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< Time Tracking

What are Tasks?

Tasks are used when tracking time, so you can bill a hourly or flat rate rate for the work you’re doing. Different Services can be used while tracking time so your Clients know exactly what you’re billing them for. You can also see where your time is going so you can estimate and bill for Projects more accurately.


New Task

To create a task, follow these steps:

  1. Go to the Time Tracking tab
  2. Click on the Tasks subtab
  3. Click on + New Task to create a new one, or edit to make changes an existing one.
  4. New_Task_button

  5. Give your Task a Task Name. The Description field isn’t mandatory, but will provide your Clients with a little more information regarding the Task you’re billing for.
  6. If you do not plan on billing your Client for the time you track against this Task, uncheck the Bill to Client box
  7. If you do plan on billing your Client, set a Rate per hour
  8. Assign the Task to the relevant Projects
  9. Click Save.
  10. Task_Screen


Edit Task

To edit a task, follow these steps:

  1. Go to the Time Tracking tab
  2. Click on the Tasks subtab
  3. Click on the edit link next to a task
  4. Edit_Task

  5. Update the task with your edits and click Save to finish.