Quick reference
The fields in detail
Title
The one required field. It must have at least one visible character after spaces are trimmed, and no more than 500 characters. A blank title is refused everywhere, including when you clear the title input on the full task page – the field snaps back to the saved value.Description
A rich text body for context, requirements, links and acceptance criteria. Click the description area to edit it; it saves when you click away. Empty descriptions show a prompt instead of a blank box.Project
Which project the task belongs to, and therefore whose budget its hours consume. Changing it moves the task – including a new task number and its subtasks. Some moves are refused. See /tasks/task-details.Section
A task’s stage is its section. Sections belong to the project and each carries a category:
Moving a task into a Done section completes it. See /projects/project-sections.
Priority
Five values, shown with an icon in the picker:
Tasks created from the project list or board start at Medium.
Assignee
One person, and only a member of this workspace. The picker is searchable and shows avatars.The Details picker has no “Unassigned” row. You change an assignee by choosing a different person. See /tasks/assignees.
Collaborators
Any number of extra people on the task, chosen from the workspace roster. Collaborators are people who care about the work; the assignee is the one person who owns it.Start date and due date
Two dates, both optional, both picked from the calendar. They are linked while they are equal. Setting a start date carries the due date with it, so a one-day task never has to be dated twice. Setting a due date that differs from the start date breaks the link, permanently and visibly – after that, moving the start date leaves the deadline alone. A new task with only a start date is due that same day.A task is overdue when its due date has passed and it is not in a Done section. A task due today is not flagged until the day is over.
Tags
Workspace-level labels drawn from a fixed 24-colour palette. Tags are shared across the whole workspace, so “Design” means the same thing on every project. See /tasks/task-tags.Estimate
How long the work should take, in hours. A task carries two numbers:
When the two differ, the panel shows “revised from Xh”. Every revision is recorded with an optional note. See /tasks/task-estimates.
Scope
A classification of how this task relates to what was sold. It is metadata, not a health signal.
Anything other than In scope shows as scope impact in project financials, and appears as a badge on the board card.
Budget cap
An optional cap on this one task, in hours or money, matching the project budget’s unit. A cap is informational: it never reduces the project’s available budget. Adding one needsbudget.manage and the Budgets app. See /budgets/task-level-caps.
Visible to client
A switch that controls whether this task appears in the client portal. It is one of two doors – the project must also be shared with that client. See /portal/what-clients-can-see.Repeats
Turns the task into a recurring one. When on, you choose Every N and a cadence of Daily, Weekly or Monthly. The next occurrence is created when you complete the task, not ahead of time. See /tasks/recurring-tasks.Billable
Whether work on this task can appear on an invoice. Tasks created from the project list start as billable. Each time entry also carries its own billable flag, which is what invoicing reads. See /concepts/billable-vs-non-billable.Parent task
Set when you create a subtask. Hierarchy is exactly one level deep – a subtask can never be a parent.Task number
A permanent, human-readable id in the form<project key>-<number>, for example WR-142. Assigned when the task is created. See /tasks/task-numbers.
Created
The date and time the task was created, shown at the bottom of Details. Read-only.Read-only figures on the Financials section
These are calculated, not stored on the task.Example
“Homepage wireframes” on Bluebird Coffee – Website Redesign:
Sarah’s billable rate is 45/hour, so 3 hours are worth 135 – a margin of $165.
Permissions
Nearly every field on this page is gated bytask.edit, which Owner, Admin, Project Manager, Member and Contractor hold. The exceptions:
See /tasks/task-permissions.
Common questions
Where is the status field?
Where is the status field?
There is not one. A task’s status is the section it sits in, so your project’s section names are your statuses.
Why did my due date not move when I changed the start date?
Why did my due date not move when I changed the start date?
The two dates had already been decoupled, because a due date was set that differed from the start date. That is deliberate – a deadline you pushed out stays where you put it.
Can I clear a date?
Can I clear a date?
Yes on the Tasks page, where the calendar offers a No date preset. Dragging a task into the No date bucket clears it too.
Does the task billing rate come from the task or the person?
Does the task billing rate come from the task or the person?
Time entries snapshot the rate that applies when the entry is saved. See /concepts/rates-explained.
Related guides
Task details
Where each field lives on screen.
Task estimates
Current vs original, and revisions.
Task tags
The 24-colour workspace palette.
Budget vs estimate
Two numbers that are often confused.
Glossary
Every term in one place.