Projects & Tasks
Create projects, plan and assign tasks, and work in List, Board, Gantt and Calendar views.
- Getting started with projectsCreate a project, add tasks and switch between the List, Board, Gantt and Calendar views.
- Accumulated Project Time / Cost widgetAdd a widget that charts a project's time and costs against its budget. It also shows the time already scheduled for the weeks ahead.
- Project Invoices widgetList the invoices that bill a project on its Summary view. See what you have invoiced so far and which invoices are late.
- Project Uninvoiced Items widgetSee the billable items on a project that aren't on an invoice yet. Check what is ready to invoice so nothing is missed.
- Project Bills, Expenses and Timesheets widgetsAdd widgets to a project's Summary view to see what the project is costing you. Find out what each widget shows and who can see it.
- Which tasks are in the Chat Tasks tab?See which tasks the Tasks tab in Chat lists and why the ones you follow come first. Discuss a task from Chat without opening it.
- Introducing custom views: see your work your waySave the way you filter and sort a list as a named view. Keep the view for yourself or share it with your team.
- Task managementCreate and assign tasks, then schedule and complete them. See how to switch between task views and find any task.
- Linking schedule bookings to tasksBook time on the Team Schedule while you create a task, or link bookings later. Keep a task and its booking on the same person and dates.
- How can I quickly find all outstanding tasks?Use the All outstanding filter to show only the tasks that aren't complete. You can also find outstanding work across all your projects.
- Can I invite customers to collaborate on tasks?Give a customer's contact the Project Collaborator role and add them to a project. They can then comment on its tasks and work on them with your team.
- Task List reportList the tasks in your projects with their status and hours. Use the report to find overdue tasks or to send a client a status report.
- Managing project membership for team members and external contactsAdd a person to many projects at once from their Project Membership tab. Change their rates and permissions without opening each project.
- Working with subtasksSplit a task into subtasks that each have their own assignee and dates. Drag and drop to reorganise the task tree.
- Subtask time and estimate roll-upSee the estimate and time logged for a task and all its subtasks together. Find out where the totals appear and how they're worked out.
- Using the calendar viewSee a project's tasks or your own tasks on a calendar. Drag a task to move it to a new date, or add a task straight onto a day.
- Project Dashboard reportCompare many projects side by side in one report. Find the projects that are over budget or still have work to invoice.
- Move tasks from one section to anotherMove a task to another section of its project, for example by dragging it in the List or Board. Its subtasks move with it.
- Move tasks between projectsMove a task and its subtasks to another project with Move Task. Find out why some tasks can't be moved.
- Project Summary reportSee everything about one project on one page in the Project Summary report. Check its budget and see what is left to bill.
- Task Progress Chart widgetSee how a project's total and completed tasks change over time with the Task Progress Chart. Find it on the project's Summary view.
- Project Profitability reportCompare a project's budget with the cost of its time and expenses. See the margin, or the hours left in the budget.
- Overview of project management reportsFind the report you need to check project budgets or your team's time. See who can run each report and open its guide.
- Project Profit Margin Analysis reportCompare a fixed-price deal with what the same hours would earn at your hourly rates. See your profit margin both ways.
- Project Earnings and Remaining Value reportCompare the hours budgeted for each person or category with the time tracked so far. See what is left to invoice and what the remaining hours are worth.
- What are task types?Use task types to tell different kinds of work apart, such as bugs and campaigns. Each type has its own icon and its own list of statuses.
- Does Avaza support custom task statuses?Yes. Each task type can have its own statuses instead of the three default ones. See how to add or change a status.
- Task Summary widget on a projectSee how many of a project's tasks are in each status and how many are overdue. Add the Task Summary widget to the project's Summary view.
- Fixed Amount Details reportList the fixed amounts on your project tasks. See which ones are invoiced and what is left to invoice.
- What are task priorities?Give each task a priority so your team knows what to do next. Administrators can change the list of priorities.
- Project Fixed Amounts widgetSee the fixed amounts on a project's tasks in its Summary view. Find out how much is on finished tasks and how much you have invoiced.
- Fixed Amount Revenue reportSee how much fixed-price work is due each month, split by project. Find out how much of it is still to invoice.
