Each project may consist of specific tasks. Also, as a company, you may have some generic services you offer that can be used in more than one projects. You can add those tasks either as part of you preparation for your work or add them as you go using shortcuts.
Add from 'task' menu
To create tasks select ...More -> Tasks-> Add.
Your task needs to have a Name and the rest of the fields are optional:
- Description: You can put a short text to describe the task
- Hourly rate: Rate of the task's billable hour. Applicable for projects whose billing method is set to 'task hourly rate'. If your project's hourly rate is the same as the task's, you don't need to fill it in here. If your task's rate is different you can designate it here.
Once you click Save, your task is ready to use.
Add using a shortcut
Sometimes the need for a new task comes up when you are busy with, for example, logging time on a new project, a specific task for which has not been created. You can click the "+Add task" shortcut then and there, both for a manual time entry or for time tracked live, as shown below:
This will prompt a sheet similar to the one described above. The moment you finish with adding, the task you just created will appear as a choice for the time entry you are preparing.
From the tasks list, you may select the ones you wish to delete and click Actions -> Delete selected.
- Can I delete tasks that have been associated with time entries?
No, you cannot delete tasks that have saved time entries. In order to delete them, you need to delete all time entries first, from the time entries menu.
- Can I edit tasks? Which fields?
Yes, you can edit your tasks and all of their fields.