Work items and subtasks

Work items are the main delivery records. A work item may belong to a project or remain a standalone client request.

Create work

Choose New Work Item, select a client, and optionally select a project. Add a clear title, status, assignee, due date, and description.

Break work into steps

Use subtasks for concrete actions. Each subtask can have one assignee, a description, completion state, and private attachments.

Collaborate in context

Comments keep decisions with the work. Files and time entries also stay attached to the same record, so the project history does not depend on an email thread.

Assignment and My Work

Assign a work item or subtask from its compact assignee menu. Assigned open work appears on that person's dashboard. If both a parent and its subtask are assigned to the same person, the dashboard shows the parent once rather than duplicating the work.

Still stuck? Contact Support.