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Tasks Category

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Tasks Category

The Tasks category allows you to add either custom items, predefined by you, or a static one-line Report item.

     Custom Item

Once you have added your custom pricing items (please check Pricing Item Types section), to have it added to the Pricing:

  1. Navigate to Tasks
  2. Click New.
  3. Fill in the following fields:
    • Type – select the desired item from the list with your predefined custom Tasks.
    • Select Unit
    • Enter a Unit Price to set the single price for pricing unit
    • Enter a Discount % to set discount for the item (optional)

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Static Item

To add a new static item to Tasks category:

  1. Navigate to Tasks category
  2. Click New.
  3. Fill in the following fields:
    • Name – to provide information for the task
    • Type – select Custom Task
    • Description – to provide additional information for the task
    • Charge Level – select the charge level – Workspace, Matter or Client.

The charge level determines if the task will be calculated for each workspace, or for each matter, or for a client within the reported period.

    • Unit – select Count
    • Quantity – static value which will be multiplied by the unit price
    • Enter a Unit Price to set the single price for pricing unit
    • Enter a Discount % to set discount for the item (optional)
    • Item Expiration Date – The static Tasks items will be included in the reports until the expiration date hits (i.e. the Item’s expiration date is earlier than the start date of the report).

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