Projects - Add task categories and sub-tasks
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement, Trade Shows).
Enable sub-task creation within each major task, so teams can break down larger tasks into smaller, more manageable components.
This would allow for a more organized structure within the projects, making it easier to generate a comprehensive project summary and track progress across different task categories. The ability to view task allocations based on categories such as "Direct" or "Indirect" would simplify reporting and improve overall project management.
Benefits:
Better organization by categorizing tasks under overarching project themes (Direct, Indirect, etc.).
Improved task breakdown with sub-tasks, leading to better project tracking and reporting.
Simplified project summaries for large, complex projects.
Enhanced flexibility in reporting, which allows teams to easily focus on specific categories of work.
This feature would enhance Xero Projects’ usability, especially for businesses managing large-scale projects with diverse components.
Roshin Paul
shared this idea
Thanks for your detailed feature request to introduce task categories and sub-tasks in Xero Projects.
We’ve reviewed your submission and have now moved it to the Gaining Support stage.
This means the idea is live on the forum for other members of the Xero community to add their votes and comments. Our team keeps an eye on the ideas in this stage and uses the number of votes and the shared use cases to gauge demand for new features.
Thanks again for taking the time to share your feedback and help us improve Xero.
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Jamie Hartt
commented
This is a must for us, we currently run most things on Notion but time tracking which is directly in the SAAS that runs our payroll would eliminate double entry at the moment projects work but its super clunky and theres next to no scope for complex projects, we find we end up with 50 odd parent tasks and then have to "tag" the sub task in the description and then redo our anaysis in a spreadsheeet.
theres so much tech out there now time for this module to be seriously updated.
NB - I would happily pay A LOT more if it was more user friednly and basic quality of life functions were prsent.
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nishimoto sonkirven
commented
Adding a summary alert that displays the end date of the most recent reconciliation report on the Accounts Dashboard Tile—such as “Reconciled up to and including 28 Feb 2025”—would greatly improve clarity and efficiency. This feature would allow users to instantly identify which accounts are fully reconciled and which still require attention for the current reporting period, streamlining financial management and reporting workflows. For example, similar dashboard enhancement ideas and accounting tools can be explored at https://aliubaid.com
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Andrew stevens
commented
adding sub-projects allows within projects. this allows for variations/additional works which are for the same project to be linked/tracked together without having to create a new project just for that item