Adding Projects and Tasks

❓ How to create a new project and task in Fakturácia?

Learn how to create a project, add a task, set an hourly rate, and assign a client. This allows you to efficiently track time from the very beginning.

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🧱 How to create a new project

1. Go to the Projects and tasks section.
2. Click Add your first project (or New project or task if you already have some).
3. A New Project dialog will appear.
4. Fill in the following fields:
   • Project name
   • Client (if you haven’t added any yet, click Add new client)
   • Hourly rate – used in time reports and billing
   • Project color – helps visually distinguish your projects
5. Confirm by clicking Create project

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✍️ How to add a new task

After creating a project, you can add a task:

1. Click New project or task
2. Under New task, fill in:
   • Task name
   • Assign it to a client and project
   • Optionally: tags, deadline, estimated time, internal or client notes
3. Click Create request

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❗ Things to watch out for

• You cannot create a project without a client – you must first add one in the Contacts section
• Projects can be created without tasks, but to track time, you need at least one task
• The hourly rate can be changed later, but it only applies from that moment onward

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📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.