Tasks
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Tasks


Tasks have the following properties:


Property

Description

Name

The task name, up to 80 characters. A value is required and must be unique for all tasks.

Description

A description for the task, up to 255 characters.

ID

The task ID, up to 80 characters. This value is not required, but if a value is entered it must be unique for all tasks. This is commonly used for synchronizing with external systems, such as billing or accounting.

Status

The task status, either Active or Inactive. You cannot delete tasks that have been used on timesheets, but setting the status to inactive will prevent any further use of the task.

Planned Start Date

The planned task start date.

Planned Finish Date

The planned task finish or end date.

Planned Work

The planned total number of days to complete this task.

Actual Start Date

The actual task start date. This property is only available if projects are disabled (see the Work Breakdown Structure topic for more information).


Note that if a value is specified here it will be used by the Time Entry Rule "Don't allow submitting time for inactive Projects, Tasks etc.". If this rule is enabled then employees will be prevented from recording any time entries with dates prior to the Actual Start Date. See the Time Entry Rules help topic for more information.

Actual Finish Date

The actual task finish or end date. This property is only available if projects are disabled (see the Work Breakdown Structure topic for more information).


Note that if a value is specified here it will be used by the Time Entry Rule "Don't allow submitting time for inactive Projects, Tasks etc." If this rule is enabled then employees will be prevented from recording any time entries with dates after the Actual Finish Date. See the Time Entry Rules help topic for more information.


If you specify the Actual Finish Date you can also have the task be inactivated automatically a specified number of days afterwards. See the Project Options help topic for more information.

Actual Work

The actual total number of days or hours spent on this task. This value is computed by totalling all hours recorded against this task on employee timesheets. This value is updated every 15 minutes.


Note that as this value can be potentially time consuming to compute, it is only computed if a non-blank Planned Work value is specified. You can, however, enter a zero for Planned Work if you don't know the actual value, in order to get the Actual Work to be computed.


Administrators can configure the units (days or hours) from the System > General > Project Options page: see the Project Options help topic for more information.

Billable

Indicates whether this task is billable or not. Note that you can change which type of object (Project, Task, etc.) has the billable flag. The Rate Options topic has more information.

Notes

Notes about this task, up to 2000 characters.


Note: You can change the terminology for Task, Task Group, Project, Project Group and Customer to suit your organization's needs. The Terminology topic has more information.


Permissions


Permissions allow you to restrict which tasks employees can access on their timesheets. Employees with a Permission Level that gives them only limited viewing permission, for instance, will only be able to access tasks for which they have been added to the permission list.