Tasks are the steps inside a job, usually one per service. The Tasks section of the job page is where you tick work off, see how much time and cost each task has accumulated, and create invoices from finished work.
Open a job and scroll to Tasks. Each row shows:
Task name - the service or task name. If XPM has a client or period label for the task (for example a client name or a quarter like Jul-Sep 2026), it shows as a small badge under the task name, so recurring tasks with the same name are easy to tell apart.
Status - a clickable badge, either Pending or Completed.
Billable - a badge showing Billable or Non-billable. Time on non-billable tasks shows a cost of $0.00 rather than blank.
Hours spent - actual time logged against the task.
Total cost - the task's actual cost (WIP) in dollars.
Billed - a green tick once the task appears on a non-draft invoice.
Due date - the task's own due date, when set.
A clock icon to log time against the task.
Headers are sortable on the standalone job page, and the list paginates at 20 rows. The small chevron next to the Tasks heading collapses or expands the table.
Click Add Service to open the service picker and add services from your catalogue to the job. Each becomes a task, assigned to a client in the group. You will see Service added successfully, or Service removed successfully when you take one off. For XPM-connected firms this picker lists only services linked to XPM tasks. Custom services, which carry a Custom badge elsewhere, do not become tasks inside an XPM job. Firms without an XPM connection see their full service list here.
Click a task's Pending badge to mark it complete (Task marked as completed), or its Completed badge to reopen it (Task reopened successfully). The badge reads Updating... while it saves.
When the last task is ticked off you will see All tasks are now completed, and the job's header badge flips to Completed.
Mark all tasks as complete (N) appears while any tasks are pending. It asks Mark all tasks as complete? before proceeding.
Once everything is complete, the button becomes Mark all tasks as pending (N) with a matching confirmation, in case you closed the job too early.
For XPM-connected firms, task changes are blocked while the job's XPM status is still Pending. The tooltip reads Cannot modify tasks while job XPM status is pending. Submit the job to XPM first.
Two tools show the timesheet detail behind the numbers:
Expand a task row - task rows with logged time show a chevron. Expanding lists each individual timesheet entry with the staff member, date, time and WIP value. Where available, the entry's $ per hour rate is shown next to the staff or task label.
Switch the view - the toggle at the top right of the Tasks section switches between By task (the table above) and By team members. The team view lists each person who logged time on the job with their total Hours and WIP. Expand a person to see the tasks and dates they worked, each still carrying its own Billable or Non-billable badge so you can tell at a glance which of a person's time counts towards billing. If nothing is logged yet you will see No time has been logged on this job yet.
Both breakdown views also show Billed and Write on/off for each group (task or person) and for each individual entry inside it, once any of that time has actually been invoiced:
Billed - the amount that has been invoiced against that entry or group. An em dash means the entry hasn't been billed yet.
Write on/off - the difference between what was billed and the entry's WIP value. Shown in green with a + when you billed more than the WIP (a write-on), and in red with a - when you billed less (a write-off). It stays an em dash until something in that row has been billed.
The same By task or By team members toggle is available on an engagement's jobs table, so you can review time across a whole engagement without opening each job. There too, a task's client and period badges show next to its name.
Click the clock icon on any task row to open the Log Time panel with the client, job and task already filled in. Enter the date, time and notes and save. See Logging time for the full run-down.
Both breakdown views have a checkbox column, letting you select at the level. Of individual timesheet entries rather than whole tasks:
Tick a group's checkbox (a task in By task, a person in By team members) to select every unbilled entry inside it, or expand the group and tick individual entries.
Entries that have already been billed on a live (non-cancelled) invoice can't be selected again - their checkbox is disabled.
Tasks with no timesheet entries logged against them are still selectable as a whole, using their task WIP value.
With one or more entries ticked, click Create Invoice in the bulk actions bar to open the invoice form pre-loaded from exactly what you selected - see Invoicing a job and its tasks for how those lines are built and how the billed amount is allocated back to the underlying work.
Task completion drives the job's Active or Completed badge and the N of N tasks complete line in the job header.
Estimated minutes for a task come from the service or can be set when configuring the job. They feed the Actual or Estimated comparison on job lists.
A task's Billed tick and write on/off figures only count entries that have actually been invoiced - unbilled logged time never shows as a write-off.
The client and period badges under a task name come straight from XPM. If a badge would just repeat the client name with nothing else useful, Nagaris hides it rather than showing a redundant label.
