• How to View Tasks List?

  How to view Tasks List? Roles and Permissions: Organization Owner/Manager : They can Add Task List, View Task List and Edit Task List. Delivery Head : They can Add Task List, View Task List and Edit Task List. Project Manager (User) : They can't Add Task List. They can edit and view only assigned Task List. User : They can't Add Task List and Edit Task List . They can view only assigned Task List. Please refer following link for accessing Roles and PermiSome readers

• Adding and assigning projects in Workstatus

  Adding and assigning projects in Workstatus Projects are used to organize the work your team will track their time against. Under each project, to-dos or tasks are assigned to specific members. You can also link clients to projects so you can bill the time logged to a specific project for that client. Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and EdiSome readers

• Projects Overview

  Projects Overview Projects are a great way to organize tasks. Creating projects lets you monitor how much time was spent by your team on a specific project so you can easily generate reports against them so you can stay on top of project budgets. After creating an organization, the first thing you will need to do is create projects and assign them to your team members, or yourself. Your team won’t be able to track any time unless they are assigned to a project, so this step is very importanSome readers

• How to Add Task in Project?

  How to Add Tasks in Project? Tasks in Workstatus help organizations plan, track, and manage work efficiently. They break down projects into actionable units, making it easier to assign responsibilities, set priorities, and monitor progress. By organizing work into tasks, teams gain better visibility into ongoing and completed activities, ensuring accountability and timely delivery. Tasks also enable accurate time tracking, allowing users to record effort against specific work items. This supSome readers

• Change user permissions on a project

  Change user permissions on a project Organization owners and managers can manage per-project level access to ensure their team can only access specific information within different projects. Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and Edit Project. Project Manager (User) : They can't Add project. They can edit and view only assigned project.Some readers

• How to Edit a Project Name and Description?

  How to Edit a Project Name and Description? Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and Edit Project. Project Manager (User) : They can't Add project. They can edit and view only assigned project. User : They can't Add projects and Edit Projects. They can view only assigned Project. In this article you will know how to edit basic projectSome readers

• How do I add Clients to a Project?

  How do I add Clients to a Project? You can assign multiple clients to your projects with Workstatus. This makes it easy for organization owners to manage clients. Roles and Permissions: Organization Owner/Manager : They can Add Clients, Remove Clients and Edit Clients. Project Manager (User) : They can't Add Clients, Remove Clients and Edit Clients. User : They can't Add Clients ,Remove Clients and Edit Clients. Please refer following link for accessing Roles anSome readers

• Can I add time for two projects during the same timespan?

  Can I add time for two projects during the same timespan? Add Time for Two Projects at the Same Time QUESTION: Is it possible to add time for two projects during the same timespan? ANSWER: No, Workstatus will only allow you to work on one project during the same 10-minute interval. If you add manual time at the same block of time you have tracked automatically, the Workstatus will not allow for the same. Please refer following link for accessing Roles and Permission : https:/Some readers

• Can I Delete a Project?

  Can I Delete a Project? Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects ,Edit Project and delete project. Delivery Head : They can Add projects, View Projects , Edit Project and delete project. Project Manager (User) : They can't Add project Edit Projects and delete project.. They can only view assigned project. User : They can't Add projects ,Edit Projects and delete project.. They can only view assigned projecSome readers

• Where can I see my archived projects?

  Where can I see my archived projects? Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects ,Edit Project and delete project. Delivery Head : They can Add projects, View Projects , Edit Project and delete project. Project Manager (User) : They can't Add project Edit Projects and delete project.. They can only view assigned project. User : They can't Add projects ,Edit Projects and delete project. They can only view asFew readers

• Workstatus User Roles and Permissions Guide

  Workstatus User Roles and Permissions Guide You can assign different roles to various team members to designate the level of access allowed for each team member within your organization. Refer below table to find out what features are available to each team member’s role. ![](https://storage.crisp.chat/users/helpdFew readers

• How to Edit the Tasks List

  How to Edit the Tasks List Roles and Permissions: Organization Owner/Manager : They can Add Tasks List, View Tasks List and Edit Tasks List. Delivery Head : They can Add Tasks List, View Tasks List and Edit Tasks List. Project Manager (User) : They can't Tasks List. They can edit and view only assigned Tasks List. User : They can't Add Tasks List and Edit Tasks List . They can view only assigned Tasks List. Please refer following link for accessing RoFew readers

