Create a project task on mobile

This article explains how to use the FreeAgent mobile app to create a project task.

Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

Navigate to the ‘☰’ (mobile app navigation menu) button and select 'Projects'.

Projects highlighted in mobile app navigation menu.

Select the project that you’d like to create a task for from the list.

List of projects.

Tap the 'Tasks' option.

Project screen with Tasks section highlighted

Tap the plus '+' icon in the top-right corner.

Tasks screen with plus icon in the top-right highlighted

Give the task a name and tick the checkbox to say whether this task is billable or unbillable.

New task screen with name and billable fields highlighted

Enter the task rate, if it's different from your default project rate for that project, and choose whether this rate is 'per hour' or 'per day' from the drop-down menu. Allowing you to choose a rate per task lets you effectively set up a rate per user, because you can set up different tasks for different users.

Billing rate and billing period fields highlighted on new task screen

Choose whether this task's status is 'Active', 'Completed' or 'Hidden'.

status field highlighted on new task screen

Select ‘Save’ in the top-right to complete the process.

Save button highlighted

You can also create a new task when you create a new timeslip.

Did you find this article useful?