Option 1
When you start with time tracking a Time tracker form, you can just type Task name and click “Create new“. After that this task will be added to the task list and appear into drop list in the Time tracker.
Option 2
- Select “Tasks” button in SET UP section of the main menu.
- Crate new task at the button “Create a new task” in the right side and fill the task name.
This is a recommended list of usual working tasks that you can use:
| Account management procedure |
| Planning of engagements |
| Internal – preparation of analysis, reports for management and timesheets |
| Internal – accounting and bookkeeping, reporting, banking, statistic, tax returns, tax balance etc. |
| Internal – HR activities |
| Internal – Employees evaluation and development |
| Internal – Quality and risk management |
| Internal – other |
| Administration – office management and maintenance |
| Administration – agreements, proposals, invoices, invoices, post office |
| Administration – work with documentation, scan printing |
| Supervision and control – Accounting and payroll services |
| Supervision and control – Tax consulting services |
| Supervision and control – other services |
| Marketing and Sales – Meetings with new targets, contacts and clients |
| Marketing and Sales – Networking |
| Marketing and Sales – targeting, market and competition analysis |
| Marketing and Sales – Content and marketing material preparation, newsletters |
| Marketing and Sales – Digital activities |
| Compliance – AML |
| Compliance – Internal compliance activities |
| Purchase activities |
| Self-education |
| Business and services development |
| Technical control and preparation of reports for clients |
| Translation |
| Meetings – Current services execution |
| Assisting to other colleagues |
| Execution of internal procedures |
| Events organization and attendance |
| Communication with clients – current services execution |
| Annual holiday and days off |
Editing of task names
You can change the task name by clicking of “Edit” button in the task list.
Who can make a change?
Adding, editing or deleting a tasks is granted to team member with roles of “Аdmin” and “Editor. Role of “User” does not have a right to make any change in task set-up.
See other guides:
How to add/edit a project (service line)?