• How to View the Milestone

  How to View the Milestone Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. Project Manager (User) : They can't Add Milestone . They can edit and view only assigned Milestone . User : They can't Add Milestone . They can edit and view only assigned Milestone . On the project details page. Click on project settiFew readers

• How to Add Tasks List

  How to Add Tasks List Roles and Permissions: Organization Owner/Manager : They Add can Tasks List, View Todo Group and Edit Tasks List. Delivery Head : They Add can Tasks List, View Todo Group and Edit Tasks List. Project Manager (User) : They can't Add Tasks List. They can edit and view only assigned Tasks List. User : They can't Add Tasks List and Edit Tasks List . They can view only assigned Task List. Please refer following link for accessing Roles anFew readers

• How to edit the Milestone

  How to edit the Milestone Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. Project Manager (User) : They can't Add Milestone . They can edit and view only assigned Milestone . User : They can't Add Milestone . They can edit and view only assigned Milestone . Please refer following link for accessing Roles and PermissioFew readers

• How to Add Milestone in a Project

  How to Add Milestone in a Project Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. Project Manager (User) : They can't Add Milestone . They can edit and view only assigned Milestone . User : They can't Add Milestone . They can edit and view only assigned Milestone . Please refer following link for accessing Roles and PFew readers

• How to view Task in Kanban View

  About Kanban View The Kanban view of a task list is a visual project management tool that helps teams and individuals track work in progress.In a Kanban view, tasks are organized into columns that represent different stages of the workflow. It provides an easy-to-understand overview of tasks and their progress. By focusing on limiting work in progress, teams can avoid bottlenecks and enhance productivity. Visual signals like color-coding, labels, or tags can be used to indicate task prioritFew readers

• Project based Timesheet

  Project based Timesheet We are excited to introduce a new feature to our project management module: Project Timesheets. This feature enables comprehensive tracking and reporting of time spent on project tasks. Below is a detailed guide on how to use this feature, along with screenshots to help you navigate the interface. Step 1 Click on project . Select project you want. Click on Project setting icon. Enable Timesheet. ![](https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Message Board

  What is Message Board ? To view and participate in discussions, click on the "Message Board" tab where you can post updates, share ideas, and collaborate with team members. Use this space to stay connected and informed about project progress and any important announcements. Who will access this massage board? The message board will be accessible to all team members involved in the project, allowing them to post updates, share ideas, and collaborate effectively. **How to post a messageFew readers

• How to check the Milestone listing

  How to check the Milestone listing Select any project from the available >> view Project, Now click on Milestone tab, user will be able to access Milestones of the related project. Note: In order to see the updated changes on the screen, Please click on the refresh icon. Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. **ProjectFew readers

• Bulk Import Task in the projects

  How to Bulk import task in the projects . Roles and Permissions: Organization Owner/Manager can Bulk Import Tasks. Delivery Head can Bulk Import Tasks Project manager : can Bulk Import Tasks Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Step 1: Go to Projects module and select Project. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/Few readers

• How List works in Everything?

  How List works in Everything? Everything - List is a centralized module in Workstatus that displays all tasks across every project within the organization. It provides a unified view to help users track, manage, and monitor tasks from multiple projects in one place, enabling better visibility and cross-project coordination. By offering powerful filtering and sorting capabilities, this module ensures users can quickly locate and prioritize tasks, monitor progress, and identify potential bottlFew readers

• How Can We View Tasks in Gantt View?

  About Gantt View A Gantt view is a popular project management tool used to visually represent the timeline, tasks, and progress of a project. In this view, tasks are displayed as horizontal bars across a timeline, making it easy to track the start and end dates, task dependencies, and overall project flow. Roles and Permissions: Organization Owner/Manager They can view the tasks in the Gantt view and also change the status of the all task by simply dragging and dropping. **DeFew readers

• Comments - Reply in Thread

  Comments - Reply in Thread Reply in Thread allows users to respond directly to specific comments, keeping discussions organized and contextually clear within tasks or updates. Roles and Permissions: Owner/Manager/Delivery Head: They can Reply in Threads Team Lead (User): They can Reply in Threads Department Head (User): They can Reply in Threads Project Manager (User): They can Reply in Threads User role: They can Reply in Threads Please refer following link for accessing Roles and PeFew readers

