Clients
Client detail: profile and linked projects
In the Customer Detail we find all the information and entities related to the customer. In the upper part we find data related to the customer, work performance, time and budget; in the lower part we find projects and documents. | If you want to change the badge of the customer you can click on the badge and choose a new one . Information, master data and performance In the upper left corner we find the name of the customer, the badge, the rating; while on the riSome readersClients: list, filters, segmentation
The Clients section of Taskomat™ presents the list of all your clients. The navigation bar of the Clients section allows you to create a new client and filter existing clients by status: Active: clients with active projects Inactive: customers without active projects Pending: customers with outstanding invoices or quotes. | Clients can be sorted by name, rating and average rate. , plus you have the possibility to create a new project. | Projects can be sorted by name, status and time since last activity. Each project on the list haSome readersProject detail: fields, budget, actions
In the Project Detail we find all the information and entities related to the project. In the upper part there are data related to the project, work performance, time and budget; in the lower part there are work units and documents. | If you want to change the name of the project you can click on the pencil next to the name. Information and performance In the top right corner we find the main data: Budget: the sum of the budgets of all the Work Units of the project **Time LiFew readers
Work Units
Work Unit: fields, actions, best practices
In the Work Unit Detail we find all the information and tasks related to the work unit. In the upper part we find the top bar with name, status and main actions; then we find the panel with the associated skills and the data related to the work unit; the description panel; the panel related to the work performance, time and budget; finally in the lower part we find the task management panel. . Top bar and main actions The top bar of the work unit detail remains stiSome readersLink 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. ||| A task that is not linked to any work unit can be recognised by its badge: instead of showing the client it is linked to, it shows a chain iFew readersUse Work Units for pure hourly rate
Working on an hourly rate means selling a job to your client at a fixed hourly price, regardless of the total budget and the time it will take to complete it. When working in this way, it is important to keep track of how many hours you accumulate and how much budget you allocate in total. ||| On Taskomat™ it is possible to create work units to work on an hourly rate, however this process is not yet fully automated. In this article we explain how you can create work units at an hourly raFew readersUse Work Units for fixed-price jobs
Working on a budget means selling a job at a fixed price, regardless of how long it takes you to finish it. In this context, it is important to know what is the minimum hourly price below which you do not want to go, so that you have a time limit within which to finish the job. | Example: I sold a job to one of my clients for €1,000. Due to my financial goals, I have decided that I do not want to go below 50€/hour, so the time limit to complete this work unit will be 20 hours.Few readersUse Work Units for prepaid hours
Working on a pay-as-you-go basis means selling your client a predefined number of hours at an agreed price. When working in this way, the most important thing to know is the number of hours that remain available as you go on with the job. ||| On Taskomat™ it is possible to create work units to work by the hour, however this process is not yet fully automated. In this article we explain how you can create work units and track your performance. How to create a work unit and work on aFew readers
Tasks
Create your first 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 readersTask detail: fields, status, links
The Task Detail of Taskomat™ is a pop-up that opens when you click on a task. It shows all data and all available actions on the individual task. Available Actions At the top are the available actions: Duplicate - allows you to create an exact copy of the task Move - assigns the task to another work unit Delete - permanently deletes the task | If the task is completed, there is a fourth action: Reset - returns the task to its initial state Task detailFew readersPlan tasks with Planner in 3 steps
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 readersRecurring tasks: how to create and manage them
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. ||| To create recursive tasks, simply click on the stopwatch icon on the navigation bar to the left ![Recursive Tasks - Taskomat™](https://storage.crispFew readers