Productivity
Manage projects, tasks, boards, time tracking, and timesheets.
Productivity brings project planning, task execution, collaboration, and time tracking into one workspace.
Use Productivity when work needs ownership, status, deadlines, files, time tracking, or repeatable delivery structure.
Projects
Projects organize work for a client, internal initiative, or delivery team. A project can include members, tasks, files, views, activity, and time entries. Use project detail pages to keep the work context close to the tasks and files that belong to it.
Create a project when work has more than one task, more than one owner, a clear delivery period, files that need to stay together, or time that should be reviewed later. Do not use one-off tasks as a replacement for a project when the team needs shared context.
Tasks
Tasks capture the work that needs to be done. A task can include an assignee, priority, labels, due dates, comments, dependencies, project context, and tracked time. Use boards and saved views to manage different work queues.
Every active task should have enough detail for the assignee to act without asking for basic context. Add the expected outcome, owner, due date, project, priority, and any linked files or customer records before assigning urgent work.
Boards and Views
Boards are useful when task status matters visually. Saved views are useful when you need repeatable filters, such as tasks assigned to you, overdue tasks, unassigned tasks, or tasks grouped by project.
Time Tracking
Track time from tasks or add manual entries. Mark time as billable when it should be used for billing or reporting. Team time pages and timesheets help managers review work before billing or payroll decisions.
Track time from the task whenever possible so the time entry inherits the work context. Use manual entries for corrections, offline work, or time captured after the fact, and add notes when the entry needs reviewer context.
Templates
Productivity templates help teams repeat common project or task structures. Use templates for onboarding, delivery checklists, recurring services, or internal processes.
Suggested Operating Routine
Review overdue tasks daily, project status weekly, and timesheets before billing or payroll. Keep project files, task comments, and time entries tied to the work they explain.
For client delivery, review three things before a handoff: open tasks, recent comments, and billable time. For internal operations, review overdue tasks, blocked work, and unassigned work before creating new tasks.
Decide Where Work Belongs
Use this quick rule:
- Use a task for one piece of work with a clear owner.
- Use a project for a group of tasks, files, members, milestones, or time.
- Use a comment for discussion about the task or project.
- Use a file when the work depends on an attachment or deliverable.
- Use a time entry when effort needs to be reported, billed, or reviewed.
Keeping work in the right object makes dashboards, reports, and handoffs more useful.
Troubleshooting
If work is hard to find, check project membership, saved views, task status, and whether the task is attached to the correct project.
If reports look incomplete, confirm time entries and task status are updated before the reporting period closes.
Recommended Guides
- Create a project and assign work.
- Track time against a client project.
- Review team timesheets.
- Build a task board for client delivery.