How-To

Organise tasks by client and project

Group work without duplicating tasks.

Projects and Clients on iPhone with a demonstration client.
Example planner content.

Before you start

  • Open More on iPhone or the iPad or Mac toolbar.

Steps

  1. Open Projects & Clients and add or select a client and project.
  2. Assign a task through the catalogue or its task editor.
  3. Use the client and project filters to review assigned tasks across dates.
  4. Rename catalogue labels when needed; existing assignments remain connected.
  5. Open Time Tracking to review recorded sessions for that work.
  6. Check assignment after moving a task to another day; it remains the same record. Daily Quest tasks also appear in all-date catalogue filters.
  7. On Apple Watch with Premium, open Projects & Clients and use the native choices to browse assigned work.

Confirm the setup is working

  • Renaming a catalogue label keeps its existing assignments.
  • A task appears once under its current assignment; earlier billing labels remain in Time Tracking.

Earlier time entries keep their original client and project labels when you reassign the task.

Keep going

Your next useful step

Continue with a related guide or explore how the feature fits your plan.