Tasks
Manage work items across all your projects in one place.
Overview
Tasks are individual work items that you track within topics. The Tasks page gives you a dedicated view to see, search, and manage all your tasks across every project without needing to start a timer first.
Click Activity in the sidebar — Tasks opens by default.
Task States
Tasks move through four states as you work on them:
Pending
Not started yet. Click to start the timer and begin working on this task.
Ongoing
Currently being worked on. Time is being tracked. Click to mark as done.
Done
Completed. Total time spent is recorded. Click to reset to pending if needed.
Dismissed
No longer needed. Any time spent is preserved but the task won't appear in pending lists.
Views
The Tasks page offers four views to match how you prefer to work:
List View (Default)
Tasks grouped by category and topic, matching your mental model of how work is organized. Expand or collapse categories and topics to focus on specific areas. Use the filter tabs to show only tasks with a specific status.
Table View
A flat, sortable table showing all tasks. Click column headers (Task, Project, Category, Status, Time) to sort. Great for finding specific tasks or reviewing all work at once. Includes checkboxes for bulk operations.
Kanban View
Visual board with columns for each status: Pending, Ongoing, Done, and Dismissed. Drag and drop cards between columns to change task status. Perfect for workflow visualization and quick status updates.
Timeline View (Gantt)
A Gantt chart that puts every task on one shared time axis — each task is a row, so you can compare when work happened across tasks at a glance. It follows the page's Day / Week / Month selector:
- Day — a 0–24h hour axis showing the exact work segments of the day.
- Week / Month — a date axis; each task row shows which days it was worked, shaded by how much.
Use the date arrows / Today to move through time, and click a task's tracked time to edit its segments. Only tasks worked in the selected range appear.
Tip
Adding Tasks
You can add tasks from the Tasks page or while timing:
From the Tasks Page (List View)
- 1Find the topic where you want to add the task
- 2Click the + button next to the topic name
- 3Type the task description
- 4Press Enter or click Add
While Timing
- 1Start a timer on any topic
- 2In the timer panel, switch to Checklist mode
- 3Type a task and press Enter
Note
Searching and Filtering
Find tasks quickly using search and filters:
Search
The search box searches across task text, topic names, and category names. Type any keyword to filter results instantly. When a category or topic filter is active, search only matches task text.
Period Filter
Filter tasks by when they were created: Today, This Week, This Month, or All Time (default). Switch to a narrower period to focus on recent work.
Category & Topic Filters
Select a category from the dropdown to show only tasks in that category. When a category is selected, a topic dropdown appears to further narrow results to a specific project. This is especially useful in Kanban view for focused project boards.
Status Filters
Use the filter tabs (All, Pending, Ongoing, Done, Dismissed) to show only tasks with a specific status. Each tab shows the count of tasks in that state. Status tabs are hidden in Kanban view since statuses are shown as columns.
Tip
Note
Quick Actions
Perform common actions without leaving the Tasks page:
Moving Tasks
Sometimes tasks need to be reorganized. You can move a task to a different topic while preserving all its time tracking history:
- 1Find the task you want to move in any view
- 2Click the Move button (arrow icon) in the task actions
- 3Select the destination topic from the dropdown (grouped by category)
- 4Click Move to confirm
Note
Bulk Operations
In Table view, you can select multiple tasks and perform actions on them at once:
- 1Switch to Table view
- 2Click checkboxes next to tasks you want to select (or use the header checkbox to select all)
- 3A bulk actions bar appears showing how many tasks are selected
- 4Click Complete, Dismiss, or Delete to apply to all selected tasks
Tip
Task Assignment
Team Feature
In a billing entity, admins can assign tasks to specific team members. This helps distribute work and track who's responsible for what.
Filtering by Assignee
When viewing tasks in a billing entity, an All Members dropdown appears in the filter bar. Select a member to see only tasks assigned to them.
What Admins Can Do
- Assign any task to any billing entity member
- Unassign tasks by setting assignee to none
- Filter tasks by assignee to review workload
Note
tasks:assign permission. Billing entity owners and admins have this permission by default. Regular members can only view tasks assigned to them.Kanban Drag and Drop
In Kanban view, you can change task status by dragging cards between columns:
- 1Switch to Kanban view using the view switcher
- 2Grab a task card (it becomes draggable)
- 3Drag it to a different column (Pending, Ongoing, Done, or Dismissed)
- 4Drop to update the status
Note
Export Tasks
Export your tasks to CSV for reporting or backup:
- 1Apply any filters you want (period, category, status)
- 2Click the Export button in the page header
- 3A CSV file downloads with the current filtered tasks
The CSV includes: Task, Topic, Category, Status, Time (minutes), and Created date. Import into spreadsheets or other tools for further analysis.
Time Tracking
Each task shows the total time spent on it. Time is tracked when:
- You start a timer and set the task to "ongoing"
- You click a pending task when the timer is already running on that topic
- You use the Start Timer action on a task
Time accumulates across multiple work sessions. If you work on a task, stop, then come back later, the time adds up automatically.
Tip
Best Practices
- Break down work — Create tasks for individual work items, not entire projects. "Fix login validation" is better than "Work on login".
- Use ongoing status — Mark tasks as ongoing when actively working to get accurate per-task time tracking.
- Dismiss, don't delete — If a task is no longer needed but you spent time on it, dismiss it to preserve the time record.
- Choose the right view — Use List for organized work, Table for reviewing everything, Kanban for visual workflow management.