How To Assign a Task to An Existing Project?

Step 1 : Go to the Project Management Section

After you login to your Invoicera account, go to the Projects tab. Click on the ‘Projects’

drop down and this will take you to the project management section.

Step 2 : Choose a Project to Assign a Task

In the project management section, you will find a list of existing projects. Select and click on the project to which you wish to assign a task.

Step 3 : Create a New Task

In the project section you will find an option to create a new task. Click on the Add Task Button and and you will be able to start creating one.

Step 4 : Add Task Details

Add the task name

Select if the task will be billable or not

Add the rate at which the task will be charged

Add the task description

Updated on: 26/07/2024

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