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Guide

Create your first task

In Klausi, a task is the starting point for everything: time tracking, project planning, and collaboration. This guide shows you step by step how to create your first task.

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1. Open the Tasks page

Click on "Tasks" in the left navigation. You'll land on your personal task list – here you can see all open and completed tasks at a glance.

2. Create a new task

Click the "+ New Task" button in the top right. A form will open where you can enter the title, description, and other details.

3. Add a title

Give your task a clear, descriptive title. For example: "Create proposal for Project XY" or "Prepare client presentation". A good title helps you find the task instantly later.

4. Add a description

Optionally, add a description. Use it for context, checklists, or notes. Tip: You can also dictate your notes by voice and have AI optimize them.

5. Assign to a project

Assign the task to a project so your time and costs are attributed correctly later. If you don't have a project yet, you can create one directly in the dropdown.

6. Save the task

Click "Save" – your task will appear in the list immediately. From here you can edit it anytime, link it to the timer, or mark it as done.

Tips for daily work

  • Start the timer directly from a task to assign your time automatically.
  • Use voice input to quickly create tasks on the go.
  • Link tasks to projects so your reports are always complete.
  • Mark tasks as done to track your progress.

Ready?

Create your first task now and start being productive.


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More context

Relevant help articles for getting started

These internal links help you continue into the right Klausi areas right after creating your first task.