Clicking into a Task from the Tasks List will give you more information, allow you to link the task to a Customer, add/edit Cost and Rate, or add any Expenses and Materials.

• Orange Information Panel

  

  End Date (Planned / Actual)
  Progress
  Status
  Condition 
  Responsible (Resource with Non Project Task assigned)
  Start Date (Planned / Actual)
  Effort (Total Required / Actual)
  Duration (Planned / Actual)
  Scheduling Mode
  
  Most of this information comes from Resources > Planning > Scheduling
  
  

• Actions

  The Actions section will only show if you are listed as the person responsible for the Task, otherwise the first section will be Details instead.
  
  The Blue button will allow you to Start / Complete / Re-open the Non Project Task
  This will change the Status from Planned to In Progress / Closed
  
  Change Condition gives you the drop down options:
  
  
  Time Logs will only show if enabled in the Preferences section and you are the owner of the Task. 
  The Time Logs button allows you to add time against the Non Project Task, which will automatically update the Progress %.
  Time can also be added via My Space > My Timesheets
  

• Details

  
  ID - ID # for the Non-Project Task
  
  Alias - Usually system generated but this is based on the settings from Admin > Configuration > Company Preferences > Automatic Alias for the item called "Company Task"
  
  Name - Name of Non-Project Task
  
  Customer - Drop down choice of Active customers from Operations > Customers > Customers List
  
  Complexity - Unassigned, Easy, Medium Difficult or Very Difficult
  
  Priority - Unassigned, Low, Medium, High
  
  Tags - Available from list set under Admin > Configuration > Company Preferences > Tags Management

   

• Preferences

  The default Preferences are set via Admin > Configuration > Company Preferences - Tracking Mode Non-Project Tasks but this can be updated from here.
  
  
  If Enable Time Log is set to Yes, the user responsible can add time here or via their Timesheet
  If Enable Time Log is set to No, the task is updated by changing the Progress % on the top left.
  

   

• Advanced Setup

  
  
  Owner - When the Non-Project Task is first created, the owner will be set to the 
  
  Calendar - This will show the calendar of the resource the non-project task was added to
  
  Cost Centre - Optional field
  
  Currency - Will use the default from Admin > Configuration > Company Preferences > Currency Configuration
  
  Cost per Hour / Rate per Hour - Will set as 0 unless details entered on this screen

   

• Expenses & Materials

  
  Click on the + Add button on the top left and select Material or Expense
  Update Name, Description, Value, Cost and Rate as applicable.
  You can delete the Expense or Material by clicking on the red icon on the far right hand side.

   

• Where are Non Project Tasks visible?

  Operations > Tasks > Tasks List
  My Space > My Calendar
  My Space > My Timesheets
  Resources > Planning > Scheduling tab
  Resources > Planning > Workload tab
  Resources > Timesheets > Report *If Non Project Tasks selected to be included
  PMO > Forecast