Projects & Tasks

The Work area is where client and internal work actually gets planned, assigned, and tracked to completion.

What it does

Every piece of delivery work lives inside a Project. Projects break down into Tasks (which can have sub-tasks), can be viewed as a Kanban board or a Gantt chart, and carry their own team members, budget, milestones, and calendar. Time logged against tasks flows straight into invoicing.

Key screens

Project list — every project with its status, client, and progress bar. A Create button starts a new project, and Templates let you spin up a new project pre-loaded with a standard task list.

Project overview — shows Milestones, a Budget chart (planned vs. spent), assigned Members, and links to any Estimates or Invoices tied to this project.

Gantt view — a timeline chart of tasks and milestones across the project's dates, useful for seeing dependencies and deadlines at a glance.

Task board (Kanban) — tasks as cards in columns such as To Do, In Progress, Waiting Approval, and Done. Drag a card to change its status.

Task detail — Sub-tasks, Comments, Labels, file attachments, and a due date. Recurring Tasks can be set to regenerate on a schedule (daily, weekly, monthly).

Timesheet / Time Logs — a weekly timesheet view where employees log hours against specific tasks, including Breaks. A Weekly Approval screen lets managers approve or reject submitted timesheets before they're billed.

Project Calendar — milestones and deadlines shown on a calendar view.

Step-by-step: common tasks

Start a new project

1. Go to Projects and click Create.
2. Name the project, set start/end dates, and link it to a Client.
3. Add team Members who will work on it.
4. Optionally start from a saved Template to pre-fill tasks and milestones.

Break work into tasks

1. Open the project and add Tasks with due dates and assignees.
2. Split a task into Sub-tasks if it needs multiple steps.
3. Use Labels to group related tasks (for example "Design," "Bug").

Track progress day to day

1. Open the Task board and drag cards between columns as work moves forward.
2. Use the Waiting Approval column for work that needs sign-off before it's marked Done.
3. Switch to the Gantt view to check the project is still on schedule.

Log time against work

1. Go to Time Logs / Timesheet.
2. Add hours against the specific task you worked on, including any Breaks.
3. Submit the week for approval.
4. A manager reviews and approves the timesheet on the Weekly Approval screen.

Set up a recurring task

1. Open a task and enable Recurring.
2. Choose the repeat schedule (for example every Monday).
3. New copies of the task are created automatically going forward.

Tips

• Save frequently-used task lists as a Project Template so new projects start pre-built instead of from scratch.
• Use Milestones to mark major deadlines separately from day-to-day tasks — they show up clearly on the Budget chart and Gantt view.
• Require Weekly Approval on timesheets if hours logged here feed directly into client invoices, so nothing gets billed by mistake.
• Attach files directly to tasks and projects so clients and teammates always find the latest version in one place.