Tasks are non chargeable operations that are not linked to Projects.
The Timereport & Tasks Settings can be found in the Bookings Tab of the Server Application Setup.
Bookings Settings - Column 1
Allow “Task Only” Users To Timereport (FW Classic legacy setting)
Timereport Only Hour Based With Extras (Time Sheet) (FW Classic legacy setting)
Use Only Extra Activities For The Price If Reported (FW Classic legacy setting)
Mandatory Timereport Note (FW Classic legacy setting)
Use Booking Invoice Options (FW Classic legacy setting)
Bookings Settings - Column 2
Allow Forced Invoice Time In Timereport
If set to Yes this option will enable a third column on the Timereport window, called To Invoice, which will allow Advanced Users to fill in the amount of hours to be invoiced, overruling the amount of Booked hours as well as the amount of Timereported hours. If set to No, the Invoice Creator will use the information from the Used column.
Auto Fill-in Invoiced Time From Used Time
If set to Yes, the third column in the Timereport will be auto-filled in with the reported Used time.
Short Timereport button (FW Classic legacy setting)
Timereport By Actual Time
Select Yes to Timereport by the actual start and end time that it took to complete the job. If set to No the system will only allow the option to report the total amount of hours that it took to complete the job.
Show Set Times As Booked Button In The Timereport Window Set to Yes to get the Set All Times As Booked button at the bottom of the Timereport window. By clicking this button, the Used and To Invoice will be filled in with the Booking times.
Timereport Completion Rule (FW Classic legacy setting)
Warning When Timereport Not Confirmed Booking
If the Booking Status is other than Confirmed and a User tries to Timereport it, a message will warn the User about the status, but will allow continuing.
Archive all Tasks for a specific year by clicking the corresponding button. After the end of a calendar year, a new button will be automatically be added to allow archiving the corresponding Tasks for the past year
For more information please refer to the Archiving article on our Knowledgebase.
Bookings Settings - Column 3
Define standard Breaks, such as a lunch break, that can be added to the Timereport of Bookings. Click on the green plus icon to add a new Break, define the time, title and choose if the Break should be Auto Included in each Timereport of a Booking by selecting the check-box. In the Timereport window the Break can later still be removed or modified.
Only Auto Include Breaks When Booking People
When set to Yes, Breaks flagged as "Auto-Include" (see option above) are only included in the Timereport if a User or a Resource is booked. If set to No, Breaks will be included even when no User or Resource is involved.
Setup a list with predefined Tasks such as Business Trip, Company Event and Client Meeting. Click on the green + icon to add a new Task, enter the name and define a colour for the Task Booking on the Timeline. This list will also be available when choosing from Requests.
For more information please refer to the Using Requests article on our Knowledgebase.
Since version 6.1 you can now also update Tasks within the Toolbox. Please refer to the Knowledgebase article Configuring Tasks and Requests to see how!