Task statuses
A task can also be Blocked. That isn’t a status you pick: it means the work before it isn’t done yet, or someone put it on hold. A blocked task can’t be started or finished. It can still be reset to To do or canceled.
Tasks that need time
Some tasks are time-tracked. You must log time to them before you can mark them done. If you try to finish one with no time logged, Flows asks you to log time first (Log & complete). If a timer is running on it, you can stop the timer and finish in one click. If a time-tracked task was marked done with no time logged, it shows an untracked badge.Put a task on hold
Use a hold when a task is stuck for a reason outside the project, such as waiting on documents from the client.- Open the status menu and choose Put on hold…. A reason is required.
- A held task shows On hold. Click the badge to see the reason. It moves to your Waiting tab and can’t be started or finished.
- The hold comes off by itself when someone logs time to the task (saving a time entry or stopping a timer), or when the task is marked done or canceled. You can also click Clear hold.
Send work back
When a reviewer finds a problem in finished work, they send it back instead of undoing everything.1
Click Send back for redo
On a done task in the project’s task list.
2
Flows makes a redo copy
The new task is marked Redo. The original stays done as a record of what
happened.
3
Say who does it, and what's wrong
Choose who should do the redo, and add a note.
4
Decide what happens after
After the redo controls later steps that were already finished. You can
redo from a chosen stage (for example, send a return back to the
preparer and have it come straight back to partner review, skipping manager
review), or don’t redo any finished steps. Later steps that never
started just wait for the redo, as usual.
Change tasks on one project
On a project’s Tasks tab you can:- Add a task with Add task. Pick its group, what it comes after, who owns it (leave it empty to follow its group), its due date, and its tags. Turn on Requires logged time if it needs time to be finished. Turn on Repeat every period to also add it to the service’s task list, so future projects get it too.
- Add a sub-task under a task. The task becomes a small group that holds the sub-task. This only works on a task that isn’t done and has no time logged.
- Edit, assign, or delete a task. Click Assign on a group to give someone every open task in it.
- Flip the view between Top-down and Bottom-up to read the order whichever way is easier.
This period or future periods too?
When you change a task that came from the service’s task list, Flows asks how far the change should go.
Tasks you added by hand to one project only ever change that project. Chained due dates never offer the future choice.
How tasks get their owners
When a project is made, each task gets its owner from the Assign to setting on the service’s task list:- Same as group (the default): it goes to whoever its group goes to. If no group above it has a choice, it goes to Available work.
- Unassigned: it goes to Available work.
- Partner or Manager: it goes to whoever sits in that seat on the entity. The task shows a Partner or Manager badge so you can see why it went to them. See Relationship roles.
- Specific person: it goes to that person.
- If the seat is empty, or the person can no longer be assigned, it goes to Available work.