Tasks Page
The Task Category
page is your starting point for loading information about types 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 differentiate wages and/or ability to complete certain tasks.
Pro Tip - use the icon to add or remove columns from view on this page
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
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
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.
Bulk Import Task Information: Using templates provided, or a Task Export, Office users can click the “Import” button →
← to add new information or update existing information about Tasks: