Adding a Task to a Job Template

If you want to record time against a jobA job is the overall project that you or your organisation works on for a client., the job must contain at least one task.

Before you begin

Before you can add a task to a job template:

• the job template must exist. For further details, see Creating a job template.
• the task must exist. For further details, see Creating a task.

Adding a task

To add a task to a job template:

1. In the Business menu, select Settings > Job Settings > Job Template tab.
2. Drill down on the name of the template that you wish to add the task to.
3. On the Edit Job Template screen, select New Task.

4. On the New Job Template Task screen, provide the following information, as required.

   Field	Description
   Task Information
   Task	The name of the task that you wish to add to the job. Select the task from the drop-down list.
   Label	A labelIn WorkflowMax tasks, a label allows you to use the same task multiple times. The label is automatically appended to the task name. For example, in a specific job, designs are required for a brochure, flyer and a handbook. So, a label can be used to identify the Design task for each item: "Design - Brochure", "Design - Flyer" and "Design - Handbook". to provide a name for a sub-task.
   Label Description	A description of the sub-task identified by the label.
   Default Time	The expected time required to complete the task (hr:min). You can modify this default time, if required, once a job has been created with the job template. More... You can enter the time as hr:min (for example: 7:30) or as decimal 7.5 (7 ½ hours in both cases). The decimal value is converted automatically to minutes.
   Folder	Use the folder field to group all related tasks together. Type a folder name, as required.
   Billable	Indicates if the task is to be included in billable work. Select the checkbox if work on the task is to be billed, leave it clear if it's not billable. More... For example, you may have set up a non-billable 'Admin' task to capture time spent on administration work that cannot be billed to the client. By setting up the task as non-billable, you can still record work against the task to capture true costs for project management or payroll purposes.
   To-do List
   To-do	A list of items that need to be performed to complete the task. Type in a to-do item name and select Add. Add as many items as required.

5. Save your changes.

Related Topics