The Task Management system within TimeSuite is closely integrated with both the project and timesheet modules.
Tasks allow all members of the organisation to communicate with each other regarding almost anything. This can greatly increase efficiency by storing all information in one place. No more emails, bits of paper, sticky notes and forgotten conversations.
There are a number of types of task which can be raised and tracked.
- Project specific
- Telephone (or other contact)
- Reminder (personal)
Timesheet entries for a task can be created at any point as well as upon completion of the task.
Each timesheet entry is automatically assigned to the Project and Task budget under the specified Job Type(s).
The Charge Rate assigned by the Project Director for the user completing the task at the date the timesheet entry is made is used to calculate the actual dollar amount to charge the client if applicable.
Project Specific Tasks
are designed to facilitate communication and progress tracking of any project that the organisation undertakes. These can include not only client projects, but can also be projects to track assets, internal administration, regular internal meetings, holiday and illness leave and many other functions.
Project tasks can also have budgets assigned to them. These budgets are normally created by either the Project Manager or Director, however there is also an option within TimeSuite where the Project Manager or Director can also allow the person the task is assigned to to manage the budget for this task.
The budgets for each task within a project can be rolled up to provide the total budget for the project or any part or milestone of the project.
Telephone (or other contacts) save time and money tracking communication. For example should reception receive a call and the person requested is not available, all the receptionist need do is create a new task for the person requested and enter the details. The task is then instantly available for the person to act upon. No need for emails or pieces of paper to get lost. The task is securely stored within TimeSuite.
Journals are simply a record of events that have occurred. These can be used by anyone authorised to do so and provide a permanent record of an event against a project.
Reminder (personal) is just that, a function that allows each user to create personal reminders. These are not visible to anyone other than the creator.
Timesheet entries can be made during completion of a task. This saves large amounts of time and also helps improve organisational efficiency by: