Enter a Task for a Time or Expense Record

When you enter a project for a time or expense record and that project has phases and tasks, you select a task at the same time in the Project/Phase/Task Lookup dialog box. If you later want to enter a different task for that record, you can select it in the Task Lookup dialog box.

To enter a task, complete the following steps:

1. In the TASK column (or TASK NAME column, if the TASK column is not displayed), do either of the following:
   • Enter one or more characters from the task number or short or long name to display a drop-down list of tasks that contain those characters. Select the task you want from that list.
   • Click to display a list of all available tasks for the project and phase in the Task Lookup dialog box, and continue with step 2.
2. If the task you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the task is visible.
   • In the search field above the grid, enter one or more characters from the task number or short or long name to display only tasks that contain those characters.
   • Click the column label for the TASK column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for the NAME column to sort based on task names.
3. When you locate the task that you want, click it to select it.
4. Click Select to enter the task in the time or expense record.