Deactivate a task

1. Choose Settings - Tasks in the main menu.

2. Select the task to be deactivated from the list.

3. Click on the button under Active.

A wizard will now open, showing details if anything needs to be fixed before the deactivation can be done.

Information will be displayed if:

• The task is still active on at least one customer: The task can be deactivated, but it will continue to show up under customers tasks tab, when the checkbox for Show inactive is marked. You can no longer add the task to customers or use it in the time registration.

• There are time entries and/or outlays linked to the task that have not yet been invoiced: These hours/outlays will be included in the next customer invoice, but we recommend that you finalize the invoicing before the task is deactivated.

• The task has an active pricing:

  • All pricing linked to the task remains active, but it isnot possible to renew or add new pricing.

  • If the task has an active fixed price, it's not possible to add new invoice occasions. If the fixed price is set as ongoing, no new invoice occasions will be generated.
  • The task will no longer appear in price lists.

• There are planned hours on the task:There are scheduled hours on the task for future periods. If the task is deactivated, these planned hours will remain visible in the resource planning page when the checkbox Show inactive is marked. We recommend that you review your resource planning before deactivating the task.

• The task is connected to active collaborations: Deactivating a task doesn't affect active collaborations in any way, but we recommend that you only deactivate a task when all collaborations are ended.

  Go to Settings - Collaborations to get an overview of what is linked to the task.

• The task is included in the general risk assessment: The general risk assessment isn't automatically updated to exclude inactive tasks. A new general risk assessment needs to be carried out for tasks to be removed completely.

1. Select Customers in the main menu.
2. Select the customer and go to the Task tab.
3. Click on the button under Active.

A wizard will now open, showing details if anything needs to be fixed before the deactivation can be done.

Information will be displayed if:

• There are time entries and/or outlays linked to the taks that have not yet been invoiced: These hours/outlays will be included in the next customer invoice, but we recommend that you finalize the invoicing before the task is deactivated.

• The task has an active pricing:

  • All pricing linked to the task remains active, but it isnot possible to renew or add new pricing.

  • If the task has an active fixed price, it's not possible to add new invoice occasions. If the fixed price is set as ongoing, no new invoice occasions will be generated.

• There are planned hours on the task: There are scheduled hours on the task for future periods. If the task is deactivated, these planned hours will remain visible in the resource planning page when the checkbox Show inactive is marked. We recommend that you review your resource planning before deactivating the task.

• The task is connected to an active collaboration: Deactivating the customer task doesn’t affect active collaborations in any way, but we recommend that you end the collaboration before deactivating the task.

  Go to Settings - Collaborations to get an overview of what is linked to the task.

• There is a not yet finalized KYC report for this customer: The current KYC report is not affected, but the task will not be included in new KYC reports made for the customer.