Updating tasks assigned to you

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To update tasks assigned to you

  1. From the > Manage menu, click Time & Expense.
  2. Click the My Tasks tab, which contains a list of the tasks assigned to you.
  3. 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 Change View window, and click OK.

  1. 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 OK

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.

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. 

  1. 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

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. 

  1. Click Save.
  2. Update additional tasks in the same way.
  3. Click Close.
Note: To print or inquire on the information, from the > Reports menu, click Standard Inquiries > Resource and select an inquiry.