Once-Off Custom Tasks Table

The Once-Off Custom Tasks Table is in the Adhoc Tasks Department.

This is a manual table used to capture any once-off tasks unique to your firm or clients.

These tasks can be given a Due Date to set a reminder in your All Tasks Due Detail table. They can also be assigned a Fixed rate (Quoted Amount) or be connected to a specific rate group for billing purposes.

How to add a Task

To add a task, click on 'ADD RECORD' in the top right corner.

Complete the form, then click Save&New.

How to add a Quoted amount:

Go to the Billing Options section of that task. Select "Quoted Amount" from the Billing Selection dropdown. Add an amount to the Quoted Amount field. This amount will be pulled through to your invoicing once the time has been authorized.

How to connect the task to a rate group:

Go to the Billing Options section of that task. Select "Connect to Rate" from the Billing Selection dropdown. Next, select a rate from the "Select a Rate" dropdown. This amount will be pulled through to your invoicing once the time has been authorized. 

Task Reminders

All tasks that have a due date will schedule a reminder in the All Tasks Due Detail table. This post will explain more about how to work on tasks in DataGrows.

If you have any questions, please contact support@mydatagrows.com