Creating tasks

Screen reference

When creating a task, complete the fields needed for operational clarity, reporting, and billing.

What you can do

• Enter a clear task name.
• Assign the task or leave it unassigned if ownership is not yet known.
• Set start and due dates when timing matters.
• Select the related project and confirm inherited client and rate schedule values.
• Select the labor category when the task will affect invoicing or reporting.
• Add a clear description with enough context for the assigned user.

Environmental consulting example

A task named “Collect groundwater samples – MW-03 and MW-04” should include the project, site, due date, assigned staff, labor category, and instructions.