# 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
# Fields in Task
Following information is stored in Task:
- *Task No
10
Automatically Generated - *Task Name
50
Picked from Service Master or User entered - *Client No
10
Link to Client Master - Task Name 2
100
Additional Information about Task - Task Status
G,S,C,I
- Priority
Number
Highest Priority 1, lowest Priority 5 - Stuck Reason
200
- Compliance ID
Link to compliance Master
- Periodicity
1
M,Q,H,Y - Period
Jan,Feb,..., 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
# Billing Fields in Task
- Estimated Hours
Number
Budgeted Hours to complete task - Estimated Amount
Number
Can be used for many applicaiton in tracking task efficency - Billing Private Note
200
Visible to users withMoney:Yes
permission, Editable by users withBilling:Yes
permission - Billing Public Note
200
Visible to all users, Editable by users withBilling:Yes
permission - Billing Status
Yes/No/Partly
Track billing status of task - Billing Date
Date
Date of last Billing
# Note
- Number in (eg.
1
) indicates number of characters. * Before the filed name inicates it'a a mandatory field. Task Name
will be service name if the task isRegular
(aka Linked to a service).
If task isOne Off
(aka Not linked to service), then user can manually specify theTask 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 Fiels 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 Billing
- Unbilled (this is automatically set when task is created)
- Billed / Partly billed
- Receipt (When money is recieved from client)
# 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 on4
in June 2020 for GSTR 3BIn the client list, it will automatially filter the 4 clients.
Click onSelect All
(Denoted by Arrow 1)
Click onCreate 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 clickContinue
. You can optionally enter Task Name 2.Enter due date for the tasks & click
Continue
.
Periodicity, Period, Year all already filled up. Optionally enterTarget 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 inMessage
column
# Delete Task
Users having permission Delete : Yes
can delete tasks.
Once the task is deleted, it is logged in the deletion logs.
Task cannot be deleted if there exists any of the below records
- Work Done
- Shortcut
- Uploaded File
- Completed To-Do
- Sub Task
# Task Notes
There are 2 types of task notes
- System Generated
- User Manual entry
Any changes in the below fields will generate task notes
- Task Status
- Due Date
- Target Date
- Profit Centre
- Verification Status
- Team member assigned to Task
- Team member unassigned from Task
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