Overview
Tasks are the building blocks of project management. Each task represents a specific work item that needs to be completed. This guide shows you how to add tasks to your projects.
Adding Tasks to a Project
Method 1: Add Task Inside a Project
- Go to Projects
- Click on the project you want to add a task to
- Click the Tasks tab
- Click Add Task button
- Fill in the task details:
| Field | Description | Example |
|---|---|---|
| Task Name | Clear, specific title | Fix contact form submission error |
| Description | Detailed explanation | Contact form not sending emails to admin |
| Priority | Importance level | High / Medium / Low |
| Start Date | When to start work | Select date |
| Due Date | When it must be finished | Select date |
| Assignee | Who is responsible | Select staff member |
| Status | Current progress | Not Started / In Progress / Complete |
| Billable | Can this be billed to client? | Yes / No |
- Click Save
Method 2: Quick Add Task from Tasks Menu
- Go to Tasks from main menu
- Click Add Task
- Select which Project this task belongs to
- Fill in the task details
- Click Save
Task Priorities Explained
| Priority | When to Use | Color |
|---|---|---|
| High | Critical issues, security problems, urgent client requests | Red |
| Medium | Regular work, improvements, planned updates | Yellow |
| Low | Nice-to-have features, optimizations, research | Blue/Green |
Task Status Workflow
Not Started → In Progress → Testing → Awaiting Feedback → Complete
When to change status:
| From | To | When |
|---|---|---|
| Not Started | In Progress | You begin working on the task |
| In Progress | Testing | Development done, ready to test |
| Testing | Awaiting Feedback | Test complete, waiting for review |
| Awaiting Feedback | Complete | Approved and finished |
| Any | Not Started | Task cancelled or postponed |
Best Practices for Task Names
| ❌ Bad | ✅ Good |
|---|---|
| Fix bug | Fix login authentication error |
| Update | Update homepage hero banner |
| Check | Check SSL certificate expiration |
| Write code | Implement user registration form |
Tip: Make task names specific enough that anyone can understand what needs to be done.
Adding Task Comments
When working on a task, add comments to document progress:
- Open the task
- Scroll to Comments section
- Type your update
- Click Post Comment
What to include in comments:
- What you did
- Issues you found
- Questions for others
- Time spent (useful for billing)
Quick Task Templates
Bug Fix Template
Task Name: Fix [specific issue]
Priority: High
Description:
Issue: [describe the problem]
Steps to reproduce: [list steps]
Expected: [what should happen]
Actual: [what actually happens]
Feature Template
Task Name: Implement [feature name]
Priority: Medium
Description:
Requirement: [what feature should do]
Acceptance criteria: [how to know it's done]
Notes: [any technical notes]
Maintenance Template
Task Name: [Website] Weekly Maintenance
Priority: Medium
Description:
- [ ] Check updates
- [ ] Review security logs
- [ ] Backup verification
- [ ] Performance check
Tips for Efficiency
- Use Tags - Label tasks with keywords for easy filtering
- Set Due Dates - Even estimates help with planning
- Assign Owners - Every task should have someone responsible
- Keep Tasks Small - Break large work into smaller tasks (1-3 days each)
- Update Daily - Change status as you work
Viewing Your Tasks
| View | Location | Best For |
|---|---|---|
| My Tasks | Dashboard widget | Seeing only your assigned tasks |
| Calendar | Tasks → Calendar View | Planning by date |
| Kanban | Tasks → Kanban Board | Visual workflow management |
| Project Tasks | Inside each project | Tasks for specific website |
Summary Checklist
When adding a task, make sure you have:
- Clear, specific task name
- Appropriate priority level
- Assigned staff member
- Due date (even if estimated)
- Description (if complex)
- Linked to correct project