Updating tasks assigned to you
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- From the Manage menu, click Time & Expense.
- Click the My Tasks tab, which contains a list of the tasks assigned to you.
- Click the task that you want to update.
| Note: |
To change the tasks you see in the list, click |
(Change View), make selections on the - Update the following fields, as needed, to reflect your work on the task.
| Note: |
To show or hide a column in the list, click |
(Customize), select or clear the check box for the column,
and click | For | Do this as needed |
|---|---|
|
Status |
Change the status of the task to reflect your work on it. For example, indicate if the task is not started, in progress, or complete. |
|
% Complete |
Change the percent of work that is complete, as needed. |
|
% Complete Date |
If you changed the % of work complete, enter the date when you are reporting that percent of work is complete. |
|
Start Date |
Change the date when you actually begin work on the task. |
|
Completion Date |
Enter the date when you complete the task. |
|
Notes |
Type or change any notes about the task. |
|
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. - If your task is for an overhead project or nonproject work, you can also update these fields:
| Field | Description |
|---|---|
|
Description |
The name of the task |
|
Project |
The project associated with the task |
|
Phase |
The phase associated with the task |
|
Employee type |
The type of employee who performs the task, such as Architect |
|
Reference |
Change the reference which further identifies or describes the task. |
|
Priority |
The task's level of importance as either low, medium, or high |
|
Hours |
Change the number of hours you estimate are needed to complete the task. |
|
Est Start Date |
The date when work is expected to begin on the task |
|
Est Completion Date |
The date when the task is expected to be complete |
|
Any attachments related to the item You can click the attachments icon in the table to add, change, or open attachments. The column displays |
- Click Save.
- Update additional tasks in the same way.
- Click Close.
| Note: | To print or inquire on the information, from the Inquiry menu, click Resource and select an inquiry. |
See also
