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Defining Project Task Types

To define the “task type” click on “Projects” in the side navigation bar and then click on the project’s “Options*” button.

Then:

  1. Click “Edit”
  2. Go to the “Task Type” tab
  3. Activate the categories you want
  4. Enable the “Billable” button if you want the tasks classified with the category to be posted to the client’s invoice for later billing
  5. Click “Save”
Updated on 10/18/2024

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