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A task holds everything about one piece of work: who does it, when it is due, the steps, the conversation and the time spent. This guide takes one task from the moment you pick it up to the moment it is done. It follows Northwind’s “Print the opening-day menu” task in the Pearl District Café Opening project. To make a project and its tasks first, see Plan a Project and Add Its Tasks.

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Open the task

Click PM Projects in the left rail, pick the project, then click the task. Its details open on the right: Status, Priority, Assignee, Due and Type, with the Details, Time and Comments tabs below.
The task list with Print the opening-day menu, Nov 12, Queued, outlined, and its details on the right: Mark Complete, Status Queued, Priority Medium, Assignee Jamie Holloway, Due Nov 12, 2026, Type Design, and the Details, Time and Comments tabs

A task, opened from the project's list

My Tasks, at the top of the projects sidebar, lists every open task assigned to you across all projects.

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Work it

1

Mark it in progress

Click the Status and pick In Progress. The task’s row in the list changes too, so your team can see it is being worked on.
The Status menu open under Queued with Queued, In Progress, outlined, QA, Ready for Review, Blocked, Need Info and Done

The status choices

The choices are the project’s own statuses; you set them in the project’s settings under Task Statuses.
2

Break it into subtasks

On the Details tab, under Subtasks, click + Add, type a step and press Enter. Add one for each step, then tick each one as you finish it. The count next to Subtasks shows how many are done.
Subtasks 2/3 with + Add outlined, and the list outlined: Proof every price against the website and Order the cream card stock ticked and crossed out, and Pick up the menus from the printer still open

Two of three steps done

Hover a subtask to edit it with the pencil or remove it with the bin.
3

Leave a comment

On the Comments tab, write an update and click Send Comment. Type @ to mention a teammate.
The comment box with Prices checked against the website. Card stock arrives Tuesday; printing Wednesday. typed in, and Send Comment, outlined

An update for the team

The comment shows with your name and when you wrote it.
Comments: Jamie Holloway, just now: Prices checked against the website. Card stock arrives Tuesday; printing Wednesday., outlined

The comment, posted

4

Log your time

On the Time tab, under Manual, enter the Hours and Minutes or click a Quick amount, add what you worked on if you like, and click Log Time. Billable is ticked unless you untick it. The total at the top, such as 1.0h logged, adds up everything logged on the task.
Time tracking, 0.0h logged, Manual: Hours 1, Minutes 0, today's date, the Quick buttons 15m, 30m, 1h, 2h and 4h outlined, Proofed the menu prices, Billable ticked, and Log Time, outlined

An hour, logged by hand

Timer instead times the work as you do it.

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Mark it done

Click Mark Complete at the top of the task.
The top of the task: #1, Mark Complete, outlined, and the edit, more, expand and close buttons

Mark Complete

The status turns Done, the task moves to the bottom of the list crossed out, and the project’s count of open tasks goes down. It also leaves My Tasks. Reopen, where Mark Complete was, puts it back to work.
The project header with 2 open, outlined; the list with Print the opening-day menu crossed out and marked Done, outlined; and the task's details with Reopen and Status Done, outlined

Done

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Good to know

  • Change anything else from the panel. Click Priority, Assignee or Due to change it in place, or the pencil to edit the whole task, including its description.
  • Files. Drop a file under Attachments on the Details tab, such as a menu proof, up to 50 MB.
  • More: Plan a Project and Add Its Tasks covers sections, views and project settings.