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Introduction
» Advanced Time Reports
Setup
» Client Setup
» Project Setup
» Task Setup
» New User Setup
» User Permissions Setup
Advanced Time Reports
» Main Form
» Menu Bar
» Toolbar
» Timesheets
» Expenses
» To Do
» Status Bar
Options
» General
» Database
» Server Synchronization
» PDA Synchronization
» Reports
» Users
» Language
» Columns
» Customize Toolbar
Tools
» Spelling
» Specify Filter
» Tools Menu
Edit
» Clients
» Projects
» Tasks
» Categories
» Priorities
Reports
» Report Parameters
» Reports List
» Time Card Report
» Blank Time Card Report
» Project Summary
» Expenses Report
» To Do Report
» Clients
» Projects
User's Preferences
» General
» Permissions
 

Task Setup

Task Setup

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To add new task, follow these steps:
(this functionality is available for ATR Premier Edition only)

1 Client Drop down Box 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.

2 Project Drop down Box 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.

3 Add Button Add Button

Click on Add button to make new blank row appear.

4 Task Field Task Field

In Task field, type the name of new task.

5 Description Field Description Field

In Description field type the task relevant information.

6 Hours Control 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.

7 Start Date Control 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.

8 End Date Control 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.

9 Save Button Save Button

Click on Save button to save new task information.

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