• How to view Subtask, Time Logs and checklist in a Task

  How to view Subtask, Time Logs and checklist in a Task Subtask A subtask is a smaller, more specific task that is part of a larger main task. It helps break down complex work into manageable steps, making it easier to track progress and ensure that all aspects of the main task are completed efficiently. **Step 1 **: Navigate to project Step 2: Select project Step 3: Click on View Task Step 4: Click on Subtask >> Here, you can see the total count of subtasks for this parentFew readers

• How to view Task in Matrix View

  About Matrix View A matrix view is an effective way to organize and visualize tasks, allowing users to track and manage different activities in project . It is especially useful for teams who need to manage multiple tasks, monitor progress, and ensure nothing is overlooked. This view typically uses a grid format where rows and columns represent various parameters of the tasks. Key Elements of a Matrix View Columns: Each column typically represents a category or **attrFew readers

• Project Setting :Status and Tags

  How to view Status and Tags in project settings under project? Roles and Permissions: Organization Owner/Manager : They can View Project setting . Delivery Head : They can View Project setting . Project Manager (User) : They can only view assigned project setting. User : They can't view project setting. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/Few readers

• How to add comments in a Task?

  How to add comments in a Task? Step 1 Go to Project >> Select to Open a Project >> List >> Open a Task Step 2 Click On Comments Click on POST to write your comment Then Click on Submit to Post it. ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_8s9ggqFew readers

• Project Setting

  How to view project settings in project module? Roles and Permissions: Organization Owner/Manager : They can View Project setting . Delivery Head : They can View Project setting . Project Manager (User) : They can only view assigned project setting. User : They can't view project setting. In this article you will know how to edit basic project properties such as the name and description. Please refer following link for accessing Roles and Permission :Few readers

• Menu options in Everything

  Menu options in Everything In the Everything menu of Workstatus, you get a set of powerful options to manage and organize your custom views effectively. You can pin frequently used views for quick access, set views as private to restrict visibility, or mark them as protected to prevent unwanted changes. Additionally, you can copy a shareable link to the view, duplicate it for reuse, delete any unnecessary views, and save updates to maintain consistency. These tools help streamline your workflFew readers

• Project Setting : General

  How to view project settings in project module? Roles and Permissions: Organization Owner/Manager : They can View Project setting . Delivery Head : They can View Project setting . Project Manager (User) : They can only view assigned project setting. User : They can't view project setting. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ STEP 1Few readers

• People Tab

  How to invite members/Client from project? The Members tab is designed to display and manage the details of team members associated with a specific project. Here's an explanation: How to navigate to the People tab Navigate to Project Module Navigate to People tab click on project kebab menu and click on view project also you can click on project name then you willFew readers

• How to add task list from milestone ?

  How to add task list from milestone ? Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. Project Manager (User) : They can't Add Milestone . They can edit and view only assigned Milestone . User : They can't Add Milestone . They can edit and view only assigned Milestone . Open the project : ![](https://stFew readers

• How to View/ Add Member in Project?

  How to View/ Add Member in Project? Method – 1: Step 1 Open the project. Click on Project Settings (top right side corner). Step 2 : Click on People & Rates : Step 3 Open The Project Settings >> select "People & Rates" Option. Here you can see list of aFew readers

• Check Activity Logs in Task

  Check Activity Logs in Task Activity Logs of a task gives Information on any action taken/ Update on any Field, by when & by whom its has been Updated. Please follow below steps: Method 1: Open any Task >> Go to Activity & Comments section. Here, you can view all updates, changes, and discussions related to the task. It gives the statements mentioning the updates/changeFew readers

• How to Create Recurring Tasks in Project?

  How to Create Recurring Tasks? A recurring task in Workstatus is a task that is automatically repeated at specified intervals (e.g., daily, weekly, monthly). This feature helps users avoid the need to manually create the same task every time it needs to be completed. By setting a recurrence schedule, the task is generated automatically, saving time, reducing errors, and ensuring consistency in task management. It’s ideal for tasks that are part of routine operations, like daily check-ins,Few readers

• How Kanban works in Everything?

