How to add, edit or delete tasks in a project
This article explains how to add a new task to a project that you've created in FreeAgent. It also covers how to edit or delete tasks.
You can break a project down into different tasks in FreeAgent. For example, if you're a stationer, you could be doing a print run for a customer, which would be your project. That print run might then be divided into letterheads and business cards, and those would be your tasks.
You can set up both billable and unbillable tasks. An unbillable tasks is one that you can't charge your clients for.
You can then filter your timesheet reports in FreeAgent to show billable tasks, unbillable tasks or both.
If you want to track the time you spend on a project, you'll need to set up at least one task for it.
Adding a new task
Navigate to the 'Projects' screen and select the relevant project.
Select 'Add New' in the top-right corner, then choose 'Task' from the drop-down menu.
Setting your task options
Give the task a name and tick the checkbox to say whether this task is billable or unbillable.
Enter the task rate, if it's different from your default project rate for that project, and choose whether this rate is 'per hour' or 'per day' from the drop-down menu. Allowing you to choose a rate per task lets you effectively set up a rate per user, because you can set up different tasks for different users.
Choose whether this task's status is 'Active', 'Completed' or 'Hidden'.
Please note that you can only create new timeslips for active tasks.
Next, select 'Create Task' to save this task if it's the only new task you're creating for this project, or 'Create and Add Another' to save this task and create another new task for this project. Alternatively, select 'Cancel' if you don't want to save this task.
You can also create a new task when you create a new timeslip. To do this, select '-- Create a new task --' from the ‘Task’ drop-down menu.
You can also quickly add a timeslip to a project from the Project screen.
Editing a task
To edit a task that you’ve already added, navigate to the relevant project and select 'Edit' next to the relevant task.
Selecting the 'Edit' button brings up the 'Edit a task' screen where you can change the details.
If you want to change the task rate, it's better to set up a new task, because if you change the rate of an existing task, any time you haven't yet billed will be billed to your client at the new rate.
Deleting a task
To delete a task that you’ve already added, navigate to the relevant project and task, then select the ‘x’ next to the 'Edit' button.
Please note that you can only delete a task if you haven't recorded any hours against it.