THAREJA Tasks Overview

The tasks section includes a list of all the tasks that are created under the existing projects and users can track their time against these tasks.

This guide covers the topics listed below:


Adding a task

STEP 1. Navigate to Tasks from the left side navigation, you will be landed on the task listing page. 

STEP 2. Now click Add Task button given at the top right corner. 

Next, you will get the following popup to enter these details:

  1. Client: Here you will get a list of all the added clients and you can select which client the task belongs to.
  2. Project: Here you will get a list of all the added projects and you can choose under which project this task will be created.
  3. Task Name: This will be the title of the task.
  4. Task Description: As the name indicates, you can write the task description here.
  5. Version: We have a concept of Releases or Versions here. You can add some tasks to a specific release which belongs to a specific module and see them only when you open that release.
  6. Priority: You can set the priority of the task from here i.e. Low, Medium or High.
  7. Assignee: Here you will get a list of all the team members and you can select whom you want to assign the task. The assignee will also get notified via email when a task is assigned to him/her.
  8. Further you can select a Start Date and Due Date for the task.

STEP 3. Once you are done filling in all the details, just click Create New Task button. You will be redirected to the task listing page and the task created for you will be visible at the top of the list.

Manually adding time to a task

If you want to add time manually instead of using the application or in case you forgot to start your timer to track time, we’ve got you covered. You can add manual time to your timesheets with this feature.

The Modify Time setting should be allowed for this feature to work. When the setting is Not Allowed, clicking on the Add time button will throw an error: You don't have permission to add manual time to this project!

STEP 1. Navigate to Timesheets -> Timesheets

STEP 2. Next click on the Add Time button given at the top right corner of the page.

STEP 3. The Add Time popup will open where you can add time entries as per the date, time, project and task.

Select the project name, then the task name, choose the date, and then add the From time and then the To time. (Optional: enable the billable field if you are likely to bill this time on an invoice). Lastly, you can provide a reason (if required, this can be handled in the feature settings) and then click Add Time.

The time entry will be added for that day in timesheet and under the Manual column, it will show 100% for this time entry.

Editing a task

You can also edit an existing task in THAREJA by following a few simple steps that are described below.

Go to the task list and choose a task which you want to edit by clicking anywhere on it.

By clicking on a selected task you will be landed on the task detail page. 

Now you can edit the details here.

1. Task Name: You can edit the task name by clicking on the pencil icon given next to the task name.

And to save your changes, clickSave button.

2. Task Details: You can change Priority, Project & Description of a task here.

  • Priority: You can change the priority of the task from here i.e. Low, Medium or High.
  • Project: Here you will get a list of all the added projects and you can change under which project this task will be created.
  • Description:  you can edit the task description.

3. Attachments: As the name indicates, you can attach files to a task using this option.

4. Comments: You can write your comment in the comment section given below the task description.

Just write your comment in the text area and click Post Comment.

You can also edit and delete your posted comment by clicking on the pencil and trash icon given on the right side of your comment.

You can make changes to the people section as well by clicking on the pencil icon given here.

You can not change QA LEAD from here as QA LEAD belongs to the project, so it can be changed from the project itself.

1. Assignee: On opening the dropdown you will get a list of all the team members and you can select who you want to assign this task to now. The assignee will also get notified via email when a task is assigned to them.

2. Reporter: Similarly you can change the task reporter as well.

Once you have made your changes, click on the check mark or cross to save or cancel your changes.

There are more sections to edit more task details.

1. Releases: Click on the edit button and start typing a release name. You will get a list of all releases of the project to select from which you want to add this task to. Once you have made your changes, click Save.

2. Dates: You can also edit the Start date and Due date of a task similarly. First click theEdit button and then Save to make your changes permanent.

2. Time: You can also edit the estimated time of a task from this section. Once you have made your changes, click Save.

Moving tasks

It’s simple to move tasks in THAREJA. Just perform these steps to move your tasks to a different status.

Duplicating a task in THAREJA

Note: Tasks can only be moved or duplicated by users who are assigned as collaborators, managers, or owners within the project where the task is located.

To duplicate a task, click on the kebab icon (3 dots) then choose Duplicate task. 

