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Tasks and time tracking

Plan, assign, and track work in a table or a board. Set priorities, recurrence, and reminders — then run a real timer on any task and see who logged what.

8 min read · Reviewed 2026-07-13

Tasks live at /planner/tasks — the screen is Tasks, "Plan, assign and track work". It is where work gets a name, an owner, and a due date, and where you find out how long that work actually took.

Two views, one dataset

• Table — every task as a row. Best for scanning, sorting, and bulk edits.
• Board — cards in columns. You choose what the columns mean: group by status, by priority, or by assignee.
• An All / Mine toggle scopes either view to the whole team or to your own work alone.

Your filtered view has a URL: Filters and sort order live in the address bar. Filter down to "high-priority tasks due this week, assigned to Dana" and you can paste that link into chat — your teammate opens the exact same view.

Statuses, priorities, and labels

Not Completed is deliberately not the same as Snoozed. Snoozed means "not now"; Not Completed means "this closed without getting done" — worth knowing when you look back at a period and ask why.

The labels are a fixed set. You cannot add your own, so use them as broad buckets rather than trying to model a taxonomy in them.

Creating a task

Add task opens the New task sheet — "Define a new work item and assign it to your team".

1. Name it. Title * is the only required field. Its placeholder asks the right question: "What needs to be done?" The description below it has an AI enhance button if you want a terse note fleshed out.
2. Set Properties. Assignee, status, priority, and label. Priority starts at Normal — leave it there unless it genuinely isn't normal, or the signal stops meaning anything.
3. Set the Schedule. Due date, plus a separate Reminder date so you get nudged before the deadline rather than on it.
4. Add recurrence, if it repeats. Choose daily, weekly, monthly, or yearly, set an interval (every 2 weeks, every 3 months), and give it an until-date so it doesn't run forever.
5. Flag milestones. Mark as milestone singles out the tasks that represent a real checkpoint rather than a step along the way.

Tasks are not auto-assigned: There is no round-robin or auto-assignment rule for tasks — you pick the owner. Automatic distribution across a team exists for leads, not tasks; see lead-routing.

Filtering by due date

The due-date filter has four presets — Overdue, Today, This week, and No due date. That last one is more useful than it sounds: it surfaces the tasks that quietly have no deadline and therefore never appear on anyone's list of what's urgent.

Time tracking

This is a real timer, not an estimate field. Open any task and its sidebar has four tabs: Details, Comments, Checklist, and Time.

1. Open the Time tab. Before anything is tracked you'll see "No time logged yet" / "Start the timer to track work on this task."
2. Press Start timer. The button becomes Stop with a live elapsed clock ticking beside it. Go and do the work.
3. Press Stop. The session is written to Logged sessions, which lists every session on the task — who logged it and for how long. Several people can log time against the same task, and each session is attributed.

The timer runs until you stop it: Nothing stops it automatically at the end of the day. If you start a timer and walk away, you will come back to a session that says you spent fourteen hours on a fifteen-minute task. Stop the timer when you stop working.

Working in bulk

Select multiple tasks to delete them together — useful after a sprint of duplicate imports or a cancelled project. The AI Insights button summarises whatever task view you currently have on screen, so filter first and then ask: point it at "overdue, all assignees" and you get a read on where work is stuck. AI Insights costs no credits.