What are Tasks
Goal: understand what a Task is, how it can (or doesn't have to) connect to a client or project, and how to turn the feature on.
What a Task is
A Task is a to-do for your team: a title, a description, a priority, a due date, a status, and (optionally) one assigned team member. A task can be:
- Tied to a project — inherits that project's client automatically.
- Tied to a client directly — with no project.
- Purely internal — no client or project at all, e.g. "restock the studio backdrop."
Off by default
Tasks is a feature you switch on, not something that appears automatically. Turn it on at Settings → Features, in the Tasks card.
Progress statuses
Every task moves through one of five statuses: Waiting, In Progress, Assigned, Waiting on Customer, and Closed. Changing status notifies the assigned team member (unless they're the one who changed it), and the client too if the task is visible to them.