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Create & Edit Tasks

This page explains how to create and edit tasks, and what each field means (desktop interface used as example).

New / Edit task dialog

How to Open "New Task"​

Common entry points:

  • The New button in the top toolbar
  • The New Task prompt in the empty state of the Tasks page
  • The "+" button in certain widgets or panels

Once open, you can choose to create:

  • Task: Best for longer-term work with multi-step node workflows
  • Todo: Best for lightweight checklist items (a different type from tasks)

Core Task Fields​

Title​

The task name, used for search and list display. Keep it short and readable.

Category​

The category typically determines:

  • Task color (when color mode is set to "Category")
  • Default hours and default rate
  • Preset nodes (workflow template)

You can open the category manager directly from the dialog.

Start & End Dates​

Used for:

  • Calendar widget hints
  • Days remaining / progress views
  • Statistics (e.g., monthly earnings, hours distribution, etc.)

Nodes (Workflow)​

Nodes are a task's step checklist. They support:

  • Adding / removing nodes
  • Drag-to-reorder
  • Checking nodes off in the task item to build up progress

You can also select a "node preset / template" to quickly generate a full workflow.

Tags​

Used for filtering and labeling. Important rules:

  • Tags with the same name are treated as the same tag (no duplicate tags with the same name are created)
  • Task color can be configured to use the color of tags[0] (the first tag) if you've selected that mode in Settings

Advanced Settings (Optional)​

The content in the advanced section may vary slightly between versions. Common fields include:

  • Client info (client name, contact details)
  • Notes (longer text, good for recording requirements or important notes)
  • Reference images (upload / manage images)
  • Rate & billing type (fixed amount, per-piece, etc.)
  • Milestones / payment nodes (for tracking payment progress or recording by stage)

How to Edit a Task​

Common entry points:

  • Click the Edit (pencil) icon on the right side of a task item
  • Open Task Details and edit there (notes / images / nodes / more fields)

Tip: For day-to-day use, just update title / category / dates / nodes / tags. Keep more complex content in "Task Details" for a cleaner workflow.