1. Administrator Guide
  2. Projects
  3. Task Types

Task Types

Project task types are useful in task assignments, time entries, receipts, and charges. They are important in the calculation of utilization and also help filter hour-related data in reports. When time is recorded against tasks with a defined task type, the task type is stored with the time entry record. You can display and filter the task and task assignment detail reports by project task type. You can also sub-total and filter Summary Reports and Advanced Resources reports by task type. The task type provides the ability to label individual tasks on a project. You can create as many types as you need to accommodate your company's specific time tracking requirements.

Utilization reports may use the value on the stored time entry or the current value on the task. See Reporting Options. All other time based reports rely on the task type stored on the time entry record.

Some examples of typical task types include: Billable, Non-Billable, and Administration. Before you can use task types, you need to configure them in your account.

Important:

Task types should be set to the correct value before time entries are stored on approved timesheets. Changes to task types throughout a project lifecycle may introduce conflicts in data reporting of what is stored on the time entry record versus what is set on the task type.

To create a Task type:

  1. Go to Administration > Application Settings > Projects > Task types.

  2. Select New Task type from the Create Button.

  3. Enter the Task type name and any notes, if desired.

  4. Click Save.

Note:

The value of the task type does not control whether the task is available for project time billing transactions to customers. This is managed by the Non-billable task box located near the bottom of the Properties form. As an account administrator, it may be helpful to run a detailed task report comparing the non‑billable box value with the task type to verify the proper alignment.

To use task types:

  1. Go to Projects > Projects and select a project. Select a view under Phases/Tasks. Click on a task. On the New and Edit task forms, there is a drop-down list of Project task types.