Projects and tasks

How-to

• Create a project: board, list, calendar and Gantt

  How to create a project, choose a view and set it up so client access, time tracking and invoicing all work later on.
  4 min
• Tasks: due dates, assignees and subtasks

  How to write a task so it actually gets done: title, assignee, due date, priority, subtasks and comments — including the ones the client can see.
  4 min
• Time tracking: the timer and manual entries

  How to record working time on a project so it can be invoiced at month end — the timer on a task, manual entries, and marking time as billable.
  4 min
• Paid hours: tracking a retainer and keeping the client informed

  When a client buys a block of hours, both sides need to know how many are used and how many are left. Project settings decide which figure the client sees.
  3 min
• A project from an invoice or quote: the work starts from the document

  Once the client has accepted the quote or paid the invoice, one button in X7 creates a project: the lines become tasks and the document stays attached to the project. How it works on an invoice and a quote, and what carries over.
  3 min
• Intake templates: how an incoming order or request becomes a project task

  Intake templates define which project and which status a task gets when an order arrives from the web shop, or a request comes from web chat or a form. Source type, project, default status and field mapping in JSON — step by step.
  5 min
• A task from an email or a chat

  An inbox request — an email, a web chat message, a submitted form or an order — becomes a project task from a single window: title, description, project, status and assignees.
  4 min
• Closing and archiving a project

  What to settle before you close a project — hours, the invoice, client access — and how archiving differs from deleting. An archived project leaves the list while its tasks, comments and history stay.
  4 min

Integration

• Online store orders as projects and tasks

  Your store posts orders to the X7 API; they appear in the inbox and in the orders project. Every order is a task with a status, an owner and comments.
  6 min

Explainer

• Board, list, table, calendar or Gantt — which when

  Five views show the same tasks differently. Which view suits which kind of work: the daily board, the list for an overview, the table for bulk edits, the calendar for deadlines and the Gantt for stages.
  4 min
• How to calculate an hourly rate

  Why a rate is not a salary divided by 160: counting billable hours, overheads and the profit you want. With a worked example and a reality check inside X7.
  5 min
• Planning the team week

  A working rhythm for a small team: a short Monday review, boards during the week, a Friday pass over hours and invoices. What to look at in X7 at each step.
  5 min