A Task is typically a small goal of your organisation, it is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities from which you can select to achieve your tasks.
Want to view this guide all at once?
Download PDFStep 1.
Head to Activities under Global settings, and click New Activity.
Setting the Activity as Overhead will mean that the activity is only available on projects that are also set as Overhead, this is generally used for internal, non-chargeable projects and work. You can also define which Departments will be able to use this Activity.
In this screen you can view the Activities in your company. You can also disable (and for activities without attached data, disable and delete) activities that you no longer use. To delete the item you must first disable it.
Step 2.
If complex Xero account mapping is enabled in your organisation's configuration, you can define a Xero account mapping override.
Want to learn more? Check out these related guides