You will get the notification saying the task has been successfully created with the new task key and you will now find it in the task list. The duplicate task will have the same details as that of the original one, it will just have the word "copied" at the end of the task name.

Cancelling a task in THAREJA

It's very easy to cancel the task, just click on the kebab icon (3 dots) and then chooseCancel task.

You’ll get the notification saying Status updated successfully and you will see the task status as Cancelled now.

Taking a task In Progress

In Progress:  When you are ready to start work on your task, you have to move your task in progress. Only the tasks under To-do or On Hold or Rejected status can be taken In Progress.

1. To move a task in progress, just open the task detail page and click on theStart Task button given right next to the task name.

You’ll get the notification saying the Status updated successfully and you will see the task status as In Progress now.

The status will be changed on listing as well.

Putting a task On Hold

On Hold: When a task is currently not being worked on in case you got something more important to work on, you can always put it on hold. To put a task on hold, it should have been under In Progress status first.

Open the task you wish to put on hold and just click theOn Hold button.

You’ll get the notification saying the Status updated successfully and you will see the task status as On Hold now.

Moving a task to QA Review

QA Review: Once you are done with your task and you wish to move it to QA Review. To put a task in QA Review, it should have been under In Progress status first.

Open the task you wish to move to QA Review and click theQA Review button.

You’ll get the notification saying the Status updated successfully and you will see the task status as QA Review now. Also, the task will be now assigned to the QA Lead of the project.

Moving a task to Client Review

Note: Once the QA Person has tested and verified a task done, it can be moved to Client Review. To move a task to Client Review, it should have been under QA Review status first.

Open the task you want to move to Client Review from QA Review and click Client Review button.

Next, you will get the following popup to enter QA Feedback which will then be displayed on this task detail page. Just input the QA feedback and hit Save.

You’ll get the notification saying the Status updated successfully and you will see the task status has changed to Client Review now. Also, the QA Approved will be highlighted in the approvals section of the task.

Marking a task Completed

Note: Once the client has tested and verified a task, it can be marked Completed. To mark a task Completed, it should have been under Client Review status first.

Open the task you wish to mark as completed, now click theComplete Task button.

You’ll get the notification saying the Status updated successfully and you will see the task status as Completed now. Also, Client Approved will get highlighted in the approvals section. 

Rejecting a Task

Note: If you want to take your task back from QA Review or the QA person does not find it done. To Reject a task, it should have been either under QA Review or Client Review status first.

Open the task which is currently under QA Review and click on theReject Task button.

Once you clicked on Reject Task you will be notified with Status Updated Successfully and you will see the task status as Rejected now.

Moving a task from the board view of a project

You can also move a task on the board view of a project. Go to Projects from the left side navigation and open a project by clicking on its name.

You will be redirected to the project page where you will see four different tabs showing that project data. 

To move tasks onboard view, go to the Board View tab. Here you will see all the tasks as tickets which are created in the project.

Here you can see different columns for different tasks status and to move tasks from one status to another, you simply need to drag a ticket and drop it in the column you want.

Please note a ticket can only be dropped inside a column based on its current status. You can not drop a ticket directly from To-do to Completed as it has to go through a proper task.

Tracking time on a task using THAREJA desktop tracker

Thareja Tracker is a simple-to-use time tracking application which allows you to track your time while working. You can also track time to specific tasks, this way you’ll be able to see how much time is actually spent on each task and compare it to the estimated time as well. 

Thareja Tracker lets you either automatically create invoices from the tracking data stored in the app or export that information into PDFs, CSVs, or Google Sheets to share with the right people. 

Thareja tracker can give you a complete overview of your daily, weekly, monthly, and yearly work.

Thareja tracker is available for Mac, Windows and Linux.

You have two ways to go to the tracker download page:

1. You can directly go to this page https://thareja.ai/app/download

2. If you are already logged in to thareja.ai, open the menu from the top right corner and just click on the Download option.

Now choose an app for your required operating system, download and install it accordingly. 

After you have installed the desktop app successfully, open the app. You will see a couple of intro screens. 

To proceed, you need to click on Let's Go! You will get the login screen next and you can directly log in to the tracker if you are already registered on thareja.ai

If you haven't registered on thareja.ai yet, don't worry, we have got you covered! You can register yourself from the app as well, just click on the  Register button.

