Managing Tasks

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 tasks via an import template.
• Export Tasks - Export current list of tasks to a csv file.
• Price Tiers - Add or manage pricing tiers to control alternate task rates.
• Bulk Update Tasks - Update the task statuses already assigned on projects in bulk.

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.
  • 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, instead of the staff members cost rate.
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• Price Tiers tab:
  • Sell Price - Assign price tier specific sell pricing to override the default rate.