New tasks can be created in WorkGuru from the task dashboard's Actions menu (Tasks -> List Tasks -> Actions -> Add Task) or using the Add Task menu shortcut (Tasks -> Add Task).
New task information is entered over the following tabs:
Overview Tab
Start by clicking Administration -> Tasks then Add Task from the menu on the left. You will be shown a page which describes the element of a Task. Fill out the fields of your Task.
- 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.
- Unit Cost - Forecast task cost. Only used for quoting.
- Cost Multiplier - Number timesheet costs is multiplied by to reflect overtime etc (eg 1.5 for time and a half, 2 for double time).
- Sell Rate - Task rate for invoicing (task rate invoicing only).
- Sell Tax Code - Default tax rate.
- Revenue Account - Alternate accounting general ledger code, leave blank to inherit the accounting defaults.
- Schedule Colour - Assigned colour to display on project and task schedules.
- Force Task Rate Costing on Timesheets? - Force the actual costing on a timesheet added to this task to the task's unit cost, not the staff members cost rate.
Click Save to add the new task.
Price Tiers Tab
If you have price tiers setup, populate the alternate task Sell Price per rate. Note: Not all rates need to be populated.
Click Save to add the Task.