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Title and Description

A clear title and detailed description for each task provide context and clarity. The description supports rich text formatting - to apply rich text features, select a block of text and rich text options will appear, including Bold, Italic, Lists, Code blocks, and different heading sizes. This information helps team members understand the task’s objectives and requirements, reducing the likelihood of miscommunication.

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Projects

Each task must be associated with a specific project. By default, only projects you have access to are shown. If a project has a customer associated with it, it will be visible in your project list. This linkage ensures that all tasks contribute to the overall objectives of the project.

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Status

The status property indicates the current state of a task. Available statuses are:

  • To Do: Tasks that need to be worked on
  • In Progress: Tasks currently being worked on
  • In Review: Tasks that are complete but need review
  • Done: Tasks that are fully completed
  • Cancelled: Tasks that have been cancelled
  • Duplicate: Tasks that are duplicates of other tasks
  • Backlog: Tasks that have been deprioritized or put aside

The status helps team members quickly assess task progress and identify any bottlenecks in the workflow.

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Priority

Setting a priority level for each task helps teams focus on the most critical work first. Available priority levels are:

  • None: Tasks without any specific priority level
  • Low: Tasks that are not time-sensitive
  • Medium: Tasks with standard priority
  • High: Tasks that need attention soon
  • Urgent: Tasks requiring immediate attention

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Team

Tasks must be assigned to a team. By default, only teams you have joined are shown in the selection. This ensures proper task allocation and visibility within your organizational structure.

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Assignees

Each task can have one or more assignees, along with details such as hours allocated, hourly rate, and role description. This information is vital for resource management and helps in tracking the cost associated with each task, ensuring that the consultancy remains profitable.

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Start Date and Due Date

Defining start and due dates for tasks helps in planning and scheduling. These dates provide a timeline for task completion, ensuring that projects stay on track and deadlines are met.

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Label

Customizable labels enable teams to categorize tasks based on specific criteria relevant to their consultancy work. This flexibility allows for better organization and easier filtering of tasks based on client needs or project phases.

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Customers

Linking tasks to specific customers allows for better tracking of client-related work. This property ensures that all tasks are aligned with client expectations and project deliverables.

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Billable Status

The billable status option only appears if the chosen project has a customer associated with it. This property indicates whether a task is chargeable to a client and is crucial for consultancies to accurately track billable hours and ensure proper invoicing.

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Milestones

The milestone option only appears if the task’s project has any milestones defined. Tasks can be associated with project milestones, helping teams visualize progress towards key deliverables. This connection is essential for maintaining momentum and ensuring that critical deadlines are met.

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Conclusion

By effectively utilizing these task properties, consultancy teams can enhance their project management capabilities, improve communication, and ensure that client expectations are consistently met. Understanding and managing these properties is key to delivering successful outcomes in a competitive consultancy landscape.