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

Construction Manager

Project Manager

Warehouse

PermissionsTasks: 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.
  4. Select 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.