Set Tasks

In the right view you will see 3 different groups

  1. Time &Date

  2. Costs

  3. Description

Time &Date

Here you can set a start and a begin date for your tasks. In most cases both dates are the same.

You can select between two different time and date use cases.

  1. A range of time: This is useful if the customer wants a concrete listing of the invested time. In this use case the start date and end date are almost always the same date. Each day will increase the task for 24 hours.

  2. Flat time: Useful if the customer do not want a detailed list of your times. For instance, you worked last week on this project not full time but part time. You wrote some emails and did some little stuff which you can not calculate in a detailed timeline.

The values of the non seleted use case will not be evaluated.

Costs

In this group you can give the costs for your tasks. You can select between 3 use cases.

  1. Service: The added tasks is a service which is defined in the catalog. Invoice2 knows all services in the catalog and displays a list of all services in the dropbox. Select one service to set its price as hourly rate.

  2. Flat fee: This is useful if you not have a hourly rate but a flat fee for the tasks independend of how many times you spent for the tasks. The hourly rate will be calculated autmaticly.

  3. Hourly rate: Use this if there is no servie defined for the task in the catalog. Here you can give a hourly rate manually.

In use case 1 the tax rate will be taken over from the define service. In the latter both use cases you can give a tax rate manually.

Description

The description for a tasks is splitted in two parts.

  1. Title: A short summary of the task

  2. Description (long text): A detailed description of the task

The title is more important then a detailed description and it should always be exist. You can define how the title and the description will be used later while invoicing the tasks. You can define a format for an invoice line how this should be generated from a tasks.