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Project tasks are regular tasks linked to a specific project. They inherit the project as context, contribute to actuals if they track hours, and can be organised by SAL phase.

Create a project task

1

From the project page

Tasks tab → + New task. The project is prefilled.
2

Link to a SAL phase (optional)

Select the reference phase. Useful to understand workload per phase.
3

Assign and schedule

Like a normal task: assignees, due date, priority, tags.

Project-specific custom statuses

Beyond workspace statuses, you can define project-specific statuses (useful for complex flows): Example software development project:
Backlog → Ready → In development → Code review → Testing → Done
Settings in Project settings → Task statuses.

Time and actuals

When a user logs hours on a project task:
  1. Hours enter the employee timesheet
  2. Project actuals update: hours × employee_hourly_cost
  3. Project margin recalculates

Gantt view

Project page → Gantt view: task timeline with dependencies, milestones, completion percentage. Useful for long, multi-team projects.
Project Gantt view with tasks on timeline

Per-phase Kanban

Alternative to Gantt: Kanban view with status columns, filterable by SAL phase.

Automations

On SAL phase start, auto-instantiate the “Analysis phase” template (10 preconfigured tasks with suggested assignees).
If a critical task goes past deadline, notify PM + stakeholders.
When all phase tasks are complete, ask the PM whether to request customer SAL signature.

Frequently asked questions

No, a task is linked to only one project. Duplicate the task if needed across projects.
Yes, automatically. They stay in history accessible from Archived projects.