Tasks
Plan, assign, and track work across your team, with a weekly planner, subtasks, time tracking, file attachments, and realtime collaboration.
Tasks
Plan your week
The new planner gives you a view of the whole 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 and 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.
New 7
- TasksCreate tasks with titles, notes, priority levels, due dates, and assignees
- TasksBreak work into subtasks, reorder them with drag-and-drop, and complete a parent to close all subtasks at once
- TasksMulti-day tasks, with 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
Improvements 5
- Time TrackingStart and stop timers directly from any task, and tracked time rolls up per team member
- TasksOpen tasks group by urgency into Overdue, Today, This Week, and Later
- TasksChecklist progress shows at a glance how many items are done
- TasksPostpone in one click, rescheduling to tomorrow, later this week, next week, or a date you pick
- CollaborationChanges sync live across your team, with no refresh needed
Keyboard shortcuts 1
- Navigationj/k or arrow keys to navigate, Enter to open, c to complete, d to dismiss, r to reopen