Projects & Tasks

Projects let you organise work into trackable units. Team members log their hours against project tasks, giving you a clear picture of effort and cost.

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Creating a project

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Adding tasks

1. Click a project to open its detail view
2. Click Add Task
3. Set the task name, description, due date, and assign it to a team member
4. Save

Tasks are what team members log their hours against. Make sure tasks are specific enough to be meaningful in reports.

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Assigning team members

Click the team avatars (or Manage Team from the ··· menu) to open the members panel. Only assigned members can log time to this project.

• Add a team member by searching and selecting them
• Remove a member to revoke their access to log time here
• Click a member’s rate figures to set their Cost rate (what this project costs internally for their time) and, if you can see billing figures, their Billable rate (what’s charged to the client) — per-member rates override the project’s default rates below

Employees without manage permission see the same panel in read-only form, labelled View Members.

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Tracking task progress

A project’s Board view (the default view when you open a project) shows tasks in a Kanban-style layout. New projects start with four columns — To Do, In Progress, In Review, and Done — but columns aren’t fixed: you can rename them, delete them, or add your own via + Add Column at the end of the board. Team members update task status by dragging cards between columns as they work. You can also update tasks directly as a manager. A project also has List, Calendar, Map, Archive, Integrations, and Stats views, switchable from the dropdown next to the current view name in the top bar. The Map view is desktop-only — on a smaller screen you’re prompted to switch to Board or List instead.

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Filtering and searching tasks

Click Filter in the top bar to open the filter panel, which works the same way across Board, List, Calendar, and Map:

• Search by task title
• My tasks only — a one-click toggle to just your own assigned tasks
• Assignee — a specific team member, or Unassigned
• Priority — Low, Medium, High, or Urgent
• Due date — a date range picker

Active filters show as removable chips next to the Filter button; Clear all filters resets them at once.

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Project details and quick actions

Click the project name in the top bar to open a popover with the project’s code, status, start date, active task count, and completion percentage. Managers and admins also get Availability (opens a team-availability view for everyone assigned to the project — useful for scheduling) and Settings shortcuts right there. The team avatars button shows who’s assigned; click it to manage the team (see Assigning team members above).

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Monitoring project hours

Open a project and switch to its Stats view for a full breakdown:

• Task KPIs — total tasks, completed, in progress, and overdue
• Status Mix and Priority Breakdown — how active tasks are distributed
• Completion Trend — tasks completed per week over the last 10 weeks, plus average days from created to completed
• Estimated vs. Actual Hours — across tasks that have estimates or logged hours
• Team Workload — tasks assigned per person, with a completion bar
• Overdue Tasks — a list you can click into to open the task directly

Managers and admins additionally see:

• Hours by Team Member — approved hours tagged to this project, all time, per person. Click a person’s row to open a day-by-day drawer of their logged tasks on this project.
• Outstanding Billable Value — the gap between all billable work logged against the project and what’s actually been captured on a generated Client Invoice (any invoice past Draft). Shows $0 if the project has no configured client billing rate.

For a full cost breakdown across all projects, go to Reports → Projects.

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Project Settings

Open Settings (from the project name popover, or the ··· menu → Project Settings) for two tabs:

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Changing a project’s status

If a project wraps up or is put on hold, set its Status field on the General & Billing tab and save. When every task on an active project is done, a banner also offers a one-click Mark as Completed shortcut — and a locked (On Hold/Completed/Cancelled) project shows a Reactivate shortcut to set it back to Active. A project over your plan’s project limit shows a locked banner with an Upgrade Plan shortcut instead. Completed and inactive projects are filtered out of the default view but remain accessible under the All, Completed, or On Hold tabs on the Projects list.

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Browsing the projects list

The Projects page (the list you land on from the sidebar) shows:

• Hours by Project — a chart of logged hours per project, with a range picker (This Month, Last Month, Last 90 Days, All Time)
• Status Mix — a donut of all projects by status
• A searchable, sortable table of every project, with tabs to filter by All, Active, Completed, or On Hold. Click a column header (Project, Status, Tasks, last updated) to sort by it.
• A pin icon on each row to pin important projects to the top of the list (and the top of the sidebar’s project list)
• An Archived toggle (managers/admins) to view archived projects and restore them
• A Select mode (managers/admins) to multi-select projects and Archive Selected in bulk