Managing Project Tasks

Tasks Overview

Tasks are the individual units of work within a project. Each task can be assigned, given a due date, and marked complete. Tasks roll up to the project's progress bar.

Creating a Task

1. Open a project.
2. Go to the Tasks tab.
3. Click + Add Task.
4. Fill in:
   • Title — what needs to be done.
   • Description — detailed instructions or acceptance criteria.
   • Assignee — the team member responsible.
   • Due Date — target completion date.
   • Priority — Low, Medium, High.
5. Click Save.

Task Statuses

Tasks move through: Todo → In Progress → Done (or Blocked if something is preventing completion).

Click the status badge on a task to change it. Drag-and-drop in the Board view to move tasks between columns.

Milestones

Milestones mark key checkpoints in the project (e.g. "Design approved", "Phase 1 complete"). To add a milestone:

1. Go to the Milestones tab.
2. Click + Add Milestone.
3. Set the milestone name and target date.
4. Link relevant tasks to the milestone so progress is tracked.

When all linked tasks are complete, the milestone turns green. If the target date passes and tasks are still open, the milestone turns amber.

Team Members

The Team tab shows all project members and their roles (Member or Manager). Managers can add and remove team members; Members can only work tasks.

To add a team member:

1. Go to the Team tab.
2. Click + Add Member.
3. Search for the agent and select their role.
4. Click Add.

Time Logging on Projects

Team members can log time against the project (not just against tickets). Click Log Time on the project page. Project time entries appear in billing reports alongside ticket time entries.

Project Progress

The project header shows an auto-calculated progress bar: (tasks done / total tasks) * 100%. The estimate vs actual timeline is shown below the progress bar.