Tasks, Timesheets & Collaboration

Task Management

Creating a Task

1. Open a project → Tasks tab → Create.
2. Title – Task description.
3. Assignee – Person responsible.
4. Deadline – Due date. Tasks past deadline are highlighted in red.
5. Tags – Color-coded labels (Bug, Feature, Urgent).
6. Description – Rich text with checklists, images, links.
7. Customer – Link to a contact (for portal visibility).
8. Milestone – Link to a check point.
9. Recurrence – For recurring tasks (daily, weekly, monthly).

Kanban Workflow

• Drag tasks between stages.
• Kanban cards show: title, assignee avatar, deadline, tags, subtask count.
• Click a card to open the task form without leaving kanban.

Timesheets

On each task:

1. Click Timesheets tab.
2. Click Add a line.
3. Enter date, description, hours.
4. Total tracked time appears on the task and project overview.
5. Timesheets flow to the Accounting module for cost analysis, and to Sales if the project bills by timesheet.

Sub-tasks

Break down tasks into smaller units. Each sub-task can have its own assignee, deadline, and stage. Parent task shows progress (% of sub-tasks done). Sub-tasks can even live in a different project than their parent, useful when one team's deliverable depends on another team completing a piece of work first.

Discussion & Collaboration

Each task has a Discussion tab – internal chat with followers. Use @mentions, attach files, add internal notes. All communication is logged in the task history.

Recurring Tasks

Enable Allow Recurring Tasks on the project, then set a recurrence (e.g. every Monday) on a task — Quickenerp automatically creates the next occurrence once the current one is marked done, so weekly/monthly checklists never need to be manually re-created.