Client Separators/Filters

JLSmith

I would love the ability to separate tasks by client, and set the pricing for each task by the client. Then, when I invoice I can filter by client and the pricing updates along with it. Right now I'm tagging each work unit with a client name and I have to set up separate tasks with different pricing so my task list is getting a little long.

WorkingHours version: 2.11.27.0
Operating system: Windows 11
Device model: hp Pavillion

timo

Sounds like a use-case for tags, or why is this not working?
You can set up the pricing using the tags also, either on the client tag directly or using a separate tag.

JLSmith

If I'm understanding you correctly, I've assigned tags for each client, and attached tasks to each tag. But when I go to track time, I still have the entire list of tasks with assigned pricing to each available. It would be nice if I didn't have to sort through the whole list and only have the tasks I assigned to that tag available.

timo

JLSmith Assigning a tag to a task means that the tag is added automatically when starting a work unit of a specific task. You can hide any tags and tasks, then they will no longer show in the selection menu, but there is no feature to hide tags or tasks based on a condition (e.g. a specific client)

Mikael P.

Yes, something to more easily separate clients would be great. I was just thinking folders for the tags/tasks. If you have 40 tasks/client it can fast become unwieldly.