Managing tasks within jobs

Managing tasks within jobs

Break down jobs into individual tasks for granular tracking.

Accessing tasks

1. Go to All Tasks in the sidebar.
2. You will see all tasks grouped by their parent job.

Alternatively, open any job card to see its associated tasks.

Creating tasks

1. Open a job.
2. Click Add Task.
3. Enter the task description.
4. Optionally set:

• Due date
• Assigned to (a team member)
• Priority (low, medium, high)

1. Click Save.

Task statuses

Tasks follow a simple workflow:

• To Do — not yet started
• In Progress — currently being worked on
• Done — completed

Task views

Switch between:

• List view for a detailed, filterable table
• Board view for a Kanban-style task board

Pro tip: Use tasks for the detailed sub-steps within a job (e.g. "Gather bank statements", "Reconcile ledger") and use the job status for the overall progress.