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Tasks

Tasks
Plan, track, deliver
Mon
Follow up invoice
Review expenses
Tue
Bank reconciliation
Wed
Quarterly report
Update budget
Team sync
Thu
Fri
Client meeting
Follow up invoice
Acme
Mon
Review expensesMon
Bank reconciliationTue
Quarterly reportWed
Update budgetWed
Team syncWed
Client meeting
Acme
Fri
Live

Plan Your Week

The new planner gives you a bird's-eye view of your week. Each day shows tasks color-coded by priority, along with tracked time summaries. Drag tasks onto any day to reschedule — multi-day tasks preserve their duration automatically.

Subtasks & Checklists

Break work into subtasks and reorder them with drag-and-drop. Complete a parent task to close all its subtasks at once. Notes support inline checklists with progress that updates as items are checked off.

Time Tracking Built In

Every task has a play/pause timer. Open a task to see total tracked time broken down per team member, so you always know where the hours went.

File Attachments

Drag files onto a task to attach PDFs, images, or documents. Up to 10 files at 10 MB each.

Automatic Tasks

Expensicat creates tasks for you when action is needed — a follow-up when an invoice goes overdue, and a reminder when a bank connection is about to expire.

  • TasksCreate tasks with titles, notes, priority levels, due dates, and assignees
  • TasksBreak work into subtasks — reorder with drag-and-drop, complete a parent to close all subtasks at once
  • TasksMulti-day tasks — set a start and due date to span work across a range
  • PlannerWeekly planner with day columns, drag-and-drop scheduling, and per-day time summaries
  • AttachmentsAttach PDFs, images, and documents to any task — up to 10 files at 10 MB each
  • DashboardTasks widget on the dashboard showing your top open tasks with inline completion
  • AutomationAutomatic tasks when an invoice goes overdue or a bank connection is about to expire
  • Time TrackingStart and stop timers directly from any task — tracked time rolls up per team member
  • TasksOpen tasks group by urgency — Overdue, Today, This Week, and Later
  • TasksChecklist progress shows at a glance how many items are done
  • TasksPostpone in one click — reschedule to tomorrow, later this week, next week, or pick a date
  • CollaborationChanges sync live across your team — no refresh needed
  • Navigationj/k or arrow keys to navigate, Enter to open, c to complete, d to dismiss, r to reopen