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These destination paths use the grouped project navigation.
This page shows Company users and MSP staff how to read a project’s phases and tasks in Project Plan > Tasks. Company users read the plan their MSP shares. MSP staff use the same list and may have extra editing actions.

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Before you start

  • You need access to the project.
  • Hours and time details depend on what your MSP shares. Company users do not see detailed time history.
  • A project with no phases and at most one ticket uses the simpler Client Dashboard instead of this list. MSP editors of native projects always see Tasks.

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Find the work

1

Open Tasks

Open Projects, click the project, then click Project Plan and Tasks.
2

Search or filter

Type in Search tasks… to filter by task. Use the Source menu to show All sources, PSA, MSPortal, or Both. On a wide screen, the Task index on the left jumps to a phase or task.
3

Open a phase

Click a phase to expand it. Each phase shows its status icon, name, a source badge, how many tasks are done (for example “2/5 tasks”), and a progress bar. A flag with a milestone name links to that milestone. Unphased Tickets, when present, lists tickets with no phase.
4

Read a task row

Each row shows the title, a status badge, the ticket number, the owner, the end date (or start date), and hours as logged/budget. A struck-through title with a green check is a closed task. Staff may also see an Internal or Not scheduled badge.
5

Open the details

Click a task title to open its ticket details. Custom fields and, when your MSP turns on time entries, recent time entries show under the row.

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Understand the numbers

Zero or missing hours do not mean no work happened. Hours may be unshared, unavailable, or not yet synced. Ask your MSP if totals look wrong.

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Read time details (MSP staff)

When time entries are turned on in project display settings, MSP staff see a task’s entries under its row, with Date, Person, Duration, Type, Notes, and Billable. Click Load more when another page exists. Check data flags entries whose total is zero. Billable is not an invoice. Company users do not get this detail. Ask your MSP for a shared summary.

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Control task visibility and scheduling (MSP staff)

1

Open the task's menu

Click Ticket actions on the task row and choose the Visibility and scheduling option.
2

Choose the controls

Turn on Internal only to hide the task from Company users everywhere in MSPortal. Turn off Include in scheduling to keep it off the Dispatch board, out of its planner and Smart Schedule, and off the Gantt. The task, its bookings and its dependency links are kept and come back when you turn it on again.
3

Reset to the default

Click Use type default to remove an individual override. Each change saves at once, and the same switch undoes it.
Tasks use their task type’s defaults unless you set an override. Admins set defaults in Settings > Projects > Project Settings > Task types. See Task controls. For the actions on phase and ticket menus, see Use phase and ticket action menus.

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Troubleshooting

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Frequently asked questions

The bar counts closed tasks. At 100% every task in the phase is closed.
No. These rows are existing project work. To ask for help, use the Home AI Assistant. See Open a ticket.
Detailed time history is for MSP staff. A zero-entry result for a Company user reflects access, not missing work.