Administrators can add, edit, and archive tasks from Manage > Tasks. Once a task is added to your account, it can be added to any project. Then people can track time to it.

Adding Tasks

  1. Go to Manage > Tasks and click New Task.
  2. Name the task.
  3. Enter a default rate, if applicable. You can adjust it when you are creating or editing a project.
  4. Check This task is billable by default if the task is always billable.
  5. Select This is a common task if you want it to be automatically added to all future projects.
  6. Check Add this task to all existing projects if the task should also be assigned to your account’s existing projects.
  7. Click Save Task to save it.

To add a task to a project:

  1. Go to Projects and click the Actions menu to the right of the project you’d like to edit.
  2. Select Edit to get to the Project Edit form.
  3. Scroll down until you see the Tasks list. Add the desired task from the menu.
  4. Save your project.

Editing, Archiving, and Deleting Tasks

Editing

You can edit tasks under Manage > Tasks by clicking Edit next to the task name.

Updates to your tasks affect your projects differently. Here’s what you’ll see:

Edits that take effect on all existing projects a task is assigned to:

  • Changing Task Name.

Edits that affect future projects only:

  • Updating a task’s Default Hourly Rate.
  • Selecting This task is billable by default.
  • Selecting This is a common task.

Archiving

You can archive a task if it has time tracked to it. To archive a task:

  1. Go to Manage > Tasks.
  2. Click Archive to the right of the tasks name.

Once you archive a task, it will be archived on all the projects it is currently assigned to, and people won’t be able to track time to it anymore. All time tracked to the task will stay intact and will be available for reporting and invoicing.

To restore archived tasks:

  1. Go to Manage > Tasks, and click View Archived Tasks in the upper right.
  2. Click Restore next to the task’s name.

If you restore a task, you also need to restore it on your projects, if necessary. This will allow you to track time to the task on that project. To restore a task on a project:

  1. Go to Projects and click the Actions menu to the right of the project you’d like to edit.
  2. Select Edit to get to the Project Edit form.
  3. In the Tasks section, click Restore next to the task’s name to re-add it to the project.
  4. Then, click Update Project at the bottom of the page.

Deleting

You can only delete a task if it has no time tracked to it. To delete a task:

  1. Delete all time entries for that task.
  2. Go to Manage > Tasks, and click Edit next to the task name.
  3. Click the trash can icon to delete the task. You can not retrieve this information once it is deleted.