Tasks

Create and manage task types, including estimated times, rates, and default descriptions, to streamline team workflows and project planning.

1

Click the + New Task Type button to start.

2

Add a descriptive Task Type Name.

3

Select the relevant Assigned Department for the Task you are creating.

Assigned Departments are created in the Departments tab.

4

Edit the Default Estimated Time field for the Task.

5

Specify whether the task is Billable or Non-Billable.

6

Assign Hourly Task Rates for each Billing Tiers.

7

Write a Default Description, this can be as detailed as you'd like it to be. Task descriptions can be edited or customised when added to a Job.

8

Once all the fields have been edited with all the details, click on the Save button.

Some Task information, such as the pre-populated Minimum Time Increment and Billing Tier options can be edited or added in the Finance section of your Company Settings.