Modules > Input > Tasks > Manage/edit tasks

The tasks properties can be edited at the first tab page.

Name

Short description of the task.

Task group

The parent task group.

Closed

If a task is finished, it can be closed. A closed task will not be shown anymore when creating an hour booking.

Invoicing

Invoicing type	Explanation
No invoicing	Don't invoice the task.
Subsequent calculation	Invoice the hours booked on the task following the tariff agreement. A budget can be entered for task invoicing based on subsequent calculation.
Fixed price	Invoice the task on a fixed price basis. A budget can be set per task. For task invoicing based on fixed price, you can enter whether it is invoicable and the fixed amount to be invoiced. With Fixed price, entering the Customer aspect is mandatory.

User fields

A number of user fields can be set up at Maintenance and settings | Fields. These can then be filled in here per task. Data entered in user fields can also be used in reports.

Type and Workflow are fixed user fields of Tasks. These fields can be used to classify tasks by choosing an item from a configurable list.

Description

At the bottom there is a big text field where the task can be described comprehensively.

Aspects

A customer is mandatory if the tasks must be invoiced. Here also the other aspects can be set. These aspects will be automatically used when creating an hour booking.

Authorizations

The authorization tab page is only available If an employee is set to task groups managing.

Authorizations can be set at the tab page authorizations. Only the employees set on this tab page can see the attached tasks and select the tasks when creating an hour booking.

Every task can set its own authorizations or obtain them from its parent task group. Use the arrow buttons or drag items to selected employees. The authorizations are obtained from the parent task in the picture above.

It you don't want to use authorizations at all, it can be disabled this at Maintenance and settings | Settings | Authorizations and Combinations.

Attachments

Documents can be archived at the tab page Attachments. At the left side is a list of archived attachments. At the right side a preview can be shown.

taak_tab4

Manage attachments with the buttons on the toolbar:

Button	Action
	Add an attachment.
	Add an attachment from the clipboard (Print screen)
	Delete an attachment.
	Save a copy of the attachment.
	Open the attachment in an external application.
	View the attachment maximized.