{"id":1115,"date":"2023-04-13T11:35:22","date_gmt":"2023-04-13T08:35:22","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/project-management\/adding-a-new-task\/"},"modified":"2023-04-24T10:58:43","modified_gmt":"2023-04-24T07:58:43","slug":"adding-a-new-task","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/project-management\/adding-a-new-task\/","title":{"rendered":"Adding a New Task"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Break down projects into tasks to help you plan and organize your work more effectively. Identify and prioritize each task&#8217;s steps, resources, and time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Adding a New Task:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Projects<\/strong> on the <strong>Navigation Menu<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13113937\/project-new-task.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Projects page, Click a Project to access the <strong>Project dashboard<\/strong>.<\/li>\n\n\n\n<li>Go to the Tasks tab and Click <strong>New Task<\/strong>, or Click <strong>New<\/strong> at the top right corner and select <strong>Task<\/strong>.<\/li>\n\n\n\n<li>Enter the Task Name, Start\/End dates, and Members.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>If you specified <\/em><strong><em>Task Hours<\/em><\/strong><em> as <\/em><strong><em><a href=\"https:\/\/akaunting.com\/hc\/docs\/project-management\/defining-project-billing-type\/\" target=\"_blank\" rel=\"noreferrer noopener\">Billing Type<\/a><\/em><\/strong><em>, you&#8217;d see a field to enter the hourly rate.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Switch the pop-up window tab to <strong>Other<\/strong> to enter <strong>Description<\/strong>, <strong>Milestone<\/strong>, and <strong>Priority<\/strong> details.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can see a list of created Tasks on the Tasks tab of the Project Dashboard.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Viewing, Editing, Deleting, and Starting a Task<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can manage a task by hovering over it to reveal the <strong>Show<\/strong>, <strong>Edit<\/strong>, <strong>Delete,<\/strong> and <strong>Start<\/strong> options.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13113736\/projects-1024x576.png\" alt=\"Adding a New Task in the projects\" class=\"wp-image-1118\" width=\"840\" height=\"472\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13113736\/projects-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13113736\/projects-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13113736\/projects-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13113736\/projects-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13113736\/projects.png 1920w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Show <\/strong>to view the details.<\/li>\n\n\n\n<li><strong>Edit<\/strong> allows you to update the task details.<\/li>\n\n\n\n<li>Click <strong>Delete <\/strong>to remove the task.<\/li>\n\n\n\n<li><strong>Start<\/strong> allows you to time track. For Project and Tasks hours Billing type, Invoices are created based on recorded hours.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em>Check out <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-light-green-cyan-color\"><a href=\"https:\/\/akaunting.com\/hc\/docs\/project-management\/adding-a-timesheet\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to add timesheets<\/a><\/mark> to tasks.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Break down projects into tasks to help you plan and organize your work more effectively. Identify and prioritize each task&#8217;s steps, resources, and time. Adding a New Task: If you specified Task Hours as Billing Type, you&#8217;d see a field to enter the hourly rate. You can see a list of created Tasks on the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":36,"menu_order":6,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1115","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1115","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1115"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1115\/revisions"}],"predecessor-version":[{"id":1563,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1115\/revisions\/1563"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/36"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1115"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}