Task View

Overview

After creating a task although the task itself is eligible for invoicing, you are going to want to add additional information as evidence for why you are billing for the time you are billing. This information can be entered in the Task View. To access the task view simply click the available space on the task within the task board as seen below.

Task View Options

Within the task view you have multiple options for assigning information to the task as evidence for the time you are billing. Please see the image with the associated options for information adding;

1. Notes - Click here for our user guide article on this process

2. Finance - Click here for our user guide article on this process

3. Documents - Click here for our user guide article on this process

4. Goals - Click here for our user guide article on this process

Task Actions

We have additional actions that you can perform within a task. To see these options simply click actions at the top right of a task view. Within these options you can;

• Reassign a Task to another User - Click here for more information

• Create a Calendar Event from a task - Click here for more information

• Download a Summary of the task

  • This will download a PDF summary of the task

• Email the Task Summary

  • This will prompt you to select the recipients and email details for you to email a summary PDF of this task to the recipients chosen.

• See the history of the emailed Task Summary

  • This will show you who this task summary was emailed to and when.

• Delete the Task

Task Further Options

On the right hand side of the Task View you can see the options you selected on the Task Board when creating the task. These include;

1. Participant Name

2. Date of the Task

3. Billable and Completion Status

4. Primary Charge item and Billable time added

5. The Utilisation of the participants funding based on the charge item selected.

If you hover your mouse over the utilisation, this will show you the breakdown of the participants funding based on the plan elapsed time and funding remaining in hours and also a dollar ($) amount. We will also give you a utilisation variance (Underspending or Overspending) this is based on Plan Elapsed Time Vs. Funding Spent. This is similar to what you would see within the participants Utilisation menu on their profile and also the Utilisation Report