Tasks
A task is a kind of work within one project. When users enter time, they choose a project and a task. Each project/task pair becomes one timecard on the timesheet.
What a Task Has
Section titled “What a Task Has”Each task:
- belongs to one project, and to that project’s client
- can be assigned to users and user groups
- can have its own billing category when its project has none
- can be set to Auto Assign
Default and Custom Tasks
Section titled “Default and Custom Tasks”Every project gets one default task when it is created. You can add custom tasks when you need more detail.
When a project has at least one active custom task, its default task is no longer offered for new assignments or new time entry. Time already logged to the default task is kept. When the project has no active custom tasks, assigning the project to a user also assigns the default task.
Auto Assign
Section titled “Auto Assign”Auto Assign on a task assigns it to newly created users, together with its project. You can only turn it on when the parent project also has Auto Assign turned on.
Billing
Section titled “Billing”- When the project has a billing category, that category applies to the task.
- A task can have its own billing category only when its project has none.
- API responses return the effective billing category: the project’s category when set, otherwise the task’s.
Archiving and Deletion
Section titled “Archiving and Deletion”- Archived and deleted tasks are not offered for new assignments or new time entry.
- Deleting a task is a soft delete.
- Existing timesheets keep their project/task pairs, even when the task is later archived or deleted.
Related
Section titled “Related”- Concepts: Projects, Assignments, Timecards
- API: Tasks endpoints
- Webhook events:
tasks.created,tasks.updated,tasks.deleted