How to add list of work tasks?

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

  1. Select “Tasks” button in SET UP section of the main menu.
  2. 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 team member?

How to set up a team member?

How to add/edit a client?

How to add/edit a project (service line)?