Advanced task creation

Created by Aaron Remorosa, Modified on Wed, 20 Apr 2022 at 03:47 AM by Aaron Remorosa

  1. Go to the ‘Tasks’ tab, and click ‘New Task’

  2. You will be taken to the new task page

  3. You must select a ‘delegated team’ member, this is who will be responsible for completing the task

  4. You must select either select: (either or)

    • A ‘contact’ for the task, this is important for billing the correct contact

    • A ‘project’ for the task, which then links back to a contact

  5. Scroll to the ‘Labour & Deadlines’ section and input:

    • Time - You can pre-load time already spend on this task (or blank)

    • Quoted Time - You can enter the quoted time for the task - this will alert the delegated team member of the total time available on this task

    • Daily Date - This would be the date when this specific task shows up on the delegated team members list

    • Chargeout:

      1. Bill Task - Will bill the task time out to the contact (if not checked, then the task is being done ‘for free’ as such)

      2. Charge Quote - Will bill the quoted time regardless of actual time spent on task

    • Charge Out Rate - You can set what charge out will be billed per hour for this task. You can manage charge out rates under ‘Settings > Tasks & Charge Out > Manage Charge Out Rates’

  6. Scroll to the ‘Task Information’ section, then input:

    • ‘Task title’ for example:

      1. “Order new product for client”

      2. “Call client to book meeting”

      3. “Draw up initial house plans”

      4. This is the primary short description for the task


    • ‘Task Description’ - This can be a more detailed description of the task to help the delegated team member complete the task

    • ‘Priority’ - This is the urgency of the task

    • ‘Status’ - You can predefine the tasks status

  7. Scroll to ‘Date Settings & Notifications’ section, then input:

    • ‘Team contact’ - You can select who the delegated team member can further discuss the task with and/or get notified when the task is completed

  8. Scroll to the bottom and click ‘Save’

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us how can we improve this article!

Select atleast one of the reasons

Feedback sent

We apprciate your effort and will try to fix the article