Task Setup

To add new task, follow these steps:
(this functionality is available for ATR Premier Edition only)
Client Drop down Box 
Click on Tasks button in the toolbar. Please, see Advanced Time Reports / Toolbar.
In Client Drop down click on the client to which you would like to add new task.
Select *(Shared Projects) item to setup common project tasks that will be available for all of your clients.
Project Drop down Box 
In Project Drop down click on the project to which you would like to add new task.
Select *(Shared Tasks) item to setup common tasks that will be available for all of your shared projects.
Add Button 
Click on Add button to make new blank row appear.
Task Field 
In Task field, type the name of new task.
Description Field 
In Description field type the task relevant information.
Hours Control 
Click on Hours cell you would like to add a required hours for a task. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calculator dialog.
Here you can count or type the required hours for a selected Task.
Start Date Control 
Click on Start Date cell you would like to add a Task Start Date. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calendar dialog.
Select required month and date.
End Date Control 
Click on End Date cell you would like to add a Task End Date. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calendar dialog.
Select required month and date.
Save Button 
Click on Save button to save new task information. |