Projects and time overview
Projects, tasks, to-dos and time entries let a team plan work, log hours and turn billable time into invoices. They are used by service and IT teams and by managers who review time.
Open the Projects, Tasks, To-dos and Time entries groups in the left menu.
What is in this section
| Page | What it does |
|---|---|
| Projects | Project list with customer, budget, milestones and progress. |
| Projects review | Overview of all projects: hours, costs and status. |
| Tasks | Tasks with assignees, deadlines, statuses and tags; can belong to a project or milestone. |
| Tasks → Statuses and Tags | Task status list and free tags for filtering. |
| To-dos | Personal quick to-do list not tied to a project. |
| Time entries | Log time against a task, project or customer. |
| Time entries review | Logged hours by user, project and period. |
| Billing queue | Approved billable time waiting to be invoiced. |
Related
- Helpdesk overview — issues that become tasks
- Sales overview — invoices created from the billing queue
- Companies overview