Create and finish a task

Task details with a title, assignee, due date, and client context. — Product screenshot · demo environmentThe title describes the work. Below it, choose the person responsible and the due date; the visibility message explains who can see the task. This fictional example is still saving; wait for Saved before leaving.

Create a task

Open My Tasks, a project, or the client’s tasks area.
Choose New task.
Give it a useful name, such as “Check Noga’s July documents”.
Choose an Assignee and a Due date when needed.
Add the client context, project, and description where relevant.
Wait for Saved before leaving the task.

Task details save automatically. Closing a task does not undo changes that have already saved. If you see Could not save, keep the task open and resolve the problem before leaving.

A task, from start to finishIllustration · fictional details

SmartBill OfficeDraft

Check Noga’s July documents

Description: Check the bank statement and missing receipts.

A specific name makes the next action clear.

Finish the task

Open the task and choose Mark complete. Check that it now shows as completed. If it disappears from the list, the current view may hide completed work.

Who sees it?

Read the visibility message in the task. It explains whether the task is private, shared with collaborators or project members, or visible across the office.