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How Do I Create and Manage Tasks in the Project Timeline in Albi?

This article explains how to use the Tasks section of the Project Timeline. Tasks help teams assign responsibilities, track progress, and ensure important steps are completed on time throughout the project.

The Tasks section allows you to assign work items to staff members and view all existing tasks related to the project in one place.

Here you can:

  • Create new tasks
  • Assign tasks to one or multiple staff members
  • Choose a Task Action from the dropdown (such as Take Photos, Complete Estimate, Check Referral, Collect Signatures)
  • Add due dates
  • Add notes or details
  • Mark tasks Complete
  • Edit or delete tasks as needed

Tasks keep the project organized and ensure everyone knows what needs to be done and by when.