Category

Projects, tasks and time tracking

Plan projects, assign work, track time, manage milestones, discussions, files and billable activity.

01Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.02Configure project members and permissionsChoose the staff who can access and work on the project.03Create and manage project milestonesBreak delivery into ordered stages with due dates and visual status.04Use project overview and progressReview project health, tracked time, tasks, milestones, financials and recent activity.05Use the project Gantt chartVisualise task dates, dependencies and delivery sequence on a timeline.06Manage project files and client visibilityUpload internal or client-visible files and update file descriptions.07Use project discussionsCreate threaded project conversations and control client visibility.08Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.09Create a taskDefine work with assignees, followers, dates, priority, relation and description.10Use task list and Kanban viewsFilter tasks, change view and move work through statuses.11Use task checklists and attachmentsBreak work into verifiable steps and keep supporting files with the task.12Track time with task timersStart, stop, edit and review time entries while respecting permissions.13Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.14Copy tasks and manage recurring tasksReuse task structures and automate repeat work without duplicating setup manually.