Tasks Archives - hrglass

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Features
Direct Project Invoicing
Fixed Rate Tasks
Convert Estimate to Project
Team Collaboration
Convert To-Do to Task
Project & Task Layouts
Features
Online Payments
Invoice Template Maker
Attach Services to Tasks
Additional Workspaces
Custom Project & Task Status
Sales Tax and VAT
Features
Deadline Notifications
Multi-Project Invoicing
Account Credit
Custom Reports Generator
Global Workspace Search
Business Branding
Project Management
Time Tracking
Invoicing
Resources
Pricing

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Dashboard

2

Available Widgets
How to Customize Your Dashboard

Clients and Contacts

4

Adding a Client
Adding Contacts to a Client
Archiving a Client
Bulk Actions

Projects

4

Creating a Project
View Modes
Project Detail Page
Custom Project Statuses

Tasks

5

Creating a Task
Billing Types
Logging Time to Task
Task Views
Duplicating a Task

Time Tracking

4

Starting a Timer
Pausing, Resuming & Stopping
Adding Manual Time
Filtering Timer Entries

To-Do List

2

Creating a To-Do
Converting a To-Do into a Task

Invoicing

7

Creating an Invoice from Completed Work
Invoice Statuses
Adding Manual Line Items & Credits
Partial billing Invoicing
Bill multiple Projects in a single Invoice
Customize the Invoice layout
Sending an Invoice

Estimates

2

Creating an Estimate
Client Response Workflow

Expenses

2

Logging an Expense
Expense Approval Workflow (Team Plan)

Contracts

2

Creating a Contract
Linking Contracts to Estimates

Services

1

Creating a Service

Calendar

2

Event Types
Sidebar Panels

Reports

1

Creating a Custom Report

Settings & Configuration

1

Settings & Configuration

Team Management (Team Plan)

3

Inviting Team Members
Understanding Roles
Financial Visibility Controls

Workspaces

2

Creating & Switching Workspaces
Deleting a Workspace

Profile & Account

3

Updating Your Profile
Managing Your Subscription
Notification Preferences

Deleted Items & Recovery

2

Permanent Deletion
Recovering a Deleted Item

Notifications

2

Notifications & Reminders
Workspace Notification Defaults (Team Plan)

Optimal Workflow Guide

2

For Solo Freelancers (Pro Plan)
Best Practices

View Categories

Docs
Tasks

Tasks

Creating a Task
Billing Types
Logging Time to Task
Task Views
Duplicating a Task

Management

Projects
Tasks
Expenses
Invoicing
Clients
Reports
Time Tracker
Estimates
Contracts
Services
Calendar

Features

Direct Project Invoicing
Fixed Rate Tasks
Convert Estimate to Project
Team Collaboration
Convert To-Do to Task
Project & Task Layouts
Online Payments
Invoice Template Maker
Attach Services to Tasks
Additional Workspaces
Custom Project & Task Status
Sales Tax and VAT

Features

Deadline Notifications
Multi-Project Invoicing
Account Credit
Custom Reports Generator
Global Workspace Search
Business Branding

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