Register yourself with all these mandatory fields.

After registration just login yourself with your registered email id and password.

Once you are logged in, you will see the tracker dashboard. There are three different views of tracker UI: small, medium and expanded which can be switched by clicking on the icons given at the top right corner of the tracker. 

Note: To begin tracking time on a task, you need to be added to a project first and there should be tasks assigned to you. 

If you don't see any tasks on the tracker, don't worry, you can create tasks for yourself by following these few steps:

Creating a new task from the desktop tracker

Click on this plus icon (+) icon given below the timer.

Next, you will get this popup to enter these details:

  1. PRIORITY: You can set the priority of the task from here i.e. Low, Medium or High.
  2. CLIENT: Here you will get a list of all the added clients and you can select the client the task belongs to.
  3. PROJECT: Here you will get a list of all the projects to which you have been added by your team owner/manager and you can choose which project you want to add to this task.
  4. TASK NAME: This will be the title of the task.
  5. DUE DATE: Further you can select a due date for the task.
  6. DESCRIPTION: As the name indicates, you can write the task description here.

Once you have filled in all the details, click onCreate New Task button. Your task will be created and visible in the task list displayed on the expanded view of the tracker with a Play / Pause button on it. To start tracking your time on this task, just click this play button.

Or, you can also click the Play button given in the top section but first, you need you select a task from the list by clicking on it. Once you have selected a task, the task name will appear on this top timer section and you are just one click away to start the timer on it.

You can also create tasks on thareja.ai and get them here as well. To know how to create tasks via thareja.ai, please check this guide https://support.thareja.ai/article/8-how-to-add-tasks-in-thareja

Editing a task from the desktop tracker

If you want to edit a task on which the tracker is currently running, click on this pencil icon given here.

Next, you will get the following popup to enter edit details.

You can edit the existing task details as per your requirements and once you are done, click Save button.

Filtering tasks on desktop tracker

We have three task filter options here.

1. All Clients: Here you will get a list of all the added clients, you can write the client name in the input field you wish to filter your task list for.

2. All Projects: You will get a list of all the added projects and you can write the project name in the input field you want to filter your task list for.

3. Search: Here you can perform a search for the task name you want to see. 

Besides, we have a kebab dropdown (3 dots) given at the right end on each task list item.

By clicking on it you will see these options.

  1. Stop/Start Timer: You can stop or start your tracking on a task by clicking this.
  2. Complete Task: You can mark your task Complete from here.
  3. Full Task Details: Click it if you want to view your full task details. It will take you to the detail page of this task on thareja.ai
  4. Edit Task: It will open up the Edit Task popup for you.
  5. Update Task Status: You can update your task status by clicking on it.
  6. Duplicate Task: It will open a duplicate task creation popup for you.
  7. Delete Task: You can delete your task by clicking on it.

We have direct edit options too on Status and Priority. Just hover over the text and click on the pencil icon.

Update Status popup will open which has three fields. 

  1. Task Status: You need to select the new status from this task status dropdown. 
  2. Reassign task to You can choose another user here to who you want to re-assign the task.
  3. Comment: As the name indicates, you can add your comment here.

Restoring a cancelled task

Note: Only a cancelled task can be restored.

STEP 1. Click on Tasks in the left-side navigation, you will be landed on the task listing page.

STEP 2. By using these filters fine and open a cancelled task that you want to restore from archived to active tasks. 

STEP 3. You need to click on three dots given at the right side of the task title to find the restore task option and click it to finally restore the task.

STEP 4. Click YESon the confirmation popup and your task will be restored.

Remove/delete a task

Note: Only a team owner or manager can delete a task and only a cancelled task can be deleted, an Active task can not be deleted.

STEP 1. Click on Tasks in the left-side navigation, you will be landed on the task listing page.

STEP 2.  Click on the SORT BY STATUS filter and select Cancelled from the list.

STEP 3. Open a cancelled task that you want to delete from the list. You need to click on the three dots given at the right side of the task title to find the delete task option and click it to finally delete the task.

STEP 4. After clicking on it you will get a confirmation popup, click OK to confirm and the task will no longer be seen in the list.

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