How to Create a Task for a Job with Clockify

Hello and welcome back to another Top Biz Guides tutorial. In this video, we’ll be creating a task for a job in Clockify.

A task in Clockify is an additional layer of customizable information that you can associate with your time entries. It allows you to further categorize and organize your tracked time. Let’s go through the steps to create a task:

1. Access Task Settings:
   • Start by opening Clockify and accessing the “Settings” from the sidebar.
2. Navigate to the General Tab:
   • Once you’re in the Settings, scroll down to the “General” tab.
3. Customize “Organize Time By”:
   • Under “Organize Time By,” you’ll see options like “Task,” “Activity,” “Job,” “Area,” “Client,” “Department,” “Category,” and “Location.” Choose the one that best fits your needs. For this example, we’re selecting “Task.”
4. Create a Task:
   • Now, let’s create a task for a job. You have two options:
     • Quick Way: In the Time Tracker, click on the job field. If no tasks have been created for that job, you’ll see an option to “Create Task.” Click on it, and you can add a task directly.
     • Detailed Way: Go to the “Jobs” section from the sidebar, select the relevant job, and then navigate to the “Task” tab. From here, you can add, edit, or delete tasks associated with that job.
5. Customize Task Details (Optional):
   • You can customize task details by marking them as done, deleting them, or activating them again. There are also additional settings you can tweak for each task.
6. Track Time with Tasks:
   • Now that you’ve created tasks for your jobs, you can track time with these tasks in the Time Tracker. When adding a time entry, you can select the relevant task from the drop-down menu, along with the job, client, and other details.
7. Generate Reports with Tasks:
   • One of the benefits of using tasks is that you can filter your reports by tasks. This allows you to analyze and track time spent on specific activities or subcategories within your jobs.

That’s it! You’ve successfully created tasks for your jobs in Clockify. Tasks help you categorize and organize your time entries, making it easier to track and manage your work. If you have any more questions or need further assistance, feel free to ask. As always, I’ll see you in the next one!