Set up tasks and default task rates

Add a task

1. 1

   Step 1: Click Projects in the top menu, then Tasks.

2. 2

   Step 2: Type its name in New task, for example Design.

   (opens the full-size image)

   Tap the image to enlarge it

3. 3

   Step 3: Optionally, fill in Default rate: the hourly rate used when a project bills by task rates and doesn't set its own rate for this task.

4. 4

   Step 4: Leave Billable by default ticked for client work; untick it for internal work like meetings.

5. 5

   Step 5: Tick Add to new projects if almost every project needs this task. New projects start with it already ticked.

6. 6

   Step 6: Click Add task.

Change or retire a task

Each task is a row with its Task name, Rate, Billable, New projects and Active settings. Change what you need and click Save on that row. Untick Active to retire a task: it disappears from the time-tracking lists but stays on past entries and in reports.

On a phone, the tasks are a list with each one's rate and settings. Tap a task to change it in a sheet (Save task), or tap New task at the bottom right to add one (Add task). Inactive tasks are marked Inactive.

Tasks on a project

Creating a task doesn't add it to existing projects. Open each project, click Edit, and tick the task in the project's Tasks section. There you can also mark it non-billable for that project only, and give it a project-specific rate. See Create a project.