To create a new task, just click and drag across a person's schedule to bring up the task menu.

Set the task hours and select the corresponding client and project to add the task to the Schedule. Naming the task is optional, and only the client/project name will display on the Schedule if left blank.

You can assign the same task to multiple people at once by adding their name to the "Assigned To" field, or to the whole team by choosing "Select all".

To assign a task to people in a specific department or with a certain tag, filter the page by that department/tag first and then choose the "Select all" option when assigning the task.

You can set tasks to repeat a variety of different ways to save time in the future.

Find out more about repeating tasks, time off, and statuses here.


See exactly where your team's daily work hours end and overtime begins with our overtime indicator. Drag a task vertically to expand it, and once you hit a person's hours limit for the day, the overtime indicator will turn a darker shade of red.

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