Tasks are a subcategory of a project — they are dependent on it. They are suitable for one-off tasks such as Designing new icons, Reviewing code, etc., as they can be marked as completed.
To get to the “Tasks” subpage, do the following:
Go to “Manage” 👉 “Projects” 👉 click on the project's name
Go to the “Tasks” subpage
The attributes of Tasks
The “Mark as completed” option
Marking a task as completed will make it disappear from the list of tasks, which you can create time records from. That will make the list of tasks clear and non-redundant.
Learn how to mark tasks as completed in this article.
The code can be used for a quick search of the task when creating time records. The code's length is not limited, however, we encourage you to keep it between 3-5 letters. For instance, the Code of the task Document analysis could be DOCA.
The code can be set during the process of creating new tasks or by editing the previously created ones.
The “Task's Owner”
A task can have an owner assigned. Only the owner of that particular task will see it in the list of available tasks for that particular project when creating time records. That will help your teammates to keep a clear list of tasks to choose from.
Tasks of a particular project with no owner assigned are visible to everyone, who is a member of that project.
The “Task's owner” can be set during the process of creating new tasks or by editing the previously created ones.
Let's look at an example below:
You are logged-in under the account "Smith John". In the project — “Brand campaign”, there are two tasks.
Designing new icons owned by the user Doe Jane
Document analysis owned by Smith John (you in this example).
When creating a new time record, only the tasks that you are the owner of are among the options to create time records from. In case there would not be any owners assigned, both the tasks Designing new icons and Document analysis would be visible to you, as seen below:
The "Beneficial" characteristic
By default, the task is always set as "Beneficial", making the time records beneficial as well. If the option non-beneficial is selected, the time record created for the task will be automatically considered as "non-beneficial".
This characteristic allows you to evaluate the benefit of your work backdated.
Add the hours you plan to spend on the task. If the plan gets overreached, a red triangle symbol will appear.
Add a planned budget for a task. Note that this option is available only for billable projects. Same as for the plan, if the budget gets overreached, a red triangle symbol will appear.
In case you need help or would like to share your ideas with us, please contact the prima:Time Support team by clicking on the black bubble in the bottom right corner of this page 🙌.