Adding a New Task

New tasks can be created in WorkGuru from the task dashboard's Actions menu (Tasks -> List Tasks -> Actions -> Add Task) or using the Add Task menu shortcut (Tasks -> Add Task).

New task information is entered over the following tabs:

• Overview Tab
• Price Tiers Tab

Overview Tab

Start by clicking Administration -> Tasks then Add Task from the menu on the left. You will be shown a page which describes the element of a Task. Fill out the fields of your Task.

• Name - Task name.
• Description - Task description.
• Payroll Accounting Code - If you are sending timesheets to your accounting system's payroll, map the task to a Xero pay rate if it is different than the ordinary rate.
• Unit Cost - Forecast task cost. Only used for quoting.
• Cost Multiplier - Number timesheet costs is multiplied by to reflect overtime etc (eg 1.5 for time and a half, 2 for double time).
• Sell Rate - Task rate for invoicing (task rate invoicing only).
• Sell Tax Code - Default tax rate.
• Revenue Account - Alternate accounting general ledger code, leave blank to inherit the accounting defaults.
• Schedule Colour - Assigned colour to display on project and task schedules.
• Force Task Rate Costing on Timesheets? - Over-ride the actual costing on a timesheet added to this task from the user's hourly cost to the task unit cost.
• To Do: - Add a default to do list for the task to be applied to projects and production jobs as a progress checklist.

Click Save to add the new task.

Price Tiers Tab

If you have price tiers setup, populate the alternate task Sell Price per rate. Note: Not all rates need to be populated.

Click Save to add the Task.