Task types

An overview of task types including definitions and task type management.

Task Types are used to categorize line items throughout the platform. 

• Fee line item categories on Job Estimates and Client Invoices 
• Cost line item categories on Job Estimates, Purchase Orders, Expense Claims, Credit Card transactions, and Supplier Invoices 

Task Types are shared across offices, clients, and suppliers within a single Accountability database.  

Manage Task Types

Steps:

1. Navigate to Master Files> Task Types and you'll land on the Search Task Types page.
   
2. The Filters section allows you to search for task types based on a number of criteria.  To show inactive Task Types on the list of results, check the Show Inactive? checkbox. 
3. The primary actions on the page include
   1. New Task Type
   2. Customize your Columns layout
   3. Make a Task Type Inactive 
   4. Delete a Task Type

1. Additional page options on the top of the page include 
   1. Audit Trail reporting 
   2. Office Billable Rates set-up 
   3. Other Charges set-up
   4. Headings management
2. The list of Task Types is based on the filters entered.  Click on the Task Type Code hyperlink to review or edit the details of a specific Task Type.   

Related master data

Job Types

For Job-related transactions, a Task Type needs to be mapped to a Job Type in order for it to be available for selection. 

Once you add a new Task Type, you will be prompted to map it to one or more Job Types.  To review and export existing mappings, navigate to Jobs>Jobs and click on the Job Types hyperlink on the top of the page.  Learn more here. 

You can define Headings and Sub-Headings to organize and group Task Types.  

Titles 

It is best practice to have Titles defined in the Employees Master File page before creating Task Types in the platform.  This gives you the option to set a Default Title for Time Charge Task Types at the time of creation. You can also restrict a Title to specific Task Types.  Learn how to restrict task types to specific employee titles here.

Departments 

You can assign a Task Type to a specific Department.  This is required for Department Utilization and Revenue by Department reporting.