finance - invoice - task types tab

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The TASK TYPES tab within the Invoicing page allows users to configure predefined task types that team members can assign to their time entries. This enables the use of standardized options instead of free-text input, ensuring consistency and accuracy across all time entries.

The elements in this view are described below:

ElementDescription
  1. + TASK TYPE
Click this button to create a new task type.
  1. Search
Search in the table based on the entered data.
  1. Name
Displays the name of the task type.
  1. Description
Displays the description of the task type.
  1. Activity Code
Displays the assigned activity code for the task type.

how to create a task type

To create a task type  in Neostella, follow these steps: 

  1. In the Invoicing interface, go to the TASK TYPES  tab and click + TASK TYPE.
  2. Enter the Name*, the Description, and select the Activity Code (Optional) that will be associated with that task type. 
  3. Click SAVE. The Task type created message is displayed.
If the entered Name* has already been created (case-sensitive), the register is not successful and the Task type  already exists message is displayed.
Once created, the Task Types are available for users when registering their Time Entries.

how to edit a task type

To edit a task type in Neostella, follow these steps: 

  1. In the Invoicing interface, go to the TASK TYPE  tab, then locate the task to edit  in the list, and click its name.
  2. Change the Name*, the Description and/or Activity Code as required. 
  3. Click SAVE. The Task type updated message is displayed.
If the entered Name* has already been created (case-sensitive), the changes are not applied and the Task type already exists message is displayed.
The created task entries will keep the configuration that was in place at the time they were recorded.

how to delete a task type

To delete a task type in Neostella, follow these steps: 

  1. In the Invoicing interface, TIME ENTRY tab, locate the time entry to delete in the list and click its name.
  2. Click DELETE. The Delete the Activity Code? modal window is displayed.
  3. Click YES, DELETE TASK TYPE.The Task type deleted message is displayed and the record is removed from the list.
The Task Type will be permanently deleted from the platform and removed from the available Task Types when the users register their Time Entries.