Create and manage tasks

Create a task

1
Open Manage → Tasks
Choose New task.
Open this page
2
Set defaults
Enter a name, optional non-negative default billable rate, default billability, and whether it is a common task.
3
Choose project coverage
Optionally add it to every active project now. You can also run Add to all projects later from its Actions menu.

Helpful tip

Common tasks are preselected when someone creates a project. Adding a task to all projects is a one-time operation; it does not make future projects inherit the task unless it is also marked common.

Archive or delete tasks

1
Select tasks
Choose one or more task rows and start the archive/delete action.
2
Confirm
A task with no tracked time is deleted. A task referenced by time is archived so history remains valid.

Open this workflow in Unify Revenue

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Manage tasks

Create a task

Open Manage → Tasks

Set defaults

Choose project coverage

Archive or delete tasks

Select tasks

Confirm

Open this workflow in Unify Revenue

Create a project

Track, edit, and delete time

Create and manage tasks

Create a task

Open Manage → Tasks

Set defaults

Choose project coverage

Archive or delete tasks

Select tasks

Confirm

Open this workflow in Unify Revenue

Related guides

Create a project

Track, edit, and delete time