There is two possibilities how you can add working takes. It can be done in initial set-up, i.e. you create a full list of working tasks before work, or you can start filling timesheets and time tracking from immediately while working tasks could be added on the on-going basis – during work.
1.Adding full list of working task in initial set-up.
If you want to create all working tasks before you start to track time of your employees, you need to crate a list of full working tasks. After your is ready you need to fill working task list in Time Analytics in the section of SET UP of the main menu at left side of interface:
STEP 1 : Click on the button “Task (Activities)”
STEP 2: Click on the button “Create new activity”
STEP 3: Fill working task name and save.
2.Adding of working during a work (no need for initial set-up).
During filling a timesheet just type working task in the “task field”. After that just click on button “Create new” and your task will be created.
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|
|Business and services development|
|Technical control and preparation of reports for clients|
|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|