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Create a task

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Head to Tasks and click the  Blue Plus  icon.




New task

New task

  1. Task name: The task name, which will also be displayed in reports and invoices
  2. Contact: The contact to which the task is assigned
  3. Project: The project to which the task is assigned
  4. Tags: Task tags, which will also be displayed in reports and invoices
  5. Billing: Hourly billing is based on tracked time, while fixed billing is applied when the task is done
  6. Description: Your private description of the task
  7. Options: The options to adjust the task in time
Task Tips & tricks on how to organize tasks ->