Internal project Stages & Tasks

1. Go to: Settings > Timesheet lists > Internal project stages.
2. Click the 'Add' button in the top right corner.
3. Type a 'name' for the group. e.g. Administration, leave, marketing, management.
4. Check the utilized box if the task is for billable project work, and should counts towards the staff members productivity calculation. For non-billable tasks leave this box unchecked.
5. Save and close.

1. Go to: Settings > Timesheet lists > Internal project stages.
2. Click the internal stage name row in the list to open the edit page.
3. In the right panel for tasks, click the 'add task' button.
4. Type a 'name' for the task. e.g. Staff meeting, Team meeting, Client meeting, Phone calls.
5. Save and close the add task.
6. Save and close the stages and tasks edit page.

1. Go to: Settings > Timesheet lists > Internal project stages.
2. Click the row for the stage name you want to update, or click the action button on the row and select 'edit'.
3. Update the stage name in the box in the left panel.
4. Save and close.

Update an existing internal task to change the name shown in drop-down lists.

1. Go to: Settings > Timesheet lists > Internal project stages.
2. Click the stage row which the task is part of, or click the action button on the row and select 'Edit'.
3. Click the task name in the panel on the right to open the edit page.
4. Type a new name for the task, and save and close.
5. Save and close again on the internal stage edit page.

Delete an internal stage and all the linked tasks if it has not been used for any staff timesheets, staff expenses, or supplier bill expenses. Delete an internal stage and linked tasks by:

1. Go to: Settings > Timesheet lists > Internal project stages and tasks and use one of the following methods:
   • Single row - Click the row action button and select 'delete'.
   • Multi-row - Select the checkbox(es) on the row left for each item you want to delete. Then click the multiple rows action button and choose 'delete'.
2. The list refreshes and the item(s) have been removed.

Delete an internal task if it has not been used on any staff timesheets, staff expenses, or supplier bill expenses. Delete an internal task by:

1. Go to: Settings > Timesheet lists > Internal project stages.
2. Click the row for the internal stage name that contains the task, or click action button and select 'edit'.
3. In the panel on the left locate the task you want to delete and click action button and select 'delete.
4. The page refreshes and the item have been removed.

Make an internal stage 'inactive' to stop the stage and all linked tasks from being shown in drop-down lists in the time and expense entry pages. The internal stage and linked tasks are not removed from any existing transactions. Change an internal stage and linked tasks to 'inactive' by:

1. Go to: Settings > Timesheet lists > Internal project stages and tasks, and use one of the following methods:
   • Single row - Click the row action button and select 'edit'. Uncheck the 'active' box on the left panel (under the group name), and then save and close.
   • Multi row - In the list check the box(es) on the left of the name column, and then click the multi rows action button. Choose 'set as not active' option.
2. The list refreshes and only the active items remain in the list.

Make an internal task as inactive to stop the item from shown in drop-down lists for that internal stage. The task is not removed from any existing transactions. Change a internal task to 'inactive' by:

1. Go to: Settings > Timesheet lists > Internal project stages and tasks
2. Click the row action button and select 'edit' against the internal stage the task is part of.
3. Click the task name row in the panel on the right.
4. Uncheck the 'active' box in the task edit page, and then save and close.

Search

When a large number of items exist use the search or filter options to limit the number of rows shown in the list.

Search by clicking the search button and typing the keyword into the search box. To return to seeing all items in the list click the clear button in the search bar.

Filter

Filter the list by selecting the search button. See the available filters by clicking the word 'active'. Select a filter from the drop-down list and click the search button to apply the filter. The filter options are:

• Active - the default list filter that shows the items that can be used (seen in drop-down lists).
• Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
• All - see both active and inactive items in the list.

The following internal stages and tasks are added automatically when a new organization is created. Customize this list to match the list of internal non-billable stage groups and tasks which your staff need to enter for non-billable timesheets or expenses for internal office tasks.

1. Stage name The name of the internal stage that is selected as a stage for the internal office work in timesheets. Staff will use this internal stage name when entering their timesheets, staff expenses, and supplier expenses (bills).
2. Tasks The tasks currently linked to the internal stage are shown. Click on the row to open the edit page and add or remove tasks as required. All internal office tasks are marked as 'not utilized' time.
3. Active If this box is checked then the internal stage and linked tasks are available for use. Edit the row and un check the active box for the stage to make the stage and linked tasks inactive. Or in the edit screen one or several tasks can be selected and made inactive.

1. Stage name The name of the internal stage is shown. Update this name if required, and this will automatically update any linked transactions to use the new name.
2. Tasks table
   1. Task name Task name is shown to describe the type of internal office work completed. Click on a task row to edit the name. Or click on the 'add task' button to create a new task option in the open group.
   2. Active This box is checked when the task is available for use in time and expense entry. Click on a task name to open the edit page and update a task to be inactive. Change an item to inactive to stop future usage.