# Project Task
A Project Task is a unit of work within a project — assign employees, plan dates, track progress, and list required materials. Tasks link to a project and optional category.
Overview & List View
Go to Project → Project Task, or open tasks from the Project Tasks tab inside a project view.
List columns
| **Column** | **Shows** |
|------------|-----------|
| Id | Task reference number. |
| Task No | Task number. |
| Name | Task name. |
| Project | Parent project. |
| Category | Project category. |
| In Charge | Employee in charge. |
| Planned Start | Planned start date. |
| Planned End | Planned end date. |
| Progress | Progress percentage. |
| Status | Not started, On Going, Completed, Paused, Stopped, or Cancelled. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| On Going | Tasks in progress. |
| Finished | Completed tasks. |
| Not Started | Tasks not yet started. |
Advanced Filters
Id, Name, Project, Category, Assignee, Status, Start Date, End Date, Created date.
List row actions
| **Action** | **Available when status is** |
|------------|------------------------------|
| Edit | Not started, On Going |
| Delete | Not started |
| View | Any |
Quick Start
1. Go to Project → Project Task and click New.
2. Enter Task Name, select Project and Project Category.
3. Assign Employee In charge and set Planned Start Date / Planned End Date.
4. Add material lines under Materials / BOM if needed.
5. Click Save, then Start from the view more menu when work begins.
Task Details
| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Task Name | Yes | Short name for the task. |
| Task Definition | No | Link to a Task Definition template. |
| Task Number | No | Reference number; auto-generated from the numbering sequence when auto-generate is turned on in Number Settings, otherwise entered manually. |
| Description | No | Task details. |
| Project | No | Parent project (Not started or On Going projects only). |
| Project Category | No | Category this task belongs to. |
| Parent Task | No | Parent task for sub-tasks. |
| Priority | No | Priority level (number). |
| Employee In charge | No | Primary assignee. |
| Team Members | No | Additional employees on the task (multi-select). |
Dates & Progress
| **Field** | **Description** |
|-----------|-----------------|
| Planned Start Date | Scheduled start. |
| Planned End Date | Scheduled end (on or after planned start). |
View-only fields (after start/complete)
| **Field** | **Description** |
|-----------|-----------------|
| Start Date | Actual start date (set on Start). |
| End Date | Actual end date (set on Complete). |
| Duration (Days) | Calculated duration. |
| Progress (%) | Current completion percentage. |
Materials / BOM
| **Column** | **Description** |
|------------|-----------------|
| Sl No | Line serial number (auto). |
| Item | Inventory item required for the task. |
| Unit | Unit of measure. |
| Quantity | Required quantity. |
| Description | Specification or notes. |
Materials on tasks feed into the Task Wise Material report for shortage and stock checks.
Actions & Status
Toolbar: Edit (Not started, On Going, Completed), Delete (Not started), Clone, Print.
More menu
| **Action** | **Available when status is** | **Form fields** |
|------------|------------------------------|-----------------|
| Start | Not started | Start Date |
| Complete | On Going | Complete Date |
| Progress update | Not started, On Going, Completed | Progress (%) — auto-starts at > 0, auto-completes at 100, and reopens if lowered below 100 |
Example
Task lifecycle with materials
1. Create task Install switchboard on project Office Fit-out with category Electrical.
2. Add material lines: cable, switchboard, conduit.
3. Click Start and enter the start date.
4. Update Progress (%) to 60 mid-week.
5. Click Complete when finished.
6. Open Task Wise Material to check whether all materials were issued and received.
FAQ
Can I create a task from inside a project?
Yes. Open the project view, go to Project Tasks, and click New — the project is pre-selected.
What is the difference between Employee In charge and Team Members?
Employee In charge is the primary owner. Team Members are additional employees who also work on the task.
How do materials on a task relate to inventory?
Material lines define requirements. Use Task Wise Material to compare required, requested, and received quantities against stock.
Can I delete a task that has material requests?
Delete may be blocked when material requests or inventory documents reference the task. Complete or cancel open requests first, or leave the task and mark it Completed.
Why can't I edit a completed task?
Use Reopen or change status back to On Going from the task view before editing dates, assignees, or materials.
What progress values are allowed?
Progress must be between 0 and 100. Setting progress to 100 auto-completes the task — status changes to Completed and the end date is recorded. Setting progress above 0 on a Not started task moves it to On Going, and lowering progress below 100 on a Completed task reopens it to On Going. You can still use Complete from the more menu to finish a task directly.
Can a task belong to multiple categories?
No. Each task is assigned to one Project Category. Create separate tasks if work spans multiple trades.
How do parent and child tasks work?
Select a Parent Task when creating a sub-task. The WBS on Project Schedule reflects the hierarchy for schedule reporting.
Do material lines reserve stock?
No. Material lines are planning quantities only. Create a Material Request from Task Wise Material to request stock for shortages.
Can I assign a task to a project category not mapped to the project?
Map the category first via Project Category Mapping or Assign Template on the project, then select it on the task.