The Task Category page is your starting point for loading information about the farms, factories, wineries, pack houses, etc you plan to track work attypes of work completed by your employees, employees who can complete these tasks, and how those tasks relate to organisational accounting.
Tātou Terminology Review:
Task Category = A group of related Tasks
Task = Type of Work
Role = Role assignment for employees, used to differenciate differentiate wages and/or ability to complete certain tasks.
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Pro Tip - use the |
Key Features:
Task Categories: help you organise tasks for easy navigation in the Field App and can be used to align with organisational cost centres.
Task Type: Task Categories can either be Internal or Client Tasks
Internal Tasks are tasks whose costs are attributed to your Organisation
Client Tasks are tasks whose costs are attributed to a Client, Location, or Block
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Internal Task cannot be assigned to a Client |
Tasks: Under each Task Category there can be multiple task. Select the
to view a list of Tasks.Task Rates: Tasks can be set to either an Hourly or Contract default rate type, but also can have:
Default Hourly/Contract Rate: Rate that is paid to the employee completing this task
Default Hourly/Contract Invoicing Rate: Rate that is charged to a Client when invoicing
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Be aware Role Rates and Task Sales Rates may differ. To determine which Rate Tātou should apply when using the Invoicing feature, select between the two options in ⚙️ → Settings  |
Role Restrictions: Some Tasks may require special training to complete, by assigning a Task Category Roles, Employees without specific Roles will not be able to be added to Timesheets or Jobs that are created for those Tasks.
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If an employee cannot be added to a Job, or there is an “Employee/undefined” message in the Field App, they may not have the appropriate role designation for that task. Check:
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Bulk Import Client Task Information: Using templates provided, or a Client Task Export, Users Office users can use click the “Import” button →
← to add new information or update existing information on your organisations:
Clients → | Locations → | Blocks → | Rows |
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about Tasks:
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When Bulk Importing Client Task Information you can either “SKIP EXISTING ROWS” or “UPDATE EXISTING ROWS” depending on what information you are uploading. |
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Be extremely careful with formatting of files before upload - if numbers are used for names of Blocks or Rows unintentional decimal places in the upload file may cause duplicates to occur. |
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Not all Columns are required to be filled out in the upload template, but if required fields are missing the data will not be uploaded. Review Bulk importing Clients, Locations, Blocks & Rows for detailed information on what columns require data. |
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Edit Client Information: Clicking the will open the Clients Page where users can edit Client Information and displays a list of all Locations for that Client.
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Client Status: Client’s can be set to ACTIVE or INACTIVE status. This feature allows users to remove Clients from view within the system either temporarily or indefinitely.
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