Projects and tasks
Projects identify where work belongs. Task groups organize how that work moves, and tasks carry the details employees need to act and track time accurately. Set up all three deliberately so the same work stays understandable in My Task, the desktop tracker, reports, and billing.
Every task belongs to a task group and is connected to a project. The group controls where the task appears in the My Task workflow; the project connects its tracked time to the correct project summary, hours, and cost. Assigning members determines who can select the task in the desktop app for that employer.
A project and a task group describe different parts of the same task. In the current My Task interface, groups are workflow sections shared across the board rather than folders displayed inside one selected project.
Connects the task to the right body of work, tracked hours, and calculated cost.
Places the task in a workflow section such as To Do, In Progress, or Review.
Connects the task to the employees responsible for doing and tracking the work.
Appears in the assigned employee's desktop task list for the selected employer.
A new manager setup begins with My First Project, three groups named To Do, In Progress, and Completed, and sample tasks. These are starting content, not a required structure.
Rename My First Project when it matches your real work, or create a separate project when reporting and cost should remain distinct.
Keep, rename, recolor, or replace the starter groups with stages that reflect how your team actually works.
Use real task titles, select the correct project, and assign the people who will track the work.
Following the same sequence for new work prevents empty desktop task lists and misclassified time.
Open Projects and decide where the work should be reported. Project names must contain 3 to 40 characters. Free accounts can have up to two projects.
Open My Task. Use an existing group or add one with a clear name and color. The main Board and List views show active tasks organized by these groups.
A title is required. Select the correct project and add a description, due date, priority, attachments, or comments when they help someone understand or complete the work.
Add each employee who should receive the task. Newly assigned employees receive a task-assignment email, and the task becomes available in their desktop task list for this employer.
Move active tasks between groups as their workflow changes. Mark finished tasks complete, then use Completed Tasks when you need to review or reopen them.
Projects
Each project card summarizes its age, task totals, completion status, tracked hours, and calculated cost.
My Task
Use Board or List view to work with groups and active tasks. ZMorning remembers the selected view for the signed-in account.
Start with projects, then follow the guides in the order that matches the work you are preparing.
