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Tasks

Plan, assign, and track work across your team, with a weekly planner, subtasks, time tracking, file attachments, and realtime collaboration.

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.

New7
  • Workspace
    • Create tasks with titles, notes, priority levels, due dates, and assignees
    • Break work into subtasks, reorder them with drag-and-drop, and complete a parent to close all subtasks at once
    • Multi-day tasks, with a start and due date to span work across a range
    • Weekly planner with day columns, drag-and-drop scheduling, and per-day time summaries
    • Attach PDFs, images, and documents to any task, up to 10 files at 10 MB each
    • Tasks widget on the dashboard showing your top open tasks with inline completion
    • Automatic tasks when an invoice goes overdue or a bank connection is about to expire
Improvements5
  • Workspace
    • Start and stop timers directly from any task, and tracked time rolls up per team member
    • Open tasks group by urgency into Overdue, Today, This Week, and Later
    • Checklist progress shows at a glance how many items are done
    • Postpone in one click, rescheduling to tomorrow, later this week, next week, or a date you pick
    • Changes sync live across your team, with no refresh needed
Keyboard shortcuts1
  • Workspace
    • j/k or arrow keys to navigate, Enter to open, c to complete, d to dismiss, r to reopen