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 pane 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.

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 your Task page, select the Templates tab and select the 'Create template' option.

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:

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.