- Project Budget Analysis reportCompare each project's budget with the time and expenses tracked against it. See which of your projects are going over budget.
- Where can I manage all task tags in my account?Add coloured tags to tasks to organise them and filter by them. Administrators can manage and merge task tags across all projects.
- Where can I manage all project tags in my account?Add tags to projects to group similar work across customers. Then filter the project list and reports by tag.
- How do I set up recurring tasks?Let Avaza create a task for you on a regular schedule, such as every Friday. Find out how to change or stop a recurring task.
- How do I add project categories?Create project categories with a colour and give each project one. Team Schedule bookings then show the colour of their project's category.
- How do task discussions work?Discuss a task in its comments and mention people. Post an internal note to hide a comment from external contacts.
- What are task followers?Followers are the people Avaza notifies when a task changes. Learn who follows a task automatically and how to add or remove followers.
- Task assignment and completion notificationsFind out when Avaza notifies people about assigned and completed tasks. See what to check when a notification doesn't arrive.
- GitHub integrationConnect GitHub to Avaza to link commits and pull requests to the right task. You can also create branches from a task.
- Can I reply to a task email?Reply to an Avaza task email to post a comment on the task. Find out why a reply wasn't posted.
- Can I change my project email address?Find the email address that creates tasks in a project. You can't change the address, but you can replace the name at its start with something shorter.
- Hide tasks from external contactsSet a task to Team Only to hide it from external contacts on the project, such as your customer's contacts.
- File managementAttach files to tasks and task comments. Find all of a project's files in its Files view.
- Project settingsSet how a project is billed and budgeted in Project Settings. Choose who works on the project and what each person can do.
- Create a projectCreate a project and fill in its details in Add Project. Find out what a new project starts with.
- See who changed a task on the History tabOpen a task's History tab to see who changed the task and when. Find out which changes the tab records.
- Use a previous project as a templateStart a new project from an existing one and choose what to copy, such as its tasks and settings.
- Project codesGive each project a short, unique code such as P0042. Type codes in yourself or let Avaza number projects automatically.
- Change the customer a project belongs toMove a project to another customer in Project Settings. This isn't possible once the project has invoices or expenses for its current customer.
- Public projectsShare a read-only view of a project through a link or on your website. Choose which task details visitors can see.
- Custom fields for projects and tasksAdd your own fields to projects and tasks. Fill them in on the forms and use them to filter and group your views.
- Can I archive a project?Archive a finished project so it no longer counts towards your active project limit. Nothing is deleted, and you can restore it at any time.
- How is an archived project different from an active project?See what changes when you archive a project and what you can still do with it. Find out how to restore an archived project.
- How do I delete a project?Delete an archived project and see what is deleted with it. Find out why a project with invoiced work can't be deleted.
- Can I track time and expenses on internal projects?Create an internal project for work you don't bill to a customer, such as admin or training. Track time and expenses on it like any other project.
- Why can't I see a project when I log time or expenses?Find out why a project is missing when you log time or record an expense, and how to fix it.
- What's the difference between the Project Manager and Portfolio Manager roles?Compare the Project Manager and Portfolio Manager roles. See how to give a Project Manager more access on one project.
- Custom views: save and share your favourite ways of workingSave how a list is filtered and sorted as a custom view. Keep the view for yourself or share it with your team.
- All Projects: budget, billing and financial columnsAdd budget and cost columns to the All Projects list to see which projects are over budget. Learn how Spent and Cost are worked out.
- Enter a project budgetSet a project budget as an amount or as a number of hours. See how much of it is used and get an alert before you go over budget.
- Project budget alertsLet Avaza email the people running a project when its spending passes a set percentage of the budget. Find out why an alert might not arrive.
- Manage fixed-price projectsCharge a fixed price by putting a fixed amount on each deliverable task. Invoice each amount when the task is done and still track your costs.
- View project profitabilitySee whether a project makes money in the Project Profitability report. Find out how Avaza works out the project's budget and cost.
- How do multiple currencies work in Avaza?Set your account currency and bill each customer in their own currency. Find out how Avaza uses exchange rates.