What are the different types of tasks?

Learn how to use time based, flat rate and non billable tasks.

Written by AndreiLast update 1 year ago

There are 3 types of tasks in Paymo:

  • Time based

  • Flat rate

  • Non-billable

By default, tasks inherit their billing type based on the project. This means that:

  • For a Time and materials project, all tasks will be time-based.

  • For a Flat rate project, the task type isn’t relevant, because a flat-rate project cost is independent of tasks, so tasks are marked as non-billable.

  • For a Non-billable project, all tasks will be non-billable as well.

NOTE: You can change the billing type of tasks only for Time and materials projects. This means you can have a time and materials project and have time-based, flat rate, and non-billable tasks in the same project.

In order to have flat rate tasks, you need to: set the project to Time and materials → Set the billing priority to tasks → Change the task billing type to flat rate.

To change the task type you can either hover over the task in List → Full task details and change the billing type or do it from the billing type columns inside the task Table View.

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