Tasks

The Tasks tab within an assignment helps you track, complete, and manage related tasks. This section ensures accountability and visibility into time-linked work items.

---

Key Elements

✅ Task Status

• Done: Indicates the task is completed.

• Other statuses may include To Do, In Progress, or Blocked (depending on configuration).

📌 Task Details

• Title: The task name (e.g., Test).

• ID: Unique task identifier (e.g., #311).

• Created timestamp: Shows when the task was created.

• Timesheet summary: Displays if any logged time entries are associated with the task (e.g., 3 Timesheet records found).

👤 Assignee

• Profile icon shows who is assigned to the task.

• A Closed label appears once the task is completed and locked from editing.

---

Actions

• Add a new task: Use the button in the upper right to create a new task.

• Edit or reassign (if allowed): Click the task name or status to modify or reassign ownership.

• Track time: Time entries linked to the task feed into billable/non-billable reporting and financial summaries.

---

Best Practices

• Always assign tasks to a responsible user for clear accountability.

• Update the task status as work progresses.

• Use the task description and comments (not shown here) for clarity and collaboration.

• Ensure timesheet records are added for all work done to enable accurate billing.