The Tasks Mini Directory stores tasks related to tracking time in Neos. When staff are entering time spent in a Case (using the Timer or manual time entry on Time or Value Tab), task is an optional field that corresponds with the reason or work performed in the Case.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
Add a Task
To add a Task, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Task field of the new entry to enter edit mode. Task is a required and unique field. Up to 35 characters can be entered in the Task field, 10 characters in the UTBMS Code field, and 200 characters in the Description field. New Tasks are Active by default.
The entered UTBMS Code will display with the associated Task in the time entry. A default Rate by Hour or Task (Per) can be set for each task. When the Rate is set in the Tasks Mini Directory, it will automatically populate in the Rate/Amount field on the time entry.
NOTE: If the staff has a default hourly rate specified in the Time/Tasks Tab of their Staff Profile, that amount will display by default in the Rate/Amount field on a time entry.
Mark Task as Billable
If a Task should be billable, select the Billable check box, which will automatically select the Billable check box on the time entry.
Run Time Reports by Task
Time reports from the Time or Value Tabs like "Time By Task Summary – Time" can be run to locate time entries by task.
Delete a Task
To delete a Task, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Save Your Changes
Click the Save button to keep your changes.
