Knowledge Base/Admin / Staff Portal/Tasks

Tasks

Tasks can be standalone items or linked to a specific project. Each task supports time tracking, notes, and priority levels.


1. Viewing the Task List

  1. Click Tasks in the left sidebar.
  2. The list shows task name, project, assignee, status, priority, and due date.
  3. Use the Status and Priority filter dropdowns to narrow the list.
  4. Use the search bar to find a task by name.

2. Creating a New Task

  1. Click + Add Task.
  2. Fill in the form:
    • Task Name (required)
    • Project — optionally link the task to a project
    • Assigned To — select one or more team members
    • Due Date
    • Priority — Low, Medium, High, or Urgent
    • Status — Not Started, In Progress, On Hold, Cancelled, Finished
    • Description — detailed task notes
  3. Click Save.

You can also create tasks directly from within a project via the project's Tasks tab.


3. Editing a Task

  1. Click the task name in the list to open it.
  2. Click Edit and update the fields.
  3. Click Save.

4. Changing Task Status

  • In the task list, click the status badge of a task and select a new status from the dropdown.
  • Alternatively, open the task and edit the Status field.

5. Deleting a Task

  • Click the Delete (trash) icon on the task row and confirm.
  • Bulk delete: check multiple tasks → Delete Selected → confirm.

6. Task Timer

Colo includes a built-in timer so you can track time spent on a task in real time.

Start a timer:

  1. Open a task.
  2. Click Start Timer.
  3. The timer begins counting. You can navigate away — the timer continues in the background.

Stop a timer:

  1. Click the timer icon (shown in the top navigation bar while a timer is running).
  2. Click Stop.
  3. The elapsed time is automatically saved as a time entry for the task.

Pause / resume:

  1. Open the active timer.
  2. Click Pause to pause it without saving.
  3. Click Resume to continue.

View timer history:

  • Open a task and scroll to the Time Log section to see all recorded time entries.

7. Manual Time Entry

  1. Open a task.
  2. In the Time Log section, click + Add Time.
  3. Enter the date, start time, end time (or total duration), and a note.
  4. Click Save.

8. Task Notes / Comments

  1. Open a task.
  2. Scroll to the Notes section.
  3. Type your note and click Add Note.
  4. Notes are visible to all team members with access to the task.

9. Task Priority Levels

Priority Use When
Low Non-urgent, background work
Medium Normal day-to-day tasks
High Important, needs attention soon
Urgent Blocking or deadline-critical

Tips

  • Filter by Assigned To = Me to see only your own tasks.
  • Use the timer feature to track billable hours automatically rather than guessing at the end of the day.
  • Tasks linked to a project feed into the project's Timesheets tab for billing.