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:

1. Notes - see Adding Notes.
2. Finance - see Charges & Finance.
3. Documents - see Adding Documents to a Task.
4. Goals - see Assigning Goals To Tasks. This tab appears on the Professional plan and above, when you can view the Participant's Goals.
5. Forms - see Task Forms. This tab appears when Forms is enabled for your account.

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;

1. Task Owner - shown when the task belongs to someone else
2. Participant Name
3. Date of the Task
4. Billable and Completion Status
5. Primary Charge Item and Billable time added
6. Funding Utilisation for each Service the task's charges draw on

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

If your organisation uses Task Types, the right-hand panel also has a Type field. Select an active type to change it, or clear the field to remove it. If the task has an archived type, it remains visible until you change or clear it. If your organisation requires a Task Type, you can change the type but not clear it.

• 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.

Funding Utilisation

Funding Utilisation shows how much of the Participant's funding for each Service is spent, how much is scheduled, and how much is left, measured against the funding released for each funding period. Use Show in to switch between hours and dollars.

Hover over a Service to see whether it is underspending or overspending compared with the time elapsed, and how much is left in the current and next funding periods. Funding Utilisation explains how the figures are worked out.

The section only appears when the task's Participant has Services with funding to report. Supports show the same card - see Funding Utilisation on Supports.