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Add a task to a job template

  • Updated

If you want to record time against a job A 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:

Add a task

To add a task to a job template:

  1. If necessary, open a job template to add the task to.
    1. On the toolbar click the Settings settings-icon.png icon.
    2. On the General Settings tab, make sure that the Job Settings section is selected.
    3. On the Job Settings screen, make sure that the Job Template tile is selected
    4. Drill down on the name of the job template you wish to edit.
  2. On the Edit Job Template screen, click + Add Task.
  3. In the Add New Job Template Task dialog, fill in the information about the task. For more information about each of the fields, see the Data fields reference section below.
  4. Click Add to save your changes.

Data fields reference

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  label In 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.
Description A description of the task. This description will appear on quotes, estimates and invoices for jobs based on this job template.
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.

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.
Phase Use the phasePhases allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Phases are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and milestones. field to organise your jobs into smaller, more manageable parts. Select a phase 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.

  • Example...

    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 click + Add To-do Item. Add as many items as required.

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