Project Tasks

Flowtly Editorial Team5 min

The Tasks tab, on a project's page, tracks the project's task lists and individual tasks, letting you break project work into trackable items with their own status, priority and recurrence.

Task lists

Tasks can be grouped into task lists to organize work within a project. Each list has a name and is scoped to a single project.

Statuses

Every task has a status. Statuses are shared, ordered entries with a name and a color, and each can be marked as closed (e.g. "Done") or as the default status assigned to new tasks.

Priority

Each task has a priority: Low, Normal, High, or Urgent. Normal is the default.

Assignees and subscribers

A task can have multiple assignees, who are notified by email when they are assigned to it. Employees can also subscribe to a task to receive updates without being an assignee — for example when they leave a comment.

Comments

Assignees and subscribers can discuss a task through comments. Each comment records its author and timestamp. When a new comment is added, subscribers to the task are notified by email.

Recurrence

Tasks can recur on a daily, weekly, or monthly schedule. A recurrence rule defines the frequency, interval, an optional end date, and a maximum number of occurrences; each generated occurrence is a normal task linked back to the rule that created it.

Status change notifications

When a task's status changes, its assignees are notified by email.

Views

The Tasks tab offers list, board, calendar, and workflow views of the same underlying tasks, so you can work with the layout that best fits the task at hand.

Connection map

Refers toDerived fromPart ofPlanned vs actual
Documented hereDocumented elsewhere
budget covers project. invoice billed from project. project is of type project-type. project staffed by person. project-rate rates person. project-rate applies on project. time-entry tracked against project. task belongs to project. project-folder groups project. project linked to budget. project needs role. booking planned vs actual time-entry.coversbilled fromis of typestaffed byratesapplies ontracked againstbelongs togroupslinked toneedsplanned vs actualBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetPProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoicePProject type — Fixed-price, Time & Material, Non-billable or Internal. It decides how the project's tracking and reporting behave.Project typePPerson — An employee. The central record the rest of the workforce data hangs off — profile, documents, leave, benefits, rates.PersonMMember rate — A team member's billing or cost rate on a project. Rates are per member, so the same person can cost differently on two projects.Member rateTTime entry — What actually happened — work time logged against a project.Time entryTTask — A unit of work inside a project.TaskPProject folder — A grouping of projects, for organisations running more than a handful.Project folderRRole — One job to be done on a project. It may be open, partly filled, filled or over-filled, and it exists whether or not anyone is booked on it.RoleBBooking — One person committed to one role for a stretch of weeks, at a percentage of their time. A booking is a plan, not a record of work done.Booking