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:

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.
  • Price Tiers tab:
    • Sell Price - Assign price tier specific sell pricing to override the default rate.