Task-type rates

Price kinds of work — design, dev, strategy — as a reusable library that plugs into your rate card.

Sometimes the rate depends on the kind of work, not who does it or which client it's for. Task-type rates let you price categories of work — Design, Development, Strategy — and reuse them everywhere.

A workspace library

Task types live as a shared library on the rate card (Settings → Rates), managed by admins (and managers with the right permission). For each type you can set a workspace bill and cost rate, rename it, archive it, or delete it.

Archive rather than delete

Deleting a task type keeps historical entries but stops that work being priced by type. Archiving preserves the rate for old time while removing it from new pickers — usually what you want.

Where task type sits in the hierarchy

Task type is one of the scopes in the rate hierarchy, sitting between client and person. It resolves the same way everything else does — most specific wins, a single rate — so a bare task-type rate beats a person or role default, but a project or engagement rate (or a rate that also pins the person or client) is more specific and takes precedence. It doesn't stack on top of another rate; it competes with the others, and the most specific match wins.

To bill purely by task type

If you want an engagement to price every hour by its kind of work regardless of who did it, set its billing to By task type — see Billing modes. That draws its rates from this same library.

Per-engagement overrides

An engagement that bills by task type can override the library per type — you'll see the Workspace value as a placeholder next to a This one field. Leave it blank to use the library rate; fill it to pin an engagement-specific one. See Rate structures.

Task types only show where they're used

The Task type column on Tasks and the picker on an entry appear only when a project's engagement bills by task type — so you won't see them everywhere. That's expected.

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