Tasks and planning
This part of the guides covers the work your team plans and carries out. Tasks are where that work lives: each task holds what needs doing, who does it, when, and how long it should take. The Gantt chart and the calendar show the same work over time.
What you will find here
Work with tasks
- Tasks: create, assign, start, and complete tasks, and follow your work day to day.
- Important and optional task fields: every field of the task form, and the four that set a task's price.
- Finding, filtering, and sorting tasks: narrow the task list by status, person, or dates, and group and order it.
- Subtasks, milestones, and dependencies: split work among people, mark key dates, and set the order tasks follow.
- Recurring tasks and reminders: repeat a task on a schedule and get reminded before its dates.
- Task templates: create the same set of tasks in one step, every time.
Plan over time
- Gantt chart: see tasks on a timeline, change their dates by dragging, and export the chart.
- Calendar: see tasks and events by day, week, or month, and invite people to events.
How it fits together
Every task belongs to a project. Its labor category picks an hourly rate from the project's rate schedule. With a calculated price, the estimated time multiplied by that rate sets what the task is worth; with a fixed fee, you enter the price yourself. Together, the tasks make up the project budget.
Your team records time against tasks. The hours they work show up in the project budget, in reports such as 01. Project budget by tasks, and on invoices, without being entered twice.
Milestones mark a project's key dates, and dependencies set which task comes after which. An administrator turns both on.
Example: planning a soil remediation project
A project manager wins a soil remediation project. She creates its tasks from the firm's remediation template, entering the field lead and the project's due date. She sets the confirmation sampling as the previous task of the laboratory report, so the report is planned after the results come in. She makes the groundwater sampling repeat every month, with an email reminder two days before each round. Every Friday, she picks the coming week with From and Until in the task list to see what her team has planned.
What you can do next
- Tasks to create and follow your first tasks.
- Finding, filtering, and sorting tasks to work with long task lists.
- Task templates to start the same work the same way every time.