Projects & Tasks

Projects and Tasks are now available in PineBill. Group your work into projects with budgets and timelines, break them into tasks, track time with built-in timers, and convert completed hours into invoice line items.

What's New

Projects

• Project workspace — group tasks, invoices, estimates, and expenses under one project with budget, timeline, and team assignment
• Project detail page — five tabs for Tasks, Invoices, Estimates, Expenses, and Shares with quick linking and unlinking
• Kanban board — drag-and-drop tasks between To Do, In Progress, Review, and Done columns directly inside a project
• Project sharing — generate password-protected, time-limited share links so clients can view project progress and task status
• Filter and sort — search by name or description, filter by status, and sort by date, budget, or name

Tasks

• Task management — create tasks with titles, descriptions, due dates, hourly rates, and team assignments
• Built-in timer — start, pause, resume, and stop timers to log hours automatically with second-level precision
• Live timer display — running timers show live elapsed time on task cards and in the detail sidebar
• Manual time entry — add or remove time manually with notes for adjustments
• Timer history — full audit trail of every timer session with user, duration, and timestamp
• File attachments — upload up to 3 files per task (images, PDFs, documents, spreadsheets, and more)
• Two view modes — switch between Kanban board and sortable table list
• Due date urgency — color-coded due dates show overdue (red), due soon (amber), and normal (gray) at a glance

Convert Tasks to Invoices

Select one or more completed tasks and click Convert to Invoice. PineBill opens the invoice generator with each task as a line item, using the task title, date range, tracked duration, and hourly rate. Currency conversion is handled automatically when task and organization currencies differ.