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.

4. 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.

5. 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.

6. Click Save.
7. Update additional tasks in the same way.
8. Click Close.

Note:

To print or inquire on the information, from the > Reports menu, click Standard Inquiries > Resource and select an inquiry.