Add a new task

To add a new task, follow these instructions:

  1. Choose Settings - Tasks in the main menu.
  2. Click on the New task button.
  3. Specify the following information for the task:

Specify the name and period for the task. You can also enter an English name if you want to create English invoice bases for your customers. The period determines how the task appears on the checklist. For example, if you have selected Month as the period, the monthly status of the task is displayed on the checklist.

You can also specify the product number of the task you use in your accounting software. If you select Task as level of detail (under Settings - Agency settings) you will see the product number in the invoice basis.

If you have activated Advisor KYC, you can choose to exclude a task by unmark the box labelled Include task in Advisor KYC.

By default, all active tasks are included, and we strongly advise our customers not to exclude any tasks. It is your responsibility to ensure that the tasks you choose to omit do not compromise your risk assessment or KYC process.

Add checkpoints to each task so that you can follow them up and mark them as complete. A checklist is created automatically for each task that has checkpoints linked to it.

If you have a collaboration in Visma eEkonomi or Visma Skatt & Bokslut Pro, the checkpoints can be updated automatically. Choose the checkpoints that should be marked as done when a specific action is done in Visma eEkonomi or Visma Skatt & Bokslut Pro.
  1. Click the drop-down list to the right in the field under Automatic update from other system.
  2. Select the action you wish to be automated.
  3. Select Save.

Reuse due dates and inactive periods on checkpoints

Mark this checkbox if you want to reuse due dates and inactive periods on each checkpoint in the checklist. Read more in Reuse due dates and inactive periods on checkpoints.

Activities are used for time registration and are a requirement to be able to register time for the task. You can specify the product number you use in your accounting software. The product number will be stated on the invoice basis, if you have selected Task and activity or Task, activity and employee under the menu Settings - Agency settings.

Hourly and transaction prices

Specify whether each activity will be used for price per hour or transaction. You can then price the activities in price lists.

Use in resource planning

Here, you specify which time activities you want to use in resource planning.

  1. Select Save. The task is saved and you can connect it to a customer.

Related topics

Connect task to customer
Reuse due dates and inactive periods on checkpoints

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