Task management

Task management. Everyone sees the same work.

Team task management for businesses of any size. Put each client project on a board, a list, a timeline or a calendar. Everyone sees the same tasks, who has them and when they are due.

  • No per-seat charges
  • Unlimited teammates
A print shop's Larkspur opening kit project on a Tasks board with four columns: To Do, In Progress, In Review and Done. Each card shows a due date, tags and who has the task

Task management

A kanban board for each project

Every task is a card in a column such as To Do, In Progress, In Review or Done. Drag a card to the next column when the work moves, and the whole team sees it at once.

Two columns of a Tasks kanban board, In Review and Done: cards for the print shop's flyer wording, price card, window sign and business card proofs, each with tags, a due date or a subtask bar, and its owner

Drag a card to move it

Move a task between columns, and its status changes with it.

Tags and priority on the card

See what is urgent, what kind of work it is and who has it, without opening the task.

Progress from the subtasks

A card with subtasks shows a bar that fills as each one is done.

Task management

The same project as a list

Some people work best from a list. The list view groups a project by status and shows each task with its priority, owner and due date on one line.

The Larkspur opening kit project in the Tasks list view, grouped by status, with each task's status, priority, owner and due date in a row

Grouped by status

Each status is its own group, so you see what is waiting and what is moving.

Read it at a glance

Priority, owner and due date sit in columns, so a late task is easy to spot.

Subtasks counted

A task with subtasks says how many it has.

Task management

A timeline for the whole project

See every task as a bar from its start date to its due date, with milestones across the top. You see what overlaps, what runs long and what the team finishes this week.

The Larkspur project on the Tasks timeline: a bar for each task across November, grouped by status, with the milestones Design signed off and Proofs approved along the top

Milestones along the top

Mark the days that matter, such as sign-off and launch, and tick them off when they are done.

Color shows the state

Open work is colored by priority. Finished work turns green.

Today is marked

The current day stands out in the grid, so you see at once what is behind.

Task management

A calendar of what is due

Switch to a month view to see what lands on each day. Tasks sit on their due dates and milestones on theirs, so you see a busy week before it arrives.

The Larkspur project on the Tasks calendar for November: tasks on their due dates, a struck-through milestone on the 6th and another on the 22nd, and today marked on the 14th

Month by month

Use the arrows to move through the months, and press Today to come back.

Milestones on their days

Each milestone shows on its date, beside the tasks due that day.

A dot for each status

The color of a dot tells you whether the task is waiting, moving or done.

Task management

Break a task down, and say what it waits on

Split a large task into subtasks with their own owners and dates. Give it an estimate in hours. Link it to the tasks it waits on and the tasks that wait on it.

An open task, Build the shop page, with three subtasks, the task it waits on and the tasks that wait on it, and a side panel with its project, status, priority, owner and estimate of ten hours

Subtasks with their own owners

Each subtask has its own status, priority, owner and due date.

Estimates in hours

Say how long a task should take, then compare it with the time tracked.

Tasks that wait on each other

Tie tasks together, so nobody starts work that waits on something else.

Task management

Track time, then see where it went

Start a timer on a task, or log the hours afterwards. The time report adds them up by project and by person, so you know what a piece of client work took.

The Tasks time report: 61 hours in total, 57 of them billable, with hours and entries for each print job and a table by person below

A timer or a log

Start and stop a timer, or add the hours you worked afterwards.

Billable or not

Mark an entry as billable, and see the billable hours apart from the rest.

Download it as a CSV

Export the report to a spreadsheet for your client bills.

Task management

Everything assigned to you, in one place

Open My Work to see your tasks from every project, grouped by project and sorted by due date. You do not need to visit each board to find what is yours.

The Tasks list filtered to one person's own work: their tasks from customer requests and personal tasks, each with status, priority and due date

Only your tasks

The list is filtered to what is assigned to you, across all your projects.

Personal tasks too

Keep a task that belongs to no project, such as a reminder for Monday.

Mention a teammate

Use @ in a comment to bring in a teammate or a whole team.

