Tasks & milestones

A task describes a specific commitment: what needs doing, who owns it, and when it is due. A milestone is a task marked as an important delivery point.

Create a task as a provider

1. Open an active project and choose Add task.
2. Enter Task title and Description. Titles support up to 160 characters; descriptions up to 5,000.
3. Confirm Project and Phase.
4. Set Responsible party to Provider or Client, then choose Named assignee or Unassigned.
5. Set Start date, Due date, and Priority: Low, Normal, or High. Due date cannot precede the start.
6. Set Visibility to Client-visible or Internal · provider only.
7. Add any Depends on tasks and optional milestone or approval settings.
8. Select Save.

Provider-created work starts Open. A named assignee must belong to the responsible side and, for client tasks, to this project’s client. Internal tasks cannot be assigned to the client side.

Client users use Request work instead. Their request is not committed until a provider accepts it.

Edit task details

Provider admins and team members can open a task, choose Edit task, make changes, and select Save task. Client users cannot edit scope, dates, assignment, or other task details through this control.

Visibility changes are locked once comments, files, or dependent work exist. Choose the right visibility early. See Comments & visibility.

Update delivery status

Open the task and use Update status. Committed tasks support Open, In Progress, Waiting, Review, and Completed. Moving a task back to an earlier state is allowed.

Provider users can update delivery work. Client users can update a client-owned task only if it is unassigned or assigned to them. Being a client admin does not override another client user’s named assignment.

To complete a task, first complete all its dependencies and checklist items. If Provider approval required for client completion is selected, a client choosing Completed sends it to Review. A provider then uses Approve completion.

Mark a milestone

Select Mark as milestone in the task editor. Milestones appear in the timeline’s Milestones grouping and relevant Coming up information in Overview. They are task markers, not separate invoices or payment events.

Troubleshoot a blocked update

• Cannot complete: review Waiting on, predecessor tasks, and the checklist.
• No status control: check whether the task belongs to your side and is unassigned or assigned to you, and whether it is still a request.
• Changes are frozen: the project must be Active and the workspace writable.
• Cannot change visibility: collaboration or dependent work has already locked it.
• Task is overdue unexpectedly: overdue comparisons use the current UTC date.

Comments can still be available on a shared task you cannot change, provided the project is writable. Use the conversation to coordinate with its owner.