Tasks, projects and time

To-dos, the calendar, timers and billing time.

• How do I add a task?Open Tasks , type the task in the box at the top and press Enter. Add a date if it is due on a certain day. For more detail (time, repeat, reminder, steps, link) use New task .
• What do Today, This week and the other tabs show?Today shows what is overdue and due today. Calendar shows your tasks on a month, week or agenda view. This week and This month group tasks by day. Overdue is anything late, Someday is tasks with no date, and Done is what you have finished.
• How do repeating tasks work?Choose Repeat on the task (every day, week, month or year). When you tick it done, the next one is created automatically with its next date.
• How do reminders work?Set Remind me on a task. At that time it appears in your notification bell, and you can tick Also email me the reminder . Your default for email is under My account, Notifications.
• Can I give a task to someone else?Owners and managers can pick Assigned to on a task, and the person gets a bell alert. Owners and managers can also switch between Mine, one person or Everyone at the top of Tasks. Everyone else sees and adds only their own tasks.
• How do I use the calendar?Open Tasks, then Calendar . Tick the layers you want: tasks, lead follow-ups, invoices due and quotes expiring. Click a day to add a task on it. Drag a task to another day to reschedule it, with an Undo. On a phone use the…
• What are projects for?Projects track the time spent on client work so you can bill it and see whether a job makes money. Open Projects . Each project belongs to a client and is a Retainer (a monthly fee, with optional hours included), a Fixed price…
• How do I log time?On a project use Start timer and Stop and save , or add hours by hand (for example 1.5 or 1:30). The Timesheet shows a week of hours across projects.
• How do I invoice time?On the project page, under Invoicing: hourly projects turn unbilled time into a draft invoice, retainers invoice the monthly fee, and fixed-price jobs invoice an amount you choose. Check the draft, then send it.
• How are profit and budget worked out?Profit is what the project earns minus the cost of the time. Each person's cost rate is set by the owner under Settings, Projects and time . Budget bars warn you at 80% and when a project goes over its budget or included hours.…