Work management
How projects, releases, and tasks fit together
Understand how projects contain releases and how tasks connect to them.
What this does
A project is the top-level delivery record. Releases are optional milestones within a project, and tasks are the work items assigned to that project.
Steps
- Create or open a project in Projects.
- Create a release in Releases and associate it with the project.
- Create or edit a task and choose its project; set its Milestone or Release / Milestone when associating it with a release.
- Employee: In Timesheet, choose Project Work, then a project, optional release, and task. The choices follow that project/release.
Result
In simple terms: Project → optional Release → Task. Timesheet project work requires a project and task; a release is optional.
Related/Next guide: Log time to a project, release, and task.
Related articles
- Create, view, and edit projectsManager/Admin: set up a project and update its delivery details.
- Create and manage releasesManager/Admin: add a release to a project and track its planned delivery.
- Create, view, edit, and assign tasksManager/Admin: create project tasks, assign ownership, and update task details.