Assigning tasks to team members helps distribute work effectively and track individual contributions. Invoice Crowd's Task Assignment feature simplifies this process, enabling you to allocate responsibilities, set billing rates, and manage time budgets efficiently.

Steps to Assign Tasks

1. Access Team Assignment

  • Navigate to Worklog → Projects.
  • Select your project.
  • Click on the Team tab.
  • Click + Add Team Member.

2. Add Team Members

For each team member, you can configure the following:

  • User ID: Select the team member from your list.
  • Project Access: Define the access level for the team member.
  • Rate per Hour: Set the hourly billing rate (required if using member-based billing).
  • Budget Hours: Specify the time budget allocated to the team member.

3. Configure Member Settings

  • Time Budget:

    • Allocate individual time budgets in the format HH:MM.
    • The system automatically converts this to seconds internally for precise tracking.

  • Billing Settings:

    • Define the hourly rate for each team member.
    • Specify the billable status (Yes/No).
    • Set the preferred currency for the billing rate.

4. Manage Team Assignments

Once team members are added, you can:

  • Add multiple team members to the project.
  • Update individual member settings, such as rates and budgets.
  • Remove team members no longer assigned to the project.
  • Track each member’s progress on assigned tasks.

5. Bulk Team Management

For managing multiple team members at once:

  • Select multiple team members from the list.
  • Set common parameters, such as access levels or rates.
  • Apply changes in bulk.
  • Review assignments to ensure accuracy.