Built in

What a team needs to work together

These details are part of every project. Nothing to install.

Teams

Put a team on a project or a task. Everyone in it can find the work, and you can mention the whole team in a comment.

Watch what matters

Follow a task, and get a notification when its status changes or someone comments.

Fields of your own

Add custom fields to a project, so each task holds what your work needs, such as a client or a budget.

Clone a project

Start the next client project from the last one, with its structure already in place.

Tags and priority

Mark what kind of work a task is and how urgent it is, and see both on the board.

Tasks tied to people

Link a task to a contact, and see it on that contact's record.

Email to task

A customer email becomes a task

When a customer asks for something, turn their email into a task for the team. The email, the task and the customer stay linked, so the request is never lost.

  1. A customer emails you

    Helpdesk

    Create a task from the email

    Click the <strong>Create Linked Task</strong> button on any customer email. The task appears under the email, so your team sees the work. The customer never sees it.

    • The email and the task stay linked
    • Assign it to the right teammate
    A customer email asking for the florist's new opening hours on its door, with one linked task, Front door decal with the new opening hours, listed under it and a button to create another
  2. The team picks it up

    Tasks

    The task carries the customer with it

    The task shows who asked, with an owner, a due date and an estimate. Your team talks about it in the comments.

    • A contact on every task
    • Comments and mentions
    The task Footer with the new opening hours with its owner, an estimate and the customer's contact in the side panel, and a comment asking a teammate to check the hours
  3. You see the whole story

    Contacts

    It shows on the customer's record

    Open the contact to see their emails and their open tasks together. You know what you promised before you reply.

    • Open tasks and emails at the top
    • One history for each customer
    A customer's contact record with one open customer email and one open task, and the history of the email below

Your whole team

Add everyone. There are no per-seat charges.

Invite the designer and the freelancer. Each teammate gets a role that decides what they can change, and nobody costs extra.

FAQ

Task management questions

What is task management?

Task management is how a team organizes, assigns and follows its work. Each piece of work is a task with an owner, a due date and a status, so everyone sees what is done, what is moving and what is late.

How is task management different from project management?

Project management looks after a whole project: its goals, its dates and its budget. Task management follows the single pieces of work inside it. In WebNesting a project holds the tasks, and you see them as a board, a list, a timeline or a calendar.

How do I start?

Make a project, add your first tasks and invite your team. Open the board to move work along, or the list to read it. To start a new project from an old one, clone it.

What does a team need from a task tool?

A team needs one place where everyone sees the same tasks, who owns them and when they are due. Subtasks, comments, mentions and a view for each way people like to work help too.

Can I break a big task into smaller ones?

Yes. Add subtasks, each with its own status, priority, owner and due date. The card on the board shows how many are done, and the task keeps an estimate in hours beside the time you log.

Can one task wait for another?

Yes. Set a task to wait on another, and each task lists the tasks it waits on and the tasks that wait on it. On the timeline every task is a bar from its start date to its due date, with the milestones above.

How do I see what is assigned to me?

Open My Work. It lists everything assigned to you across every project, grouped by project, so you start the day from one list. Watch a task to get a notification when its status changes or someone comments.

Can I track time on tasks?

Yes. Start a timer on a task or log your hours afterwards, and mark each entry as billable or not. The time report adds the hours up by project and by person, and you can download it as a CSV.

Which view should my team use, a board, a list, a timeline or a calendar?

Use the board to move work along, the list to read every detail, the timeline to see how tasks overlap and the calendar to see what is due on each day. All four show the same tasks, so people can pick the view they like and still stay in step.

Can a task belong to a customer?

Yes. Link a task to a contact, and the task shows on that contact's record. When a customer emails you, turn the email into a linked task for your team. This is email to task: the email, the task and the contact stay connected.

Do I pay for each teammate?

No. Your whole team is included, with no per-seat charges.

Run your team's work with WebNesting

Put every task on a board, a list, a timeline or a calendar, and add Website builder, Email marketing or Helpdesk when you need them. Your whole team is included.