This video is divided into chapters, to skip directly to the To-dos section, please click here
“To-dos” 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.
Table of Contents
Simple To-dos on the Web
Simple To-dos on the Hubstaff Application
Adding a To-do through the web
Our built-in simple 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.
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.)
Follow these steps to add a To-do from the web dashboard:
Navigate to Project management > To-dos on the left sidebar.
Select the project name from the Project drop-down, then click on Add a to-do.
Enter the To-do name, then assign it to a team member, then hit Save.
You’ll see the to-do assigned to your team members on the list of to-dos for that project.
Your team member will also see the to-do assigned to them on the timer.
Editing a To-do through the web
On the Actions drop-down menu next to the To-do, select Edit.
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.
Adding a To-do through the desktop app
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 “What are you working on?” 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.
Press the enter key or click the Add Task icon once you are done entering the information.
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.