Questions about Task

bolous · January 24, 2024, 6:21pm

My clients purchase block prepaid support hours where I keep track using a Google excel drive link. Each client receives their own Google drink link.

I was playing around with the Task section today and I like how simple it is and might work for my needs to replace the Google drive links. My question is, is there a way to make these tasks available within the clients portal so they can see the task that were completed and how many hours that have been used etc.

It will be great if there is a withdraw block hours option.

Or is there a way to make task visible to the clients?

Thank you

hillel · January 24, 2024, 6:57pm

Hi,

There’s an option on Settings > Task Settings to show the tasks in the client portal.

bolous · January 24, 2024, 8:51pm

Thanks @hillel, silly me I completed missed that.

Another question, I have enabled “Show Task Item Description” and was wondering if there is a way to provide more information about the task description within the clients portal. As it stands, the client portal shows the “description” of the task “upper right box” when creating a task but I want to be able to provide or showcase to the client what contained in the task.

Thank you

hillel · January 24, 2024, 9:05pm

Not currently but we’re looking into it for a future release.

cc @david

github.com/invoiceninja/invoiceninja

Show time logs for tasks in the client portal

opened 02:44PM - 13 Jul 21 UTC

gijsrutten

feature request

I would like to show my clients the work that we have done for them and the amou…nt of time it did take. This is so that the client knows what to expect on the next invoice. Currently the client has an overview of tasks (including projects) not billed yet and the total duration. I would like to show the work we have done on a daily basis. I would like to have a column in the table showing the date of the time log. But since the time logs are stored in a different table, this would become difficult. One solution could be to create a new task for each day we work on the project and use the date in the description of the task. But _InvoiceNinja_ can do much more and can store multiple time logs per task. The time logs can have different dates. So this is why it is not possible to show an additional column in the tasks table as it could have multiple different dates. <img width="1254" alt="Bildschirmfoto 2021-07-13 um 16 16 57" src="https://user-images.githubusercontent.com/26574517/125469413-22259b1b-cf8a-4ca0-bc2c-2f3c0cecc28f.png"> ### Solution: Additional time log table in the client portal The solution I would like to suggest, is to show a time log table below each task showing the exact time logs. The additional view can be expanded and collapsed with a "plus" symbol. <img width="1592" alt="Bildschirmfoto 2021-07-02 um 13 37 16" src="https://user-images.githubusercontent.com/26574517/125467611-12bae696-84d6-479c-be6a-01a928427c1c.png"> ### Bonus feature: Add rounding to the time log If clients get billed time, i.e. on hourly basis, in most cases times tracked are rounded (up) to the next full unit of 1 minute, 10 minutes or even 30 minutes. Time logs in _InvoiceNinja_ still show the real tracked times but the client portal shows the rounded numbers. A setting like this could be helpful: ![GIF-2021-07-13-16-30-34](https://user-images.githubusercontent.com/26574517/125471486-21cbb233-12e6-4ed0-9eda-8e00a0967ccb.gif)

bolous · January 24, 2024, 9:35pm

Thank you. That would be an awesome change. Keep up the great work.

david · January 24, 2024, 11:04pm

If this was enabled:

would it be safe to assume that it could also be displayed in the client portal?

bolous · January 24, 2024, 11:22pm

Hi @david, absolutely. If that settings is to be enabled which mine is and its content gets displayed in the client portal than that would solve this request. Thanks

david · January 24, 2024, 11:52pm

I think it’ll be safe to add this IF client portal is enabled for tasks + task item description is also enabled - i’ll get it added in for the next release

bolous · April 5, 2024, 1:36pm

Hi @david,

This is great. Is there a way to also include the “Task Number” to client portal view? Any code that I can update in the meantime to make this happen? Thank you kindly