To-dos in Hubstaff

To-dos are tasks that can be assigned to team members to track time on a specific part of an overall project in Hubstaff. Time tracked to to-dos can be viewed in reports or included in invoices to know how much time was spent on each to-do.

Simple to-dos are only available for projects that are not integrated with a 3rd party integration.
Once a project is linked with integration, the simple to-dos are automatically removed. They are still available on reports if any time was tracked on them, but they will no longer show up in the Hubstaff application. If a project is unlinked from an integration, then the simple to-dos are restored automatically and are once again available for use.
Looking for a project management software app? Check out Hubstaff Tasks. Tasks is Hubstaff’s kanban-style agile project management tool that makes managing tasks and projects easier.
to dos on desktop app ss

A to-do assigned to a team member on the Hubstaff time tracker.


Table of Contents

To-dos on the Hubstaff site

To-dos on the Hubstaff Application


Adding a to-do on the Hubstaff site

Our built-in to-dos feature allows you to create, edit, or delete a task from the to-dos page and from the desktop app without having to integrate with one of our third-party project management tools.

Adding a to-do

Follow these steps to add a to-do from the web dashboard:

Step 1

Navigate to Project management > Tasks on the left sidebar.

project management tasks

Step 2

Select the project name from the Project drop-down, then click on Add a to-do.

Add add to do

Step 3

Enter the to-do name, then assign it to a team member, then hit Save.

new to do save

 

Step 4

You’ll see the to-do assigned to your team members on the list of to-dos for that project.

sample task

Your team member will also see the to-do assigned to them on the timer.

sample timer task

Adding a global to-do

Global to-dos are tasks that can be replicated throughout different projects.

Global to-dos cannot be marked complete.

To add a global to-do:

Step 1

Navigate to SettingsOrganization Projects & to-dosAdd a global to-do

add a global to do button

Step 2

Add a to-do name, choose the projects the to-dos are assigned to, enable/disable the option to add this to do to all future projects then hit Save.

add a global to do dialog

Step 3

You will then see the global to-do appear on the projects you have chosen (via Project management > Tasks)

global to dos sample

Editing a to-do through the web

Step 1

On the Actions drop-down menu next to the to-do, select Edit.

editing a to-dos

Step 2

Edit the information for your to-do and click Save.

Deleting a to-do from the web

On the Actions drop-down menu next to the to-do, select Delete.

delete actions from the web

Adding a to-do through the desktop application

Open your application and select your project. It will highlight blue. Enter the title of the to-do you are currently working on in the “Search to-dos” box.

Adding a to-do within the app is disabled when a project is linked to a third-party integration, i.e. Trello, Asana, etc.

Step 1

Click the Create a to-do box, or the (+) add icon. Press the enter key once you are done entering the information.

add a task dekstop app

After you have done this, the to-do will be ready to go in your application and on the web where you can track, edit, or delete it.

to do example reflected

Editing a to-do through the desktop application

Editing a to-do within the app is disabled when a project is linked to a third-party integration, i.e. Trello, Asana, etc.

Step 1

On the desktop app, hover over the to-do and click on the pencil icon.

edit to do in desktop app ss

Step 2

A pop-up will appear where you can make your changes to the to-do and then click Done. The updated to-do will be displayed on the desktop app.

edit to do pop up

Deleting a to-do through the desktop application

Deleting a to-do within the app is disabled when a project is linked to a third-party integration, i.e. Trello, Asana, etc.

Step 1

On the desktop app, hover over the to-do and click on the delete icon. A prompt will appear asking for delete confirmation. Once confirmed, the to-do will be deleted permanently.

delete to do icon

Simple to-dos once deleted are permanently removed and cannot be restored. However, time tracked to the to-dos can be viewed on the timesheets and the reports page.
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