How To Create And Manage Tasks In Projects

Payrun Projects helps teams organize work, assign ownership, collaborate efficiently, and track progress from a centralized workspace. Whether you're managing product development, HR initiatives, or internal operations, tasks help your team stay aligned and deliver work on time.

This guide walks you through the complete task lifecycle in Payrun, from creating a task to tracking time and reviewing activity history.

Before You Begin

Before creating tasks, ensure that:

• You have access to the Projects module.

• Your organization has Projects enabled.

• Team members have already been added to Payrun.

• You have permission to create or manage tasks.

Note: User permissions may vary depending on your organization's settings.

Open A Project

After creating or selecting a project:

• Navigate to Projects.

• Locate the desired project.

• Click the project name.

• Payrun opens the project board.

You will see task columns such as:

• To Do

• In Progress

• Completed

You will see this view if you the Kanban view mode is chosen, otherwise you will see the list view.

Understand Task Workflow

Tasks move through different stages as work progresses.

Create A New Task

Create tasks to organize work, define requirements, and assign ownership.

Steps

• Open the project board.

• Click New Task.

• The Create Task window appears.

Add Task Information

Complete the required fields before creating the task.

Task Title

Enter a short and descriptive title.

Example:

Create Forgot Password Module

Clear titles help team members quickly understand the objective.

Description

Use the description field to document requirements and context.

A well-written task description may include:

Business objectives

• User stories

• UX flows

• Acceptance criteria

• Technical requirements

• API details

• Security considerations

• Design references

The editor supports rich formatting, including:

• Headings

• Lists

• Tables

• Links

• Images

• Code snippets

Tip: The more context you provide, the easier it becomes for team members to execute the work accurately.

Set Task Status

Select the current stage of the task.

Available options include:

• To do

• In progress

• Completed

Set Task Priority

Priority helps teams focus on important work first.

Available priority levels:

• High

• Medium

• Low

Assign Team Members

Assignee

Choose the person responsible for completing the task.

Reporter

Select the person who created or requested the task.

Set A Due Date

Assign a deadline to keep projects on schedule.

Steps

• Click the due date field.

• Select a date from the calendar.

• Save the task.

Create The Task

After completing all required fields:

• Review the information.

• Click Create.

Open And Review Task Details

Click any task card to access its detailed view.

The task page includes:

• Task Title

• Description

• Assignee

• Reporter

• Status

• Priority

• Due date

• Time tracking

• Activity history

• Comments

This page serves as the central workspace for the task.

Collaborate Through Comments

The Comments tab helps teams communicate directly within a task.

Team members can:

• Add comments

• Reply to discussions

• Mention users using @name

• Edit comments

• Delete comments

Using comments keeps all discussions attached to the task instead of scattered across emails or chat applications.

Review Task Activity

The Activity Log tab records task changes automatically.

Examples include:

• Status updates

• Priority changes

• Assignment changes

• Description edits

• Title modifications

Activity logs improve transparency and provide a historical record of work.

Review Timelogs

The Timelog tab helps managers and employees monitor work hours.

You can:

• View logged hours by employees

• Review work history

• Analyze time spent on tasks

• Filter records by time period

Track Time On Tasks

Payrun allows users to record work hours directly from the task page.

Steps

• Open the task.

• Click Start Timer.

• Perform the work.

• Stop the timer when finished.

Add Estimated Time

Estimated time helps teams plan workloads more accurately.

Update Task Information

Task details can change as work evolves.

Steps

• Open the task.

• Click Actions.

• Select Edit Details.

• Update the necessary information.

• Click Update.

Delete A Task

If a task is no longer needed:

• Open the task.

• Click Actions.

• Select Delete.

Warning: Deleted tasks may not be recoverable depending on your organization's settings.

Best Practices For Task Management

Follow these recommendations to improve team productivity:

• Write clear and actionable task titles.

• Define acceptance criteria early.

• Assign ownership to avoid confusion.

• Use priorities consistently.

• Set realistic due dates.

• Track work hours regularly.

• Review activity logs when auditing changes.

• Encourage collaboration through comments.

Consistent task management helps teams improve visibility, accountability, and project delivery.