New Tasks
A Task is a unit of work inside a larger effort. Projects are delivered through milestones and tasks are what make up those milestones — and because a task can be billable, they are how progress-based invoicing knows what to charge for.
Where to find it
Go to CRM > New > Task.
What a task can attach to
Tasks link to projects, customers, leads and suppliers. For projects the link matters most, because it ties the work to billing as well as to progress.
Steps to Create a New Task
- Open CRM > New > Task.
- Name the task and choose what it relates to.
- Assign it to a person and set a deadline.
- Set the priority and, where relevant, mark it billable.
- Describe the work, then save.
Field reference
| Field | Required | Description |
|---|---|---|
| Task Name | Yes | What needs doing. |
| Related to | No | The project, customer, lead or supplier it belongs to. |
| Assigned To | Yes | Who owns it. |
| Start Date / Deadline | No | The timeline. The deadline drives the overdue flag. |
| Priority | No | How urgent it is. |
| Billable | No | Whether the task can be charged to the customer. |
| Status | No | Open, in progress or complete. |
| Description | No | The detail — what was agreed and what finished looks like. |
Billable and non-billable
The billable flag decides whether a task can be picked up by a Project Invoice. Internal work — planning, rework, admin — should be non-billable, so it counts toward cost and effort without reaching the customer's bill.
Summary
Tasks do two jobs at once: they track who is doing what by when, and they carry the billable work that progress-based invoicing draws on. Keeping them accurate is what makes both project reporting and project billing trustworthy.
Related pages
- Tasks List — manage all tasks
- Task View — one task in detail
- Todos — the personal working view
- New Project — what tasks belong to
- New Project Invoice — billing billable tasks