Task Summary is a report about hours spent on particular task by a particular team member. All data is grouped by tasks. Just go to Reporting  -> Time-tracking Reports -> Task Summary to start customizing your own report.

Here you can filter information by date range, projects, team members, hours type, and tasks.

For instance, if you’re interested to see who worked on the task “Flyer design” in the past month, you pick “Flyer design” from the “Tasks” drop-down list, select the first and last day of the month, click on the green “Update” button and that’s it.
Note: if you choose some projects, the “Tasks list” will only have the tasks which are related to those projects.

You can print this report or even export (to PDF, Excel or CSV) with a simple click on the related button.

Note: The Task Summary report is available for Account Owner’s, Admins’ and Team Leaders’ profiles.

Time format

By default, the time format is displayed with a colon (for example 03:15), but it can be shown in a decimal format (for instance 3.25) after checking the box “Time format is decimal” and clicking “Update”.

Note: we don’t just replace the colon with a decimal separator, we also convert standard time format into a decimal number format. So that 3:15=3.25 hrs. or 5:30=5.5 hrs. etc. It can be helpful if you export this report as CSV or Excel – and use different formulas to calculate the information.

Filter by Active Projects

By default, this report shows the tasks related to all active and archived projects. But in the Projects filter, you can choose some specific projects, for instance, you can pick “All active projects” and you will see tasks which are related only to your active projects, while the archived projects’ tasks will be hidden.

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”.

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 ➜