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How to Create a Task Type

This article walks you through how to manage Task Types in Accountability.

Task Types in Accountability define the roles, activities, and charge categories used across job estimates, timesheets, and invoicing. They serve as foundational elements for tracking agency work, assigning billable rates, and aligning tasks with job types.

Proper configuration of Task Types ensures accurate financial reporting, consistent time tracking, and streamlined project management.

 

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.

Creating Task Types:

Managing Task Types