Project Tasks assigns one or more tasks to a selected project.

Tasks are fundamental components required for time tracking. They are activities, or work efforts, against which employees track their time to projects. Once created (see Tasks), tasks may be assigned to any number of projects.

This screen allows you to assign multiple tasks to a project in one easy step. For help with assigning a single task to multiple projects, see Bulk task assignments.

Options and field descriptions #

Available Tasks – The list of system tasks that are available and ready to be assigned to the project.

Billing Rate – Allows you to specify a billing rate (per hour) for all time charged to the project / task combination. See How rates are applied for more information on how rates are applied in the system.

Is Task Billable? – Indicate whether or not the task is billable to a client or department.

Assigning a Task to a Project #

1. Browse to Admin, select Projects, and then select Projects.
2. Select a project from the list provided.
3. Select New Task to assign a task.
4. Select any number of tasks from the list of Available Tasks.
5. Provide any additional data in the remaining optional fields.
6. Select Save.

Modifying a Task Already Assigned to a Project #

1. Browse to Admin, select Projects, and then select Projects.
2. Select a project from the list provided.
3. Select a task from the 'Tasks' section within the project tree on the left.
4. Provide details in the task fields.
5. Select Save.