•  There two module in task applicability 1) Set Recurrence Task 2) Start Single Task.
  • From Task applicability you can start new services for client.


SET RECURRENCE TASK :

  • From This page you can applicable recurrence service to your client
  • This is one time procedure Ones you have started any recurrence service to any client it will repeated year by year automatically.
  • Here you can applicable service on based of client & Task.
  • On based on Task (Default), you can apply one task to multiple clients.
  • If you select task from task drop down field list of clients will appear with heading New Client & Applied.
  • Now to applicable task, you need to select particular client or list clients & Click on add new button so selected client will go in Applied side.
  • & all applied task will come to approval page,
  • Here Default start date would be todays date, If you want to start any task from previous date then you need to change start date appropriately.
  • i.e. today is 05/01/2016, Now I want to start work of VAT Return Monthly for X Client from August – 2015, then select any date of August – 2015. So you will get 8 Months work in task approval page ( Aug – 2015 to Mar – 2016). & From next financial year you will get 12 months work in task approval page.
  • Same logic will apply on Quarterly, Half yearly and yearly task.
  • Note - Task will goes on Employee Dashboard only after approval.
  • On based on Client, you can apply multiple task to one client. & All other procedure and logic will remain same like based on task
  • From Here Even you can discontinue any service for client. For this select client from applied list and click on Remove button. & It will Effect from next year. & to remove current year work use cancel task page located in Task Menu.



  • Apply multiple task to one client :


START SINGLE TASK :


  • From this page you can start single task like Pan card application, Company formation, Agreements. & Even you can start reoccurrence task for particular period only. i.e. From here you can start work of VAT Return Monthly for August – 2015 for X Client. So here only Work of August will apply.


  • Task Approval List :
  • Once you click on save button, one pop up will open & From this popup you can approve particular task.
  • You can close popup from here. And later you can approve this task from Task approval page.
  • From This popup you can set many things like Task Admin (Task will get all auto notification related task on Email and SMS, & If Any employee put this task on “Pending for Approval” status, Task admin will get notification and Task admin can approve or reject work.
  • Effective date – From this date task will goes on concern Employee’s dashboard. You can change it by click on it.
  • Deadline date - You can set deadline date for any task, If work not complete before deadline date, auto email notification will fire to Application Admin, Task Admin, & Working Employee. & Particular task will appear red color on dashboard and Current Job Page.
  • Bill Amount – Here you can describe predefine bill amount. & At the time of Bill creation for particular task system will show you predefine Bill amount.
  • Description – You can describe anything over here.
  • On Click on “+” Sign All subtask will appear & From here you can manage below things.
  • Employee – Here predefine Employee will come, You can change it by click on dropdown and can select one or multiple employee.
  • Due Date – You can set due date sub task wise.
  • Estimated Hour – You can set estimated hour here. So at the end you can get report of Estimated costing VS Actual costing VS Invoice amount.
  • Description – You can describe anything over here.
  • To Approve task click on approve button. You can directly approve any task without set any fields that we discussed.
  • Auto Email & SMS will be sent to Client for conformation of new job started.