Adding a task for yourself
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Employees can add tasks for only overhead projects or nonproject work. However, managers or other employees with security access can add tasks to projects.
- From the Manage menu, click Time & Expense.
- Click the My Tasks tab, which contains a list of the tasks assigned to you.
- On the next available row, complete the fields as needed:
|
For |
Do this |
|---|---|
|
Description |
Type the name of the task. |
|
Project |
Enter the project associated with the task or leave it blank. |
|
Phase |
Enter the phase associated with the task. |
|
Status |
Select the status that reflects your work on the task. |
|
Priority |
Select the importance of the task as either low, medium, or high. |
|
Hours |
Type the number of hours you estimate are needed to complete the task. |
|
% Complete |
Type the percent of the task that is complete. |
|
% Complete Date |
If you entered a percent complete, enter the date when you are reporting that percent of work is complete. |
|
Est Start Date |
Enter the date when work on the task is expected to begin. |
|
Est Completion Date |
Enter the date when work on the task is expected to be complete. |
|
Start Date |
Enter the date when work on the task actually begins. |
|
Completion Date |
Enter the date when work on the task is actually complete. |
|
Notes |
Type any notes about the task. |
- To include additional information
for the task, click
(Customize), select the check box for the column you
want to show, click OK, and complete
the following information, as needed:
|
For |
do this |
|---|---|
|
Employee Type |
Enter the type of employee who performs the task, such as Architect. |
|
Reference |
Type any additional information that further identifies or describes the task. |
|
Attachments |
Any attachments related to the item You can click the attachments icon in the table to add, change, or open attachments. The column displays |
if there are
no attachments, and 
if there are attachments. - Click Save.
- Click Close.
| Note: |
To print
or inquire on the information, select an inquiry from the |
See also
