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This screen is where most of the Task Detail and information is entered.
Client & Job Details The selected client and job details are displayed in this panel.
Client Task Summary This link will open the Client Task Summary Report.
View Client To view and/ or update the clients details click on this link.
View Job To view and/ or update the job details click on this link.
Google Map Distance If the Job has Geo Location set against it then the Task will display the estimated distance to the site location.
Estimated Time The user can set how much time they estimate how long the task will take to complete.
This is a guideline and TaskTrak will not prevent users from adding time entries to the task if they exceed the estimate.
Total From Sub Tasks The Estimate can generate a total from all sub tasks assigned to the task and their estimate value.
Task Locked A task can be locked. This will prevent users from being able to edit the estimated time, and from adding sub tasks to the task.
Start Time The user has options for setting the start date for the task.
Due Date This setting allows users to set when the Task is due to be completed.
If Task Expiry is enabled in the TimeTrak Admin Console then the user can also set the Task to Expire and once that date/ Time has been reached, the Job Manager will be notified.
Assigned To Select the User to assign the task to.
Group Select the group for the user. A user can belong to more than one group and a piece of work might belong to a specific group.
Task Title Each Task will need a title which tends to be a quick explanation of the type of work to be done.
Description The Description for the Task usually is much more detailed for the user to work from. Users can also select a Standard Narration and Add a Task Log.
Client Contact Select the main client contact for the task.
Task Priority Select the Priority of the work against this task.
Task Type Select the Task Type of the task.
Task Category Select the Category of the task.
Task Status As work is done against the task the status of the task can be updated to reflect this.
Set Billable Status The Billable status of the task needs to be set here. All time entries against this task will default to this status.
If the user has permissions to alter the status on the Time Entry then they can change this.
Actual Complete Users will manually set this on the task if there are no sub tasks or against the sub task.
This will take the completion values from the sub tasks to show the percentage of task completion.
Order No. Each Task can have it's own order number.
This Order Number will pull into any time entries against the task.
Save Click to Save the Task.
Save & Email Click to Save and then email the user and client notification of the Task Creation.
Job Sheet Bring the Job Sheet to the screen for printing.
Generate Appointment Tick this option to create an appointment automatically from the tasks start date/time to the due date date/time.
