The task library

Tasks are the activity types people pick when they log time, such as Design, Development, or Code review. The Tasks page holds your workspace's shared library of them, so the same names are available on every project. Anyone can view the library, but creating, editing, and deleting tasks is limited to owners and admins.

Common versus optional tasks

The page splits your library into two groups:

• Common tasks are "Added to every new project automatically." Mark a task common when it is one your team uses almost everywhere, so you never have to add it by hand.
• Optional tasks are "Added to projects manually, as needed." These stay in the library and wait until someone adds them to a specific project.

The distinction only affects new projects going forward. Changing whether a task is common does not reach back and alter projects that already exist. Each group shows the task name, whether it is Non-billable, and its Default billable rate. Use the Filter by task name box to find a task quickly, or Export to download the library as a CSV.

Creating a task

1. Select + New task.
2. In the New task window, enter a Task name (for example, "Code review").
3. Optionally set a Default hourly rate. Leave it blank to use the default billable rate.
4. Leave Billable by default ticked, or clear it for non-billable work.
5. Tick Add to all new projects automatically to make it a common task.
6. Select Create task.

Editing a task

Select the pencil icon next to any task to open the Edit task window. There you can:

• Rename it under Task name.
• Adjust the Default hourly rate (again, blank means "use the default billable rate").
• Toggle Billable.
• Toggle Add to all new projects automatically to move it between the common and optional groups.

Select Save changes when you are done.

Deleting a task

The Edit task window also has a Delete task button. Deleting is deliberately safe: as the confirmation explains, the task "disappears from this page and will not be added to future projects. Projects already using it keep their task and all logged time."

In other words, deleting only removes the task from the library and stops it appearing on future projects. Existing projects are left completely untouched — their copy of the task stays, and every hour already logged against it is preserved, so your reports and invoices are never disturbed. If you delete a task by mistake, simply create it again with the same name.

Where task rates go next

The rate you set on a library task is the starting point, not a fixed rule. When a task is added to a project, its rate seeds the project's task rate, which you can then override per project. For how that rate fits into the wider picture of what an hour bills at, see project billing types. Task management, like project and client management, is an administrator responsibility described in roles and permissions.

Starting from the standard set

Every new workspace is given a starter library — Project Management, Engineering, Design, QA & Testing and Meetings as common tasks, plus Research, DevOps, Documentation, Support, Business Development, Admin and Internal as optional ones.

If your workspace has none — because it was created before that existed, or because the list was cleared — Tasks offers to add the standard set. Owners and admins see the button; it will not merge into a list that already has tasks in it, so if you already have some, add what you need individually instead.

They are ordinary tasks once added. Rename them, change which are billable, move them between common and optional, or delete the ones you do not want.