THE GUIDES

The Manuals

Tasks

Tasks that are performed as part of projects are called billable tasks and non-project tasks are called non-billable tasks

Billable Tasks

Tasks that are performed as part of projects are called billable tasks and non-project tasks are called non-billable tasks

Create Billable Tasks

Click the Tasks link in the sidebar to go to the Tasks master page,

Click the New Task button to create a new task. Enter the name, select the department for the task, and enter the time estimates.

In the example above the department Product has two pay scales Senior developer and Junior Developer.

Editing a billable task

In the tasks page, all the tasks will be listed, click the name of the task you want to edit to go to the edit page of the task.

Deactivating & Reactivating Billable tasks

If the task name has icon then the tasks is active. If it has icon then it is not active. Inactive tasks will not be available for adding to projects.

To deactivate a task, go to the edit page and press the Deactivate button.

It will ask for a confirmation and on confirmation, the task will be deactivated.

For reactivating the task go to the task edit page, and this time there will be a Reactivate button

By pressing the reactivate button the task will be reactivated.

Non-Billable Tasks

Non-billable tasks are task which cannot be added to project, which are used to track leave, idle time etc., for the members in the organization. In the Time Sheet, there will be a section “Non-Billable tasks” where these tasks are shown.

Create Non-Billable Tasks

Click the Tasks link in the sidebar. Then click Non Billable Tasks tab.

Below the list of tasks, there is field to enter the name of the non-billable task you want to create and push the “Create” button.

Editing a Non-billable tasks

Click the name of the task you want to edit to go to the edit page of the task. Here you can edit the name of the task.

Deactivating & Reactivating Non-Billable tasks

If the task name has icon then the tasks is active. If it has icon then it not active.

Click the name of the task you want to deactivate to go to the edit page of the task and click the deactivate button.

It will ask for a confirmation and on confirmation, the task will be deactivated.

To reactivate the task, go to the task edit page and press the reactivate button

Task Upload

You can upload billable tasks in XLS format. In Billable Tasks page click the button Upload Tasks.

To download the upload template, click the “Tasks Upload Template” button.

In the task upload template, you can enter the task names and hours and save in in your computer. Then click the browse button and select the upload file where you have entered all this data and press upload. This will upload all the tasks.