Add a task

This dialog lets you add a task line to a quote (or edit an existing line): name, description, estimated duration, hourly rate, and billable flag. Depending on context, you can also choose to add the task to the linked work document.

info

The title shown is always Add Task, including when you edit a line. Contextual help for the dialog covers both create and edit.

Prerequisites

• You must be signed in to Sequentia.
• A workspace must be selected.
• The Billing module must be enabled on the workspace.
• You need permission to manage quotes to open the Quotes page and view a quote.
• Open a quote with status draft and switch to edit mode (Edit in the toolbar). Without edit mode, the Add Task button is hidden and clicking a row does not open this dialog.

note

The same dialog is also used from an invoice in edit mode (permission to manage invoices, draft invoice). Contextual help still points to the Quotes page (see To confirm with product).

Open the dialog

Create a task

1. Open the Quotes page.
2. Open a quote with status draft.
3. Click Edit.
4. In the Tasks table, click Add Task.
5. The Add Task dialog opens; focus moves automatically to Task Name.

Edit an existing task

1. In edit mode on a draft quote, click a row in the Tasks table.
2. The same dialog opens, prefilled with that line’s values.

Fill in the fields

Field	Label	Required	Notes
Name	Task Name	Yes	At least 3 characters (leading/trailing spaces ignored). Otherwise the field is marked invalid and regains focus (no dedicated message).
Description	Description	No	Multiline text area.
Estimated duration	Estimated Hour	No	Entered in hours (e.g. 2 for 2 h). Placeholder: 0.00 h. An empty value leaves the field empty.
Hourly rate	Hourly Rate	No	Number ≥ 0. Placeholder: 0.00 $/h. May be prefilled (see below).
Billable	Is Billable	—	Toggle. On create, it is on by default.
Work document	Add task to work document	—	Shown only in some contexts (see next section).

Hourly rate prefilling

On open, if the task rate is still empty, Sequentia applies in order:

1. the hourly rate from the work document linked to the quote (when provided);
2. otherwise, the client hourly rate associated with that work document (when available).

“Add task to work document” option

This toggle appears only when the quote (or invoice) provides a work-document / client / source-rate context.

Situation	Behavior
No source document / client / rate	The toggle is hidden. The task stays on the quote (or invoice) only.
New task (not already on the work document)	The toggle is visible, off by default. You can turn it on.
Once the toggle is on	It becomes locked (you cannot turn it off in the same opening).
Task already present on the work document	The toggle is hidden; adding to the work document is treated as already active.

If you leave the toggle off and confirm, the task will not be carried into a future work document created from the quote.

If you turn it on and a source work document exists, Sequentia updates the work document immediately on confirm (add or update the task on the document).

Confirm or close

Action	Effect
Confirm	Validates the name (and numeric bounds), closes the dialog, adds or updates the line in the Tasks table of the quote being edited; may sync the work document (see above).
Close icon (X)	Closes without applying this dialog’s changes.
Help icon (?)	Opens contextual help for this dialog.

note

Confirm updates the quote in memory (edit mode). To persist the quote, use Save in the toolbar. If you cancel editing or leave without saving, added / edited quote lines may be lost (an unsaved-changes alert may appear on close).

However, if you enabled Add task to work document, the work-document update is already saved when you confirm this dialog.

Messages and validation

Situation	Behavior
Missing or too-short name (< 3 characters)	Invalid field + focus; no message.
Name already used (case-insensitive) among work-document tasks and current quote / invoice tasks	Red message: A task with this name already exists.
Hourly rate < 0	Invalid field + focus; no message.
Estimated duration < 0	Invalid field + focus; no message.

What this dialog does not do

• Save the quote (or invoice): use Save on the document view.
• Edit a quote / invoice that is not a draft: edit mode is only offered for status Draft.
• Import or sync tasks already on the work document: use the Tasks table buttons (Import…, Sync from the work document), not this dialog.
• Reorder tasks: separate action in the edit-mode toolbar.
• Hide the tasks table or certain columns: table controls, outside this dialog.
• Calculate or show the line price: the amount appears in the table after duration and rate are set, not in this dialog.

In-app help

In the dialog header, the help icon opens contextual help Add a task, linked to the Quotes page.

To confirm with product

• The title stays Add Task even when editing an existing line. Confirm whether an “Edit task” title is desired.
• When opened from an invoice, help still points to the Quotes page. Confirm whether dedicated invoice help is desired.
• Too-short name: no user-facing message. Confirm whether an explicit message is needed (as for items: “… is required”).
• Negative rate or duration: visual validation only. Confirm the preferred user feedback.
• Once Add task to work document is turned on, the toggle is locked until the dialog closes. Confirm whether users should be able to turn it off before confirming.
• A dedicated permission to add tasks exists in the permission model but is not checked by this dialog (access via permission to manage quotes / invoices + edit mode). Confirm whether a separate check is planned.
• English duration label is Estimated Hour (singular) while French uses Durée estimée. Confirm the preferred bilingual alignment.