Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add New Tasks

In creating a task, you specify its purpose, due date, who can see it, whether or not it is required, and who must complete it. You are automatically designated as the principal stakeholder.

To add tasks:

  1. On the Main Dashboard, click Tasks.
  2. On the My Tasks screen, click Add Task.
  3. In Description, enter the purpose of the task.
    You can use standard formatting options for your text.
  4. To specify the date by which the task must be completed, in Due Date, click and select the date.
  5. If Assignees must complete the task, select Is Required.
  6. If the task should be visible to stakeholders only, select Is Private.
  7. To specify that the task is a group task, select Is Group.
    In the Stakeholders table, you are automatically listed as the Principal stakeholder and your Direct Reports are automatically added as Assignees.
  8. If necessary, change the stakeholders for the task:
    • To add more employees as stakeholders, click Add More Stakeholders, use the Add More Stakeholders dialog box to search for and select those employees, and then confirm your selection to return to the My Tasks screen.
    • To remove a stakeholder, click in the Actions column.
  9. Click Save.