Action: Create a Task Template

Action: Create a Task Template

Tasks are a great way to capture costs, with Task Templates being a mirror image of what you see when you create a new task. With the exception of assigning an Organisation to your Task template, you are free to add as little or as much data as you like.

Task templates can be created without a job.
 

Click on  Business  from the main menu, then click on  Settings .  From the Work Settings menu click on  Job & Task Templat es.  Then click on  Create New Task Template  from the Actions menu.


Create a New Task Template


A    Create Task: Enter general details about this task. See Create Task table below for full details
B    Help & Cancel buttons
C    Financial Information: Enter financial details pertaining to this task. See Financial Information table below for full details
D    Planning Information: Enter planning details pertaining to this task. See Planning Information table below for full details
E     Task Milestones: Click Add Task Milestones to create.Task Milestones are visible for marking off within Shift Reports
F     Checklist Item: Click Add Task Checklist Item to create. Checklist items are visible for marking off within Shift Reports and are reset daily
G      Assign: Allocate your Task Supervisor and resources. For more information see Assign Task Resources below for full details
H     Materials: Click Add Materials to assign  materials to this task. See  Action: Add Material to Task  for more information
  You can not book materials to a Task Template
I       Save & Cancel buttons.

See below for full details pertaining to  A   - Create Task  :
General Information

    Field Name
   Function
    Template Name
      Mandatory *    Name you would like to give this template. This name will appear in the Template name field when adding a task template to a job.
   Organisation
     Mandatory *     Select from the dropdown which organisation this template is to be assigned to
   Task Name
   Free text field for Task Name
   Task Description
   Free text field to enter a description about this Task.
   Task Tags
   Free text field to create your own tags for use in QicWorks reports
   Order Number
   Enter the Customers order number for this specific task
   Department
   Select the Department for this Task from the dropdown. For more information about Departments see:  Departments.

   Note: Department is required for Payroll syncronisation with Xero.
   Status
     Mandatory *   The current status of this Task. Default is set as Planning. 

See below for full details pertaining to  C   - Financial Information  :
Financial Information

     Field Name
   Function
   Billing Type
   Mandatory *     Select from dropdown how this task is being charged ie Quoted or Rates. Default is Quoted
   Pricing Table
    Select from dropdown to applicable Pricing Table. For more information about Pricing Tables see  Pricing Tables
   Payroll Rule
    Select from dropdown the applicable Payroll Rule. For more information about Payroll Rules see  Pay Rules
   WBS Code
    Select from dropdown the applicable WBS Code. For more information about WBS see  WBS Setup
   WBS Package
  Select applicable from dropdown. Multiple WBS Packages can be selected. For more information about WBS Packages see: WBS Procurement Package

See below for full details pertaining to  D   - Planning Information  : 
Financial Information 

     Field Name 
   Function 
     Start Date
    Select from calendar the anticipated start date for this task. This date is then used within the Task Planner and Job Schedule
     End Date
    Select from calendar the anticipated end date for this task. This date is then used within the Task Planner and Job Schedule
     Priority
    Setting a priority will Priority is used to sort the Task within the mobile app, with high priority at the top of the Task list
     Hide in Planning
   Tick to hide this Task from within the Task Planner and Job Schedule
     Work Pattern
   Select applicable from dropdown. For more information on Work Patterns see Work Patterns

See below for full details pertaining to  G   - Assign  : 
Assign 

     Field Name 
   Function 
      Job Supervisor
    Start typing the name of this Task's Supervisor to populate. Multiple Supervisors can be selected.

   Supervisors set here will have access to this Task to enter Group Timesheets or create Shift Reports
     Task Planner Identifier
    Colour code this Task to help identify it within the Task Planner and Job Schedule. This is a handy tool to help identify the Supervisor selected.
     Category
    Filter the Assign Resource tables based on Resource employment category
      Assign Resources
    Start typing Resouce name in search field to filter Table. Click Resource name to assign them to or from the Task.

   Names that appear in Job & Resource Planning (left) table are able to have time collected for working on this Task.

 Don't forget to click the  Save  button to apply all changes
For more information about what is a Task see  Task
For more information about how to review and manage all your Task Templates see Task Templates

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