To start working on a project in your zistemo account, you need to have tasks assigned to this project, otherwise, you will see blank task lists in the time-tracking widget:
Once you click the “Add Tasks” link, you will be redirected to the Update Project page where you can add even more tasks.
Here you can edit (by using the pencil icon) or delete tasks from the project (delete button). Keep in mind that the only circumstance that doesn’t allow you to delete a task is when somebody has already worked on it – a team member has logged hours on this task.
It might be that you don’t see the pencil icon but the clone icon:
That’s because there is already time tracked on that task so you cannot edit it any longer. If you click on the clone icon the task will be automatically cloned and you will also see a notification:
In case you have a very specific task for a project you can make a task temporary for that project only when create/update it. So, you do not see it in your task list (sales/product list) but you can see it in the project report.
Also, you can select in the project preferences that automatically all tasks you create in/out of a project are temporary/only available in that project.
Mark tasks as billable/non-billable
Also, on the edit project page, you can make a task billable or non-billable (non-billable tasks don’t have rates and cannot be added to invoices).
If a task is “heather grey” time is tracked and billed already. You can’t change the the current task anymore:
Add an estimate/budget to tasks
If you choose “Hourly Task Rate” as a project billing method, you should also enter the rates for each task assigned to this particular project (by default, it’s a rate from the tasks settings: Sales -> Products List -> Tasks).
Also, in case your project budget is based on task rates, it’s recommended to enter these budgeted hours as shown below:
When deleting a task, it does not effect any project where the task is in use. The booked hours in the task, will still be available for each project.
If you want to delete tasks, just go to Sales/Product List/My Tasks and choose the preferred tasks, and click “delete” on the line end menu.
After you deleted a task you’ll find it on the deleted tab…
… and there’ll be automatically the word “CANCEL” before the task name. Thats because task name’s are unique in zistemo and therefore we change the name of deleted tasks so the “old nem” will be free to use again. In case you want to re-activate the task again, please make sure you remove the “CANCEL” prefix on it’s name.
Insert all tasks of the previous week in the weekly timesheet overview
If you have a lot of task who repeat every week, you probably search for a faster way to add all task at once from the previous week. In this case, use the “Insert all tasks of the previous week” option.
Note: This option only works for the current week and only if the timetable is empty. Tasks with blank time will not stored when clicking “save”.
Press “save” after you added the time entries.