Day-to-Day
Task View

Task View

Overview

After creating a Task, the Task becomes eligible for invoicing. However, you will typically need to provide additional details to support the time you are billing. You can add this information from the Task View.

To open the Task View, click the task's name on the Task Board.

If you don't own the task and can't edit other users' tasks, the Task View is read-only. See Who Can Do What With Tasks.

Task View Options

The Task View has tabs for the evidence behind the time you are billing:

Notes - see Adding Notes.
Finance - see Charges & Finance.
Documents - see Adding Documents to a Task.
Goals - see Assigning Goals To Tasks. This tab appears on the Professional plan and above, when you can view the Participant's Goals.

To change the task's name, hover over it and click the pencil icon, edit the name, then click the tick. The copy icon beside it copies the name.

Task Actions

Select Actions at the top right of the task view to open these options:

Reassign Task - give the task to another user. Admins and Managers only. See Assigning and Reassigning Tasks.
Create Calendar Event - create a calendar event from the task. Only the task's owner can do this, only once per task, and it is included on the Premium plan. See Calendar Events and Tasks.
Download Summary - download a PDF summary of the task and its notes. Tick Include Charges to add its charges.
Email Summary - email the PDF summary to recipients you choose. Needs a Participant on the task, and is included on the Premium plan.
Email History - see who the summary was emailed to and when.
Clone Task - start a new task from this one. See Cloning Tasks.
Delete Task - shown only when none of the task's charges have been invoiced and you can edit the task. See Deleting Tasks.
Audit Trail - see the history of changes to the task. Included on the Premium plan.

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;

Task Owner - shown when the task belongs to someone else
Participant Name
Date of the Task
Billable and Completion Status
Primary Charge Item and Billable time added
The Utilisation of the Participants funding based on the Charge Item selected.

Changes here save as soon as you make them. Changing the Participant or the date asks you to confirm first.

The Participant, date and Billable lock once any of the task's charges has been invoiced, and Completed can no longer be unticked. The Primary Charge Item and duration lock once the Primary Charge has been invoiced.
A task linked to a calendar event takes its date from the event. Change the date from the calendar instead.
Changing the Participant removes the task's charges. See Reassigning Tasks to another Participant.

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. You will also see 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.