What is in Task insights?

Task insights answers a different question from the other reports: not how long somebody worked, but what the work cost. Rows are tasks, grouped by project.

Before it appears

The screen is only in the menu when Task tracking is on under Workspace settings, Tracking, Modules. With the module off, nobody picks a task while recording, so there is nothing to report.

What lands here

• Only minutes booked against a task. Time tracked without a task never reaches this screen; it stays on Work times. Totals that do not match between the two reports are expected.
• Only working minutes. Break and idle time is not charged to a task.
• Only minutes that carry a rate stamp. The rate is written onto each minute as it is recorded, from the employee's pay and bill rate.

Because the rate is stamped at recording time, changing an employee's hourly rate later does not rewrite what past work cost. Old reports keep the figures they were produced with.

The columns

• Working hours: minutes booked against the task.
• Spent: what those minutes cost, from each employee's pay rate.
• Billable: what they can be billed for, from the bill rate. A task marked non-billable shows zero by design.
• Profit: billable minus spent, with the margin over cost as a badge.

Rates are set on the Employees screen. Without them every cost is calculated as zero, and the columns fill with nothing rather than an error.

Opening a row

Each task row expands into the per-employee breakdown for that task: minutes, cost, billable and the average hourly pay rate used. The breakdown is only requested when you open the row, and it follows the same filters as the table above it.

Taking the numbers out

Export as xlsx builds the same range and filters as a spreadsheet. Data export is a plan capability.

How time gets attached to a task in the first place is in how to record time against a task.