Every project is really a pile of smaller jobs — order the materials, schedule the inspection, frame the wall, call the client back. The Tasks tab is where you keep all of those straight: create them, assign them, give them dates, and track them from kickoff to completion, all in one place instead of scattered across texts and sticky notes.

This article covers creating tasks, scheduling them down to the hour, linking them in the right order, who gets told when something changes, and the different ways to view and manage them.

Open a project and click Tasks. Across the top you’ll find:

Below that sits the row you’ll live in: a Search tasks… box, a status filter (All Tasks, Incomplete, Completed, My Tasks), an Assignee filter, and the List / Cards switch on the right.

The Tasks tab in List view, showing the toolbar, filters, and task rows

Each row shows the task’s ID, name, assignees, due date, and when it was created. Overdue dates show in red, and a completed task gets a green check with its name struck through. Hover a row and a ••• menu appears with Edit Task and Delete Task.

Click Add Task and a Create New Task panel slides in from the right:

The Create New Task panel with Task Name, dependencies, description, Assign To, Due Date, and Attachments

Dates are genuinely optional, but the form warns you about the trade-off in red, and it’s worth heeding: a task with no due date won’t appear on the calendar and won’t trigger reminders. It’ll sit in your list and nowhere else. If a task matters enough to chase, give it a date.

About that color swatch: new tasks start on Automatic, which lets Eano pick a color from the kind of work the task describes — plumbing one color, electrical another. You can override it with a specific color, or choose no color at all, in which case the task takes on its project’s color out on the schedule. The full story is in Automatic Task Coloring.

For a lot of high-level work, a date is all you need — “pour the foundation this week” doesn’t need an exact hour. But plenty of jobs are the opposite. When your tile crew can hit three houses in a morning, “sometime Monday” isn’t good enough. You need 8–10 AM here, 11 AM–1 PM there, 2–4 PM at the third, so nobody trips over the plumber.

That’s what task times are for. Every task starts as an all-day task, but you can pin it to a precise window whenever you need to.

In the task, look for the All day checkbox under the dates.

The Due Date block with the All day checkbox checked, showing date-only start and end fields

Uncheck it, and a start time and end time appear right next to the start and end dates.

The Due Date block with All day unchecked, showing a time picker beside each date

You can:

Leave All day checked and the task stays date-only — no time attached. That’s the right choice for anything that spans a stretch of days, because it keeps the task as a tidy banner across the top of the calendar instead of a ribbon stretched over every hour of those days.

A few things worth knowing about times:

Some work can’t start until something else is done — you can’t paint before the drywall’s up. Dependencies let you say so, and then let Eano keep the order honest.

In the task, click + Add Dependencies. A Depends on field appears with a Find a task picker listing the other tasks on the project, each with its assignee and ID so you can tell two similar ones apart. Pick the task that has to finish first.

The Depends on picker open, listing other tasks on the project with their assignees and IDs

Once linked, completing the prerequisite automatically activates the task that was waiting on it. You can also draw and delete dependency links visually by dragging between task bars on the Gantt view — see Building and Adjusting Your Schedule in the Gantt View.

To remove a dependency, reopen the task and clear it from the Depends on field. Payment milestones can’t be used as dependencies — they’re driven by your payment schedule, not by task sequencing.

Any task with a date lands on the calendar automatically; you don’t maintain a schedule separately.

A project’s own Schedule tab gives you that project’s work two ways — Calendar for the month grid and Gantt for the timeline with dependency arrows. Tasks with times sit at their exact hour, all-day tasks ride along the top as banners, completed tasks show struck through, and payment milestones appear alongside them.

A project’s Schedule tab in Calendar view, with task bars and a milestone banner

The Schedule section in the left-hand navigation is the same idea across every job at once. It adds filters for tags, status, and assignee, an Only show my tasks checkbox, and an Events dropdown for choosing which kinds of entries to show — including Connected Calendar, if you’ve linked an outside calendar, so you can fold those in or filter them out. There’s also a Project / Status switch that recolors everything either by which job it belongs to or by what stage that job is in, and an Export button for putting the month on paper — see Printing Your Schedule.

A schedule that never moves isn’t a real schedule. The plywood doesn’t show up, so the subfloor takes an extra day, so the tile has to slide too. The trouble is that your tile guy almost certainly isn’t refreshing his schedule that morning — he’s already loading the van.

So when you change a task, the people assigned to it hear about it. You don’t have to remember to send a separate text.

What counts as a change. A notification goes out when you rename a task, edit its description, change or clear its start or due date, add or remove a dependency, add or remove an attachment, add or remove someone from the assignee list, mark it complete, or delete it. Changing a task’s color doesn’t notify anyone — that’s a visual tag, not a change to the work.

