Advanced task creation

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

You will be taken to the new task page

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

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
  
  

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’
  
  

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
  
  

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
  
  

Scroll to the bottom and click ‘Save’