Intuit Practice Management

Go to Settings &gt; Workflow &gt; Task Types &gt; click on Add Task Type, and name the new task type.

Click on the name of a task type to edit. Change the name and select Billable Task Type if the task type is billable. Click Save.

When a task type is NOT marked billable, a Not Billable flag will be presented next to the task type. In addition, any activity associated to this non-billable task type won't be included in related budgets and utilization reports.

<a href="http://help.karbonhq.com/en/articles/4439360-task-type-defaults" rel="nofollow noopener noreferrer" target="_blank">Task type defaults</a>

<a href="http://help.karbonhq.com/en/articles/1524425-adding-or-editing-roles-including-billable-rates" rel="nofollow noopener noreferrer" target="_blank">Adding or editing Roles (including dollar amounts)</a>

- <a href="http://help.karbonhq.com/en/articles/4439360-task-type-defaults" rel="nofollow noopener noreferrer" target="_blank">Task type defaults</a>
- <a href="http://help.karbonhq.com/en/articles/1524425-adding-or-editing-roles-including-billable-rates" rel="nofollow noopener noreferrer" target="_blank">Adding or editing Roles (including dollar amounts)</a>

Go to Settings > Task Types and click on Add Task Type, and name the new task type.

Adding, editing and deleting a task type

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Add a task type

Go to Settings > Workflow > Task Types > click on Add Task Type, and name the new task type.

Edit a task type