Adding & Managing Tasks

What Are Tasks?

Tasks can be assigned to jobs, and they are a great way to track specific duties being worked on at each job site.

Our customers use tasks for:

• Equipment tracking ( Job: Smiths's Place / Task: Trailer A )
• Ticket tracking ( Job: Smith's Inspection / Task: Ticket # 1234 )
• Patient tasks ( Job: Helping Hands Facility / Task: Dinner Prep )
• Construction ( Job: Smith's Place / Task: Tile Install )
• Work order tracking, claims tracking, and so much more

How do employees clock into them?

When a user clocks in, they will be presented with a list of jobs to choose from. 

After choosing a job, a task list will appear for the user to choose.

 

 

To turn on Tasks go to Company Settings > General and turn on Allow users to choose a task when clocking in.

Once Tasks are turned on, you can start adding them for you team to choose from.

Adding Tasks

1. Go to the Jobs & Tasks page and use the toggle at the top of the screen to go to the Tasks page.
   
2. Click the Add Task button (top right) to create a new task and assign it to a Job or multiple jobs.
   
   
3. Click the Add Task button

If you want to add multiple tasks at once, you can use a CSV template, following the directions below:

1. Click on Import Tasks in the upper right corner, then click Download template to receive the blank CSV file.
   • You can use your own CSV file, just make sure that the required fields are included.
2. Enter the Task name in Column A.
3. If you want this to be a billable task, enter Yes into Column B. Otherwise, enter No.
4. To assign the task to a specific job, enter the Job ID in Column C. The Job ID can be found in the URL for the job in Timeero. If you want to assign a task to multiple jobs, make sure to separate the IDs with a comma.
   
   
5. Enter a description if needed. This field is optional.
6. Save the file as a CSV.
7. Click the Upload CSV button and select your filled out CSV.
8. Match your CSV columns with the correlating field in Timeero. You can click the Map Common Fields button and it will try to match columns that have exact name matches, otherwise pick from the drop down menu. Fields marked with an * symbol are required fields.

Editing or Deactivating Tasks

To edit or deactivate tasks, please use the pencil or circle icons (far right of your screen).