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Getting Started

Before using this document, you should already have installed @task. If you are using the Hosted version of @task (@task ASP), then the installation is done for you and you should be able to access your @task instance by opening your web browser to the URL provided by your AtTask account representative [Example: http://asp20.attask.com/companyname].

If you are installing @task on your own servers, you will need to contact your system administrator for instructions on accessing your locally installed @task instance.

Login

After opening your web browser to the @task URL, you will see a login screen similar to the one shown below:

You will be logging in as the administrator using the default username and password created automatically during the installation. This lets you see and do anything in the system.

1. Enter the following information:
  • Username: admin
  • Password: user
    • 2. Click `Submit' or press the `Enter' key to login.

    N O T E : If the login screen reappears with one of the fields highlighted in red, the login failed. Verify that the Caps Lock key is not active and try the username and password again. If it fails again, contact your system administrator or AtTask account representative for assistance.

    Basics of User Interface

    When you have successfully logged in, a screen similar to the one shown here is displayed in the browser:

    The different parts of the interface are:

    1. Contextual Menu - left-side, Outlook-style menus
    2. Application Menu - Icon menu above Contextual menu
    3. Navigational Menu - Across the type from the @task logo to the Logout button
    4. Context Locator - also called the Breadcrumb - Above the Title
    5. Title - Displays title of Area, Project, Task, Company Name, User Name, etc.
    6. Tabs - Like folder tabs, they contain various sections of information
    7. Sections - Display a defined set of information. Sections often have toolbars.

    Portals

    The Application Home page is the page that opens first every time you login to @task. You can also open the application home page by clicking on the @task logo in the upper-left corner.

    From the Application Home, you can see several tabs. Due to the fact that these tabs are on the Application Home page, these tabs are portal components. Clicking on these tabs displays the sections of information related to the tab. For example, clicking on `My Tasks' displays two sections, `My Tasks', and `My Issues'. These components are designed to be "at-a-glance" views into the data that is important to you.

    You can make one of these tabs the default view for the Application Home by clicking on the `Make this tab the default' icon ( ) in the upper-right corner of the tab you want to make the default. Once a tab is the default tab, it will be the one displayed every time you login, click the @task logo, or select Application Home from the Application Menu.

    Start by making the `My Tasks' the default portal component:

    1. Click on the `My Tasks' tab.
    2. Click the `Make this tab the default' button. This sets the tab as the default.

    After making this tab the default, notice that the icon for `Make this tab the default' has changed to ( ), to indicate that this tab is now the default tab for the Application Home context.