Tasks can be managed from the task dashboard (Tasks -> List Tasks). Search for tasks and open the edit task detail page by clicking the task Name. Click Delete to remove the task.
The actions menu provides the following functionality:
- Add Task - Add new tasks.
- Import Tasks - Import multiple tasks from a template.
- Price Tiers - Add or manage pricing tiers to control alternate task rates.
Selecting a task name will open the edit detail page.
- Overview tab:
- Name - Task name.
- Description - Task description.
- Payroll Accounting Code - If you are sending timesheets to your accounting system's payroll, map the task to a Xero pay rate if it is different than the ordinary rate..
- UnitCost - Forecast task cost. Only used for quoting.
- CostMultiplier - Number timesheet costs is multiplied by to reflect overtime etc (eg 1.5 for time and a half, 2 for double time).
- Rate - Task rate for invoicing (task rate invoicing only).
- SellTaxCode - Default tax rate.
- AccountCode - Alternate accounting general ledger code, leave blank to inherit the accounting defaults.
- Schedule Colour - Assigned colour to display on project and task schedules.
- Price Tiers tab:
- Sell Price - Assign price tier specific sell pricing to override the default rate.