  How Kanban works in Everything? Everything - Kanban is a centralized module in Workstatus that displays all tasks across every project within the organization. It provides a unified view to help users track, manage, and monitor tasks from multiple projects in one place, enabling better visibility and cross-project coordination. By offering powerful filtering, drag and drop capabilities, this module ensures users can quickly locate and prioritize tasks, monitor progress, and identify potentialFew readers

• Custom Task Types

  Project Settings: Task Types Custom Task Types let you define and manage task categories that fit your specific workflow, rather than relying on default ones. They help organize tasks more effectively, improve reporting, and maintain consistency across projects. By creating custom types such as Bug, Feature, Design, or Testing, teams can easily classify and filter tasks, making progress tracking and analysis more efficient. Roles and Permissions: Owner: They can Add and has accessFew readers

• Copy Task

  Copy Task Roles and Permissions: Owner/Manager: They can see & access Copy Task. Delivery Head: They can see & access Copy Task. User as PM: They can see & access Copy Task. User: They can see & access Copy Task. Please refer following link for accessing Roles and Permission :  https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Copy Task allFew readers

• Task Templates

  Task Templates The Task Template feature helps save time and maintain consistency by allowing you to quickly create tasks with pre-defined details instead of starting from scratch each time. It ensures standardization across projects, reduces repetitive data entry, and minimizes errors. Teams can use it to streamline recurring workflows, improve productivity, and ensure important steps or information are never missed when creating similar tasks. Roles and Permissions: *Owner:Few readers

• Budget Overview Details

  Budget Overview The Budget option in Workstatus helps you set, track, and manage project and employee budgets effectively. Adding budget to a project improves quality, speeds up delivery, reduces risks, supports innovation, and increases stakeholder satisfaction — leading to a more efficient and successful outcome. Roles and Permissions: Owner/Manager/Delivery Head: They can View Budgets. Team Lead (User): They can't View Budgets. Department Head (User): They can't View Budgets.Few readers

• How 'Group by' works in Everything?

  How 'Group by' works in Everything? In the Everything module, the 'Group by' feature organizes all visible tasks into categories based on a selected attribute (e.g., project, assignee, status, priority). This makes it easier to quickly sort, compare, and analyze tasks without changing the underlying data. Roles and Permissions: Owner/Manager/Delivery Head: They can view and perform actions on every task of every project. Team Lead (User): They can view tasks of their assigned projecFew readers

• How to Edit the Project?

  How to Edit the Project? Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and Edit Project. Project Manager (User) : They can't Add project. They can edit and view only assigned project. User : They can't Add projects and Edit Projects. They can view only assigned Project. In this article you will know how to edit basic project properties such asFew readers

• Bulk Operations On Task

  Managing Tasks Using Bulk Operations The main purpose of bulk operations is to quickly update, manage, or organize multiple tasks together without repeating the same action for each task. Roles and Permissions Bulk task operations are available based on the user’s role in the organization. Organization Owner / Manager : They Can perform all bulk operations on tasks. Delivery Head : They Can perform all bulk operations on tasks. User : If tasks are selectedFew readers

• View Project

  View Project Projects are a great way to organize tasks. Creating projects lets you monitor how much time was spent by your team on a specific project so you can easily generate reports against them so you can stay on top of project budgets. After creating an organization, the first thing you will need to do is create projects and assign them to your team members, or yourself. Your team won’t be able to track any time unless they are assigned to a project, so this step is very important.Few readers

• List Under Project Section

  List under Project Section User logged into the workstatus. Click on project button. Select any project you want. Click on List. There are following columns available in List. Select the required project. the following details are shown: Task ID Task Name Assignee Task Status Task List Progress (%) Tags Start Date End Date Estimated InvestedFew readers

• I am unable to add projects in productivity plan?

  I am unable to add projects in productivity plan? In the Productivity Plan, all tracked time is categorized under the Default Project. Unfortunately, the ability to create and assign multiple projects is not available in this plan. To track time for specific projects and monitor user activity on each project, you would need to upgrade to the Everything Plan. The Everything Plan allows you to: Create and assign multiple projects. Track time spent on individual projects. Generate detaiFew readers

• Setting up Workstatus Project for multiple Clients

  Setting up Workstatus Project for multiple Clients The Workstatus Project module allows users to add multiple clients within a single project, enabling better collaboration and streamlined client management. This feature is useful for projects involving multiple stakeholders, as it ensures all relevant clients can be associated with the same project, improving transparency, communication, and overall project coordination. Roles and Permissions: Owner / Manager : They can add ClFew readers

• How does the Copy Project works

  How does the Copy Project works Roles and Permissions: Owner/Manager: They can see & access Copy Project. Delivery Head: They can see & access Copy Project. User as PM: They can see but can't access Copy project. User: They can see but can't access Copy project. Please refer following link for accessing Roles and Permission : [https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/](https://support.workstatus.io/en/article/workstatus-rolesFew readers