billable and non billable tasks – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Fri, 29 Nov 2024 10:16:16 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Monthly Timesheet https://zistemo.com/knowledge-base/content/using-the-monthly-timesheet/ Mon, 27 Jul 2015 09:03:48 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=251 You can find your monthly timesheet at, Time & Projects ➝ Time Tracking ➝ Month

Here you can log the hours using the ‘log time’ widget. You can also view a calendar showing the amount of logged hours per day.
Choose any day on the calendar and review timesheet details on the timesheet grid.
On the timesheet grid, you will see the task and project name, the status of time entry and the amount of logged hours.
If the status of hours is ‘non-billable’ or ‘unbilled’ you are also able to edit or delete this entry.

If you are an account owner, or an admin or a team leader, once you click the project name, you will be redirected to the project dashboard, and when you click the task name, you will be sent automatically to the ‘Manage Tasks’ tab from the project dashboard.

If you are a team member or a ‘capture data’ user, you can click the project name and you will be redirected to the timesheet details report which includes only information related to this particular user.

When entering time you can see what task is billable and what is not:

If you are using the Attendance Time Module you can also see your leaves, vacations and holidays on the monthly timesheet.

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Project Tasks https://zistemo.com/knowledge-base/content/project-tasks/ Fri, 08 Sep 2023 10:16:50 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=10532 Tasks in a project refer to the specific activities, actions, or work items that need to be completed in order to achieve the project’s objectives. Tasks are the fundamental building blocks of a project plan and serve as actionable steps that project team members  must execute to move the project forward.

1 Task Actions
1.1 Mark task as complete
1.2 Copy task
1.3 Move task to another project
1.4 Delete task
2 Task attributes
2.1 Task rate
2.2 Task budget
2.3 Task due date
2.4 Billable and non-billable tasks

Add task to a project

On both the board and list view you can add a task for each section by clicking on “Add task”.

Adding Task on Board View

 

Adding task on List View

You can either create a new task and insert the task name or select one from your task templates.
Learn more about task templates ➜

Task Actions

For each tasks there are actions that can be performed.

Mark as complete

Each task can be complete or incomplete. You can change the status by clicking on “Mark as complete” or “Completed”. If a task is completed no time can be tracked on this task.

Copy task

Every task on zistemo can be copied by clicking on the copy task icon. When copying a task you select if the following should be copied:

  • Checklists
  • Tags
  • Assigned staff
  • Attachments

Further you can decide the destination project and section the task should be copied. by default, the task will be on the first position in that section.

If attachments will be copied, they will appear as not completed in the other task.

What wont be copied?

Timesheets, comments and the task history wont be copied to the other task.

Move task to another project

On zistemo you can move a task to another project by click on the move task icon. When moving a task you can select project and section the task should be moved. By default, the task will be on the first position in the new section.

Delete task

You can delete a task by click on the trashcan icon

You must not delete a task if somebody already tracked time to that task or if the task was billed.

Task attributes

Each task has attributes that can be used to specify the task and provide more details to your team.

Task rate

If the project billing method is “hourly task rate” you can set the rate for each task.
Learn more about project billing methods ➜

Tasks rates are visible for project managers and admins only. Even in the collaboration mode regular project members (role team member and team leader) can not see the task rate.

Task budget

If the project budget is hours per task you can set the budget for each task.
Learn more about project budget methods ➜

When a task budget is set you can see for each task the progress of the task by comparing actual tracked time to the budgeted time. Further, you see the total project progress as well.

Task due date

A due date, or deadline, is a specific date or time by which a task must be completed. On zistemo you can set for each task a due date.

If a task is not complete by the due date project members will see the task with a red due date.

Currently, there are no notifications about overdue tasks yet.

Billable and non-billable tasks

A task can be either billable or non-billable. That means that all tracked time to that task will be either billable or non-billable. On zistemo, you can’t mark single timesheet as billable or non-billable. So, for your project you cold consider to add tasks to it that might not billable to your clients but time tracking should be possible. To mark a task billable or non-billable you can check the box on “Billable”.

Only project managers and admins can mark a task as billable or non-billable. Regular project member don’t see this checkbox.

Task Description

You can add a description to a task that is visible to all assigned persons. The max. length of the description on a task is 5000 characters including markup tags for formatting.

That might be also interesting

Task templates ➜

Tags on tasks ➜

Track time to a task ➜

Mentoin project members on comments ➜

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