• What are Effectiveness, Efficiency and Punctuality?

  , and are 3 key KPIs to measure the quality of your work: on the dashboard they refer to the tasks carried out during the day on the planner they refer to tasks carried out during the week or month on the work unit, project and client detail refer to the tasks of the work unit, project or client, regardless of when they were carried out. What is EffectivenFew readers

• General structure of Taskomat™

  Taskomat™ has a tree structure where each entity has a specific purpose and dedicated functionality. The structure starts with the client and offers the flexibility to organise projects by dividing them into workunits that will contain the individual work activities, the tasks. General Taskomat™ structure Who is the client iFew readers

• How can I link a task to a work unit?

  As mentioned in the article How can I create a task?, in Taskomat™ you can create tasks either within work units or directly on the calendar. When you create a task on the fly, or directly on the calendar or dashboard, you must then link it to a work unit to account for it correctly.Few readers

• What is the difference between the initial rate and the actual rate?

  You will certainly have noticed that in Taskomat™ we always report two types of rates: the initial rate and the actual rate. These are shown wherever you need to analyse your hourly rate: dashboard, work unit detail, project detail, client detail. The initial rate is the rate at which you sold your work unit. In the work unit detail it is simply the reference rate of the work unit, while in the other sections it is the average of the reference rates of the work units considered. InFew readers

• Recursive Task

  As mentioned in the article How to create task?, in Taskomat™ is possible create tasks either within work units or directly on the calendar, but is also possible create specific activities that must be repeated at regular intervals within a set time frame, the Recursive Tasks. Recursive Tasks - Taskomat™ (https://storage.crispFew readers

• How to set up a billing profile

  To use Taskomat™ to its full potential, you must set up your own billing profile. Setting up your own billing profile is very simple: just go to your personal profile, on the Tax Settings tab. Set up billing profile Click on your badge at the bottom left and access your personal profileFew readers

• How to set the turnover goal?

  To use Taskomat™ to its full potential you need to set your annual turnover target. This is because every piece of financial and performance data you find in Taskomat™ is related to what your turnover target is. In the first instance, when you set your turnover target and your work habits you allow the Taskomat™ algorithm to derive your reference rate, i.e. the hourly price below which it is better not to fall if you want to reach your turnover target. You can do this directly in onbFew readers

• How to create task

  Creating tasks on Taskomat™ is very simple: you can do it in different ways. Before we look at them all in detail, let's find out why there are essentially two ways of creating tasks on Taskomat™: You can create tasks within work units and then schedule them You can create tasks on the calendar or dashboard and then link them to work units When you create a task within a work unit, you need to schedule it on a day in order to be able to execute it, whereas if you create it directly onFew readers

• What is the work unit?

  The work unit is the central node of the entire Taskomat™ platform: it is the building block that constitutes the project and is the container in which you account for your tasks. What is a work unit and whatFew readers

• How can I plan tasks?

  As mentioned in the article How can I create a task?, in Taskomat™ you can create tasks both within work units and directly on the calendar. When you create tasks in work units, the next step is to schedule them. Within Taskomat™ you can plan tasks from different points: from the work unit detail from the workflow from the dashboard |Once scheduled, you can drag and drop tasks directly to the planner to move them toFew readers

• How to import invoices from other sources

  On Taskomat™ you can import invoices from other platforms, so you can align all your invoice data. It is not yet possible to automatically import invoices from other platforms, so you will need to have the invoice xml files on your computer. Import XML invoices Importing XML invoices into Taskomat™ is very simple. Let's look in detail aFew readers