The message says what actually changed, not just that something did. A single change reads like The due date for “Set kitchen tile” has changed to Sep 14, 2026. Several changes in one edit get bundled into a short list under a heading like The task “Set kitchen tile” has been edited, so nobody has to go hunting for the difference. Email and text both include a link straight to the task — which is also why these are worth keeping to yourself rather than forwarding on.

Who gets it. Everyone who was assigned to the task before your edit — except you. You’re never notified about your own changes, since you already know. This includes subcontractors you’ve assigned, which is the whole point: the person actually swinging the hammer finds out the date moved.

Two cases work a little differently, on purpose:

Clients never receive these. Client-facing task notifications are a separate setting; see Notifying Clients About Their Tasks.

This is on by default for everyone, on all three channels. It’s a personal setting, so each person controls their own — you can’t turn it off on someone else’s behalf.

Go to My Account → Account Notifications and find Task updates at the top of the Task section. The toggle turns it off entirely; the Email, SMS, and Mobile Push checkboxes let you keep it on but pick how it reaches you.

The Task updates row at the top of the Task section in Account Notifications

Some changes touch so many tasks at once that notifying on each one would just be a flood, so they don’t fire at all:

The List / Cards switch changes the layout, not the content — same tasks, same filters, same sort.

List is the workhorse. It’s the denser of the two and the only one with checkboxes, which is what makes it the place to change several tasks at once. Tick a few and a bar appears above the table reading N tasks selected, with Mark as Complete (or Mark as Incomplete), Delete, and Clear Selection.

Tasks selected in List view, showing the Mark as Complete, Delete, and Clear Selection bar

Cards lays the same tasks out as a two-column grid of tiles, each showing the name, a snippet of the description, the dates, and who’s on it — or Unassigned. It’s easier to skim when you want to read descriptions rather than scan dates. Cards are for looking, not arranging: there’s no dragging tasks between columns, and reordering happens through Sort in both views.

Tasks laid out as cards, each with description, dates, and assignees

Where do I create a task? In a project’s Tasks tab, click Add Task. The only field you have to fill in is Task Name; everything else — dependencies, description, Assign To, Due Date, attachments — is optional.

Why isn’t my task showing up on the calendar? It almost certainly has no due date. A task without dates stays in the task list only, and it won’t trigger reminders either. Open it, set a date, and it appears.

How do task dependencies work? In the task, click + Add Dependencies and use the Depends on picker to name the task that has to finish first. When that prerequisite is completed, the dependent task automatically becomes active. You can also draw the links by dragging between bars on the Gantt view.

Do tasks show up on the calendar? Yes, as long as they have a date. They appear on the project’s Schedule tab and in the main Schedule section. If you’ve connected an outside calendar, its events can be shown or hidden with the Events filter.

How do I give a task a specific time? In the task, uncheck All day under the dates. A start time and end time appear next to the start and end dates — pick a half-hour slot from the dropdown or type your own, like 9:30 am. Leave All day checked to keep the task date-only.

Do I have to set a time on every task? No. Times are completely optional. A task with no time is treated as all-day, which is best for anything spanning several days so it stays a clean banner on the calendar rather than stretching across every hour.

Does adding a time change when I get reminded? No. Reminders still work at the day level — a 24-hour reminder lands the day before, and an overdue task is flagged the following day, not the exact minute it becomes late.

How do I complete or delete several tasks at once? Switch to List view and tick the checkboxes on the rows you want. A bar appears with Mark as Complete, Delete, and Clear Selection. Cards view has no checkboxes, so bulk changes live in List.

What’s the difference between List and Cards? Same tasks, different layout. List is denser and has the checkboxes for bulk changes. Cards shows each task as a tile with its description visible, which reads better when you’re skimming. Neither one lets you drag tasks around — use Sort to change the order.

Can I drag tasks to reorder them? Not in the Tasks tab. Use the Sort dropdown to order by due date, creation date, or name. If you want to drag work around in time, that’s the Gantt view on the Schedule tab.

Will my team know when I assign them something? Yes — assignees are notified when they get a new task, so everyone stays in the loop.

If I move a task’s dates, does the person assigned find out? Yes. Anyone assigned to the task gets a notification naming the change, including subcontractors. The one exception is a cascade drag on the Gantt view, which stays silent on purpose so a single delay doesn’t fire off dozens of messages — in that case you’ll want to tell people directly.

Do I get notified about my own edits? No. Whoever makes the change is skipped, since you already know what you did.

How do I stop getting task update notifications? Go to My Account → Account Notifications and switch off Task updates in the Task section, or uncheck just the channels you don’t want. It’s a personal setting — each person manages their own.

Can I attach a Word document or a spreadsheet? No — task attachments are PDFs and images only, up to 10MB each. Export or print other formats to PDF first.