Projects, tasks and time tracking
Plan projects, assign work, track time, manage milestones, discussions, files and billable activity.
Create a project
Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.
Open guide →GuideConfigure project members and permissions
Configure project members and permissionsChoose the staff who can access and work on the project.
Open guide →GuideCreate and manage project milestones
Create and manage project milestonesBreak delivery into ordered stages with due dates and visual status.
Open guide →GuideUse project overview and progress
Use project overview and progressReview project health, tracked time, tasks, milestones, financials and recent activity.
Open guide →GuideUse the project Gantt chart
Use the project Gantt chartVisualise task dates, dependencies and delivery sequence on a timeline.
Open guide →GuideManage project files and client visibility
Manage project files and client visibilityUpload internal or client-visible files and update file descriptions.
Open guide →GuideUse project discussions
Use project discussionsCreate threaded project conversations and control client visibility.
Open guide →GuideRecord project expenses
Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.
Open guide →GuideCreate a task
Create a taskDefine work with assignees, followers, dates, priority, relation and description.
Open guide →GuideUse task list and Kanban views
Use task list and Kanban viewsFilter tasks, change view and move work through statuses.
Open guide →GuideUse task checklists and attachments
Use task checklists and attachmentsBreak work into verifiable steps and keep supporting files with the task.
Open guide →GuideTrack time with task timers
Track time with task timersStart, stop, edit and review time entries while respecting permissions.
Open guide →GuideCreate billable task time on an invoice
Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.
Open guide →GuideCopy tasks and manage recurring tasks
Copy tasks and manage recurring tasksReuse task structures and automate repeat work without duplicating setup manually.
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