My new task isn't appearing on my timesheet's task dropdown. Why not?
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If you’ve added a task in Manage > Tasks but it’s not an option when creating a time entry, make sure that you’ve added it to the project you’re tracking time to. When you create or edit a task, you can also choose to add it to all existing projects and to designate it as a common task added automatically to all future projects.
Add a task to an individual project
- Go to Projects.
- Click the Actions menu for the project and select Edit.
- Under Tasks, use the Add a task… field to select the task and add it to your project. (If the project uses task billable rates or a task-based budget, make sure you then set those fields correctly.)
- Click Update project. You’ll now see the new task as an option when tracking time to this project.
Add a task to all current projects
- Go to Manage > Tasks.
- Click Actions next to the task and select Add to all projects.
- Confirm by clicking the Add to all projects button.
- If any of the current projects use task billable rates or a task-based budget, make sure you then go to your Projects section to edit the project itself and set those fields correctly in the project edit form's Tasks section.
Set a task to be added to all future projects
If you've already added the task to any existing projects where it's needed, but you also know that it should be on all projects created in the future, you can set it as a common task:
- Go to Manage > Tasks.
- Click Actions for the task and select Edit.
- Check the box next to This is a common task, and should be added to all future projects.
- Click Update task.