Managing Projects & Assignments
Find out how actiTIME works at our online demo:actiTIME Demo
Time is always tracked against the lowest level, which is referred to as "Task" in the default time-tracking hierarchy. To rename this, and other levels of the time-tracking hierarchy, go to Settings > General Settings > Naming.
To see and manage tasks available to you, go to Tasks tab in the header. From there, you can manage two types of tasks:
In the Tasks tab, you can switch between the list view and Kanban board in the View mode menu below the search box.
In the List view, you can:
On the Kanban board, you can do the same actions as in the List view except for Task export.
In actiTIME, you can create new tasks in two ways: either create them manually or import from a CSV file.
From the header menu, go to Tasks interface. In the left column, click “+ Add New” and select “+ New Tasks” in the drop-down menu. In the pop-up window, you can create or select from the list of customers and projects, create one or more tasks, assign them estimates, deadlines, and types of work.
To add some of the tasks from the list to your timesheet, select them and hit “+ Create Tasks”.
If you need to create dozens of tasks but you don’t want to set each of them up manually, this feature will save you some time.
To import tasks from a CSV file, go to the Tasks interface > “+ Add New” > “Import Tasks from CSV”. Prepare and upload a CSV file according to the following template that you can download in the interface.
When your table is ready, save it in the CSV format and apply UTF-8 or UTF-16 encoding to it. Drag and drop the file in the upload area to import the data.
Please note that duplicated tasks that already exist in actiTIME won’t be imported.
Basic task parameters (such as estimates or deadlines) can be edited directly from the tasks list. To access additional details, click on the task name to open the settings panel.
In the Task Settings, you can review and edit the following information:
On this page, you can also review the following:
Finally, you can perform certain actions on tasks one by one or in bulk:
1. Manage tasks one by one. In the task properties panel, click “Actions” to choose form the following options:
Note that when you delete tasks, this action cannot be undone. All time logs, estimates, comments will be lost.
2. Manage tasks in bulk. In the Task interface, whether you use the List view or Kanban board, use checkboxes to choose the task to perform the following actions:
Any user with Tasks interface access can export tasks into a CSV file. To do that, go to Tasks interface > choose List view if you use Kanban board. Set up task filters, adjust display settings and click “Export list to CSV” under the search box.
It’ll take a few moments, until actiTIME exports chosen tasks according to the display settings into a CSV document.