# Task 📒

Task is the heart ❤️ of Jamku. Think of task as a specific Project/Engagement/Job for a client. Examples of the task are "IT Return filling for 2019 of Mr A", "GSTR3B for October 2019 of ABC Ltd", "PAN Card application of Mr Y".

In rare cases, depending upon office needs a single job may be broken into multiple tasks for better tracking. Scenario: Accounting for a client is done all round the year, but for better management, you may break it into 4 tasks for each quarter or may be even 12 tasks for each month. This splitting is purely based on tracking needs. This splitting will determine the periodicity of the compliance.

All the "things" you do for the client should be created as Task. The task may or may not be billable. This ensures there is no revenue leakage.

Task are of 2 Types.

Regular - Linked to a service
- Recurring
- Non Recurring
One Off - Not linked to any service

❓ 👉 View all Questions related to Task (opens new window)

Fields in Task
Task lifecycle
Create Task
View Task
Create Tasks in Bulk
Delete Task
Task Notes
FAQ

# Fields in Task

Following information is stored in Task:

*Task No 10 Automatically Generated
*Task Name 50 Picked from Service Master or User entered Can be edited by Admin
*Client No 10 Link to Client Master
Task Name 2 100 Additional Information about Task
Task Status 1 G,S,C,I
Priority Number Highest Priority 1, lowest Priority 5
Stuck Reason 200
Service ID Number Link to Service Master (NULL for one time task)
Compliance ID Number Link to compliance Master
Periodicity 1 M,Q,H,Y
Period 3 Jan,Feb,...,Dec,Q1,Q2,Q3,Q4, H1,H2, 1
Year 4 Compliance Year (In case of recurring task) OR Firm's Financial Year (In case of Non recurring task)
*Creation Date Date
Target Date Date
*Due Date Date
Completion Date Date
Verification Status Yes/No
Verified By User Team Member who verified the Task
Verification Note 100 Note added by user who verified the task at the time of verification
Client Visibility Yes/No
Creation Method 1 S(single),B(Bulk),I(Import),A(API)
pcenter 20
ccenter 20
category 20
ct DateTime Record Creation Time
mt DateTime Record Last Modification Time
cby User Record created by
mby User Record last modified by

# Billing Fields in Task

Estimated Hours Number Budgeted Hours to complete task
Estimated Amount Number Can be used for many application in tracking task efficiency
Billing Private Note 200 Visible to users with Money:Yes permission, Editable by users with Billing:Yes permission
Billing Public Note 200 Visible to all users, Editable by users with Billing:Yes permission
Billing Status Yes/No/Partly Track billing status of task
Billing Date Date Date of last Billing
mt DateTime Record Last Modification Time
mby User Record last modified by

# Note

Number in (eg. 1) indicates number of characters.
* Before the filed name indicates it's a mandatory field.
Task Name will be service name if the task is Regular (aka Linked to a service).
If task is One Off (aka Not linked to service), then user can manually specify the Task Name.
If Task is Recurring in nature, Compliance ID, Periodicity, Period, Year are mandatory.
To store additional custom information about task check out Task Custom Fields Guide.
To add custom task status check out Label Guide
To add custom note to the task check out Task Notes
To track progress of task check out Todo Guide and Stages Guide
To create subtask under a task (only recommended in case of larger client engagement) check out [Sub Task Guide]

# Task lifecycle

Task has two types of lifecycle
A. Task Status
B. Task Billing

# Task Status Lifecycle

Task Creation & Assignment to team member
Tracking Progress, stuck due to dependency on client
Task completion
Task verification

Task Life cycle for Status

# Task Billing

Unbilled (this is automatically set when task is created)
Billed / Partly billed
Receipt (When money is received from client)

Task Life cycle for Billing

# Create Task

To create a task, you first need to create a client. Users having permission TaskCreate:Yes only can create tasks.

# View Task

Click on Task Name or Number from anywhere in the Jamku and you will be taken to Task View. Mostly, you will be using Task List to search for a Task and then open (aka View) Task.

# Create Tasks in Bulk

Tasks can be created in bulk using "Compliance Dashboard > Non Comp View".

Go to Compliance Dashboard, by default it opens in Comp View.
Click on the view selector (as denoted by an arrow).

The grey chips against the sevrice names show the count of clients for whom Task is not yet created.
Click on any of the chip
This will take us to the client list.
In this example, we have clicked on 4 in June 2020 for GSTR 3B

In the client list, it will automatically filter the 4 clients.
Click on Select All (Denoted by Arrow 1)
Click on Create task (Denoted by Arrow 2)
On the task creation dialogue, most of the details will already be filled up.
As you can see, the task name is already filled.
Simply click Continue. You can optionally enter Task Name 2.
Enter due date for the tasks & click Continue.
Periodicity, Period, Year all already filled up. Optionally enter Target Date
Finally click on Start Task. This will create task for all the selected clients.
Once the tasks are created, you will be taken Bulk Tracking Page.
Here, we can check if all the tasks were created successfully. If there is an error, the error message is displayed in Message column