View, edit, delete tasks

A task is a unit of work to be performed for a project. The Tasks list contains all tasks that have been created for your projects. Use this list to search, sort, and filter tasks.

Key points

  • You are not allowed to delete a task if you charged the time against it or if the task is an Order Entry document line item.
  • You can filter the view of the Task list to only show tasks which are In Progress.
  • To make a task unavailable for timesheet entry, assign it a Task status of Not started, Completed, or Planned.
Subscription

Projects

User type

Business, Employee, Project Manager, and Warehouse
Permissions Tasks: List and View
You can also access tasks for a specific project using the Tasks link to the right of a project in the Projects list, or from the Tasks tab when editing a project.

View task details

  1. Go to Projects > All > Projects > Tasks.
  2. Find the project in the list and select the Tasks link.
  3. Find the task in the list and select More actions > View at the end of the row.
  1. Go to Projects > All > Projects > Tasks.
  2. Find the project in the list.
  3. Select View next to the project.

Edit a task

  1. Go to Projects > All > Projects > Tasks.
  2. Find the project in the list and select the Tasks link.
  3. Find the task in the list and select More actions > Edit at the end of the row.
  1. Go to Projects > All > Projects > Tasks.
  2. Find the project in the list.
  3. Select Edit next to the project.

Delete a task

You are not allowed to delete a task if you charged the time against it or if the task is an Order Entry document line item.
  1. Go to Projects > All > Projects > Tasks.
  2. Find the project in the list and select the Tasks link.
  3. Find the task in the list and select More actions > Delete at the end of the row.
  1. Go to Projects > All > Projects > Tasks.
  2. Find the project in the list.
  3. Select Delete next to the task.