Default tasks

If you’ve integrated Chrometa with a practice management system, an invoicing system or a project management app, you’re probably allocating time entries to tasks. They might have a different name in other systems:

Quickbooks

Product and Service Items

Clio

Activities

Freshbooks

Tasks

Harvest

Tasks

Xero

Tasks

Rocket Matter

Tasks

Asana

Phases

Cosmolex

Tasks

Exporting time entries from Chrometa usually requires adding a task too. This can be done manually or by adding a task to each rule, which can be a very tedious task, no pun intended.

In this case, one option is to set a task as the default one. Whenever a time entry is allocated to a project or matter, the task is applied if none is added.

Here’s how to set it up:

Login to Chrometa and go to the Tasks page

Chrometa Tasks
Chrometa Tasks

Select the default Task

Tasks Default
Tasks Default

And that’s it! New time entries will use the default task.

Default Task Applied
Default Task Applied

See it in action

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