Task details

In a task's detail window you record everything: who does it, when it is due, how much time is in it and what it is linked to. Click a task to open the window. On the left are the name, description and parts such as subtasks and comments. On the right are the properties such as status, priority and deadline. Changes to an existing task are saved straight away. Only the description is saved by you, with Save.

You can also open a task directly with a link. Copy it from the three-dot menu at the top right of the window, see The task menu.

Creating a taskCopy link to this section

You create tasks in several places: at the top of a board column (New Task), in the Tasks for you card on the dashboard, on the customer page, or from a conversation, invoice or other item, see Tasks on other pages.

1. Click New Task
2. Enter a Name. The rest is optional
3. Optionally add subtasks under Add a subtask: type a name and press Enter. You can add up to 50
4. Click Create, or press Cmd or Ctrl together with Enter

At the top of the window is the view the task will go in. If you create the task from a board column, it automatically gets that view and column. You can choose another one or remove the view.

You are filled in as the assignee. If you remove yourself and choose nobody, the task has no assignee. You add blockers and time spent after the task has been created.

PropertiesCopy link to this section

• Status and Priority - see the overview
• Assigned to - one or more colleagues or groups. Search with Search people or groups.... If you assign a group, the task applies to everyone who is in the group at that moment
• Customers - link one or more customers with Add a customer
• Labels - see Labels. You create a missing label straight away by typing its name and choosing Create [name]
• Deadline - the final date, with the time. If the deadline has passed, the relative time turns red
• Reminder - a date and time at which you want a notification, optionally repeating
• Notifications - as soon as a reminder or deadline is set, you choose whether you want an Email and/or Push notification. Both are on by default
• Created by - who created the task
• Custom fields - fields that your organisation has added to tasks itself. Changes are saved straight away. See Custom fields
• View - click the name of the view at the top left to choose which lists the task is in and in which column. For a filtered view you only choose a column
• Private - if there is a padlock with Private, the task only appears in personal views, see Private tasks

A task can also have a Description. It supports Markdown for formatting.

Repeating remindersCopy link to this section

A reminder can repeat itself until the task is completed:

1. First set a Reminder (date and time)
2. Click the repeat field below it (Does not repeat by default)
3. Choose Daily, Every weekday (Mon – Fri), Weekly, Monthly, Yearly or Custom…

With Custom… you put together your own schedule:

• Repeat every - a number of days, weeks, months or years
• Repeat on - for a weekly schedule, the weekdays on which the reminder may come
• Ends - Never, On date or After a number of times

If a reminder falls on a day you have excluded, it moves on to the next permitted day without a notification. The repetition stops as soon as the task is Completed or the schedule ends.

Linked itemsCopy link to this section

Under Linked items you see what the task is attached to. You can link several of each kind: terrains, invoices, reservations, meters, phone calls, bank transactions, products and conversations from the inbox. A task can also be linked to a comment. You create a task about a bank transaction from the transaction's menu under Bank transactions with Create task. You create a task about a product, such as checking the ledger account, on the product page via the ⋯ menu with Create task; the product's open tasks appear at the top of that page.

You link an extra item with the plus next to Linked items (tooltip Link item). Search for a customer, terrain, meter, invoice, reservation or product. If the chosen item belongs to a customer, Tillor asks Also link [customer]?:

• Link both - the task also appears on the customer
• Only this item - the customer is not linked to the task

With Unlink you remove a link again. Linked tasks that are still open appear on the item's page under Open tasks.

AttachmentsCopy link to this section

Under Attachments you add files to the task. Click the plus, or paste a file with Cmd or Ctrl and V anywhere in the window.

SubtasksCopy link to this section

A task can have subtasks, a checklist in the detail window. There is only one level: a subtask cannot have subtasks of its own.

1. Open the parent task, or fill them in while you create a task
2. Under Add a subtask, type a name and press Enter
3. Tick a subtask to set it to Completed. Tick it again to set it back
4. Click the name to rename it, or the bin to delete it
5. Drag a subtask by its handle to change the order. With Add description you can also give a subtask a description

With a new task, the subtasks are created together with the task, in the order in which you entered them. Subtasks do not appear as separate cards on boards, in tables or in the calendar. On the task you see a counter such as 2/5. If you set the parent task to Completed, all open subtasks are completed too. The reverse is not required: you can finish the parent task while subtasks are still open.

Blockers and dependenciesCopy link to this section

Sometimes a task can only start or finish when another one is done. You record that in the detail window:

• Blocked by - tasks that must be finished first. Add them with Add blocking task
• Blocks other tasks - tasks that are waiting for this task. Add them with Add blocked task

For each group you see how many tasks are still open (for example 2 still open). Search for tasks with Search tasks... and remove a link with Remove link. On the task card there is a line under the name such as Blocked by 1 task. You can filter on blocked tasks, see Filtering.

