Managing Job Tasks
Tasks are the individual units of work within a job. Each job contains tasks that need to be completed as the job progresses through its workflow.Viewing Tasks
Tasks can be viewed in two formats: Kanban View Three columns showing task status:- Todo - Tasks not yet started (sorted ascending)
- Started - Tasks currently in progress (sorted ascending)
- Completed - Finished tasks (sorted newest first)
Screenshot: The task Kanban view showing the three columns (Todo, Started, Completed) with task cards in each column and count badges in the column headers.List View A detailed table showing all task properties including status, estimated time, due date, and assigned workers.
Task Properties
Each task has:- Name - The task description (from the task template)
- Status - Todo, Started, or Completed
- Estimated Minutes - Time budget for the task
- Due Date - When the task should be completed
- Chargeable - Whether time on this task is billable to the customer
- Assigned Workers - Employees allocated to this task
Updating a Task
Click on a task to open the task update modal:Screenshot: The task update modal showing the status dropdown, chargeable checkbox, time tracking fields (Total Time, Chargeable, Unchargeable), and the employee assignment grid with the “Add Employee” button.
- Change Status - Use the status dropdown to move the task from Todo to Started or Completed
- Toggle Chargeable - Check or uncheck the chargeable box to control billing
- View Time - See total time logged, chargeable time, and unchargeable time (read-only)
- Manage Workers - Click “Add Employee” to assign workers. The grid shows each employee’s name, hours, rates, and cost codes
Task Time Tracking
Time is tracked automatically when workers log their hours against tasks. The task update modal shows:- Total Time on Task - All hours logged
- Chargeable Time - Hours that will be invoiced
- Unchargeable Time - Hours absorbed as cost