Manage Task Lists

Task lists define the types of work available when logging time. A task list is assigned to a project; workers then choose a task from that list when creating a time entry.

Create a task list

1. Go to Admin → Task Lists
2. Click New task list
3. Enter a name (e.g. "Standard Tasks", "Site Work", "Office")
4. Click Save

Add tasks to a list

1. Open the task list
2. Click + Add task
3. Enter the task name (e.g. "Masonry", "Electrical", "Scaffolding")
4. Press Enter or click Add
5. Repeat for each task

Tasks can be reordered by dragging them.

Assign a task list to a project

1. Go to Admin → Projects
2. Open a project or create a new one
3. Select the task list from the Task list dropdown
4. Save the project

Multiple projects can share the same task list.

Archive a task list

1. Open the task list
2. Click Archive

Archived task lists are removed from project settings dropdowns. Projects that were already using the list keep their association, but workers can no longer select tasks from it for new entries.