> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task rules

> Tasks are done in order, and a task is ready when the work before it is done.

**Tasks are done in order, and a task is ready when the work before it is done.** Holds, send-backs, and changes all keep that order intact.

## Task statuses

| Status | Meaning |
| - | - |
| **To do** | Not started. |
| **In progress** | Being worked on. Logging time or starting a timer moves a task here on its own. |
| **Done** | Finished. |
| **Canceled** | Will not be done. |

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.

<Steps>
  <Step title="Click Send back for redo">
    On a done task in the project's task list.
  </Step>

  <Step title="Flows makes a redo copy">
    The new task is marked **Redo**. The original stays done as a record of what
    happened.
  </Step>

  <Step title="Say who does it, and what's wrong">
    Choose who should do the redo, and add a note.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

| Change | Choices |
| - | - |
| **Assigning someone** | **This period** or **+ future**. "+ future" makes that person the owner for this service from now on, including future projects that haven't started. On a group, **This period** adds the person to the group and its open tasks, and **+ future** makes them the group's only owner from now on. Tasks with their own choice keep their owners. |
| **Changing a due date** | **This period only** or **This and future periods**. |
| **Deleting a task** | **This period only** or **This and future periods**. |

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](/flows/clients-and-entities#relationship-roles-who-plays-which-part).
* **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.

Giving a task to someone else keeps its status, its logged time, and its notes. The hand-off is recorded in the task's **Owner history**.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.