---
title: "Define Tasks"
url: "https://kb.teambookapp.com/en/article/define-tasks"
language: "en"
last_updated: "2026-10-14T11:42:44.599Z"
---

# Define Tasks

You may use Teambook to plan and monitor tasks. Tasks may be used in operational **Planning** as well as in **Actuals**.

You may define tasks at 3 levels: 

1.  **Generic tasks** valid throughout your organisation, for all projects:
2.  **Project specific tasks**, valid only in the given project.
3.  **Ad hoc tasks** defined at booking level (in planning) or when logging time (in actuals).

Generic tasks  can be created and edited in the **Project** menu, using the dedicated **Tasks** button. You may **add**, **edit** and **deactivate** tasks. Deactivated tasks appear in the "deactivated" list and can be **deleted** in a second step.

![](https://cdn-assets.productfruits.com/17c6d748-a898-4431-8ae9-84e112153dc3)

Project specific tasks are maintained in each **project**, in create or edit mode, in the **Tasks** tab. You will note that the generic tasks are also displayed below (but can't be maintained):

![](https://cdn-assets.productfruits.com/2f8954cf-b173-4103-ba27-b308f453889b)

Ad hoc tasks (which do not exist at the organizational or project level) can be defined when entering a reservation or an actual time entry. Simply enter the text of the new task and confirm "**Create task: TASK NAME**" command. The new task is automatically added to the project tasks (and you may edit this menu to give a color to this newly created task)

![](https://cdn.filestackcontent.com/ZEsbWLvTR9an58uW6Cgg)