Time billing settings

Time and billing settings This support page will walk you through key time and billing settings in todo.vu, including: disabling time tracking configuring your workspace’s default billing rate configuring tax rates setting up your billing report style (Business...

Billing reports

Billing reports Once you have configured your workspace’s time and billing settings, set your billing rates, and tracked time on tasks and/or added charges for clients, you are ready to create a billing report in todo.vu. Billing reports are customized digital records...

todo.vu and Zapier

Integrate your application with todo.vu using Zapier You can connect any one of hundreds of applications to todo.vu by making use of Zapier and todo.vu’s Add-Task Connectors. In Zapier, the todo.vu Add-Task Zap allows you to pass information into todo.vu and...

Your todo.vu account

Your todo.vu account Whether you signed up for todo.vu yourself, or you accepted an invite to join todo.vu from someone else, you own a todo.vu user account. Your todo.vu account is where you store your credentials and details, and set some system-wide settings....

Email integration

Email integration todo.vu can convert emails to a) tasks and b) comments on tasks. This is extremely useful in several cases. For instance: You can easily forward emails such as bills or client requests directly into todo.vu, where they will automatically be created...

User roles in todo.vu

User roles in todo.vu Employees of any team or organisation have varying roles. That’s why todo.vu has different user roles to help managers and teams, and even their contacts, collaborate and work effectively in todo.vu. Every user with access to a todo.vu...

Creating tasks

Creating tasks Tasks are the cornerstone of the todo.vu platform. Once your tasks are created, you can track your time, monitor your progress, record your activity, bill for your time, and collaborate with colleagues or clients. Jump to: About todo.vu tasks Creating...

Kanban task management: Organising tasks & dashboards

Kanban task management: organising tasks The term ‘Kanban’ describes a visual task management system that allows team members to manage work as it moves through a process from inception to completion. todo.vu uses a Kanban task management system combined...

Kanban task management: Finding tasks

Kanban task management: Finding tasks In todo.vu, your tasks are viewed and managed in ‘Kanban’-style on the Task Dashboard, which means that tasks are mapped visually in columns according to their progress, and move between columns as they continue their...

Kanban task management: Labelling tasks

Task labels You can create custom labels in todo.vu to tag your tasks in ways that best suit your business’ unique needs and workflows. With labels, your tasks and workflows are easier to isolate, track and manage. Here’s everything you need to know about task...