Task type setup

Previous  Next |  Direct link to this topic

If you wish to create tasks that can be billed, you must define at least one task type with a category. This is done via Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Time Task > Setup Task Types.


You can specify any number of task types which can be used merely as a categorization used for reporting or, if you wish to be able to send bills to customers based on the registrations made in B1 TT, specify the different registration methods.

Each task type must have a unique name. To add task types, click the Add-button next to the grid and fill out the name and press the Update-button at the bottom of the screen. To remove a task type, select the row by clicking on the far left and press the Remove-button followed by a click on the Update-button.