Setting Resources

Your company resources may include any human resources available, ex.: employees, partners, contractors, etc. i.e. all concerned, however, we advise you to add only people (users) who will use the program in the LAN.

Click on New Resource button

General tab allows you to enter some Resource information such as name, e-mail, department, job title, address, and phone number. If a Resource is a user of the program you should grant check Login Permission set a password for Resource to log in. The Resource can change this password later when he or she starts using the software. If a resource can be assigned to a Task you should check Assignment Permission. If a Resource is allowed to create, edit and delete other Resources, you should check Administration Permission.

• Enter Resource information
• Check or uncheck checkboxes
• Click OK

Notifications tab lets you choose the types of Notification this particular Resource will receive if he or she is associated with the Task somehow (The Resource is either Owner or Assigned to the Task). By default all types of Notifications are checked so the Resource will receive Notifications each time any attribute of the Task is changed. In practice the Resource will need to receive only some of these Notifications, for example when the Resource is assigned to the Task or when the Status of the Task is changed, so it is better to check only those types of Notifications the Resource really needs to receive. The Resource can check Notification types himself when he starts using the software.

• Select Notifications tab
• Check appropriate Event Types
• Click OK
  

You will be asked if you want to create a personal folder for each new user. Click 'Ok', if you want to. Your employees or team members can use these Task Groups to manage their own tasks or any small tasks that don't have to be in the common Task Groups. This will help you avoid a mess in Task Groups panel and Task List view. Each user can easily set filter to see Tasks in his personal Task Group and in common Task Groups, ex. Marketing, Sales, etc. but not in a personal Task Group of a certain John Doe. If you want to know how to set filters see in Step 5. Tracking and Reporting