Project task list

The project task list, accessible in the Task list tab in the project detailed view, is where you create and manage your project plan. 

1. Previewing and viewing tasks

The project task list includes all tasks linked to the specific project.

If your site uses subtasks, use the Expand button on the left side of a parent task row to display all its subtasks, nested under their parent. Alternatively, collapse them and keep the project task list view compact.

To preview a summary of a task, hover the cursor over the icon on the left of the task title.

To open the detailed view of a task, click on the task title.

Alternatively, you can click the number under the Comments column to navigate straight to the comments section in the task detailed view.

2. Customizing the task list view

2.1. Customizing data columns

You can customize the columns shown in the task list to reduce noise and make it easier to focus on details that matter the most:

1. Click on the Columns filter.
2. Tick the checkbox next to the columns you want to display on the task list. You can also drag and drop them to change their order. To save your preferences, click Apply.

Scoro will remember your latest preference and apply it across all projects.

Here's what the time-related data columns in the project task list mean for various task types if your site uses subtasks:

• Planned – the planned duration
  • For parent tasks, the Planned column includes the planned duration of the parent task and all its subtasks.
• Done – the total time of completed activities (time entries marked as done and past calendar events).
  • For parent tasks, the Done column includes the completed activities on the parent task and all its subtasks.
• Remaining – the difference between the Planned time and Done time.
  • For parent tasks, the Remaining column includes the difference between the Planned and Done time of the parent task and all its subtasks.
• Budget-related columns (visible only for users whose permission sets have the View budget for the task based on the quote permission enabled):
  • Budget – the quoted hours from the deliverable linked to the parent task. This value is visible for parent tasks, but not for subtasks.
    • If the task is not linked to a quote, the column for that task is empty.
    • An asterisk next to a value in the Budget column indicates that this task shares its budget with other parent tasks created from the same quote line, and the total value reflects the combined budget across these tasks.
  • Remaining budget
    • If the task is not linked to a quote, the column for that task is empty.
    • An asterisk next to a value under the Remaining budget column indicates the remaining budget across all parent tasks linked to the same quote line.

2.2. Viewing tasks with certain completion statuses

Click the Show tasks filter to view only tasks with a specific completion status (Done, Not done, or Done and not done). Scoro will apply your preference to the task list for any project.

2.3. Sorting tasks

By default, the tasks in the project task list are sorted chronologically by the due date. However, you can click on the column titles to sort them as follows:

• Title - sorts alphabetically
• Statuses - sorts by the order of statuses set up in the settings
• Due date - sorts chronologically
• Time spent - sorts from less time to more time logged, and vice versa
• Remaining - sorts from less time to more time remaining, and vice versa

If the project has phases, the tasks are sorted within each phase.

To change the sorting direction, click on the column again. Scoro will remember your preferences and will apply them across projects.

3. Managing tasks from the project task list

3.1. Managing project phases and milestones

To create or manage phases and milestones of your project:

1. Click the three-dot icon next to the Add task button on the right side of the screen and select Modify phases.
2. Click the Add phase or Add milestone if you want to add new phases or milestones. If the project already has phases or milestones, you can modify their name and start and end dates.
   • For milestones, use the Start date field to set the milestone date. Milestones won't be visible on the project task list, but you can see them in the Gantt chart.
   • For phases, you can specify start and end dates, or leave them empty if you wish.
   • If you added phases after already having tasks in your project task list, you can easily move the tasks to the right phases in the Gantt chart.

3.2. Adding new tasks and task bundles

Use the Add task button at the end of the Task title column to add new tasks to the project task list. 

You can also click the three-dot icon and select:

• Add task bundle to add a task bundle to your project
• Create tasks from quote to create a new task from the quoted services (this option is visible if there are any quote line items not yet linked to a task)

If your site uses subtasks, you can add subtasks in multiple ways:

• Adding a subtask under a regular task (task without subtasks): Click the Expand button on the left side of the task row, enter the subtask title, and press the Enter key. Add multiple subtasks one after another if needed.
• To add subtasks under a parent task (task with subtasks): Click the Add subtask button to add a single new subtask, or click the three-dot icon and select Add task bundle to add a task bundle as subtasks.
  

Use the Add task button at the end of the task list and each project phase to quickly add new tasks without specifying all the details right away. Simply enter the task title, hit Enter to save it, and add another task right away. You can specify the details of the task afterwards when starting to work on it.

3.3. Assigning tasks

To assign a task to a user or role (if role assignment is enabled on your site), click the Add members button, select the necessary user(s) or role(s), and click Assign.

To assign additional users or roles, or reassign the task to someone else, click either user's avatar, select the necessary users or roles, and click Assign.

To replace an assigned role with an actual user, click the role avatar and select a user to replace it with, or click the Remove role from task button to remove it.

3.4. Adding time entries

You can log the time spent working on the tasks directly from the project task list.

To add a manual time entry, hover the cursor over the task row and click the Add time entry button. You can specify the time entry details in two ways:

• To quickly add the time entry for yourself without specifying its full details, just enter the time spent in the time field (for example, 1h 30 min or 1:30 – whichever format you prefer) and press Enter.
  
• To specify additional details for the time entry or add a time entry for someone else, click the Modify time entry button in the top-right corner of the time field, fill out the time entry details as needed, then click Save.
  

To start the time tracker, hover the cursor over the task row and click the Start time tracker icon. The time tracker icon will appear on your site's menu bar. Click it to expand the time tracker menu and pause the tracking (if you want to resume it later) or mark the tracked time as done.

Learn more about the time tracker.

3.5. Modifying task details

You can also set or change the following task details straight from the project task list, without needing to open the task modify view:

• Start and due dates: Click the Start date or Due date field on the task row and select a date from the calendar.
• Planned duration: Click the Planned field and enter the necessary planned hours. If your site uses billable time, here’s how the billable status is applied to the entered planned hours:
  • For one-off and retainer project subtasks:
    • The planned hours you set are billable.
    • If you’re modifying the planned hours for a subtask with custom billable hours, the additional hours you add are added as non-billable.
    • To adjust the billable hours on the subtask, you’ll need to open the modify view of that subtask and adjust it accordingly.
  • For internal projects, the entered planned hours are always non-billable.
    
• Status: Click the status indicator, then select the required status.
  
• Activity type: Click on the Activity type field and select the correct one.
• Mark task as done: Click the checkmark icon on the right side of the task row. You can specify the time to add as a time entry. Alternatively, double-click that icon to mark the task as done right away.
  • Note: A parent task can be marked as done only when all its subtasks are done.

To modify the full task details, click on the icon next to the task title to open the task modify view.