My new task isn't appearing on my timesheet's task dropdown. Why not?
This article is for Administrators and some Managers. Learn more about permissions.
If you’re a Member, check out our Member resources.
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 assigned it to the project you’re tracking time to. When you create a task, you also have the option of adding it to all existing projects by designating it as a common task. You can edit an existing task to make it common as well; that'll add it to future projects.
Add a task to a project:
- Go to Projects and click the Actions menu to the right of the project you’d like to edit.
- Select Edit to go to the project edit form.
- Under Tasks, use the Add a task… field to select the task and add it to your project.
- Click the Update project button to save your changes. You’ll now see the new task as an option when tracking time to this project.
Add a task to all current projects
If you want to add a new task to all current projects, you must do this when you create the task. To create a new task and add it to all current and/or all future projects:
- Go to Manage > Tasks and click the + New task button.
- Enter information for the new task.
- If you'd like the task to be added to all future projects, check the box next to This is a common task, and should be added to all future projects.
- If you’d like it to be automatically added to all current projects, check the Add this task to all existing projects box.
- Click Save task.
Make an existing task a common task
You can also set an existing task to be a common task, which will automatically add it to any projects created in the future. To make a task common:
- Go to Manage > Tasks and click the Edit button next to the task.
- Check the box next to This is a common task, and should be added to all future projects.
- Click Update task.