Task Type Master

Is Work-in-Progress?

When checked, tasks of this type can accumulate billable costs. See Work-in-Progress section below.

Has Assigned Jobs?

When checked, tasks of this type can link to job assignments. See Job Assignments section below.

Number

Unique identifier (up to 5 characters). Used for sorting and reporting.

Name

The task type name (up to 30 characters). This appears in the Task Master's type dropdown and in list screens. Choose names that clearly communicate the purpose: "Personal", "Pick Orders", "Monthly WIP Billing", "Projects".

Description

A longer explanation of the task type's purpose (up to 50 characters). Visible in list views to help users choose the correct type.

Who will view?

Private — only the creating employee sees it. Selected — only assigned employees. All — visible to everyone. See Visibility section below.

The View setting controls who can see tasks of this type:

• Private — Only the employee who created the task. Best for personal reminders and private to-do items.
• Selected — Only the employees specifically assigned to the task. Best for team assignments, work orders, and directed tasks.
• All — Every employee in the system. Best for company-wide announcements and policy notices.

Is Work-in-Progress?

When checked, tasks of this type can accumulate billable costs — labour hours, materials, expenses — that are tracked as Work-in-Progress until the customer is invoiced. The Task Master gains a WIP tab where costs are entered and tracked against the task.

WIP tracking is essential for:

• Professional services — Law firms, consultants, and accountants tracking billable hours per client engagement.
• Contractors — Accumulating labour and material costs on a renovation or installation before sending a progress bill.
• Month-end billing — Service businesses that accumulate work throughout the month and bill the customer at month-end.

Has Assigned Jobs?

When checked, tasks of this type can be linked to one or more jobs from the Job Master. The Task Master gains a Jobs tab where specific job assignments are attached to the task.

Job assignments are useful for:

• Field service — A technician is assigned three repair jobs for the day, each linked to a different customer location.
• Project management — A project task groups multiple jobs (design, fabrication, installation) under a single work order.
• Warehouse operations — Assigning specific pick/pack jobs to warehouse staff.

The real power of task types comes from combining View, WIP, and Jobs:

• Personal (Private, No WIP, No Jobs) — Simple to-do list visible only to you.
• Accounting (Selected, No WIP, No Jobs) — Directed tasks for specific staff.
• Pick Orders (Selected, No WIP, No Jobs) — Warehouse order picking assigned to a picker.
• General Message (All, No WIP, No Jobs) — Company-wide broadcast visible to everyone.
• Monthly WIP Billing (Selected, WIP, No Jobs) — Labour and material costs accumulate until billed at month-end.
• Assigned Jobs (Selected, No WIP, Jobs) — Job tracking without billing. Assignment and completion tracking only.
• Projects (Selected, WIP, Jobs) — Full project management with cost tracking and multi-job assignment.

Retail Store — Use "Personal" for manager to-do lists, "Pick Orders" for online order fulfillment, and "General Message" for staff announcements. No WIP or Jobs needed.

Accounting Firm — Use "Monthly WIP Billing" for each client engagement. Staff log hours to the task throughout the month; the billing partner reviews accumulated WIP and generates invoices at month-end.

HVAC / Plumbing Contractor — Use "Assigned Jobs" for daily service calls (simple dispatch), and "Projects" for larger installations where material and labour costs must be tracked and billed against a contract.

Co-operative / Wholesale — Use "Pick Orders" assigned to warehouse staff to manage customer order fulfillment. Use "Accounting" for month-end reconciliation tasks assigned to the bookkeeper.