A blocker does not stop you. If you try to tick off a blocked task, Tillor asks Complete a blocked task? and only completes it if you choose Complete anyway.

You also add a blocker via the three-dot menu at the top right of the window, with Add blocking task and Add blocked task.

Time spentCopy link to this section

Next to Time spent in the detail window is the total. Click it to log time.

You have two ways:

• A timer. Click Start, work on the task and click the stop button when you are done. The time is put on the task, seconds included
• Filling it in afterwards. Enter the duration, for example 1:30, 90 (minutes), 1h 30m or 1.5h. All four mean an hour and a half. Optionally add a note under What did you do? (optional) and click Log

The time is logged on today's date. In the list you see for each entry who did it, the date, the note and the duration. Colleagues see each other's entries, but you can only delete your own entries, using the bin that appears when you hover over the line.

The timerCopy link to this section

• A running timer keeps going when you go to another page. It then appears as a small card at the bottom right, with buttons to pause (Pause), resume (Resume), Check in and stop (End). Click the name of the task to go back
• With Check in you save the stretch so far, with a short note about what you were working on, and the timer then keeps running
• You can only track time on one task at a time. While your timer is running, Start is disabled on other tasks
• If you use no mouse or keyboard for ten minutes, the timer pauses at the last moment you were active
• Colleagues see in the task window that you are working (In progress) or paused (Paused). That time only counts towards the total once it has been saved

Comments and activityCopy link to this section

At the bottom of the window is the Comments section. With Add comment you write a comment. You can mention colleagues in a comment so that they get a notification. Below that is the activity: a timeline of creation and changes, showing for a change what it was before and after.

The task menuCopy link to this section

At the top right of the window is a menu with three dots.

• Add blocking task and Add blocked task record a dependency
• Print has three choices. Print (A4) opens your browser's print dialog with a PDF of the task. Send to A4 printer and Send to thermal printer (POS) send the task to your printer, for example a receipt printer. You can only choose these two if your organisation has a connector with a printer, see Printer
• Copy link copies a link that opens the task directly. Whoever opens the link must be allowed to see the task
• Delete is at the bottom, see Deleting a task

The printout shows the name, status, priority, deadline and description, and under Linked items the customers, invoices, reservations, terrains and meters the task is attached to. If the task has blockers, the tasks that block it and the tasks that it blocks itself are included. A group without items is left out.

Tasks with choice buttonsCopy link to this section

Some tasks, for example from an automation with the step Ask for a decision, ask for a decision. Instead of a tick there are buttons on the task, with Choose an action to finish this task above them. You click a button and the task is finished.

• If the choice requires a reason, Tillor first opens a window with Why this choice? where you enter a note
• If the choice requires confirmation, Tillor first shows a window. A choice that has been made cannot be undone from the task
• After that, the task shows which choice was made and by whom
• Whoever is assigned to the task and an administrator can choose. If nobody is assigned, anyone who can see the task can choose

This is how the task and the automation are connected:

A task that was created by an automation and can only be finished by the flow shows the text Finished by its automation instead of a tick. You cannot complete it then, and it has no Delete in the menu.

Changing the status quickly and ticking offCopy link to this section

Without opening the window you can:

• Tick the box to the left of the task name to set the task to Completed. If you untick it, it goes back to In Progress
• Click the three dots on the task card, or right-click the card, for a quick menu with Edit, Status, Priority, Reminder, Deadline, Labels, Views and Delete. Labels only appears if there are labels, and Views only if there are lists to which you add tasks yourself

Deleting a taskCopy link to this section

Choose Delete in the task's quick menu, or in the three-dot menu in the task window, and confirm. This cannot be undone and any subtasks disappear with it. The deletion is recorded in the activity log.

For a task that only an automation may finish, Delete is not in the menu. If such a task is deleted in some other way, the automation that was waiting for it to finish fails.

What happens next?Copy link to this section

• Changes to an existing task are saved straight away. Only the description is saved by you, with Save.
• If you assign the task, that colleague (or the members of the group) gets a notification. See Notifications.
• If you set the task to Completed, open subtasks are completed too and the assigned colleagues and the creator get a notification, except you. The task sinks to the bottom in a manually sorted list.
• A reminder or deadline gives a notification until the task is completed.
• A task that was created by an automation can itself also start an automation, for example on a status change or when someone chooses a choice button.
• Deleting cannot be undone. The deletion is in the activity log.

Problems?Copy link to this section

See alsoCopy link to this section