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Non-Job Related Tasks / Items

Setting up non-job related task categories

Updated over a month ago

Non-job-related tasks or items are categories used to record schedule items or timesheets that are not associated with a job.

This is useful to record employee duties or work hours, such as trade school or cleaning the workshop.

To create or change non-job-related items/tasks, navigate to Settings > Data Setup > Non-job related items

  1. Add a new category by typing in the text box

  2. Then click on

  3. You can re-order categories to your preferred order by clicking on the = icon and dragging categories up or down

  4. To remove a category, click the Archive icon

  5. If you have accidentally archived a category, you can switch between Archived & Active categories and repeat point 4, using the reverse arrow

You have now successfully added non-job-related tasks/items that can be used to record bills or timesheets against.

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