task template that you'd like to update.

Next, select the 'Dates' field on your template and you'll see the option to add a 'Start Date' and a 'Due Date':

The start date will determine when a task is created, based on your preferred number of days after the project's start date.

The start date will determine when a task is due, based on your preferred number of days after the project's start date.

You have the option to skip weekends if you'd only like this to account for business days.

View and manage your assigned tasks and subtasks by navigating to the Tasks page and clicking the 'My Tasks' tab:

If there are no tasks or subtasks assigned to you, the following view will appear:

Click on the ‘Add Tasks’ button to access your full task list and delegate tasks to teammates as needed.

Once a task has been assigned, it will then reflect under the ‘My Tasks’ page:

On this page, you can view your tasks, create new entries, update task details, and mark tasks as completed.

There are two views available on the Tasks page: the 'List View' and the 'Board View'.

To change your view, click on the 'List View' or 'Board view' option in the top righthand corner of the Tasks page:

This will toggle your view of your tasks to suit your preference:

Under the 'List View' and 'Board View' of your Tasks page, you have the ability to manually reorder your tasks.

To do so, ensure that your 'Sort By' filter reflects 'None':

Next, when you hover over a task, you'll see a reordering icon on the lefthand side of the task:

Now you can drag and drop your task into your preferred placement on your task list.

You have the option to do so under the 'Board View' as well. Simply select a task and drag and drop it into your preferred placement.

Within the 'List View' of your tasks, you have the ability to set your field preferences or customize the fields that appear as your columns.

To do so, simply select the 3 dots (•••) in the top righthand corner column > here you can select or de-select the fields you'd like to have appear as columns in your Task list:

Additionally, you have the ability to customize your own fields. To do so, select the 'Custom Fields' button at the bottom of the 'fields' list:

Next, you'll see a 'Custom Fields' pop up appear. Depending on what type of information you're looking to display, you have the option to create a text, number, date or URL field:

Once you have chosen your custom field, you'll be required to add a title for that field (ex. 'Additional Text Field').

Once you have added this and saved it, it will appear within the list of fields to choose from:

Once complete, the custom field you created will appear as its own column:

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 Blocked by section of your task. Click on the Add dependency option to see 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.

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.

When tracking time with our in-built time tracker or when logging a manual entry, assign the entry to a specific task in the dropdown menu that appears.

Discover on how long your tasks are taking by setting a time estimate and tracking time against it. Head over to the Insights tab of your project page and scroll down to the Completed Tasks section to see all your tasks estimates compared to the actual time logged.

Task lists allows you to group your tasks into different categories of lists.

To do so, navigate to Tasks, select your task and in the righthand panel you'll see 'Task List':

If you haven't created a task list before, you'll be prompted to type in a new list:

If you have already created a task list previously, you will see them listed in the dropdown:

With that, you can organize your task lists under your project. By selecting 'list view' and selecting the filter option 'Group' > and selecting 'Task List':

This will allow you to organize your project's 'Tasks' page by task list:

This is particularly useful in cases where you have tasks across different types of work or if you're splitting up tasks across phases of your project.

In the event you'd like to further manage your task lists, you can do so by navigating to the project's 'Settings' page:

Next, scroll down to 'Task Lists'. Here you can re-arrange the order of your list and add, edit or delete any task lists:

These are managed on a project-by-project basis, so each project can have it's own set of task lists.

Lastly, if you want to create a new task via a template, you'll have the option to associate the new task with a Task List:

You can easily duplicate tasks to save time when working with similar items. Duplicating a task copies key details, such as the task description, assignee, subtasks, and priority.

To duplicate a task, first navigate to Project Management and select Tasks. Next, open the task you want to duplicate. In the top-right corner of the task, click the 3 dots (•••) in the top right-hand corner and select "Duplicate":

This will create a duplicate of your task.

You’ll know the task has been successfully duplicated when the title includes "(copy)" and a confirmation message appears in the bottom right corner indicating, "Your task has been duplicated.":

When you duplicate a task, key information from the original task is carried over, including the description, files, assignee, subtasks, priority, dates, billing status, and tags. Please note that duplicating a task does not copy any time tracked from the original task, nor does it transfer any "Activity" comments to the new task.

Duplicating a task will reset the status of both the task and its subtasks to the default status in your account (e.g., "Backlog").

Once you've duplicated your task, you can manage it just like any other task in your account.

You can also duplicate your task templates. This makes it easy to copy an existing template and modify it to suit your needs, creating a similar template with any preferred changes.

To do so, first navigate to Project Management, select Tasks and then Task Templates. Next, select the 3 dots (•••) to the right of the task template you'd like to duplicate and select "Duplicate":

This will create a copy of your task template. You can then customize the new template to meet your needs.